Wednesday, April 15, 2020

Why Hallensteins has the Advantage over Everyone Else





Hallensteins Glassons - HLG.

You know it's a well run company - I'd say the best company of its type anywhere in Australasia.

It does not have any debt and has cash in the bank. Whatever challenge it faced up to in its over 140 years of existence it has overcome that. Covid 19 will be no different.

In the area it operates in one thing is clear. The weaker competition is falling - including the recent influx of overseas brands.

Once a couple of these have got the tail between their legs and scuppered, from this part of the world or entirely - they all hold far too much debt. Hallensteins will be there to mop up the peices AND have far less competition!!

So Hallensteins will be planning right now to change, just how much change is up to conjecture but they will probably change anyway. Their online store is just one feature. The only change down at Hallensteins HQ will the fact that Covid 19 is just another one of those changes of a long list they been through before. 

One thing I constantly am appalled about and that is the comparions made between the economic fallout  from Covid 19 and the Great Depression.  It is by no means as serious as the Great Depression and is not likely to be unless something goes horribly wrong - that whole Great Depression/Recession thing annoys me. We have got a long way to go before we stoop to the depths of depravity those poor souls had to suffer - So Hallensteins passed the Great Depression.

Hallensteins will come out of this - Covid19 - in the same way. The way they have come out of the rest of the calamities than have befallen them. With a new approach to doing business.

For without that new approach combined with the old fashioned attitude towards debt Hallensteins Glassons Group would be yesterdays toast.




Now im no expert at share prices. I just know a great company when i see one. This little puppy plumbed the depths of about $1.80c just a couple of weeks ago. Right now its up on hope - its doubled in price to about $3.60c - hope that things will get started again - soon.

You could buy today or take your chances and buy on the bad news. Because there is more bad news - none moreso than any other stock on the nzx.com - to come with this stock.

DYOR.

  

Hallenstein Glasson @ Share Investor


Hallenstein Glasson: Buy
Hallenstein Glasson: What Do I Do?
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Share Price Alert: Hallenstein Glasson Holdings Ltd 2
Share Price Alert: Hallenstein Glasson Holdings Ltd
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Why did you buy that stock? [Hallenstein Glasson]

Discuss HLG @ Share Investor Group 



Share Investor 2020

Tuesday, December 17, 2019

Share Investor's 2020 Stock Picks ;)



We have cut back on expense for next years "pick".

Welcome back to the stock picking monkey for 2020's.

This years picking is a little diff in that there will be no stock picks.

It has kind of run its course and ill tell you why if you be so kind to listen.

What is a stock pick but really an advert for yourself to pick whatever you want based on various methods.

I don't want to do that anymore, I see it as not helpful at all.

I would rather you pick the stock based on what you have learnt either through me or some other means.

The following para is an addendum. 

Except perhaps one stock - ill let you do the research - which I see as highly undervalued and that is where perhaps stock pickers come into their own picking undervalued stocks. I am going to pick one. Sky City Entertainment. It is ripe for the picking. Anything that you can buy at less than $4 is a steal. Hope I picked well Cameron Boyd ;0

So let me finish this year by thanking everyone for joining up at Share Investor and Ill finish on about what might happen next year. 

I see President Trump playing a big part in many portfolios - surprise, surprise.

I see the NZ dollar weaken.

I see bull markets to continue based on what we know so far and other indicators that are too numerous to mention.

I see interest rates drift lower (see above)

I see oil start to rise.

Gold the same.

Property in Auckland - rise. (Any monkey can pick that!)


Love as always to Soph & Jacks  💓



Share Investor's Annual Stock Picks





Share Investor  2019

Wednesday, November 20, 2019

Buy For Yield!!




Like some of my stocks have gone up WAY out of proportion to their "importance" but one stock that I recently said sell I have to now give a buy because it has come down in price for one reason and that is because of the Tiwai Point fiasco

It came down from the early 9's to the mid 6's and dropping. 

i wouldn't be at all surprised to see it cross the ditch to land up in the high 5's.

Paying almost 6% net at current prices - not forecast to lower this years payout - this one is a steal right now. 

You could get it cheaper but history says you might not - especially given today's low interest rates.

For seasoned short term sellers and long term holders.



CEN @ Share Investor

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Follow the Monopoly Board

Discuss this stock at Share Investor  






c Share Investor 2019

Wednesday, October 30, 2019

Fisher and Paykel Healthcare Group: Sell


With the prospect of this stock ticking over to $20 and providing the portfolio a ten bagger - minus divs over 8/16 years. Fisher and Paykel Healthcare is getting more than a bit too expensive.

It currently sits at a tad over a 51 P.E. - which is too expensive but its holding up because it hasn't disappointed the market for about 7 years and look set to continue this stellar run for many more years but there is one thing that would stop this baby from climbing. I've said it before, ill say it again. A rise in the KIWI/US dollar.

Every 1 cent diff is $3m NZ +/- . So it is not insignificant the machinations between these two highly traded currencies because most of FPH business is done in the US dollar. 

Added to this is the prospect one day and it will happen, FPH will have a bad year. Everyone is aware of this but nobody will bat an eyelid as this thing lurches from one high to the next the plain fact is this is highly susceptible to a re - rating should FPH step out of line - it has happened once before since listing in 2001.

When this happens - because any downside will be temporary - is the time to cut the profits elsewhere in your portfolio and plunk as much down as you can on this one.

FPH has patents right up the wazoo and will be busy fulfilling these. They currently employ up to $NZ125m a year next year or 9% of turnover on research and development so that patent Que is is only going to get bigger.

I will not be selling the large number of shares that I hold.

If I do ill tell ya.



Fisher & Paykel Healthcare @ Share Investor

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FPH downgrade masks good performance

Discuss Fisher & Paykel Healthcare @ Share Investor 







Share Investor 2019