Lupo di mare
02 May 2018
Re: Time to take profit ? "Never a bad idea to take profits" as the saying goes. I did just that recently @ 380 and 382'ish, but still have a suitable holding - well, I think that it's suitable.
hairyhelmet
02 May 2018
Time to take profit ? Its been a very good month after dipping in March. The tailwind of sterling increasing will be lost for now, for a while at least. After the recent strong rise I feel it may be a good time to lock in some profits. Finals will be out in a few weeks and I believe a lot will ride on the margin pressure , which should be improving in retail. I will wait and watch for now, after cashing in most of my holding.HH
marktime1231
31 Jan 2018
None of my business as I am not a HFD shareholder.But reviewing CLLN I notice that HFD enjoys the same KPMG auditor, Peter Meehan, who may or may not be able to spot a problem you should know about.Did HFD borrow about £10M last year to balance cash and cover an acquisition in order to pay an increased dividend on declining earnings? Or is headline profit covers dividends by 1.7 all we need to know. Recent trading news was positive I think so maybe any cash flow problem was transient?Net assets of about £407M on HFD's books but about £394M of that is intangible, which is worthless as a security if the business fails to perform. Borrowing of about £102M suggests the business is geared up to the max of its real assets.Shorted 2.39% by Blackrock and GLG which is hardly a red alert but not everyone thinks HFD has a bright future.At least there is no pension scheme deficit to worry about.340p feels like all its value even if there is a fair year ahead, I would not be buying at that price myself, not that I am considering it. Just saying.
Lupo di mare
18 Jan 2018
Re: Update Hard comparisons to January last year; that was a whopper.Back to slow and steady growth now, with the only bright LfL spots being cycling and Autocentres. As said, the new Autocentres are quite an attractive modern alternative to some of the old oily garages.Personally, i'm not awestruck with this update, but holding on the basis of its cashflow and nice yield.
Lupo di mare
17 Jan 2018
Update tomorrow, boys and girls. Popped into HFDs today for some stuff; it was, as usual, fairly quiet. I guess that it has its busier moments.What did interest me was the Autocentre that has been established right next door. Nice tidy place doing a fair amount of business. Didn't look like your traditional garage at all.
II Editor
10 Jan 2018
NEW ARTICLE: 10 best retail stocks to weather High Street storm "It's traditional at this time of year for investors to look closely at how well British retailers have traded over the festive season. The High Street is home to some large and very popular stockmarket names - and their December trading can say a ..."[link]
Lupo di mare
10 Nov 2017
Re: Time to strike? Having said that, the last time that DB put out a (sell) note, the sp dropped just as dramatically as today it rose.Guess that some folk just can't think for themselves.
Lupo di mare
10 Nov 2017
Time to strike? Well that was a pretty dramatic down/up, and on very good volume - for Halfords. Apparently, the reason (really?) was Deutsche Bank raising its recommendation to Hold from Sell, but leaving its target at 295p, while the sp shot up to 334 ish.Quite a reaction to a mediocre brokers note, I'd say. If anyone's going to strike, now's the time to do it while Mac's busy readying herself for sorting kn ickers at Marks, and before whatshisname gets his feet under the table - not that i want to lose this high-yielder.
Gooffy
09 Nov 2017
5 year low? Very close to a 5 year low here, it's certainly a better business now a days than 5 years ago.Down on this at mo but did trade a bit previously so overall with divi about even.I didn't think the results were that bad as full year is expected to be as forecast and profit will improve next year, I thought motor servicing and repairs will do well not many places to take your car now a days and new car sales are down.any thoughts anybody
Lupo di mare
13 Sep 2017
Graham Stapleton Don't quite know what to make of the appointment, really.He's been knocking around Dixons for long enough, but he's only just been made CEO of HoneyBee, but then JMcD wasn't long with Macs - wasn'tt she?He's known as being entrepreneurial, so the Chairman's going to have his work cut out keeping a tight rein on him, I'd guess. In the meantime, it's steady as she goes until January, and Stapleton has indicated that, in the short to medium term, he's going to continue the present path - "I really look forward to working with my new colleagues to continue to implement the service-led strategy and, over time, identify further growth potential."Hopefully, Dixons' loss and our gain.
Ripley94
10 Sep 2017
Re: It`s brilliant price imo 2008 ...Price 220-240 ish... low was 12 July 2012 @ 200 after sharp fall back.Looks like i bought in av around @ 4.50 October 2010 , there is a lot of it luck in it,as for some reason i sold in July 2015 @ 545p.. it appears from an old record i have just looked at.
shabby 2 sox
09 Sep 2017
Re: It`s brilliant price imo Well 2008 gave you a good price in the trough I expect but I bought in 2009 at 4.95 which was not far off the peak and I am still waiting....... Shows you the importance of timing - or luck!
elliottsilverman
08 Sep 2017
drop today suggests some bad news in the background - any updates from brokers on back of results y'day seem more positive than negative... maybe having trouble recruiting new CEO to replace the soon-departing JMcD?
Ripley94
08 Sep 2017
Re: It`s brilliant price imo The 20 day ema crossed 50 day ema 14 June 17. so chart followers would steer clear.The director buys last week were all dividend reinvestment's.Been watching but not sure.
sageii
08 Sep 2017
It`s brilliant price imo bought in a few minutes ago ..first vtime I`ve owned them since 2008.. GL all
