Dignity Share Discussion Threads

[hussyo] 20/3/2019 23:01

Forget for a moment about the share price .. what's your judgement from the available data? That is all that counts, whether you make a killing or lose your shirt.

[claret dragon] 20/3/2019 11:39

I have read the report from CMA. Last weeks results didnt have the desired effect I was hoping for.

[hussyo] 20/3/2019 09:07

If you've done your homework and have conviction then it's easy. If you're in on a whim and things go against you, then it can get painful. I've been guilty of the latter too many times to mention.

[hussyo] 20/3/2019 09:03

I've got a big holding at an average at 7.31... my advice is to read the November CMA + the most recent DTY results and decide where the future lies...

[claret dragon] 20/3/2019 07:48

In a quandry now about this one. Holding at 750p

[hatfullofsky] 19/3/2019 22:27

Have sent you a private message

[hussyo] 19/3/2019 17:11

No mate... a couple block sales today, but it is what it is. You do your homework and let the market score you. I doubt I'll sell any before the divi. How r u doing elsewhere... if there is an elsewhere other than Plus..?

[hatfullofsky] 19/3/2019 11:29

Well good luck, did you reduce here ?

[hussyo] 18/3/2019 20:09

Hi Hat... sorry couldn't get back to you sooner. NXT has always bothered me in a way MKS hasn't, which may seem odd, though since 2016 they've performed badly on a relative basis. At the current levels, I see a lot more upside in Marks, and I think they've finally got the management team to deliver. The brokers, as brokers tend to be, are all over the place on Marks:) 220 - 350! The issue I have with my portfolio at the mo is a lack of hedging when US stocks roll over. It was Fresnillo for 6 months or, but when they hit £10 a few weeks back, it was too good an opportunity not to dump. They're back down to a bit over 8 now, so I'll be back in later this week. Buyback blackout starts this week and gradually gets to about 92% in mid April. I'm pretty sure US stocks will suffer in April. Let us see..

[hatfullofsky] 15/3/2019 09:31

Have you reviewed NXT ? MKS have lots of property but I expect it to be written down quite quickly (High Street Pubs doing the same). High Street Property is no where near as valuable as is was. They also have 1.7BN debt.

8% short interest which has improved from 12%



No advice intended just my own red flags. Hope it works out for you.

[hussyo] 15/3/2019 08:06

I did some math on Marks and I fancy them to hit 325. They're about the only big retailer I like as they own tons of freehold. Plus I love the fact Archie is there. Keep an eye on SAR. Something big could happen in May.

[hatfullofsky] 15/3/2019 07:37

MKS ? That's a strange one. Not for me. Retail, long term downtrend, closing stores, focusing on food. I am really concerned about the future of MKS.

Airlines might be the recovery sector one the next couple of months if Brexit is sorted

[hussyo] 14/3/2019 18:09

No no, none whatsoever. I'd bought Lloyds and Marks a couple of weeks ago in anticipation of something like this happening. (Voted down).

[hatfullofsky] 14/3/2019 14:31

No certainty of that, it is certain that DTY will not go up in a straight line so always a chance to get back on.

Brexit has no impact on DTY

[hussyo] 14/3/2019 13:09

They're going to vote on a second referendum amendment.... UK focussed stocks kill8ng it

[hatfullofsky] 14/3/2019 11:00

Hussyo,

I saw that but the growth that has concerned me and I don't see a driver for the share price recovery. CMA Investigation could take up to 2 years. I don't think there will be a significant recovery until that is concluded.

... unless they don't have an investigation

My position was a recovery position which I now do not see (short team). I watch with interest, any change in fundamentals and I will review.

FWIW - Moved some into GAW and SPE for Growth and Recovery

[hussyo] 14/3/2019 09:44

Hat, even yesterday volume was naff, though I see Phoenix have increased yet again to over 20%. I've got a spreadsheet of all institutional buys/sells over the 18 months and it's massively, like massively, net positive.

[ianian4] 13/3/2019 10:12

Good luck with that. Buying opportunity at 6.50.

[ianian4] 13/3/2019 10:12

Good luck with that. Buying opportunity at 6.50.

[hussyo] 13/3/2019 08:41

I'm holding out for a 10% rise in the share price + the divi

[hatfullofsky] 13/3/2019 08:12

Holding up well. Unfortunately I but don't see the near term drivers so think we may flatline for a little while longer. Have reduced

[hussyo] 13/3/2019 07:50

That's common knowledge mate. Goes on to say 2019 expected to be in line with precious guidance. You never know what the markets will focus on in any report, but I'm not sure 2019 guidance will be that thing here... let's see..

[hatfullofsky] 13/3/2019 07:49

Unfortunately 0.1% is not much of a Market Share increase, but definitely better than a decline

[hatfullofsky] 13/3/2019 07:31

In this market, unfortunately, it's going to get hammered. FY19 lower than FY18.

[hussyo] 13/3/2019 07:31

Market share is going up organically, which is great, and prices have stabilised. The market has not got to rethink its multiple on this stock.