Henderson Group Share Discussion Threads

[leeson31] 24/3/2015 14:27

quite off the usual steady path QP, but into OXB and LGO. and a small add to my cwc position. fixed line telecoms going very steady, bt in breakout.

cheers,

[quepassa] 24/3/2015 14:14

I am holding and see it higher but very well done on banking a good profit. -can't ever go wrong with that.

the question please is what have you re-invested into??

QP

[5bag] 24/3/2015 13:57

284 i got, my initial target on buying was 280

goes XD on 7th may

[5bag] 24/3/2015 13:49

ive done the same leeson, you never go bust from banking a profit. i exited yesterday, lower, but nice and safe :)

[leeson31] 24/3/2015 12:19

and thats me out. 293p. so close to my target 300p and chart had a great run. not being greedy, for once. :-) cheers

[quepassa] 24/3/2015 08:38

Seems that 300p may likely soon be on the cards.


ALL IMO. DYOR.
QP

[leeson31] 23/3/2015 11:51

yeah, ive been working hard watching stocks :-)

cheers fella

[5bag] 23/3/2015 10:38

I havent been around, Ive been all tucked up in long term holdings so dont feel the need to watch it all too closely. Ive also been working damn hard too grrrr!

Hope youre doing well mate :-)

[leeson31] 20/3/2015 18:26

Indeed mate im very happy! Imhopng for 300/sh..

Hope youre good mate not seen you about for a wee while.

[5bag] 20/3/2015 17:21

Nice price action! Patience is paying off here.

[quepassa] 20/3/2015 06:56

Yesterday 19th.

Morgan Stanley issue broker note and REITERATE their OVERWEIGHT recommendation on Henderson and INCREASE their Price Target (from 280p) to 290p.

Morgan Stanley join JPM Caz and Citi who are now also at 290 and Barclays who are higher at 300p.

ALL IMO. DYOR.
QP

[quepassa] 16/3/2015 08:26

I am pretty certain that today's price of 273p is a new all-time high for burgeoning Henderson Group.

The recent OVERWEIGHT reco's from JPM and Barclays with price targets of 290p and 300p will assist.

ALL IMO.
DYOR.
QP

[quepassa] 13/3/2015 08:17

This morning.

JPMorgan Caz issue broker update and REITERATE their OVERWEIGHT recommendation with a PRICE TARGET of 290p .


On 9th. March

Barclays Capital also REITERATE their OVERWEIGHT reco. with a SIGNIFICANT INCREASE in price target (from 270p) to 300p.


ALL IMO> DYOR.
QP

[quepassa] 12/3/2015 16:12

Going great guns.

Money flooding into Euro-equities at a time when Euro-yields are negative and the Euro at 7 year lows against the mighty $.

ALL IMO. DYOR.
QP

[quepassa] 06/3/2015 15:48

Pushing ahead strongly again.

Welcome recent increase in dividend.

The stunning figures from big-brother sector bellwether, Schroders point to a further improving market.

Hopefully Schroders' higher dividend increase has set the bar for its peer-group growing forward.

With bond yields turning microscopic and some European interest rates turning negative, the rotation into equities is gathering pace.

This is an excellent backdrop for asset managers and Henderson will benefit from the positive market backdrop.

ALL IMO> DYOR.
QP

[petewy] 26/2/2015 16:03

Thanks QPassa: stopped me from selling.
They are recovering this morning (Monday and Friday).

[quepassa] 26/2/2015 13:42

The Aussie buyers who got-rich-quick by picking up HGG stock last October did well, very well. They are doing a bit of profit-taking which is understandable.
So, some shares on the market which need taking up but in my view there is keen appetite for HGG.

Look at the volumes going through today. The big volumes being sold ( likely by the opportunistic October Aussie buyers ) is quickly being swallowed by other investors.

Citi and JPM Caz have a Price Target of 290p. I see that and higher.

ALL IMO> DYOR.
QP

[bigdazzler] 26/2/2015 13:14

I expect this now to pull back for a period of time. Has been on the rise for some time and deserves a breather.

I can see the short term momentum blowing out of the share.

[quepassa] 26/2/2015 08:42

This morning.

Citigroup issue a Broker Note and Retains a BUY recommendation with a significantly increased Price Target of 290p (up from 246p)

Yesterday;
-JPMorgan Caz Retains OVERWEIGHT with significantly increased Price Target of 290p (up from 245p)

-Shore Capital Reiterate BUY
-RBC Reiterate SECTOR PERFORMER
-Cantor Fitzgerald Reiterate HOLD


ALL IMO> DYOR.
QP

[quepassa] 25/2/2015 09:05

Excellent figures from Henderson today.
Highly attractive 12.5% increase in final dividend.
The business continues to grow and assets are increasing.

ALL IMO. DYOR.
QP

[quepassa] 24/2/2015 08:27

High praise in The FT today for the impressive comeback in recent times of Henderson who report full figures tomorrow.

"... the figures are expected to confirm a turnround in their fortunes" and "..expected to show standout inflows from investors".

page 23 refers.

Fingers crossed for what I personally expect to be strong figures/profits/results tomorrow and hopefully for a significantly increased shareholder dividend which may help to further rerate Henderson alongside its peer group.

ALL IMO. DYOR.
QP

[quepassa] 20/2/2015 13:38

Sector leader Schroders now trading on a dividend yield of 1.92% according to advfn analytics.

Henderson on a yield of 3.08%.

This may indicate significant upside to the HGG share price as income-seekers chase dividends and yield gap may narrow.

ALL IMO. DYOR.
QP

[quepassa] 18/2/2015 10:05

Doesn't worry me at all that Prudential Australia and CBA are disposing of small parts of their holdings in HGG.

They acquired those stakes only recently at an extremely advantageous time and price in October/November last year when the market was bad.

Since then, they have had something like a 30% increase in value. Great going

You can't really blame their in-house fund managers for a little profit-taking, perhaps to rebalance less buoyant income on domestic Aussie positions.


Maybe we'll see 300p over the coming months from steadily improving Henderson.

ALL IMO. DYOR.
QP

[petewy] 18/2/2015 08:44

I got in at £2.20 for a 4% yield. Paying off. like the prtflio.