sharetrader
Page 187 of 188 FirstFirst ... 87137177183184185186187188 LastLast
Results 3,721 to 3,740 of 3743

Thread: WHS

  1. #3721
    Just a harmless teddy bear
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    28,542

    Default

    Quote Originally Posted by DDog View Post
    From $70m to $90m. Wow.
    And double same period last year

    Nick finally got things working properly ...I better start praising him
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.” - Benjamin Graham

  2. #3722
    Senior Member
    Join Date
    Jan 2013
    Posts
    710

    Default

    What a great result. I expect this news to flow into other retail stocks too (who will probably upgrade guidance in the next couple of weeks). BGP, MHJ, PGW, HLG...

  3. #3723
    Legend
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    7,216

    Default

    good to see there doing well , i expect they be paying a big dividend next time. paying back the subsidy was probably making this more appropriate
    bull
    One step ahead of the herd

  4. #3724
    Senior Member
    Join Date
    Jan 2013
    Posts
    710

    Default

    Quote Originally Posted by bull.... View Post
    good to see there doing well , i expect they be paying a big dividend next time. paying back the subsidy was probably making this more appropriate
    I believe paying the subsidy back really held the price back on the that last profit upgrade in Dec as meant no dividend. But this extra $20m+ for the half year should clear that now.

  5. #3725
    Advanced Member
    Join Date
    Oct 2001
    Location
    chch, , New Zealand.
    Posts
    2,364

    Default

    Great result and margins looking good. They have a decent stable of assets, and the online market tying it all together. They may also be helped by the massive delays in buying anything from overseas, easier to buy your junk at the warehouse.
    Last edited by ratkin; 08-01-2021 at 05:12 PM.

  6. #3726
    Just a harmless teddy bear
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    28,542

    Default

    Share price smashes through the 3 buck mark

    Next stop 4 bucks
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.” - Benjamin Graham

  7. #3727
    Advanced Member
    Join Date
    Oct 2001
    Location
    chch, , New Zealand.
    Posts
    2,364

    Default

    Quote Originally Posted by winner69 View Post
    Share price smashes through the 3 buck mark

    Next stop 4 bucks
    very suprising how quickly sentiment can change, heading back to the glory days of 7 dollars (only joking)

  8. #3728
    Just a harmless teddy bear
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    28,542

    Default

    Quote Originally Posted by ratkin View Post
    very suprising how quickly sentiment can change, heading back to the glory days of 7 dollars (only joking)
    Maybe not 7 dollars ratkin ....


    .....but 5 dollars perfectly possible seeing how things are going
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.” - Benjamin Graham

  9. #3729
    Banned
    Join Date
    Aug 2020
    Location
    Far North
    Posts
    69

    Default

    Quote Originally Posted by winner69 View Post
    Maybe not 7 dollars ratkin ....


    .....but 5 dollars perfectly possible seeing how things are going
    Thats over 60 percent up from current sp... big lift esp with suspended dividends

  10. #3730
    Advanced Member
    Join Date
    Oct 2001
    Location
    chch, , New Zealand.
    Posts
    2,364

    Default

    Quote Originally Posted by winner69 View Post
    Maybe not 7 dollars ratkin ....


    .....but 5 dollars perfectly possible seeing how things are going
    yep in this crazy market anything is possible. They will be helped enormously by the massive delays in buying from overseas, easier to just shop locally now. I know the couriers are seeing massive increases in overnight courier product from the likes of the warehouse group.

  11. #3731
    Member
    Join Date
    Jul 2017
    Location
    Auckland
    Posts
    237

    Default

    "They will be helped enormously by the massive delays in buying from overseas"

    Where do you think they get most of their stock?

  12. #3732
    Banned
    Join Date
    Aug 2020
    Location
    Far North
    Posts
    69

    Default

    Quote Originally Posted by Clints View Post
    "They will be helped enormously by the massive delays in buying from overseas"

    Where do you think they get most of their stock?
    Ummm overseas? You're absolutely right clints but more relevant is that somebody buying a one-off online purchase could end up frustrated if there are delivery delays. Warehouse group stores will already have most/all their stock on hand ready for the season selling.
    Last edited by Habits; 13-01-2021 at 02:26 PM. Reason: Typo

  13. #3733
    Advanced Member
    Join Date
    Oct 2001
    Location
    chch, , New Zealand.
    Posts
    2,364

    Default

    Quote Originally Posted by Clints View Post
    "They will be helped enormously by the massive delays in buying from overseas"

    Where do you think they get most of their stock?
    They seem to be keeping their supply chains going although there is likely some disruption. Point is customers will now buy whatever is there, as it is overnight delivery at the latest, rather than buy something in China that can now take literally months to arrive.

  14. #3734
    Member
    Join Date
    May 2014
    Posts
    183

    Default

    Quote Originally Posted by winner69 View Post
    Bit more from Tom Fishbourne on 'Agility'

    I don't think 'agility' will fix The Warehouse because they don't really know what it means - but that's just my view
    '
    Anyway what Tom said -

    Next month marks the 20th anniversary of the Agile Manifesto. Twenty years ago, 17 software engineers went skiing in Utah. After bonding over their shared frustrations on the state of software development, they drafted the Manifesto for Agile Software Development.

    The principles they defined helped change software development forever, but also inspired more widespread organizational shifts. As the signers later put it,

    “This isn’t merely a software development problem, it runs throughout Dilbertesque organizations.”

    David Hieatt recently said that agile principles helped get his two businesses through the twists and turns of 2020:

    “Agile was no longer a nice management mindset, but how you saved your business. It bypassed adjective and went straight to a verb.”

    And yet, in spreading so mainstream, the concept of agile has lost much of its meaning. Like many business buzzwords, if you ask 10 co-workers what agile means, you may hear 10 different responses (or even more).

    One of the 17 original signers of the Agile Manifesto, Dave Thomas, wrote:

    “The word ‘agile’ has been subverted to the point where it is entirely meaningless.”

    For agile to stand for more than a buzzword, we have to define what we mean.
    I would argue that in software development it does mean something and is a tool that can be applied to some types of projects. However when you hear things like "Our IT department is moving to an agile approach to work" you can be very certain that those people have no idea what they are doing. It's about fitting the right tool to the right problem, agile for agiles sake would be wasteful and slow in many cases.

    It's the latest in a long line of these business fads where they start off meaning a specific principal but get so broadly abstracted as to be meaningless. Then the data comes in and it turns out adopting that approach produces no meaningful benefit for organisations because it's so poorly applied. I suspect many people already know this but need to keep up the corporate cheerleading for the sake of their careers.

  15. #3735
    Just a harmless teddy bear
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    28,542

    Default

    The current surge in the WHS shareprice is really stupendous and it hasn't stopped yet .... onwards and upwards I hope

    I still have a morbid fascination with things WHS and keep old stuff up to date

    I've updated this table - one I created years ago to remind myself that no matter how tempting WHS looks as a long term buy and hold investment it rarely is.

    It is one stock that defies the 'it's about time in the markets, not timing the markets' principle. Staying in WHS for long periods has not been that great a strategy - but timing the market has been very profitable.

    But then again there has not been many years buying WHS has produced above average results - and buying a year ago (or like ratkin in March last year) might have been one of those times.

    The table shows annual returns over many periods. It assumes you bought in July each year (WHS year end) and the returns include dividends.

    Read as if you bought in July 2006 at $4.74 your 1 year return was 31.8% (timing the market) but if held until today your 15 year return has been 2.0% pa (time in the market not good)

    Lots of red cells (negative returns) and a lot of orange cells (<5% pa returns) and not many green cells (above average returns)

    Probably boring as and relevant for most as these days things are different ........but I find it interesting - just an insight from my morbid fascination with some things.
    Attached Images Attached Images
    Last edited by winner69; 14-01-2021 at 07:52 AM.
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.” - Benjamin Graham

  16. #3736
    Banned
    Join Date
    Aug 2020
    Location
    Far North
    Posts
    69

    Default

    Quote Originally Posted by winner69 View Post
    The current surge in the WHS shareprice is really stupendous and it hasn't stopped yet .... onwards and upwards I hope

    I still have a morbid fascination with things WHS and keep old stuff up to date

    I've updated this table - one I created years ago to remind myself that no matter how tempting WHS looks as a long term buy and hold investment it rarely is.

    It is one stock that defies the 'it's about time in the markets, not timing the markets' principle. Staying in WHS for long periods has not been that great a strategy - but timing the market has been very profitable.

    But then again there has not been many years buying WHS has produced above average results - and buying a year ago (or like ratkin in March last year) might have been one of those times.

    The table shows annual returns over many periods. It assumes you bought in July each year (WHS year end) and the returns include dividends.

    Read as if you bought in July 2006 at $4.74 your 1 year return was 31.8% (timing the market) but if held until today your 15 year return has been 2.0% pa (time in the market not good)

    Lots of red cells (negative returns) and a lot of orange cells (<5% pa returns) and not many green cells (above average returns)

    Probably boring as and relevant for most as these days things are different ........but I find it interesting - just an insight from my morbid fascination with some things.
    Great work W69
    Just to clarify, I'm assuming the 2020 year still has six months to run until July 2021.. so it has potential to be the best performing year yet, mostly just the rebound. The company also seems very much stronger in terms of financial performance (higher gm on higher t/o) so I think that has not been factored in yet
    Last edited by Habits; 14-01-2021 at 10:48 AM.

  17. #3737
    Just a harmless teddy bear
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    28,542

    Default

    Quote Originally Posted by Habits View Post
    Great work W69
    Just to clarify, I'm assuming the 2020 year still has six months to run until July 2021.. so it has potential to be the best performing year yet, mostly just the rebound. The company also seems very much stronger in terms of financial performance (higher gm on higher t/o) so I think that has not been factored in yet
    Yep just assumed July share price will be $3 odd ....so maybe a lot more to go.

    Exercise also also highlights the old adage of buy when PE is high and future returns aren’t that great ....and vice versa
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.” - Benjamin Graham

  18. #3738
    Member
    Join Date
    Oct 2017
    Location
    Wellington
    Posts
    206

    Default

    Quote Originally Posted by winner69 View Post
    The current surge in the WHS shareprice is really stupendous and it hasn't stopped yet .... onwards and upwards I hope

    I still have a morbid fascination with things WHS and keep old stuff up to date

    I've updated this table - one I created years ago to remind myself that no matter how tempting WHS looks as a long term buy and hold investment it rarely is.

    It is one stock that defies the 'it's about time in the markets, not timing the markets' principle. Staying in WHS for long periods has not been that great a strategy - but timing the market has been very profitable.

    But then again there has not been many years buying WHS has produced above average results - and buying a year ago (or like ratkin in March last year) might have been one of those times.

    The table shows annual returns over many periods. It assumes you bought in July each year (WHS year end) and the returns include dividends.

    Read as if you bought in July 2006 at $4.74 your 1 year return was 31.8% (timing the market) but if held until today your 15 year return has been 2.0% pa (time in the market not good)

    Lots of red cells (negative returns) and a lot of orange cells (<5% pa returns) and not many green cells (above average returns)

    Probably boring as and relevant for most as these days things are different ........but I find it interesting - just an insight from my morbid fascination with some things.
    When I bought I was firmly believing on "time in the market" and WHS has been my worse experience. I always says my learning increases everyday so in that regard last March it was hard for me to figure where the bottom was (to all the shares that I have in my watchlist). Neither I'd have thought of a recovery when I sold out a few months ago.

    Anyway, I still keep learning.

  19. #3739
    Legend
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    7,216

    Default

    things lining up for a great result and my guess div of 10 - 15c as a reward to s/h who have stuck with the company
    bull
    One step ahead of the herd

  20. #3740
    always learning ... BlackPeter's Avatar
    Join Date
    Aug 2007
    Location
    Canterbury
    Posts
    6,414

    Default

    Quote Originally Posted by bull.... View Post
    things lining up for a great result and my guess div of 10 - 15c as a reward to s/h who have stuck with the company
    Whatever the dividend will be, it will be for any shareholder at registration date, has nothing to do with whether they stuck with the company for years ... or just bought them :

    But yes, I suppose most retailers will have a good result after this Christmas and a post-covid catchup ... though it is in my view not clear whether this allows extrapolations into the future.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •