Bos Glb Hldgs Share Discussion Threads

[spob] 12/1/2005 11:37

Trading statement will be out this Friday 14th jan

[spob] 07/1/2005 13:00

Any insights into the large single trades over the last four days ?

Looks unusual - Something going on ?

[spob] 07/1/2005 09:11

picked up a few of these this morning

[spob] 07/1/2005 03:58

TUESDAY, JAN 11

Wm Morrison (during trading day)

WEDNESDAY, JAN 12

Marks & Spencer

Dixons

Burberry

Matalan

House of Fraser

THURSDAY, JAN 13

J Sainsbury

GUS

Signet

FRIDAY, JAN 14

Woolworths

Body Shop

TUESDAY, JAN 18

HMV

Tesco

WEDNESDAY, JAN 19

Boots

Somerfield

THURSDAY, JAN 20

Kesa Electricals

THURSDAY, JAN 27

WH Smith

TUESDAY, FEB 1

Carpetright

THURSDAY, FEB 17

Kingfisher

[ricardox] 05/1/2005 21:39

funny enough I just posted this chart on the bear thread.

[jone3261] 05/1/2005 21:32

Thu 14th Oct 2004 - Body Shop International PLC announced that it expected full-year profit to meet market forecasts, but that conditions remained "challenging" in a number of its markets. They did though restate that they were happy with the market consensus for full-year profits, and that whilst much would depend on the Christmas trading period, that recovery had continued through September and
October.

ABN Amro (house broker) said at the time that trends were pleasing and better than their forecasts''

At that stage the price was a little below 160, and whilst subsequently vague bid talk took the price to the mid 180's, it has since fallen back. Despite being tipped as an Investor's Chronicle 'buy' on 3rd December, the price has declined a further 20p per share.

I've looked at this one, and whilst Xmas will have an impact, I wonder how much of this is already in the price?? We have a PE of around 11x earnings, a dividend yield of 3.8% covered more than twice. Given the fact that this one has fallen so much further than others in the sector, does anyone have any thoughts as to why this might not be one to buy into??

Today they closed at 152, down 13% over the last month - even M&S and Boots have held steady over that period, and W H Smith are up 7% - does anyone agree with me that Xmas fears for this one seem overdone compared to others??