Showing posts with label HLG. Show all posts
Showing posts with label HLG. Show all posts

Monday, April 24, 2017

Have Times Changed?

Image result for old vs new investors cartoon

It seems to me that since I have been invested in the market - 20 years this year with RBD as virginal player - that some things have changed but one thing has stayed the same. If you care to find out what has stayed the same you'll have to wait a tad - if you don't want to wait I don't care.

Go elsewhere.

It seems that people have just lost patience.

That is if people don't get what they want, when they want it they will simply just drop a stock - if it has a particularly tough time but is otherwise doing ok.

Now I haven't done a study into it, I'm just thinking as I put pen to paper but my take on this phenomenon is that it has some basis in fact.

You of course have the ideal institutional investors, like your ACC's and superannuation funds that have largely remained unchanged. They still have money in companies like FPH and MFT for the long term, regardless of short term fluctuations.

AND they are winners.

I'm talking about the individual investors such as myself, who because of technology and age - yes I'm aware that there are many investors far younger than me - are more aware of the ability because of the aforementioned tech and because of their changing investing personalities that are perhaps different from you and me - who may be a little older and think differently when it comes to investing.

Perhaps there's a wee bit of age differentiation from generation to generation and it happens naturally as we get older, we perhaps have different savings and investing goals than we did perhaps 20 years ago.

I don't know.

I didn't get my current investment profile straight away it was around 2007 that I starting reading books like Security Analysis and The Intelligent Investor that I formed the view - along with a hell of a lot of my own thinking - that the only form of investing that really mattered was long-term.

I think that this long-term/short-term thinking and its relevance to the current topic of conversation is the main rub - of sorts.

I still think investing has somewhat changed overall. The short term is, in my opinion a product of the internet and all that the internet has opened us up to the world - good and bad.

It just makes things faster.

AND don't you just love that word disruption.

Disruption to a business, it started with your Google's and has now upset the taxicab business, hotel business and on and on....

Everything seems to have changed to a more I want that now and if I can't have it now I don't want it.

To be fair there are those rarities who have got to the long-term investing thing so much earlier than I and they range across all ages.

I really havent changed much since 2002 when I bought the bulk of my portfolio.

What I am hoping to change is my reactions to what happens in the market - instead of reactions after the fact I want to react before they happen and that will mean watching closer than I have done before - if that's possible!

I finally have got rid of the WHS shares and it seems, while I reacted far too slowly, I reacted quickly enough to get a decent price. They are now selling for a lot less.

Like you're differences between the WHS and HLG. Hallensteins are making an impact online wearas The Warehouse seem to be all over the place with their offerings and barely make in impact.

Why is it that in a world of HLG vs WHS, why does HLG continue to innovate while the WHS remains stale and staid.

That perhaps a title of another column for another day.

Happy long term (and short term)investing.



Related Share Investor reading

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Some Bedtime Reading: Graham and Dodd's Security Analysis
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Stick to what you know
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Hard times make great businesses
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The Intelligent Investor: Book review






The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) (Collins Business Essentials)The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) (Collins Business Essentials) by Benjamin Graham
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Monday, January 23, 2017

Share Price Alert: Hallenstein Glasson Holdings Ltd 4

Image result for hallensteins nz charts


Hallenstein Glasson Holdings Ltd [HLG.NZX] Is a stock we clapped eyes on on March 23rd 2016.

It was selling for more or less the same price as it is going for today.


Much has been said in the media as in this story yesterday about listed retailers in general.


I have it that Hallensteins will get a strong number in comparison to other years but its not going to be their best year by far.


All signs point to an upwards trajectory in profit for the coming 12 months.


After that all bets are off.


We are missing out one factor when we talk about stocks - that is, The Trump Factor. 


When we talk about stocks we must always start our sentence with those 3 words and go from there.


What will he say, what will he do.


Should be an interesting year for Hallensteins.




Hallenstein Glasson @ Share Investor


Share Investors Portfolio @ 19th Oct 2017


Hallenstein Glasson: Sold By Days End?

Share Price Alert: Hallenstein Glasson Holdings Ltd 3
Share Price Alert: Hallenstein Glasson Holdings Ltd 2
Share Price Alert: Hallenstein Glasson Holdings Ltd
Hallenstein Glassons Ltd: Should I stay or should I Go?
Mixed Retail Outlook
Long Term View: Hallenstein Glasson Holdings Ltd
The History Of: Hallenstein Glasson Holdings Ltd
Hallenstein Guidance not indicative of wider retail recovery
Stock of the Week: Hallenstein Glasson
Hallenstein Glasson Australian expansion needs expert execution
Why did you buy that stock? [Hallenstein Glasson]

Discuss HLG @ Share Investor Forum


Download HLG Company Reports

Download HLG Company History




Share Investor 2017







Tuesday, December 6, 2016

Share Investor's 2017 Stock Picks

Halle Berry in Underwear | Les 30 plus belles actrices du monde:
She helped out last year and was kind enough to help out this year as well.

Well, this year has been a good one for stocks on the NZX. 

6324.26 vs 6824.00 as of today's date. The returns have been around 8%, to the overall investor, if you look at the overall index - that is without accounting for dividends.


I personally have got around a 30% return and that just keeps increasing as time marches on (and they will continue to increase) and I havent really bought much this year - because I don't have any cash - my lawyer currently gets that!


There have been many ups, the market in New Zealand was up to over 7400 in September and many downs, the index was down to 6174 in February.


Likewise the Dow Jones Index was up from 17,148.94 on 4th Jan 2016 to 19,216.24 on the 6th December.


Brexit and a whole host of other "its" have foisted their ugly head at us but regardless the world stays intact, we still make money and we always will. 


I will.


With that in mind I will make a start.


Let me start where I always start with my biggest holding, Sky City Entertainment SKC.

At the moment, it is a steaming buy. Especially at below four bucks. Any lower, and it could go lower, it is a steal. 


Big things are happening at Auckland Casino, Adelaide and these are all wrapped up for a long time yet - till 2048 in Auckland Casino's case.


There is talk surrounding a take over or merger with Sydney's Star City Casino but that is a rumour and I don't care, I don't want to sell.


Fisher & Paykel Healthcare 
FPH is a perennial pick, picked again last year, it improved substantially this year and took a dive from $10.93 to end up $8.20 at time of writing. 2017 will be its year and you may be able to grab it sub 8 bucks. You just don't know. 


The German injunctions granted against FPH's German subsidiary have been lifted and this will transfer to the injunctions in the US Courts. 

 
Plenty of money being spent, new things being created and sold at less and less cost.

All this means good things if YOU are already a shareholder.


Mainfreight Ltd MFT is well on track to deliver the goods in 2017. 


This has been Mainfreights year, $15.36 on Jan 1 and $20.45 as I write this and a recently announced and increased record profit and a forward looking year looking positive in numbers - the only black spot is the US division. Time will take care of that.


That is why I have been a holder of this company for well over 10 years. I receive a 10% plus net return on this one.


Auckland Airport AIA, it delivered in 2016, it will again in 2017.  It started the year at the high levels of $5.75 and trades this morning, 6th December, at $6.30 and traded as high as $7.75 as recently as September 1.

It could bust through 6 bucks in which case you should be in.

In fact and I will go off topic for a bit, the lower the stock you are interested in buying, have been following, done the research on etc, etc the more you should buy. 


I did this during the GFC and it has paid off handsomely - anyway.


Back to Auckland Airport. 


Its in transition right now - that is it is undergoing transformation - once this transformation is complete the port will be a stunner. Flash and new.


And it will begin again.


With all this building will the port become less profitable? No increasing profits are the rule and they have been for some time.


All those assets that they have, the land, the buildings are all central to the core that this will have lift off. 


Ryman Healthcare RYM is of course a definite push for the entry doors as this keeps getting bigger and bigger. Ignore all broker conflabs about when to buy etc. Do your own research and find the time to get yourself involved.


This company is set to almost double in size within the next 5 years and their Melbourne sites are set to quintuple before 2020 and eventually get far bigger than little old New Zealand. 


Contact Energy CEN, get it while its under or close to 5 bucks. Its got a clear 4-5 years ahead as far as capital returns go.


You just don't know when this stock is going to surprise you. With special div's and share buybacks this share has been a good one in the Share Investor Portfolio.


It will continue.


The Warehouse WHS is included this year as opposed to last year where I dropped it.


I still have long term doubts but with recent buying by one James Pascoe taking him up to about 20% I have to re - consider.


I would rather have a piece of this rather than not, so I am only picking this for some M and A action next year.


Do not pick this for the long term - its a loser. 


Lastly my pick is Hallensteins Glassons HLG, You have to be PATIENT but you can pick it up and all day long its paying 10% plus.

And the best thing about it is that its NOT covered by analysts and brokers (surely two of the most painful words in the market-mans (see what I did there and I will do from now on) So you can make your way without the bluff and bluster.


Its due for a market upgrade in about a weeks time, when they have their AGM in CHCH. 


Everything is looking good for a LARGE upgrade in profit.

Its a good stock.


Told ya Id be biased. Well if I cant get behind my stocks and sell them who else is going to. 

Pick these stocks on dips in their share prices - they ALL have dips.


AND - do your own research - lots of it. 


If your picks line up with mine good and if they don't that's also good because that is what makes a market. 


It makes things interesting as well.


Next year could be another one like we have already had  - some dips but mostly up - or it could - drop but be mostly down. Whatever it is it will provide opportunities for all of us to make money 


See you next year.


Darren


P.S. If you have your own picks put them down at the bottom and tell us WHY you picked them.



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Sunday, May 22, 2016

2016 Portfolio Picks Update

This is for the Anons out there and the rest of you.

Kia Kaha.

It's been a messy wee year, unfortunately like 2015 going way too fast and speeding up as I get older.

But on the financial front going just about right.

By the way sold down my WHS holding by 5000 shares (for a tiny loss, yes have had them for that long and they have paid a decent div.) and bought my full complement of SKC which is 3800.

This week also sold my Summerset Holdings  shares for a tidy $750 profit or just under 8%.

In my update to anon of my Portfolio Picks for 2016 I noted the following movements in stock prices and divs paid.

Tell me what you think.


Lets see how they are going as of 20 May 2016


Sky City Entertainment SKC 11 % plus a 10.5 cent div.

Fisher & Paykel Healthcare FPH 18.5 % plus a 9c div.

Mainfreight Ltd MFT 5.3% plus a 19c div.

Auckland Airport AIA 20.5% plus a 12c div.

Ryman Healthcare RYM  24% plus a 7c div.

Contact Energy CEN 9% plus a 13c div.

Hallensteins Glassons HLG, (18%) plus a 23 and 19c div.

Ebos Group EBO 9% plus a 28c div.

Infratil Ltd IFT 8% plus a 7c div.

Trustpower Ltd TPW 5.5% plus a 27c div.



Figs are rounded to the nearest full dollar.


To tell you the truth anyone could have made money in this market. Anybody, even real live brokers!!!!


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Wednesday, March 23, 2016

Hallensteins Glasson: Sold By Days End?



The time of the profit release has been delayed about 6 hours till the end of the trading day.

What does the timing of today's release mean for you and me investor?

It could be a number of things.

I can only go into two here.

It could be that the accountants have not got their shite together and havent crossed their I's and dotted their t's.

Unlikely.

That hasn't happened in the 12 years I have been a shareholder and it not likely to happen now.

That the major shareholders the descendants of the Hallenstein family and Tim Glasson and et al have been offered a shite-load of money for their holdings and they haven't worked out the finalities of it yet is more likely to be the case?

Tim Glasson is a old coot with 20% shareholding in Hallensteins Glasson and like all old coots i'm sure he'd like to take some money off the table if he was offered enough and do something else with it.

What has Hallensteins Glasson's got going for it?

No debt and cash on the books and a very low share price.

Couple that with overseas companies looking for higher yields in a lower risk market.

I cant think of anything else, can you?

Except you have to buy this stock.



Hallenstein Glasson @ Share Investor


Share Price Alert: Hallenstein Glasson Holdings Ltd 3
Share Price Alert: Hallenstein Glasson Holdings Ltd 2
Share Price Alert: Hallenstein Glasson Holdings Ltd
Hallenstein Glassons Ltd: Should I stay or should I Go?
Mixed Retail Outlook
Long Term View: Hallenstein Glasson Holdings Ltd
The History Of: Hallenstein Glasson Holdings Ltd
Hallenstein Guidance not indicative of wider retail recovery
Stock of the Week: Hallenstein Glasson
Hallenstein Glasson Australian expansion needs expert execution
Why did you buy that stock? [Hallenstein Glasson]

Discuss HLG @ Share Investor Forum

Download HLG Company Reports
Download HLG Company History



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Monday, November 23, 2015

Share Investor's 2016 Stock Picks


I want to thank Halle Berry because without her this years picks would
have been more difficult. She helped be with a few stragglers.























Well I'm going to do something different for next years stock picks. I'm just going to pick what I have in my portfolio - minus the weedy ones - and add what I think will be some goers for next year.

So this list is going to be a lot shorter than usual.

Ill start my begging at Sky City Entertainment SKC

This will finally be the start of many a fine year for this company. Many of the rules to relax gaming will apply and they all do so BEFORE the casino is ready to go.

Watch this start to climb from this year.

Fisher & Paykel Healthcare FPH is another pick, picked again last year, it improved substantially this year and will do again in 2016. Plenty of money being spent, new things being created and sold at less and less cost.

All this means good things if YOU are a shareholder.

Mainfreight Ltd MFT is well on track to deliver the goods in 2016.

Money has been spent on warehouses in Auckland, Hamilton, Christchurch, Brisbane, Melbourne, Los Angeles's and one other place I cant remember right now but trust me, they have shelled out the noodles, now they just have to bring them in.

Auckland Airport AIA, it delivered in 2015, it will again in 2016.

Ryman Healthcare RYM is of course a definite push for the entry doors as this keeps getting bigger and bigger. Ignore all broker conflabs about when to buy etc. Do your own research and find the time to get yourself involved.

Contact Energy CEN, get it while its under or close to 5 bucks. Its got a clear 3-4 years ahead as far as capital returns go and there maybe something up CEO Dennis Barnes sleeves.

Lastly pick Hallensteins Glassons HLG, You have to be PATIENT but you can pick it up and all day long its paying 10% plus.

And the best thing about it is that its NOT covered by analysts and brokers (surely two of the most painful words in the market-mans (see what I did there and I will do from now on) dictionary) So you can make your way without the bluff and bluster.

Its a good stock.

Now for two of the ones I don't hold.

Ebos Group EBO, value in this stock AT MUCH LOWER levels. Like in the 7-8 dollars. Good management.

Infratil Ltd IFT, I've been meaning to chuck a few shekels at you but you cant go wrong with their assets and the way the company is run.

Finally, something I see as a contender for M & A activity next year. Trustpower Ltd TPW. That's the one Dennis has his eyes on.

Told ya Id be biased. Well if I cant get behind my stocks and sell them who else is going to.

Pick these stocks on dips in their share prices-they ALL have dips.

The Warehouse WHS excluded because its just about dead the rest of my stocks are headed for the hills in the next couple of years...they will have paid for themselves and start paying me pure profit.

See you next year.

Darren

P.S. If you have your own picks put them down at the bottom.


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