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22-01-2021, 10:57 AM
#1501
As mentioned by me many times that trading update is due any day ...They provided information to enlighten the market ...actually it was well known but still needed prodding from company ...lol
Surprising they listed their announcement as NON PRICE SENSITIVE ...seems very price sensitive as stock up 10 % ...hehe
They will come with real one with numbers in mid march I suppose when they have good idea of 11 months sales ...though they know its going to be better then most analysts expectation ...mine are 2.1B revenue ...0.5B NP ...lets c they can beat me ....Next year guide is more important ...Knowing how conservative they are ...it can be 1.6B and 0.45B ....That will rerate the stock to big buy with 52 weeks target of $ 45-48 !!
Last edited by alokdhir; 22-01-2021 at 10:58 AM.
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22-01-2021, 11:07 AM
#1502
Topped up a few more on today's news.... now 10% of my portfolio...... thanks for your confirmation of my LT strategy alokdhir!!
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22-01-2021, 11:12 AM
#1503
Originally Posted by Left field
Topped up a few more on today's news.... now 10% of my portfolio...... thanks for your confirmation of my LT strategy alokdhir!!
U r a good judge of blue chip shares ...U bought in at great levels ...
For me this is the bluest chip of NZX ...I call it Apple of NZ and now its a mature blue chip stock which attracts institutional long term investors like pension funds
FPH and MFT buy and forget ...your grandchildren will be thankful for life ..
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22-01-2021, 11:27 AM
#1504
Member
Pretty happy holder here... quality long term hold for kids and I
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22-01-2021, 11:30 AM
#1505
what a stock... what a company.. someone get Kate Perry to sing it up there and light fire works.
we make a load on this stock back in QE.
To use the kiwi aus vernacular....
GO You Good Thing...
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22-01-2021, 11:31 AM
#1506
Thanks alokdhir...... about time I had some more long term respectability in my portfolio.
Good fortune with your share collection also.
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22-01-2021, 11:35 AM
#1507
Originally Posted by Left field
Thanks alokdhir...... about time I had some more long term respectability in my portfolio.
Good fortune with your share collection also.
Thanks buddy ...Me only want to invest long term so need only blue chips ...buy and forget types ...so far found only FPH / MFT / KFL and NZG
Maybe your can suggest some more for our benefit
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22-01-2021, 11:49 AM
#1508
Originally Posted by alokdhir
Thanks buddy ...Me only want to invest long term so need only blue chips ...buy and forget types ...so far found only FPH / MFT / KFL and NZG
Maybe your can suggest some more for our benefit
Well done on your portfolio.
My strategy is different and not biased to dividends or big caps.
I've been more biased to small caps as they transition to becoming big caps.
ATM still 30% of my portfolio (was 70% for about 5 yrs,) now free-held, and even at current 'lows' I'm still several thousands of % up. When the TA starts its uptrend again, I suspect ATM will be a great LT addition to many portfolios, including yours.
Otherwise I'm overweight (and nicely in profit) in small caps IKE, PEB, PX1, PEB etc.
As I say, FPH brings me some respectability!
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22-01-2021, 11:57 AM
#1509
Last edited by alokdhir; 22-01-2021 at 12:00 PM.
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22-01-2021, 12:04 PM
#1510
Originally Posted by alokdhir
Thanks buddy ...Me only want to invest long term so need only blue chips ...buy and forget types ...so far found only FPH / MFT / KFL and NZG
Maybe your can suggest some more for our benefit
EBO would slot in there nicely.
Unpopular opinion but RBD have years of store refurbishments + expansion ahead of them in USA which is a rinse and repeat of what they did in NZ/AUS.
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