Howden Joinery Share Discussion Threads

[cockneyrebel] 18/12/2014 09:37

Retail sales come in better than expected at 1.6% instead of 1.4%

CR

[petersinthemarket] 17/12/2014 19:25

Is hwdn going to 0p by the end of the year?

(of course not - only being mischevious!)

But I hope it stays low till I get my capital lined up.
pete

[cockneyrebel] 17/12/2014 08:29

26p off the recent high - despite the co saying it will beat expectations.

Incredibly low PEG for such great long term reliable growth imo.

Update in Jan imo.

CR

[onjohn] 17/12/2014 07:59

Just been posted a special "Rooster offer"
11 kitchen units for £499 +VAT
all units come fully assembled, no flat pack garb

Amazing value, going to put it in the BTL

[cockneyrebel] 15/12/2014 08:12

Michelmerch Brick trading update says they'll bat expectation - building strong, if we needed to know :-)

All imo/

CR

[onjohn] 12/12/2014 15:52

nice find CR

[cockneyrebel] 12/12/2014 09:40

Liberum reiterate buy today and 440p target.

CR

[cockneyrebel] 12/12/2014 08:36

Good trading update from BWY today.

Quite interesting that as builders saw their sales slowing through Q1 to Q2 and Q3 then picking up in the last quarter, HWDN has seen constant strong sales growth despite that.

Q1 up 8.5% LfL depots.
H1 up 8.7% LfL depots for 6 months
Q3 up 10.6%LfL depots for 9 months.

All that and firming margins sort of says a really strong underlying performance imo.

CR

[onjohn] 10/12/2014 16:21

Looking good here CR
cant believe its 30p lower than the high earlier this week

[cockneyrebel] 10/12/2014 09:18

Librum raise theier target from 420p to 440p:

0 Dec 2014 Howden Joinery HWDN Liberum Capital Buy 392.50 390.40 420.00 440.00 Reiterates

---------------------------

Got to be more upgrades come the results imo

CR

[bigbigdave] 09/12/2014 16:05

Looks like I got some more at 390.5.

[cockneyrebel] 09/12/2014 15:29

27p off the recent high - and going to beat expectations.

Expect a rush back in when it happens imo.

CR

[cockneyrebel] 09/12/2014 10:11

I won't edit the forecasts in the header as they are handy to have there and look back on but the consensus has risen from 23.6p to 24.2p for the year ahead (2015).

As far as sales go - forecasts are for £1078m for 2014 and £1167 for 2015.

£1bn already under the belt.

CR

[taurusthebear] 09/12/2014 09:55

I don't agree with CR that this is cheap as chips now, but the PEG looks a lot more convincing than the PE. I'm in. :0)

[scottishfield] 09/12/2014 09:49

the topup club

[onjohn] 09/12/2014 09:49

yes, topped up too

[supasapi] 09/12/2014 09:48

just picked up a few thousands worth as not be long under 4 imo

[scottishfield] 09/12/2014 09:43

yes, few more here too this am.

[robbo35] 09/12/2014 09:40

Pleased to get a few more under 400p, still holding some funds back in case it dips lower. Thanks for the new thread CR.

[onjohn] 09/12/2014 09:40

Looks like it

[cockneyrebel] 09/12/2014 09:28

Short term low in?


free stock charts from uk.advfn.com


Bounce off this trendline now?

CR

[onjohn] 09/12/2014 08:05

I might add to my long term holdings i bought at 360p, hopefully at 360p
Winner long term

[dlku] 08/12/2014 20:45

Nu labour will kill housing stocks imho

[supasapi] 08/12/2014 17:26

mmmm hope to buy some more in morning to add to the ones I got in Sep

[cockneyrebel] 08/12/2014 13:54

Just got another 5K @ 15p off today's highs :-)

CR