WHS - Warehouse Group

[noodles]

The theory doesn't hold water ...why....what are you comparing WHS to? Underperforms in comparison to what else in its sector? Kathmandu, Briscoes, all the other retailers? I would argue that it outperforms most other of its competitors. There is absolutely no sense in comparing apples with oranges. Online shopping is utilized by middle and upper income earners mostly because they have easier access to internet, broadband, time and opportunity. My guess is none of the posters on this forum would go into WHS willingly because we think they are "beneath my position". Its like new car owners making disparaging remarks about the performance and reliability of some old "banger" going too slow on the motorway. All retail is suffering...so what...doesn't mean you cant still extract a good return out of WHS. Diversification means you should have a piece of assorted industries and sectors. Show me a better performer in retail over the long term than WHS.

Take your points.
Surely BGR is better than WHS over any term.
I do think it is important to position yourself in the right sectors. Clearly retail has been suffering as it has headwinds are long term. Much like newspapers and traditional media, wouldn't you wish to avoid them altogether? Maybe another thread for this discussion?

[Biscuit]

I have WHS in my "have a bit of everything, passive portfolio" because who really knows. But its not a stock you would pick as a winner for the obvious reasons stated here. I'd buy in again for my speculative portfolio if there was a believable strategy formulated. But I can't see it, what is the strategy to get themselves out of the hole of declining profitability?

[bull....]

wouldn't surprise me if the price is still being supported?

[couta1]

Actually the WHS is one shop I do like looking around with all the variety and plenty of man stuff like fishing and automotive etc compared to HLG and BRG which I find quite boring as a guy, I also purchase online through Torpedo 7.

[winner69]

You guys really are pushing your bandwagons aye and your all non holders-Lol.

Watch closely .... just waiting for it to become a BUY .... just don't when that will be mate

[percy]

Watch closely .... just waiting for it to become a BUY .... just don't when that will be mate

Classic.!!!! ??????????? lol.

[winner69]

Classic.!!!! ??????????? lol.

I forgot to say 'patiently waiting'

[couta1]

I forgot to say 'patiently waiting'

I'm the opposite to you winner I patiently wait for my stocks to come back to purchase price but in the mean time most of them are still paying some form of a divvy so all good aye.

[BIRMANBOY]

BGR is returning 4.66 WHS is 6.6 on my gross dividend yield website. Here are the retail options...quite a few are struggling. Personally I don't like BRG for a number of reasons. WHS has performed very well for me and I will continue to buy in weakness. AS I have said before .."she may not be the prettiest girl in the room but she loves me".
Retail

Company Name (Click on name to go to their website)	Share Symbol	Dividend Re- investment Program	Type of Business	Dividend History	Dividends per share last year in NZD	Dividend yield %	Share Price History	Current Share Price NZD	Important Notes
Briscoe Group	BGR	No	Retail	Details...	0.135	4.660	Details...	2.900	Details...
Colonial Motor	CMO	No	Retail	Details...	0.350	5.560	Details...	6.300	None
Hallenstein Glasson	HLG	No	Retail	Details...	0.285	8.770	Details...	3.250	None
Kathmandu Holdings	KMD	No	Retail	Details...	0.120	8.330	Details...	1.440	Details...
Kirkcaldie & Stains	KRK	No	Retail	Details...	0.000	0.000	Details...	1.680	None
Metro Performance Glass	MPG		Retail	None	0.000	0.000	Details...	1.790	Details...
Michael Hill Intl	MHI	No	Retail	Details...	0.065	5.420	Details...	1.200	None
Pumpkin Patch	PPL	No	Retail	Details...	0.000	0.000	Details...	0.280	None
Retva Ltd.	PPG	No	Retail	Details...	0.000	0.000	Details...	0.000	Details...
Smiths City	SCY	No	Retail	Details...	0.035	6.480	Details...	0.540	None
Veritas Investments	VIL	No	Retail	Details...	0.082	7.770	Details...	1.050	None
Warehouse Group	WHS	No	Retail	Details...	0.190	6.600	Details...	2.880	None
Z Energy Ltd.	ZEL	No	Retail	Details...	0.220	4.410	Details...	4.990	Details...

Take your points.
Surely BGR is better than WHS over any term.
I do think it is important to position yourself in the right sectors. Clearly retail has been suffering as it has headwinds are long term. Much like newspapers and traditional media, wouldn't you wish to avoid them altogether? Maybe another thread for this discussion?

[percy]

Can I quote this when I'm explaining the difference between trading and investing couta…… but agree, better to be collecting income off a stock that is in the red…..than collecting nothing off a stock that is in the red.

Not saying one strategy is better than the other, just saying which I prefer…….not saying I never have an red to contemplate by the way?

Have you every considered investing in a stock that is growing earnings and dividends,which keeps driving the sp upwards?