bhralltheway
23 Oct 2015
RNS Directors buying RNS directors buying @ 131.4
idontwanttolose
21 Oct 2015
Re: Barclays view Looks like Barclay's were right in August 2015 downgrading to 130 per share (well posted NK1999)"Shares in Home Retail were under pressure after Barclays downgraded the stock to 'underweight' from 'equalweight' and cut the price target to 130p from 175p.
pearlsasinger
21 Sep 2015
Haitong Bank view Haitong Bank has issued a 'sell' recommendation here.- with a target price of 115pThankfully more people will have heard of Argosthan Haitong.Separately - I think Home Retail with its extensive UK/Irish distribution/collection network offers a cheap opportunity to a purely online outfit such as Alibaba.I continue to hold Home.
nk1999
10 Sep 2015
Investec Investec view following Q2 Trading update:"Investec has pencilled in sales of £5.8 billion for the 2016 financial year, with pre-tax profit of just under £140 million, giving earnings per share of 13.1p. This should grow to 17.3p by 2018, on sales of £5.8 billion.The shares lost 6% of their value on Thursday, changing hands for 140p by late morning at two-year lows and on an undemanding 11 times forward earnings. Davies reckons the shares are worth 60% more at 225p, however."Valuation reflects downgrade fears from Living Wage & Argos pessimism with the shares on 11x CY16 P/E, based on consensus," said Davies. "We think this is too pessimistic given Argos's potential to leverage top-line growth. We do accept that a lack of clarity over the Living Wage and demonstration of a sales-led recovery may hold the shares back near-term, but we reiterate our Buy recommendation."nk
nk1999
25 Aug 2015
Barclays view From ADVFN:"Shares in Home Retail were under pressure after Barclays downgraded the stock to 'underweight' from 'equalweight' and cut the price target to 130p from 175p.The bank's analysis showed that Home should be disproportionately hit by UK wage inflation as a large proportion of its labour force is not on living wage and the company's low-margin profile does not leave much room to manoeuvre."While Home has been historically very successful in managing costs effectively, we doubt any price increases can be made in order to alleviate the pressure due to the commoditised nature of many of Home's products," Barclays said.In addition, the product cycle was viewed as unexciting for Argos into the peak period other than large-screen branded TVs, which is a category where Argos is under-penetrated.Barclays said that combined with increased competition from consumer electronics specialists like Currys and John Lewis and pure players like Amazon and AO, risks are skewed to the downside both for the second half of next year and full-year 2017 earnings, with limited ability from the company to mitigate them in the next 12 months."We believe that some of management's initiatives could have a positive effect on earnings in the mid term, but we expect EPS momentum to remain negative in the next 12 months."nk
II Editor
14 Jul 2015
NEW ARTICLE: Stockwatch: Time to accumulate this share "Is it time to consider the Argos/Homebase operator LSE:HOME:Home Retail again? Its Mid 250 shares have drifted from 2014/15 highs around 220p, recently down to 150p and are currently about 160p. The chart is typical of higher risk/reward stocks ..."[link]
Ashover
10 Jun 2015
George Goley for new chief technology officer role Has the news of this new appointment filtering though affected the share price today?[link]
II Editor
08 May 2015
NEW ARTICLE: Your essential post-election portfolio checklist "For one of the most uncertain elections of a generation, the result of the 2015 general election was quite definite. A crushing Conservative victory has left three parties leaderless and the stockmarket in high spirits. Share prices are back near ..."[link]
nk1999
26 Apr 2015
From Telegraph "THE revival of one of Britain’s best-known high-street brands will motor on this week when Argos reports a jump in profits.The business, once famous for its laminate catalogues, is in the process of remodelling itself as an online retailer, with its stores used as click-and-collect hubs.Its £300m, five-year plan led by American boss John Walden involves opening small shops at travel hubs, allowing eBay customers to collect their orders from stores and launching new brands, such as homeware collection Heart of House.The early impact of the plan should be evident when Home Retail Group, the company that owns Argos and Homebase, reports annual results on Wednesday. City analysts expect the group to reveal a 13pc increase in profits before tax to £130m and a 15pc rise in operating profits.However, Homebase will suffer a fall in profits as it battles a tough DIY market. Last year, Home Retail unveiled plans to close one in four Homebase shops. It is opening Argos concessions within its DIY stores in an attempt to boost the beleaguered brand.Analysts at HSBC said Argos was becoming the “digitally focused, ‘local’ retailer of choice”. They added: “Management expects 75pc of Argos sales to be online by 2017 and is repositioning the Argos business model to capitalise on mobile shopping trends and click-and-collect, for which a widened range of ‘must-have’ products, and superior fulfilment, are key.” "[link]
Ashover
08 Apr 2015
Re: HOME valuation Don't expect too much from HOME based on that analysis then.
albent
08 Apr 2015
HOME valuation Infographic for Home Retail Group (HOME): [link]
nk1999
04 Apr 2015
Glitch Sorted by lunchtime yesterday....[link]
Mr Chilligoat
12 Mar 2015
Re: Dividend payment date 22/01/2015 I had a problem receiving mine and had to chase iii up.If you have not seen it on your account you should do the same. I think they had problems with crediting this dividend to some account holders.
itssoconfusing
12 Mar 2015
Re: Investec lgMay I ask, where do you get 100 pps a share from....your magic machine?Serious question.GLitsso..
lambrini girl
12 Mar 2015
Re: Investec I wouldnt rush in should be a £1 in not too distant future..
