Henderson Group Share Discussion Threads

[quepassa] 27/7/2016 12:51

Bottled.

And that's not her favorite perfume we are talking about.

ALL IMO. DYOR.
QP

[alphahunter] 27/7/2016 12:19

Time to book a profit on HGG.

HGG down 12.5%,FTSE250 up 1% plus dividend since short position on HGG opened on 9th June at 254p.
In addition, HGG has substantially lagged other equity focused asset and wealth managers (Schroders, Brewin Dolphin,...) over the period. Lastly the markets are showing more appetite for the sector as evidenced again this morning by Jupiter and Liontrust AM a few days back).

Enjoy your trades
AH

HGG 222p

PS: Some are busy making money, some are busy making comments on others' comments.

[quepassa] 27/7/2016 07:46

Very robust results this morning from Jupiter Asset Management.

Interim dividend upped by 12.5%.

Good sectoral news and a positive read-across for Henderson.

ALL IMO. DYOR.
QP

[quepassa] 24/7/2016 07:27

1.Alphahunter Thursday afternoon.

"I will be kind to you now: you won't hear from me anymore on this thread."


Seems that she failed her own "marshmallow test" in record time.






QP

[alphahunter] 24/7/2016 00:58

Yawn......

ALL IMO, DYOR, LIMALO, Dior J'adore.
AH

^^^^
For info:

07/20/2016 | 06:00am BST
TRADERS: RBC CAPITAL CUTS HENDERSON GROUP TO 'UNDERPERFORM' ('SECTOR PERFORM')

[quepassa] 24/7/2016 00:03

1.Alphahunter Thursday afternoon.

"I will be kind to you now: you won't hear from me anymore on this thread."


Seems that she failed her own "marshmallow test" in record time.






QP

[quepassa] 22/7/2016 00:53

1.Alphahunter Thursday afternoon.

"I will be kind to you now: you won't hear from me anymore on this thread."


Seems that she failed her own "marshmallow test" in record time.






QP

[alphahunter] 21/7/2016 21:36

One can only hear from me if one decides to read my post
One decided to read my post even if one wasn't addressed by me, because one has rediscovered and is now addicted to the taste of marshmallow, having failed the test.
One also failed to understand what the test is.


One thinks that a high institutional short position is good for Ashmore and converserely a low institutional short position is good for Henderson. One is decisively confused and spends too much time trying second-guessing the big boys rather than concentrating on the interplay between Fed-policies, macro-economic development and bottom-up factors driving the various asset managers' share prices.

LIMALO. Dior J'adore.
AH

Summer in Paris.

[quepassa] 16/7/2016 21:11

1.

Alphahunter Thursday afternoon.

"I will be kind to you now: you won't hear from me anymore on this thread."


Seems that he failed his own "marshmallow test" in record time.




2.

Ashmore Group up 75% from 200p February lows to 350p on Friday afternoon. Much to the consternation of committed shorts on that trade.

Seems to me that Henderson will follow Ashmore's big rise and rapid rehabilitation after recent market-wide sell-offs.


Of particular note is that Perpetual Australia just upped their holding in HGG from 6.3% to 7.2%.

Last time there was a market-wide rout Perpetual Australia equally loaded up big-time on HGG and this presaged a massive surge in the price of Henderson. I believe that Perpetual Australia have called it right again.

Seems that funds are beginning to flow massively back into markets, especially exotic and emerging markets. This bodes well for Henderson.


Problem with shorting Henderson is that no-one has a disclosable short on Henderson above 0.5%. - Wellington Management had a 0.67% short on HGG as at 28th. June but by the 29th. June they had reduced their short to 0.46%. - Not a good sign for shorts that the institutions are not backing the same view.

A short position on Henderson looks to me like a losing trade - and certainly no Hedge Funds are in that trade to any extent above 0.5%.

ALL IMO. DYOR.
QP

[quepassa] 14/7/2016 18:44

Poor chap.

Such pent-up frustration venting itself through incessant hostility and uncontrollable sarcasm.

Quite sad really.

ALL IMO. DYOR.
QP

[alphahunter] 14/7/2016 16:58

Yes Mummy.

Am I "defiltered" already?

The curiosity got the better of you? You couldn't pass the marshmallow test, could you?

I will be kind to you now: you won't hear from me about you anymore on this thread.

TSQP. Dior J'adore.
AH

[quepassa] 14/7/2016 16:08

Oh deary, deary, deary me!

I do feel sorry for you. Such anger and a desire to hurt people and treat them as tenpins to be struck down rather than fellow beings. Invariably the result of an unhappy or disturbed upbringing.

A tip for you. Try and be kinder to people - and it may work wonders for you. And instead of people scuttling away from you like flying tenpins, they may wish to stand upright and support you.

It's never too late to start being nice to people.

ALL IMO. DYOR.
QP

[alphahunter] 14/7/2016 15:45

I'm glad that you have so much to say about HGG like your two-pence comments about "resistance" and "support", all DYORed of course.

Anyway, you and me both decide with whom we want to gather socially and this is best this way. And pass my regards to Andy, whom we haven't seen on the Blackheath FC pitch for a while.

PS: I thought you couldn't read me as I was "filtered". Oh please please, don't filter me, please.
Says it all really.

[quepassa] 14/7/2016 15:24

"Sixth pin" - and you expect input from me on a bulletin board?

I can but repeat my last post about you treating people as bowling pins.

It won't get you very far in life. Someone who thinks and acts in this way is by definition a loser and an outsider.

Actually, I have a lot to say about Henderson but your rudeness stifles one's desire to share information.

I am sure you get that feedback a lot in life, especially as you view people as objects to strike down in your bowling analogy.

You are the sort of chap that people quickly drift away from in a social gathering.

ALL IMO. DYOR.
QP

[alphahunter] 14/7/2016 14:45

Congratulations you're the sixth pin.
But the important point is, you've been ramping HGG so much that there are legitimate questions from posters as to whether you are still in the stock and what your views are. And what do they get?:

".........................................................................
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The Big Sound of Silence.
Dior J'adore

[quepassa] 12/7/2016 05:51

Filtered.

Treating people as bowling pins won't get you very far in life. Someone who thinks and acts in this way is by definition a loser and an outsider.

[alphahunter] 12/7/2016 00:48

AH: "Directors' buying will be a better guide than my own opinion"
QP: "You continue to be [...] quite incorrect"

Thanks QP, I appreciate your support.
Quite.


Dior, j'adore
AH

[quepassa] 09/7/2016 06:03

You continue to be very impolite. And quite incorrect.

ALL IMO. DYOR.
QP

[alphahunter] 08/7/2016 23:01

Que Passa, don't be offended, but people do rely on your judgement. Signing "DYOR" as a stamp of thoroughness - when no research was carried out - may have misled them.

I'm short the stock but I'm the first one to recognise that in these troubled times, Directors' buying will be a better guide than my own opinion.

[quepassa] 08/7/2016 12:39

Your continuous snide comments such as "Oracle " and "better guide than Quepassa" do not help.

I am not impolite to you.

[alphahunter] 05/7/2016 17:57

Oracle QuePassa has gone quiet. Very quiet indeed. That's worrying.

[alphahunter] 04/7/2016 23:06

Lion AM this am
Better than (e)
Stock down 6%

Company Directors Purchase better guide than QuePassa IMHO.