Brown (n) Share Discussion Threads

[r ball] 25/3/2016 21:21

not cheap enough. avoid

[opodio] 25/3/2016 13:30

Lord Wolfson can struggle to sound cheerful at the best of times but, to judge by a 15% fall in the share price, you might think the chief executive of Next had said the sky was about to fall in. In fact, Wolfson merely gave another outing to a metaphor he used in 2011 – trading this year “may well feel like walking up the down escalator, with a great deal of effort required to stand still”.

Back then, the escalator soon started going up again and Next went on to beat its profits forecast comfortably. Such a happy outcome is possible again. Next, on Thursday, reported full-year pre-tax profits of £821m and for the current year, even with the dodgy conveyor, it predicts £784m-£858m. The top end of the range would be a 4.5% increase, which is hardly catastrophic.

[ed 123] 24/3/2016 15:39

Albanyvillas and IanDippie.

Down another 5% today at 322p. What is SCSW saying now?

The SCSW followers were paying up to and slightly above 360p per share, following the recent buy tip.

Are you people exiting and taking the loss, or are you longer-term types?

Edit:- Thanks, Zho. :-)

Wolfson gets his warnings in early.

As he says, "These wider consumer and economic trends may reverse as the year progresses."

It may yet be a 'normal' year. Looking at the dive in Next today reminds me of the Grand Old Duke of York.

Anyway, N Brown carries on, expanding the online side of its business.

[zho] 24/3/2016 15:26

Reason for today's weakness?

The boss of Next has warned this year could be “the toughest we have faced since 2008” as the high street retailer battles with a shift in consumer spending.

[gucci] 22/3/2016 10:49

might be an opportunity to add here

[busthief2] 22/3/2016 10:48

Final Results April 20th

[jbarcroftr] 22/3/2016 10:46

29 Feb was the date of the announcement
Numis downgraded yesterday but management have been pretty chipper
SCSW think there are big savings to come through from the move from catalogue to on line and are fans

[gucci] 22/3/2016 10:32

hi ALBANYVILLAS
is that today?

[albanyvillas] 22/3/2016 10:03

N Brown Group (BWNG LN):


Price Target 415.00p
Price 331.70p
Bloomberg LSE: BWNG LN


Key Takeaway

"Comfortable" with FY16 expectations. Beyond the accounting noise, we think group confirmation at the end of its financial year that it is "comfortable" with market expectations for the period (before the accounting increase steered today) is the more lasting and interesting aspect to this update.

[ed 123] 21/3/2016 16:04

Scobak. Which analyst? UBS? Ta.

[busthief2] 21/3/2016 11:51

Yes, MM's want your stock. The fall is on little trade.

[scobak] 21/3/2016 11:36

Analyst update for retail sector. General initial panic as usual - halfords and M & s have also suffered. In 2 days time it will be forgotten.

[gucci] 21/3/2016 09:57

top up oppor

[jbarcroftr] 21/3/2016 09:07

Any reasons for today's fall?

[onjohn] 17/3/2016 12:04

Screaming leg north on the charts lads

[albanyvillas] 17/3/2016 00:11

new ad on telly

[ed 123] 14/3/2016 15:30

IanDippie. Thanks for your reply. :-)

Good luck.

[iandippie] 14/3/2016 15:06

I have followed SCSW for ten years and whilst I can only speak from my own experience, I can absolutely confirm the following:

Yes, they do tell people when to sell. Not with every one of their write ups. It would no be possible to keep track historically with every tip and follow it up potentialy years later. However, they do run a virtual portfolio, and always inform readers of any changes to that portfolio on a monthly basis in each edition, including sell recommendations.

Yes, quite often the price jumps when SCWS tips it, but it often falls back to a normalised price shortly after. If it remains elevated, and continues to do so, it's only because they have alerted their readers to a stock at a particularly good price.

They don't tip micro stocks, and most of their "small stocks" tips are companies valued over 100m. Not that small really.

In the ten years I have followed SCSW I have grown my holding 6 fold. There is no way I would have done it without their market insight.

Each to their own, but if you had actually followed their tips closely, like I have, you would know they know what they are talking about.

[ed 123] 14/3/2016 13:11

Hi Albanyvillas. Nice of you SCWS people to join us.

While I've got your attention, could you enlighten me? Obviously, SCWS give out their 'buy' tips, but do they also tell their followers when to sell?

How do you all manage to get out of small cap holdings at the same time?

Oh, and here's another question for you .... If you were able to regularly pick stock market winners, how would you choose to occupy yourself. Would it be,

(A) Work as a journalist, or

(B) Invest money and make yourself rich?

Think about it.

Kind regards,

Ed 123

[albanyvillas] 14/3/2016 12:58

Ed is just one of life's bleaters. Probably the guy complaining about the packet of walkers crisps getting smaller in the local sainsburys. Dirty long overcoat. Yeah. lol

[ed 123] 14/3/2016 12:32

Hi IanDippie.

I see I've suddenly received some down votes. Have I you to thank for that?

With reference to SCSW tips being up over 20% since January, I'm surprised it's so low. Surely you see that SCSW move the market with their tips? Look at BWNG this morning for example, up nearly 4% for a £1billion company. What percentage movement are they going to achieve on small and micro stocks?

Don't you think their "up over 20%" comes more from the size of their following than the quality of their analysis? I do.

[nw99] 14/3/2016 12:23

Prospective PE of 13.7

[iandippie] 14/3/2016 12:21

Reviewing other stocks? Their portfolio is up over 20% since Jan, so they must be doing something right.

[ed 123] 14/3/2016 12:06

Ta, nw99. :-)

Very bullish now; fair enough. Though, I wonder what the SCSW writer was doing in early January?

[nw99] 14/3/2016 11:40

Very bullish SCSW