|JD Sports (John David Group)
||EPS - Basic
||Market Cap (m)
JD Sports Share Discussion Threads
Showing 876 to 899 of 900 messages
|Surprised the markets seems to be missing at the moment that sterling appreciating against the dollar will be helpful later in the year when the hedging expires.|
|JD sell a lot of SGP gear
JD Sports has the majority of its shops in Britain but added 54 stores to its portfolio in mainland Europe and said that first JD store in Australia is due to open shortly.
In Britain, it sell brands such as Superdry, Nike, The North Face, Adidas and many others through its JD shops. The company also offers a number of exclusive items from Nike and Adidas under the "Only At JD" range.
Like-for-like store sales at its core sports fashion business rose 10 percent although the company said it was "unreasonable" to growth to be maintained at this level.
Analysts welcomed the figures.
"We remain bullish on the company as we believe it is one of the strongest plays in the retail sector," said George Mensah of Shore Capital, who has a "Buy" rating on the stock.|
|Kkclimber56, I saw Paul Scott say something similar on Stockopedia; that there is nothing aspirational about the kinda clothing jd sells. (People probably said the same about denim in the 50s!)
I think the older generation might be entirely unaware of the culture around trainers and that they are definitely aspirational for the younger generation. Just search kicksonfire or kicksoftheday on Instagram and you will see there is a whole culture surrounding trainers which people take very seriously. I think it's an error to assume it's just chavs or lazy slobs in track suits.|
|The sad reality behind our financial gains...
|MartinC - I think luck does play a big part in any event where the future movements are unpredictable. Re. XPP it's easy with hindsight to kick yourself for selling out (I also did it). But if you look at the chart it rose quickly from £1 in 2009 and then went from over £18 in 2011 to just £8 very quickly. If you use stop losses (which is what got me out) not many people would have felt comfortable holding onto a 50% loss from the highs. If you held it would have been on the basis of 'hope it recovers'.
I think that's why JD. has been such an amazing investment - it's rise has been pretty much linear upwards (with the exception of Brexit vote last year). All backed up by excellent growth/fundies.|
|What a day! The huge rise is odd though, as the results are pretty much exact what you'd have ptedicted based on the last trading update,so it shouldn't be a big surprise. There's a lot of luck in this game. I've been lucky and have held jd for years. I've equally been unlucky on numerous occasions. I wish I hadn't sold XP power before it 20-bagged.As you say, it takes just a few wins over the years to get you ahead.|
|Wise words Slogsweep. I've held here from £9 old money and even back then it had doubled in a relatively short period of time. I've had to top slice on the way and done a cheeky trade or two when there's been some obvious mispriced pullbacks but this remains my largest holding and I'm happy to sit on my hands until it proves me otherwise.|
|judging by the number of posts on this board JD is an overlooked company which is odd because it is one of my best long term performers. I too had thought to take profits but thankfully resisted the temptation, just had a feeling this was the one to hold. Looking back nearly all my profits over 50 years have been due to long term holds on a handful of great shares. Trading has produced minimal profits when losses are included.
Someone told me years ago that investing was a get rich slowly business not a get rich quickly business, pity it takes a life time to realise that.|
|Looking good but sadly i traded out half at target and the rest last week @390 so i missed the move today. I used the proceeds to get the last of my IGR fill and cover a few small losses in other trades. Ive traded this share on and off for years. Its one of the few out there that just goes up smoothly over time. If i was smart and still held my first initial buy i would be up over 400%.|
|shame I missed this one, but seems breakout has happened. Not sure how much it has to run though.|
|That 349 looks cheap now :)|
|New closing high today perhaps?|
|JD Sports is one of the most successful companies in the last decade with share price gains of 1,584%!
These are the contributing factors:
1. RISING PROFITS AND INCREASING MARGINS; - Profits grew from £8m to £133m in 12 years, whereas margins increased from 1.5% to 7%.
2. Revenue growth grew at a compound rate of 12.2% per year.
3. The value placed on the market on JD Sports is close to 40X earnings and EV/EBIT of 25X (a record).
4. For every BRITISH POUND spent, JD manages to produce an extra £2.45 in sales within one year of implementing capex.
5. JD Sports has a net cash position of over £112m.
For more: http://bit.ly/2n0sVYb|
|Nice - it can do that sometimes, there was a daft pull back on an ahead statement around the £10 mark from memory (pre split) when you could almost get the upgrade for free.|
|Sure did alphabeta, although I didn't get the best price. My average is 349. After getting 4 fills. Holding now for 370p. Conviction holding.|
|Hope you took advantage Fruitninja - IMO it seems to want to run the trend rather than the fundamentals, should have gone to £3.70 on that 15% profit upgrade. Expecting it to value out in the next few weeks.|
|I have been watching like a hawk and every time it touches (so far ) 341-342 it gets bought up. May be a good entry point.|
|Great results, especially maintaining 10% LFLs. SGP also announced today, their peak trading LFLs up by 14.9%. Both companies showing how multichannel retail should be done.|
|15% upped profit guidance, and 10% like for like growth maintained. Wow, for a mature high street retailer that must be one of the best results in the market.
I'm sure it will be a great day and all that with probably around 15% on the share price but I do have a quibble here - there is a significant undeserved discount to companies like TED whose results were far weaker and here you have significant net cash, not net debt. It would be nice to see some of that gap close given the number of upgrades here.|
|has anybody got some idea of wht kind of updarw we might get tomorrow?|
|Very useful Grosvenor thank you|
|I post here a chart of JD using VectorVest software - note the green line - this is VV's value and as can be seen it has been declining recently - a slight worry. The EPS though is still increasing.(The chart only goes to last Fridays close)
Here is the overall analysis of JD by VV
Hope it helps DYOR
PS Non Vectorvest subscribers can get free analysis of up to 5 stocks by visiting vectorvest.co.uk|
|Because ali47fish based on my thinking above I have worked out my estimates of what the likely outcome is and believe it remains good value. The company has had a good track record of producing excellent results and I don't want to miss these potential upgrades whilst waiting for a report on something which I have weighed up and think isn't likely to be a big deal.|