Halma Share Discussion Threads

[elmfield] 05/7/2009 11:46

And rightly so, long term a good place to have some dosh with a reasonable income, I am a buyer.

[trigger45] 29/6/2009 08:14

And still it goes up.

[scburbs] 26/6/2009 14:48

Is it just me or are these looking toppy again?

[trigger45] 13/5/2009 07:11

It's a bit dated now, but worth a read.

[retford1] 11/3/2009 16:30

Great call Scburbs, even better had you gone long at 146p - you didn't did you?
Here's hoping for return to +160 by weekend

[scburbs] 10/3/2009 10:05

JoshAlexander,

I was talking about the market bouncing not Halma specifically.

[philo124] 10/3/2009 09:56

I am tempted but lack of visability worries . Going to wait, maybe sub 130p

[joshalexander] 10/3/2009 09:12

Good trade scburbs - I doubt it unless there is a sharp snap back rally.

A profit warning at some stage may be on the cards here.

[scburbs] 10/3/2009 08:56

I'm out at 146p. A 20+% profit in a few weeks is not to be passed up in this market, particularly when it is 20+% of notional exposure rather than real capital.

Very important to crystallise profits more regularly when market is this volatile. Is there a bounce on the way?

[joshalexander] 27/2/2009 12:26

Below 130 pence begins to look interesting - it may go sub 125 if the Markets really tank and earnings forecasts are scaled back.

This did look overdue a fall which we are probably about half way through.

All IMO - as always.

[guru11] 26/2/2009 21:55

Agree a lot of stocks look like they could bounce, but then in the end they fall back further. Some stocks look cheap, but what is cheap in todays markets?
Mind you Britishbulls.com have these today as a confirmed buy.

[elmfield] 24/2/2009 13:49

I gree with that but at the same time also know this will be a great buy for those that time it right. wonder how far down I let it go before dipping a toe in, that is the question.

[joshalexander] 13/2/2009 14:54

Far too much uncertainty in that IMS for me.
My concern is what Halma will say in 6 months time as the Global economy
continues to weaken.

[scburbs] 13/2/2009 14:48

Elmfield,

Each to their own. Personally I don't agree. I am not trying to short Halma to oblivion. I short companies that are overvalued (IMV) in order to take a balanced approach to investing.

You can visit the Wolseley board to see my approach. I viewed Wolseley as overvalued at £5 and £4+ and shorted it heavily as a hedge against long positions. However, as I have posted on the board I view Wolseley as a good company that will survive and I have no wish to see Wolseley bankrupted unlike some on that board. I view Halma in the same light and see no danger of Halma going bankrupt, it just may have become slightly overvalued in the current climate.

All I am looking at is valuation anomalies to ensure my portfolio is balanced from a risk perspective. This is very different from aggressive shorting to oblivion type behaviour.

I note your comments about being more to life than that. However, I view them as 100% irrelevant to what I am doing. I am just following a sensible and balanced investment approach.

As you can probably tell I find your holier than thou comments slightly annoying! We obviously know each other from CCT days and I respect your views, but rather less tainting all shorters with the same brush would be appreciated!

[elmfield] 12/2/2009 14:29

scburbs,
sorry can't find it in me to short good firms, more to life than that!

[elmfield] 12/2/2009 14:28

well one to have on watch, there will be a time to buy, just that it is not yet, imv; but if you are in probably worth holing at these prices or what?

[scburbs] 12/2/2009 11:13

Went short first thing at around 186p. Results expected to be ok, albeit at bottom end of forecasts. More worringly was the number of negative comments on their different sectors with two of their three sectors weakening.

"Of our three reporting sectors, Infrastructure Sensors and Industrial Safety are expected to increase revenue and profit for the full year.

As reported at the half year, whilst achieving revenue growth, the underlying profitability of Health & Analysis has been weaker than the other two sectors. Revenue in our Water business is down against last year, mainly due to reduced investment by UK water utilities outweighing continued growth in export markets. Whilst market conditions in our Photonics business are broadly stable, operational costs (including higher R&D investment) have increased faster than revenue and reduced profitability during the second half. Action has already been taken to reduce overall operating costs. The successful integration within the Group of our two recent acquisitions, Fiberguide and Oerlikon Golden, is proceeding to plan."

[philo124] 15/12/2008 20:04

Very Good. Maybe Euro strangth.

[philo124] 08/12/2008 17:52

Relatively, this is doing pretty good.

[elmfield] 20/10/2008 14:22

wellI am looking at it mow at these prices to open up another position.

[pallett] 26/8/2008 10:33

There does not seem to be any interest here at all in Halma.

[pinkkasti] 14/5/2008 19:33

Anyone know what happened to Halma in March, and why the slow decline ?

[elmfield] 14/11/2007 13:33

? 12.5p, HMMM?