Henderson Group Share Discussion Threads

[its the oxman] 01/7/2016 08:12

QuePassa . You still holding and any views appreciated.

[its the oxman] 01/7/2016 08:11

So is this worth a buy now. Some way below its highs over 300p and a chunky yield over 5%. Hmm. Also am I right in thinking its overall funds benefit from the fall in sterling?

[alphahunter] 27/6/2016 12:47

Agree. Not covering yet.
Waiting for the analysts to downgrade PT or forecasts.

[1savvyinvestor] 27/6/2016 12:06

Still too early. Waiting

[1savvyinvestor] 27/6/2016 07:24

Didn't think I'd get my 200 buy price but Brexit making it likely !

[alphahunter] 14/6/2016 07:25

GAM's PW this morning, -15%, not helping Asset Managers.

[alphahunter] 10/6/2016 09:17

Would aiming for 240p be too much to ask?

[alphahunter] 08/6/2016 10:08

Turned a bit bearish here.
In particular due to fund flows and ISA season
Brexit creeping in.
Performance reversion to mean
Valuation

[quepassa] 25/5/2016 12:38

Some recent broker forecasts from 27/28th. April:-

Macquarie Outperform 268.60 255.60 313.00 313.00 Reiterates
Citigroup Buy 268.60 255.60 - 289.00 Retains
JP Morgan Overweight 268.60 255.60 320.00 320.00 Retains
Peel Hunt Hold 268.60 254.20 270.00 270.00 Reiterates


ALL IMO. DYOR.
QP

[quepassa] 28/4/2016 06:17

Schroders very robust Q1 performance released this morning underpins Henderson's equally robust Q1 figures as reported yesterday.

ALL IMO. DYOR.
QP

[luckyphilip] 23/3/2016 09:07

I shouldn't have waiting for below 2. Will look to buy on any weakness

[quepassa] 04/3/2016 08:50

Have recently bought Man Group in size for strong recovery prospects over 2-3 year time-frame.

ALL IMO. DYOR.
QP

[quepassa] 04/3/2016 08:19

Recovering very well after Jan/Feb market slump.

ALL IMO. DYOR.
QP

[quepassa] 24/2/2016 06:15

The book-makers at this point in time think it is a slam-dunk that the UK will remain in the EU.

Approx odds

STAY 2-5 (on)
LEAVE 2-1


ALL IMO. DYOR.
QP

[1savvyinvestor] 18/2/2016 08:18

Still waiting. Reckon this bear market not done yet.

[bulltradept] 12/2/2016 13:29

Sub £2? That equates to 5200 on the ftse wouldn't it?

[1savvyinvestor] 12/2/2016 11:31

I'll wait for sub 2!!

[petewy] 12/2/2016 11:07

I bought a few a 2.20. (Sold out at £3.00)

[1savvyinvestor] 11/2/2016 18:06

I reckon Henderson is the best out there. My prediction is the knife will fall to about 200

[petewy] 11/2/2016 10:41

good results. Divi up. Now 4% yield. I'm in cash waiting for the knife to stop falling. Now 231p. Robin Griffiths forecast greater falls...Flashcrash, so I'm waiting. Que pasera?

[quepassa] 17/12/2015 08:43

Henderson swiftly back over 300p after the recent general market sell-off.

ALL IMO> DYOR.
QP

[alphahunter] 25/11/2015 11:58

QP,
Do fund managers need psychological support?



Citi says see flows back from equities into debt, namely equity outflow out of the US and Asia and into debt outside Latam and...Asia. They seem to comment on the actual flows rather than conject on what may happen IMHO. Anyway, that plays nicely with the Long HGG Short ASHM position.

Having another look at Schroders (non voting) - who is lagging on the back of recently slighly disappointing Q3. More institutionals than ABBA's retail hot Money Money and fair bit of balanced portfolios I admit. Non voting right class has underperformed voting right one lately.

NO IPO. DIOR J'adore.
AH