Ashley (laura) Share Discussion Threads

[srpactive] 23/3/2016 07:35

Yes happy with that.

[eggbird] 23/3/2016 07:33

Interims out guys! 1.00p dividend!

[speedsgh] 11/3/2016 12:58

o/t Have looked at ASY a number of times but have been put off by illiquidity to date.

[tony773] 11/3/2016 11:38

Why is ASY a good one in the portfolio

[thorpematt] 03/3/2016 16:01

o/t

ASY looks good next to ALY in the portfolio if you want yield.

[rcturner2] 03/3/2016 12:59

why?

still yields over 6%, PE under 10, at least 10 years of unbroken dividend increases

not expensive by any means

[srpactive] 03/3/2016 12:43

Thank you will do, a little late for me by the looks of it.

[rcturner2] 03/3/2016 12:39

Have a look at CLLN.

[garycook] 03/3/2016 12:21

Just topping up my shares which are lagging at cheap prices with cracking Dividends,all over 8% ALY,CLIG,CNKS,GLIF,and LRE.

[srpactive] 03/3/2016 11:51

Yes, here, paf, hgm and yesterday again at gfs.

I sold a little itv lot at 255p the other week and
I am starting to reinvest it into the next group
of five baggers. Will probably return to itv before
the 28 April for the very handsome 14.1p dividend.

Also following lam and fccn.

What are you busy at?

dyor

regards

active

[garycook] 03/3/2016 11:41

active,Are you still adding here ?

[garycook] 01/3/2016 13:13

Just topped up at 23.88

[thorpematt] 23/2/2016 08:53

FWIW I think the chart here is not yet at support levels which trigger buys for most with this on the watchlist. I also think its important to note that ALY divi policy is a tad erratic and thus that yield is not guaranteed.

Historically ALY has poor growth but excellent cash generation. "Owners earnings" are usually very good with benefits being manifested in the high payout ratio.

The ongoing divorce issue alongside that recent purchase of an expensive office building are also possible flags which may deter divi payout in the short-term.

That aside there is a strong brand name, good exposure to a number of markets but a rather un-dynamic growth strategy.

I am looking to buy at 23p and below since I think it's a that point that the chart shows relevant levels of support.

For patient investors much of what I have written is an irrellevance.

[eggbird] 23/2/2016 08:42

Hey Oak - we meet again!
I've just dropped a bit of profit from MTR into here. It looks a safe bet to me with a good return on the dividend!

[oakville] 23/2/2016 06:46

Hi Mark, I have toyed with the idea of buying some of these. Just had another check this morning and found you here !

[garycook] 23/2/2016 01:35

Topped up as well for the 8% boring Dividend.

[srpactive] 22/2/2016 15:17

Eggbird

That makes two boring investors, me included.

Happy to be here.

[eggbird] 22/2/2016 14:55

I've snapped a few of these up today. Great yield and profit making company with no debt - might be boring but I'm happy to go with that for the dividend!

[carcosa] 15/2/2016 14:59

Couple of updated items:

Total of 12 stores to be closed in Australia by the administrators with a further 25 continuing to trade with the hope of selling them as a going concern. Therefore that should reduce the exposure Laura Ashley has with their stock in these franchises.
hxxp://www.smartcompany.com.au/finance/49774-five-more-laura-ashley-stores-to-close-as-voluntary-administration-continues.html

Other item of interest is the ongoing divorce of ALY's Chairman. The English Judge making an 'unprecedented order' in an effort to force a settlement.

[srpactive] 15/2/2016 14:18

Not really, we must remember the fundamentals are
still okay, the city expect the dividend to come
down a little that is why we have fallen to where we are
now. But everyone is forgetting the very good fashion
appointment, she will turn the fashion around then we
will have the fashion and furniture etc booming.

I try to buy when everyone else is switched off, a 2p
dividend here is most attractive and welcome.
I am very boring by nature so boring me just buys
low valued companies offering a good dividend in
the right sector, I have just posted a few thoughts on
my war time portfolio on rbs thread, go and have a read
if you like boring active.

dyor

[garycook] 15/2/2016 13:21

Active,ALY the only share out of my 27 Stocks down and stuggling.Any comments besides buy more ?

[srpactive] 11/2/2016 11:45

Hello, I have plenty of these too, the mm's are just
triggering stops before the market turn positive next week
into month end.

dyor

regards

active

[woodhawk] 11/2/2016 11:32

Hi there, srpactive - I've got a few of these too. Very tempted to add a few more today?