Halfords Share Discussion Threads

[toffeeman] 11/1/2019 17:20

Tripple bottom at 200?

[tsmith2] 11/1/2019 14:40

Shares, around £30ks worth. Decent

[wynmck] 11/1/2019 14:37

CFO buys 14k

[argylerich] 11/1/2019 11:03

Usual Daily Express twaddle aside, we appear to be heading towards that colder weather too

[tsmith2] 11/1/2019 09:27

silly price yield v v attractive

[argylerich] 11/1/2019 09:02

Back in again for the longer term.

Short term I think the Ashley takeover of Evans will actually benefit HFD when the closures start to happen. If he starts putting the low end stuff into the Sportsdirect stores it could get interesting, but the HFD stores should be well ahead as it's not going to be much different to competing with the likes of Argos now. If the staff are good, the margin should hold.
As for the high end, again Ashley is on a catch up in an area his team don't know.

[bookbroker] 11/1/2019 07:38

Cycle market is one that will falter for HFD, Ashley buying EVANS will cause margin compression, and interest on Grand Tours will wane with Sky pulling out, it is already seen the peak, and no sign of investment by Govt. in cycle lanes outside of bigger cities!

[kreature] 11/1/2019 04:45

Is this the next Maplin then? The internet is driving down prices isn't it ? Buyers looking for nearly new electric bicycles on ebay, and car owners using price comparison sites to book in for new tyres, and the Halfords dash-cams are Amazon's free shop window. Too much floorspace and too many overheads?

[redbaron10] 10/1/2019 20:11

Love these market over reactions to what is essentially consumer sentiment surrounding Brexit.No one buying/selling houses or buying big ticket items.The consumer is hunkering down and waiting until Parliament pulls its collective finger out and makes a decision.Ted Baker was a stock i was waiting to acquire at reduced levels,this one is another.Strong brand,strong balance sheet,good dividend.As has been pointed out by other posters here,one cold snap and Halford's Autocentres are where the motorists head.I had a flat battery a couple of years back and for £10 they fitted a new battery within half an hour and the guy in the Bristol branch was a good laugh and provided great service.That goes a long way with me in this day and age.Too old for a bicycle but they supply these if petrol prices go back to silly levels again.

[giants25] 10/1/2019 18:00

Ridiculous over reaction with stop losses getting hit. IMO target of 370 by end of summer. Next week 15% bounce when the market digests it's fundamentals. Cold snap will arrive. Hold tight for take off

[technowiz] 10/1/2019 14:14

HSBC today reaffirms its hold investment rating on Halfords Group PLC (LON:HFD) and cut its price target to 340p (from 360p).

[bookbroker] 10/1/2019 13:47

Never buy supermarket car products, overpriced and very limited, people need to learn how to replace their batteries, wipers, etc. Halfords has a strong position particularly through Autocentres, electric cars may have an effect on typical combustion engines, but Halfords need to learn how to take advantage of that market!

[kendonagasaki] 10/1/2019 12:42

Will test 1.99 again and if that breaks we see 1.87.Lower sales, lower profits, higher investment will equal reduced dividends.New CEO....Your honeymoon is well and truly over.Can they support the dividend?i think its going to be veey painful yet.

[spob] 10/1/2019 12:22

with todays warning, that puts HFD on course for five straight years of profit decline

when will it end

and when will the dividend be slashed

[danny baker] 10/1/2019 11:19

Another Beast from the East and HFD will be a strong buy. People forget how mild the autumn was. I worry about the cycle business though long term. These urban bike schemes are both damaging the image of everyday cycling and removing the marginal demand. Electric bikes offer a great opportunity but the back street bike shops which can illegally remove the 15mph max speed limit offer unfair competition. Tesco seem to be gradually selling more car maintenance products like windscreen wash and pose a possible threat longer term. Some of Tesco's Polish stores offer tyres and batteries for example. Regardless of the long-term issues, a cold snap with snow in and around London and these shares could bounce 20%.

[plentymorefish] 10/1/2019 10:59

busted flush.....200p soon

[gbh2] 10/1/2019 10:54

Picked a few up first thing this morning, the divi looks too good to ignore :)

[yump] 10/1/2019 10:28

Knock the earnings drop off the forecast and its still near a p/e of 10 or below. In normal times the dividend would keep that higher.

[tsmith2] 10/1/2019 09:21

On a very undemanding PE, highly cash flow generative, solid balance sheet, fantastic yield, leading position in marketplace..This looks tempting

[argylerich] 10/1/2019 09:00

and out at 233 :-) will watch how it goes but reckon this should settle in the 230-250 range

[gswredland] 10/1/2019 08:50

Strong cash flow so dividend should be safe
More than 8% according to advfn
Waiting for dust to settle ..

[argylerich] 10/1/2019 08:16

Well that drop looks like a typical over reaction imho, in at 211

[pugugly] 10/1/2019 08:15

Down 23% to 213p No 1 top list faller - seems a bit extreme but retail is probably the most unloved sector.