Jd Sports Fashion Share Discussion Threads

[kkclimber56] 12/4/2017 10:07

The sad reality behind our financial gains...

[closetinvestor] 12/4/2017 09:39

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.

[martinc] 11/4/2017 11:05

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.

[alphabeta4] 11/4/2017 09:31

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.

[slogsweep] 11/4/2017 08:29

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.

[luisfrg] 11/4/2017 07:31

Hindsight!

[fruitninja84] 10/4/2017 22:22

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%.

[isaready] 10/4/2017 19:27

shame I missed this one, but seems breakout has happened. Not sure how much it has to run though.

[alphabeta4] 06/4/2017 15:07

That 349 looks cheap now :)

[fruitninja84] 13/3/2017 15:03

New closing high today perhaps?

[walbrock82] 13/3/2017 12:25

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:

[alphabeta4] 02/2/2017 20:52

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.

[fruitninja84] 02/2/2017 10:31

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.

[alphabeta4] 31/1/2017 17:47

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.

[fruitninja84] 27/1/2017 15:43

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.

[bruceylegs] 12/1/2017 08:46

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.

[alphabeta4] 12/1/2017 07:20

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.

[ali47fish] 05/1/2017 14:44

has anybody got some idea of wht kind of updarw we might get tomorrow?

[sttrader] 19/12/2016 18:23

Very useful Grosvenor thank you

[grosvenor] 19/12/2016 11:47

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

[alphabeta4] 19/12/2016 11:22

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.

[ali47fish] 15/12/2016 20:38

please can you explain alpha on what basis you have rebought when presumably the investigation is still ongoing- i heve sold my holding with a very good profit but i am not clear at what price i should renenter- i sold at 307 with an avearge purchase price of 98p

[alphapig] 15/12/2016 19:27

Dept work and pensions getting involved, suspends recruiting from job centres pending investigation. Channel 4 news.