HGH - Heartland Group Holdings

[percy]

To be honest I wouldn't call it a bargain at the current price but a good hold.
Yes,I feel the same,yet somehow I think we could get pleasant surprises on the upside.!



Well said Percy. No comparison between the two companies. One is growing EPS consistently, the other has been a classic cyclical going nowhere, in fact for the last decade ! Maybe the directors and management of SKL have that Talking Heads song on their car radio's in a constant repeat loop ? The two companies are as different as chalk and cheese...very surprised the other hound can't see that.

Yes hold,but I would expect any surprises will be on the upside.
Agree,about the no comparison.
The other hound.No comment.

[janner]

Investment is about allocation of capital.I look for sectors with tail winds,ie,retirement,health,tourism,and digital banking.I avoid sectors such as retail [yes hold a few HLG and LOV asx]and manufacturing in NZ.The likes of CAV,MGL,SCT,and SKL I think are dead ducks.I try to invest in companies whose share price will double in 5 years.
HBL SPP>I am not trying to convince anyone,just stating what I intend to do.I have posted that I hold far too many HBL and even at $1.46 it will increase my average holding cost.I have also said I am just going to use our rainy spare cash and take the dividend in cash .At $1.46 cum divie, I see a nice margin,as that works out at $1.425 and I think the sp will settle at over $1.50.Margin could be 5.2% in under a month.!!!!
Going forward I think the market is waking up to HBL's growth prospects.As you are well aware, the directors' speechs at the agm was very much,we have done the ground work,and have the products,now let the fun start.We are "well positioned."I do see HBL's share price at $2.Maybe in a year's time,or could be 2 years time. I don't mind which, as in the meantime I expect the fully imputed dividend will increase.

I think your previous comment Post 8815 " So 2022.......... sp.SKL$1.63........................HBL............ ..$4.25. ".

A little ambitious perc.. That is one cent a week, every week for five years..

Happy holder.

[percy]

I think your previous comment Post 8815 " So 2022.......... sp.SKL$1.63........................HBL............ ..$4.25. ".

A little ambitious perc.. That is one cent a week, every week for five years..

Happy holder.

On the number of shares you and I hold, one cent a week could be very serious fun.!!
Even one cent a month would still be serious fun.
While one cent every three months would be just fun.
We are well positioned for a lot of fun in our lives...lol.

[kizame]

I think your previous comment Post 8815 " So 2022.......... sp.SKL$1.63........................HBL............ ..$4.25. ".

A little ambitious perc.. That is one cent a week, every week for five years..

Happy holder.

It doesn't have to happen like that,a few flat weeks with some 10c rises would do just fine.

[kizame]

Only a matter of time before this stock pushes through resistance at 1.60,it's banging it's head again this morning. Then a nice slow meander to 1.80 would be nice.

[percy]

It doesn't have to happen like that,a few flat weeks with some 10c rises would do just fine.

Yes the odd few flat weeks would be acceptable...lol.
And I must admit the current share price strength surprises me.But then I am easily surprised.Just need another negative "fail" post from Snoopy, to push the sp through $1.60,then again it may do it anyhow.

[Beagle]

Roger took some convincing to come over to the other side....still hope for snoopy yet

Hounds usually run in packs so its curious how the other hound's always been way off trail from the hunt with this one.
I like running with tailwinds so previously enjoyed a marvelous run from mid 80 cent mark just after the credit rating upgrade in early 2014 to low 130's in early 2015 when dairy risks starting looking ominous.
Now I sense we're in a period of tailwinds again and maybe even a further credit rating upgrade is possible so am happy to be snapping up juicy dividends and capital gains again
Disc: Tail up and wagging, holding and applying for full $15K of shares under SPP and full participation in the dividend reinvestment scheme.

[janner]

On the number of shares you and I hold, one cent a week could be very serious fun.!!
Even one cent a month would still be serious fun.
While one cent every three months would be just fun.
We are well positioned for a lot of fun in our lives...lol.

Indeed.. Pity it is at the wrong end of it though.. Am trying my best where ever possible . :-)))

[King1212]

Does spp shares entitle for dividend as recorded date is 23rd march..the shares are issued before that...thanks.

[axe]

https://www.nzx.com/files/attachments/253365.pdf

Does spp shares entitle for dividend as recorded date is 23rd march..the shares are issued before that...thanks.