HGH - Heartland Group Holdings

[percy]

"Heartland will consider its on-going requirements, particularly in light of the recent corporate restructure, and will provide a further market update prior to David’s departure.

That's code Jeff uses to say he is going to start empire building .....probably a Group Finance person with a CFO for both both the Bank and Australia reporting to him. Sounds like more expenses to me

Sounds to me as though Jeff is laying the foundations to deliver on the growth opportunities, avaliable to HGH in both NZ and Australia.
Bring it on.

[Baa_Baa]

From $2.14 high to this YE close $1.36 is a big disappointment. Stuff the dividends, it'd be years to recover that degree of capital losses. Shows how with ramping and ceaseless promotion, that a share can get way ahead of itself and upset a lot of punters for a long time when sensibility creeps back in. God help HGH if the market Bear truely takes hold, all I can say is you'll need a strong stomach if you're holding and impeccable timing to find and get a fill at the lows, wherever that ends up being.

[percy]

I respect the directors and management of HGH more than Sharetrader posters,as they have very large personnel holdings,and each have proven successful business records.
None of them have sold any of their shares.
HGH have a record of achieving what they say they will do.They are taking advantage of the opportunities that are avaliable to them.
I still retain my view of HGH as a high conviction stock.It is my second largest holding.
I will refrain from making a decission to hold,sell or buy more until HGH's interim report is released in early Feburary,however I am expecting a solid result with a positive outlook..

disc.I brought a few more last week,as a Christmas present for myself..

[couta1]

I respect the directors and management of HGH more than Sharetrader posters,as they have very large personnel holdings,and each have proven successful business records.
None of them have sold any of their shares.
HGH have a record of achieving what they say they will do.They are taking advantage of the opportunities that are avaliable to them.
I still retain my view of HGH as a high conviction stock.It is my second largest holding.
I will refrain from making a decission to hold,sell or buy more until HGH's interim report is released in early Feburary,however I am expecting a solid result with a positive outlook..

disc.I brought a few more last week.

I'm thinking both HGH and TRA will be good candidates for the 2019 stock picking comp, dash I've let the cat out of the bag now.

[Beagle]

I'm thinking both HGH and TRA will be good candidates for the 2019 stock picking comp, dash I've let the cat out of the bag now.

Neither are defensive in a bear market so to pick then one needs to assume either the bear isn't coming here or these companies are special and immune to a bear market, (nothing about their SP performance in 2018 provides evidence of the latter in my opinion). If they could just stop going down and pay their dividends for 2019 that would be a good start. (Still hold some HGH)

[couta1]

Neither are defensive in a bear market so to pick then one needs to assume either the bear isn't coming here or these companies are special and immune to a bear market, (nothing about their SP performance in 2018 provides evidence of the latter in my opinion). If they could just stop going down and pay their dividends for 2019 that would be a good start. (Still hold some HGH)

Well they are in my picks and it looks like there are a few behind me in this years comp so let's see.

[Beagle]

Well they are in my picks and it looks like there are a few behind me in this years comp so let's see.

You got there by not having them in your 2018 picks competition. You must be working on the principle that every dog has its day
I wouldn't mind having a few bob that one of your other picks is OCA
Merry Christmas mate.

[winner69]

I'm thinking both HGH and TRA will be good candidates for the 2019 stock picking comp, dash I've let the cat out of the bag now.

Just like Dogs of the Dow the Dogs of the NZX sometimes a good strategy but more often than not tend to underperform (as a group). Losers often remain losers

Dogs of the NZX were in the bottom 10 in the 2017 competition

Both down nearly 30% this year .....couldn’t repeat that could they ...you never know

[Beagle]

Vehicle retailers and manufactures generally speaking had their share prices brutalised in the GFC...people simply fix the vehicle they have as and when necessary in really tough times. The other thing is a lot more loans go bad so Turners cop it from both directions whereas at least with HGH more and more people borrow money even at higher interest rates in the hope of getting by so at least HGH get more business to help with their significantly increased loan delinquencies. Dog's can be dog's two years in a row, even three.

GE a classic example...that was a real dog of the DOW in 2017 (down from $31.60 to $17.45) and anyone who bought that at $17.45 as part of their dog's of the Dow strategy for 2018 was been well bitten with it now down to $6.92, a 60% loss in 2018 after nearly halving the year before ! Couldn't happen on the NZX though...or could it...

Financials and vehicle companies are not defensive sectors.

[percy]

HGH's Marac downfall was property development loans.The rest of Marac's business traded well through GFC.
Turners had one bad year in 2008 and a huge profit in 2009.
Neither had any abnormal vehicle loan problems.
Both companies have strengthened their business model since GFC,and will trade well in any slowdown.
I expect HGH's REL business to keep going gangbusters.A matter of the right product at the right time.Pleasing they have secured funding for the next four years from CBA."Committed [think about the pig and the chicken.lol.]warehouse facility to 30th September 2022."

[Ggcc]

HGH's Marac downfall was property development loans.The rest of Marac's business traded well through GFC.
Turners had one bad year in 2008 and a huge profit in 2009.
Neither had any abnormal vehicle loan problems.
Both companies have strengthened their business model since GFC,and will trade well in any slowdown.
I expect HGH's REL business to keep going gangbusters.A matter of the right product at the right time.Pleasing they have secured funding for the next four years from CBA."Committed [think about the pig and the chicken.lol.]warehouse facility to 30th September 2022."

Nice quote and completely agree. looking at topping up on this gem in the new year.

[trader_jackson]

Couldn't find heartland in any of the big wig brokers picks
Perhaps more surprising, is I found AFT and ARV

[oldtech]

$1.33 ... sheesh, this is now exactly at the level where I first bought into HBL just over three years ago. Sold out during October/November, I might just be tempted to get back in at these levels once the tide turns.

[couta1]

$1.33 ... sheesh, this is now exactly at the level where I first bought into HBL just over three years ago. Sold out during October/November, I might just be tempted to get back in at these levels once the tide turns.

Hard to believe where the price has dropped to, I'm sitting on some serious paper losses with this and TRA, were talking a serious Bear attack here not a little tickle up Beagle just experienced with KMD.

[trader_jackson]

$1.32, crazy stuff... and I thought $1.50 was cheap... Gross dividend yield nearing 10% now
They need to come out with some sort of announcement reaffirming profit guidance, surely can't go below $1.30
A good few cents below that dog on the asx flexigroup - now that when you know its bad