Card Factory Share Discussion Threads

[renew] 28/3/2018 19:25

A1H
I think my logic is quite clear Maybe reading not your strong point.
The point being made was that on the face of the facts we think we know at the moment these are probably at a good buying level. The word pity was used because as you point out (quite obviously) if and when good news is confirmed we wont be able to buy them at this price.
So is the risk worth taking? Ask the Conviviality shareholders who bought last week.

[eeza] 28/3/2018 17:24

Absolutely, Rodney.

[renew] 28/3/2018 14:28

Sadly difficult to buy into these until we get update on sales and their intentions re divi and debt.Pity because they could be a good buy at the moment.

[1novice] 28/3/2018 10:18

High streets are dying and this is reflected in the drop in share price of this and other high st. brands, it's dropped by a third in 3 mths.

[marksp2011] 23/3/2018 08:09

I think a FWD Yield of 8% is more likely
Still good. and the 8% is sustainable

[mattcookson] 22/3/2018 07:53

results and divi announcement-10/04

Perfect time to snap this puppy on the cheap before the results and divi announcement on 10th April. Solid profitable company with great divi yield of over 12%, what's not to like eh. Strong BUY!!

[mattcookson] 22/3/2018 07:53

LIBERUM UPGRADES CARD FACTORY AND SUPERDRY AFTER SHARE PRICE WEAKNESS

(ShareCast News) - Card Factory and Superdry got a boost on Wednesday as Liberum upgraded both stocks to 'buy' from 'hold' in a note on the general retail sector.
The brokerage said it was bumping up its rating on Card Factory following share price weakness after the stock dropped more than 30% since the company's last update in January.

"Whilst it was disappointing to downgrade numbers in January, this needs to be set in the context of cost headwinds (FX, wages) and ongoing investment into the group's systems and infrastructure.

"Card Factory's deep vertical integration, established over many years, has created sustainable, long-term competitive advantages. It supports a disruptive value proposition, best-in-class margins, high returns on investment and prolific cash generation, which allows for both disciplined reinvestment and a sector leading, sustainable dividend yield."

Liberum currently has a price target of 240p on card factory.

[cflather2000] 21/3/2018 20:07

This has fallen over 2% today. Despite increasing value of pound vs dollar and good wage growth figures. Simply falling with the rest of retail. My honest opinion is that traditional retail is in trouble, however, cards are more personal than other retail items and in the long run i think we'll be okay. In the short term, the improved pound dollar exchange will mean results better than expected.Predicting a rise to 240 in medium term

[andyj] 17/3/2018 08:46

An unusually kind auction gives the impression of a continuation of the short term uptrend.

[scobak] 10/3/2018 16:14

Totally agree. I really don't see merit in paying big dividend with a large overhang of debt existing. There is always a case for an element of debt provided it is reasonable. There will be a case for larger dividend when the expansionary phase is more complete.

[1pvh] 09/3/2018 14:34

Wish they would pay debt down and no special divvi Makes much more sense

[garycook] 09/3/2018 14:05

C,You are correct.

[cflather2000] 09/3/2018 13:48

I'm expecting a final of 5 or 6p with no special. Card seem to add the specials along with the Interim. Had a nice pay day last time :)

[eastbourne1982] 09/3/2018 13:18

Unless profits tank the special dividen should be pretty hefty still.

[garycook] 09/3/2018 13:13

That is what I am hoping for,and a 7% yield,which is more inline.We shall see !

[marksp2011] 09/3/2018 13:10

Might get 5p

[cflather2000] 09/3/2018 12:40

Likely the special will be reduced or cut entirely. Expecting lower net profit this year, as flagged in trading update

[eeza] 09/3/2018 09:03

9.2p div plus 15p special.

[woodhawk] 09/3/2018 08:25

Divi yield 12%!! Where do you get that from?

[mattcookson] 08/3/2018 21:19

Results announcement on 10th April. Perfect time to snap this puppy on the cheap before the results and divi announcement on 10th April. Solid profitable company with great divi yield ;of over 12%, what's not to like eh. Strong BUY!!

[woodhawk] 08/3/2018 13:48

I went into my nearest Card Factory a couple of days ago for the first time. Excellent choice of cards - cheaper and better than the lacklustre Clintons further down the road (which I normally walk out of without buying). Shop was well laid out and presentation first rate. Didn't look 'cheap'. Staff v. pleasant and pretty busy for a cold Tuesday afternoon in March.

[orchestralis] 01/3/2018 16:05

All shorter need to buy back at some point

[squire007] 01/3/2018 14:08

If the shorts want to they will drag it down, where ????

[ddubzy] 01/3/2018 08:24

That little rise didn't last long did it! Shorters loving this stock.