Next Share Discussion Threads

[essentialinvestor] 15/9/2016 15:42

It's a funny type of fuked making these profits, makes you wonder how
some people get on the internet )

If you are bearish on prospects fair enough.

[minerve] 15/9/2016 15:36

Directory debtor book is now £953m.

Almost £1Bn!

Bought more today. Excellent business and capable and competent enough to compete in retail and on-line space. Excellent cash generation and buy-backs keep me a very comfortable and content shareholder.

[tlobs2] 15/9/2016 11:32

I think a few people may get caught out if they wait too long to buy back in.

[henrik viking] 15/9/2016 10:34

Agree with £ 45 target , that and with general tricky Q4
For consumer sentiment in general , the new trading range
Should be 47-40

[tlobs2] 15/9/2016 08:38

They might want to kick start the share buy back programme this morning :-)

[henrik viking] 15/9/2016 08:32

Morning ,
Still believe the retail stocks as a sector is a sell, will break through Sep lows.
Analyst meeting could be very interesting , will listen in if possible .
Selling more this AM
Next vs H&M

[mrchriss] 15/9/2016 08:24

a) Pure speculation

b) Who cares about near term?

[trt] 15/9/2016 08:10

Could see this drop to £45 near term !

[tlobs2] 15/9/2016 07:44

I've whipped through the announcement and it looks like business as usual to me with continued dividends and more share buy backs (£30m) over the next twelve months.

It doesn't sound like they are preparing for WW3 :-)

But you know what the doom mongering headline writers will be saying !!!!

[henrik viking] 14/9/2016 23:36

Awaiting a profit warning tomorrow
Blaming everything from margin pressure
Brexit
Warm weather

The real issue the company have to change the way they run their stores.
Do what the banks had to do .
Cut branches and increase walk in on line trading , ie. Customers come and go , but without having to carry anything back . Can inspect the actual items but will order
Online there and then.
Banks have now one counter service and three on line service
Assistant on site .

[toffeeman] 07/9/2016 07:55

Kendo

Fashion is booming (have a look at BOO)

Don't see evidence of institutions moving out.

I'll take a tenner at 7:1. Woolfson is not someone who will jump ship.

Next’s defined benefit pension scheme is very small and so any pension deficit is unlikely to cause problems.

Good dividend yield here - of course it depends on your entry point (mine was 51.78)

You and I are what makes a market - I would rather hold NXT or DNLM than HFD!!

Best

[easwarareddy] 24/8/2016 08:33

I've sold. Ur right can't see it going further

[easwarareddy] 23/8/2016 19:40

Told u. 64 here we come

[tlobs2] 18/8/2016 11:05

Boom time in the shops !





That should shut the Bremoaners up :-)

[discodave4] 16/8/2016 20:08

Thanks Toffeeman, your views (not advice) appreciated.PLT will also be a bargain for BOO (hope there won't be any family squabbles / deals!).Good luck here.DD

[toffeeman] 16/8/2016 12:41

Off Topic

Hi DD

Originally in Boo at 31.4 and out at 36.3

then went back in at 47.4 and am holding.

I have no intention of selling these for the foreseeable.

I think they have the right business model with a lot of room to expand with their existing capital base (although they may have to open a US warehouse if it really goes well over there) but I don't see dilution as a problem. They can also learn from ASOS who currently have margin problems!

They had a very sticky patch post ipo time and I believe the directorate are sound and learned a hard lesson.

The PE is bonkers but if they can grow sales at 30% compound then the value should be four or five times higher in 5 years time.

No advice intended.

Kind regards

PS if I were Wolfson I would be looking at them.................

[discodave4] 16/8/2016 09:11

Toffeeman,55 looks like it may be a tough nut to crack!, sure it will at some point though.Off topic, notice your in BOO, been on my watchlist since IPO......too late now?, still seems to have more to go based on ASC's PE. No advice taken.DD

[mike24] 15/8/2016 08:47

charts say retail could go lower,
need to see august spending figs first,

[toffeeman] 12/8/2016 10:44

We have 54! - let's see if that level holds.

Hi DD,

My entry point was 51.78 (a very small position) - My trading strategy is to now wait for a close and confirmation above 59 [the next(sic)resistance] and then set a stop loss at 57 to lock in a 10% capital gain and the div en route.

regards

[discodave4] 11/8/2016 15:20

These rampers!, 64 pffftt!.....not anytime soon IMV.Hello Toffeeman, still here I see. No TA but as you say 54/55 is really strong resistance by the looks of it, going back as far as March. Will wait (as I should have done before!), to see it break it before considering getting back in.......may pass altogether though.Good luckDD

[toffeeman] 11/8/2016 14:36

No next stop 54

[easwarareddy] 10/8/2016 17:02

Like i said. .. next stop 64!

[easwarareddy] 10/8/2016 09:15

Its heading that way. .. slowly n steadily

[tlobs2] 09/8/2016 07:46

Who would have thought it .........






And that's from the ultra negative BBC !!