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  1. #7141
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    Quote Originally Posted by trader_jackson View Post
    Yes please! Dear Mr Market, please keep your head in the sand, and continue to ignore the great fundamentals and impressive first half report. It would be much appreciated for you to do what was done about 6 months ago, keep the share price low until Dividend reinvestment is complete, then begin a steady rise (except this time Mr Market maybe you'll wake up and not let the price drift down back into the bargain basement it is currently in)
    you've been reading my mail TJ (post 7145) ��
    SCOTTY

  2. #7142
    Speedy Az winner69's Avatar
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    Quote Originally Posted by trader_jackson View Post
    Yes please! Dear Mr Market, please keep your head in the sand, and continue to ignore the great fundamentals and impressive first half report. It would be much appreciated for you to do what was done about 6 months ago, keep the share price low until Dividend reinvestment is complete, then begin a steady rise (except this time Mr Market maybe you'll wake up and not let the price drift down back into the bargain basement it is currently in)
    Last year the DRIP was $1.32 .....hmmm
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  3. #7143
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    Quote Originally Posted by winner69 View Post
    Last year the DRIP was $1.32 .....hmmm
    Sept 2015 Drip was $1.11
    SCOTTY

  4. #7144
    Speedy Az winner69's Avatar
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    Quote Originally Posted by SCOTTY View Post
    Sept 2015 Drip was $1.11
    Not much return on them since eh

    Maybe the capital return isn't really about capital management per se but a cynical way of improving TSR in the short term
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #7145
    Speedy Az winner69's Avatar
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    Fed Farmers say 11%of dairy farmers were under scrutiny by their banks, compared with 7%in November and 6% in August.

    Banks call this Strategic Debt Management - better outcomes in helping farmer out of the industry and hopefully recover more than just foreclosing / receivership

    We should be grateful to Heartland management they have essentially avoided this impending fiasco
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #7146
    percy
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    Quote Originally Posted by winner69 View Post
    Fed Farmers say 11%of dairy farmers were under scrutiny by their banks, compared with 7%in November and 6% in August.

    Banks call this Strategic Debt Management - better outcomes in helping farmer out of the industry and hopefully recover more than just foreclosing / receivership

    We should be grateful to Heartland management they have essentially avoided this impending fiasco
    Yes Heartland Bank management/directors certainly need congratulating on their aggressive cautious stewardship.Perhaps having a lot of skin in the game makes them more focussed?
    The Australian banks have not faired so well.Luckily HBL face fewer headwinds than them,yet they are being contaminated by association.!.
    Over the past year ANZ sp is down 37%, BOQ down 24.43%,CBA down 23.2%,NAB down 31% and WBC down 32,7%
    Growing roe, eps and dividends will eventually see a rising sp for HBL.In the meantime the ratios look very solid and modest to me.
    Last edited by percy; 27-02-2016 at 10:21 AM.

  7. #7147
    percy
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    Quote Originally Posted by greater fool View Post
    ............this from ST Stocktastic 2016

    SSP= Year start SP
    CP= Current SP (as at Saturday 27 Feb 2016 - 11:18am)

    Code Name SSP CP %Change
    HBL Heartland Bank $1.280 $1.130 -11.72%
    ANZ Australia and NZ Banking Group $27.200 $24.050 -11.58%
    WBC Westpac Banking Corporation $32.970 $30.520 -7.43%



    Edit: Disclosure; hold all stocks quoted.
    I use Yahoo Finance .

  8. #7148
    Dilettante
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    Quote Originally Posted by greater fool View Post
    So do I.
    Percy's numbers "over the past year"and your numbers from 1st day of trading in 2016. Probably both correct

  9. #7149
    Speedy Az winner69's Avatar
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    Quote Originally Posted by percy View Post
    ?...

    The Australian banks have not faired so well.Luckily HBL face fewer headwinds than them,yet they are being contaminated by association.!.
    Over the past year ANZ sp is down 37%, BOQ down 24.43%,CBA down 23.2%,NAB down 31% and WBC down 32,7%
    Growing roe, eps and dividends will eventually see a rising sp for HBL.In the meantime the ratios look very solid and modest to me.
    And in same period HNZ only down 11% ....so not really contaminated by association with Aussie banks (who are down a lot more)

    Just a general rerating downwards for Heartland reflecting greater risk aversion that punters have
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #7150
    ShareTrader Legend Beagle's Avatar
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    Just had a look on ANZ securities charts and yes indeed HBL has been a real out-performer against the backdrop of a severe general correction in banking stocks. Only down 15% from $1.33 to $1.13 over the last 12 months, mitigated further by good fully imputed dividends. Good result considering how poorly many of the other Australian and international banks have shocked their shareholders. No mining exposure has been a real blessing for HBL shareholders. That said until fears of a global recession ease and until there's a genuine bounce in commodity prices that ease asset quality concerns, I expect the banking sector to remain under pressure, (HBL probably continue to outperform on a relative basis). Its been a very tough start to 2016 for many stocks with many tigers, cats and dogs very busy licking their wounds.
    Last edited by Beagle; 27-02-2016 at 01:12 PM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

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