HALMA issues see pullback 2200 then 2000 or less as Staff and input costs like energy take hold and hit ant profits. Waiting for brooker updates !! |
MIDAS SHARE TIPS: Looking for a steady stream of profits into your portfolio rather than a trickle? Try water leak experts Halma |
In case you missed the ShareSoc & Yellowstone webinar with Halma plc(HLMA) earlier this month, the recording can be found on YouTube: |
Bought in yesterday after selling AZN , see how it goes but prospects look good. Strong buy |
Excellent presentation by Charles King of Full Year Results - double digit revenue and profit and strong cash generation for further M&A. solid dividend paying growth Company that’s well managed and clear strategic vision. One for the SIPP long term. |
ShareSoc & Yellowstone are hosting a webinar with Halma plc (HLMA) on 12 July 2022, which may be of interest to current shareholders or potential investors. Charles King (Director of Investor Relations) will be presenting. You can register here: |
Thanks for your posts steeplejack and I share your views.
This isn't the first time that there has been a change of CEO and key personnel. My first purchase of Halma was around 1998 when they were somewhere around 100 p .
I have been in and out a few times since then and currently am a holder. I only wish I had taken the slow track of "gettingrichslow" ! |
lt sup is about 16xx so a bit to go before key test |
That's clearly a real consideration but the economic backcloth is paramount.Good quality stocks are getting trashed and whilst its some sort of comfort to point to specifics when companies like Halma,Croda,Dechra etc crash by around 40% from their peaks,i'll opt for the simpleton's view that we're in a bear market. |
Steeplejack, I would have thought it’s more to do with the CEO leaving after 18 years? |
When Halma releases good results with a positive outlook but slumps towards a 52 week low,you know you’re in a bear market.The stock is being used as a proxy for raising cash as redemption requests are received by the likes of Fundsmith.We are the victims of the recent irrational exuberance of the crytomarkets amongst others fuelled by cheap money and spurious speculation.Equity markets are suffering a slow burn as deleveraging continues and there seems little reason to dash in and buy.The Lord giveth,the Lord taketh away. |
Using the recent low to top up. |
Agreed :
That’s why you find companies that are premium listed and no city following.
The rubbish tends to live on the standard and Aim markets. |
Companies that are ‘growing at 100% and are on low PE ratios with bags of cash’ are almost certainly a fraud. Buying those is a good way of losing all your money. So good luck with that! |
Dump this stock
Buy only companies growing at 100% that are on low P/E ratios and have bags of cash.
Easy |
Back in here after a long time , seems like an opportunity again. |
Just got to find the sucker, willing to lose the 12% stamp duty buying your pad.
Good luck with that.
Keep an eye on house transaction volumes over a million this year. |
Incorrect...nowadays you want the most expensive house on the best roadUp 600k in 2 years compared to 300k for the cheapest |
HALMA PE of 35
My unloved stock TRD rolling PE of half that .
My personal projected growth rate for TRD
2022 200% plus
2023 100% plus.
Big v Small
I will pop back in a year
Good luck here . |
Just by chance I come across this share today, I used to belong to a walking group and the ex Halma director was a member, he might still be alive, 20 years on.
Just looked back at the last ten years , profits have moved ahead 150%.
The rating put on the stock prior to this years sell off reflected the view that the stock should be extremely highly rated, ( which it was ).
I used to chat to him and thought he was smart, not sure what the growth rates were in his day.
That said I would always tell him it’s not worth buying any stock unless it can ten bag within 3 years .
I got the usual flack back, high risk, cash hungry, debt, and so on.
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My personal performance buying unloved stocks, since then, that have massive potential, has produced 25% compound over 17 years.
Why do investors buy growth stocks, when that growth might be just 15%. ?
Why do they buy high market cap stocks, with high a PE, when any sell off kills you.
As with property , you want the cheapest house in the most expensive road. |
Tipped in this week's issue of AJ Bell's Shares magazine |
Lots of stocks look like this - have a look at RWS for starters |
No idea what’s going on with this. Very strange fall on no news. And almost the last company you’d expect it to happen with. |
I'm no chartist, but plonking my ruler along all those previous bottoms on my screen suggest there could be some support hereabouts, perhaps a little lower. |