HLG - Hallenstein Glassons Holdings

[Clearasmud]

You have put me off swimming tomorrow  lol

Don't swim naked and keep some dry powder lol.

[winner (n)]

If HLG was in the DOW it would be a certainty to join The Dogs of the Dow Club

Qualification for this club being high dividend yield (theory says its then relatively under valued) and being a strong long lasting company also helps.

So I reckon HLG a good contender for The Dogs of the NZX for 2023

[Basil]

Doggy likes high quality growth companies priced like a dog

[Waltzing]

Well it is know that Beagles dont swim in oceans? but are known to cross streams while hunting in Ireland and the UK....

Lets hope that Auss brings us a happy New Year...

its all on the Kanga's now...but lets not tell them...
 

[Waltzing]

Boxing day shopping fest!!!

who did not do a bit then.... 

https://www.stuff.co.nz/business/130865569/boxing-day-shoppers-spent-recordhigh-of-100-million-on-sales

[Hectorplains]

Boxing day shopping fest!!!

who did not do a bit then.... 

https://www.stuff.co.nz/business/130865569/boxing-day-shoppers-spent-recordhigh-of-100-million-on-sales

Initial data from Aust is encouraging too - those spend figures of a 7.9 per cent increase on last year's post-Christmas shopping are looking pretty well predicted.

[Waltzing]

Stunning weather and a great end to a horrible year...
 
Keep shopping!!!

[Basil]

Stunning weather and a great end to a horrible year...
 
Keep shopping!!!

You raise a good point.  The weather up until just after the annual meeting on 15 December was horrendous.
Been absolutely stunning weather for the last 10 days of so and the forecast for the rest of the week looks good too. 
https://www.nzherald.co.nz/business/christmas-spending-what-the-figures-say-about-consumer-sentiment/7LXNHALGN5DORKA2AZZG5OCSXQ/  Paywalled, excerpt
Boxing Day spending of just over $100m through the Worldline network was up 2.6 per cent from Boxing Day last year, meaning that it too suffered from higher spending but lower actual volumes as inflation remains high.  However, Boxing Day isn't the spending bonanza it was previously, with spending on Black Friday being closer to $150m, and spending in the lead up to Christmas topping $200m on peak spending days.

[winner (n)]

Record sales Basil ........ and no doubt HLG had record sales as well

All looking good

[Basil]

Plenty of peacocking going on in the bays around Waiheke Island in the last 2 days.  Wanted to get the binoculars out and have a closer look to inspect if it was Glassons swimwear or not but I knew Mrs B would be very grumpy if I did lol   Thought about going swimming myself, but she kindly reminded me that a huge great white shark was caught a couple of years ago very close to where we were anchored up in Onetangi bay.

Heard some anecdotal feedback from a mate on the other forum that Glassons Sylvia park did $60K in turnover one day leading up to Christmas compared to $27K on the same day the previous year.  Sounds good to me.  Shocking amount of wind and rain until about 10 days ago, and now summer has finally arrived its all go !  Might collect some more of these unwanted dogs of the Dow shares in the new year...can't think of a more compelling buy for 2023.

[Clearasmud]

Plenty of peacocking going on in the bays around Waiheke Island in the last 2 days.  Wanted to get the binoculars out and have a closer look to inspect if it was Glassons swimwear or not but I knew Mrs B would be very grumpy if I did lol   Thought about going swimming myself, but she kindly reminded me that a huge great white shark was caught a couple of years ago very close to where we were anchored up in Onetangi bay.

Heard some anecdotal feedback from a mate on the other forum that Glassons Sylvia park did $60K in turnover one day leading up to Christmas compared to $27K on the same day the previous year.  Sounds good to me.  Shocking amount of wind and rain until about 10 days ago, and now summer has finally arrived its all go !  Might collect some more of these unwanted dogs of the Dow shares in the new year...can't think of a more compelling buy for 2023.

Great white,examining young ladies swim wear lol lol.
Hlg stock in demand today but no doubt demand will disappear in the new year.

[Basil]

People been talking about a cost of living crisis for most of 2022 and yet HLG sales year to date up a whopping 41%.  "Demand will disappear in the new year" lol.  Young people have never been in more demand for well paid work and don't care one iota about interest rates.  They just want to look cool in affordable fashion and have fun.

Worked out what to do with my HLG dividend.  No better use than BUY more shares.  Added more to it and another 10,000 shares in the bag

[Clearasmud]

People been talking about a cost of living crisis for most of 2022 and yet HLG sales year to date up a whopping 41%.  "Demand will disappear in the new year" lol.  Young people have never been in more demand for well paid work and don't care one iota about interest rates.  They just want to look cool in affordable fashion and have fun.

Worked out what to do with my HLG dividend.  No better use than BUY more shares.  Added more to it and another 10,000 shares in the bag

.
Great minds thinking alike? lol.
Picked up another 10k last week also.

[winner (n)]

Happy New Year to you all

I keep getting told the market is forward looking

WHS share price was down 20% since September. The market was telling us sales and margins were under pressure so be warned........AND SO IT TURNED OUTBTO BE THE CASE

BGP share price down 15% / MHJ share price down 15% /  since October. The market is telling us sales and margins are under pressure so be warned .......NEXT UPDATE COULD BE BAD?

KMD share struggling to stay above $1. The market telling us that things aren't really going to plan and life is a bit of struggle ....NEXT UPDATE WILL BE INTERESTING ......one way or other but don't expect miracles

HLG share price UP 10% since October. The market is telling us sales going well and margins all OK ....... HOW GOOD THING ARE WE'LL FIND OUT IN FEBRUARY

Seems HLG the place to be at the moment

[winner (n)]

Austrália retail sales for November out today

Cool chart .....Glassons AU in the right space

Thats 6.4% up on October (seasonally adjusted) .......HUGE INCREASE

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