It's a fairly quiet board.... I think it is a very well run business, on the high st they seem to squeeze costs to defend margin, in travel locations they are doing well. I think they look cheap at the moment, but what do I know?? I think they have worked 'round' ebay and amazon to an extent but they have head winds, plastic bottles, min wage being two. I think of it more as a well run utility company. I never used Toysrus, why would you? And I liked Maplin, but what a tough sector when competing with Amazon, so I tended to use them when I couldn't wait 24 hours - how many times is that..... SL
With Toys R Us and Maplins going bust yesterday due to online competition it makes me think WH Smiths could get a knock on effect kick in the SP. I don't think they will fail but Amazon and EBay must be making inroads on lots of their sales. I'm not too sure if WH Smiths have much online trade. If not, they need to address this.
Any thoughts / holders out there ... or is this BB dead?
"Most of the past decade has been a miserable time to be a value investor. These investors follow the school of thought that says one way to gain an edge over the wider stockmarket is to hold a selection of shares that are trading at a significant ..."
Nice results in line with expectations. What's not to like?
P/E 19.5, looks high, but with steady, pretty reliable, growth and zero debt and a PF that's not a problem, that's about right.
Yield 2.4%. Nothing to write home about, but pretty reliable growth there too.
They're toying with other means of growing, such as hospital outlets and online, but no big game changers. There's always the possibility that they'll take advantage of their strength and do a large deal, but who knows what that would be; retail's not exactly an easy market to be in atm with online making inroads - and there are some big beasts online.
"We've written much about the unforgiving mood of markets when companies fail to hit expectations, but not so much on the positives. Food and coffee chain owner LSE:SSPG:SSP Group benefited from an enthusiastic reaction to a strong trading update ..."
"UK retailers are struggling to cope with weak consumer demand due to rising inflation and stagnant wage growth, alongside increasing sector disruption from online offerings such as NASDAQ:AMZN:Amazon. It's why those looking away from the high ..."
As you say, another nice increase in the dividend and if they could just find some initiatives in the high street, the shares could go much higher. I think the idea of Post offices in store would help but, for example, where I live WHS has a large area which would be ideal but they are next door to a fairly new Co-Op which already has the Post Office in residence.
"On a day when markets couldn't decide which way they wanted to go, newsagent chain LSE:SMWH:WH Smith stood out. It issued a well-received trading update four weeks ago, so Tuesday's 5% rally was fuelled solely by a bullish assessment of the ..."
"We havenât heard much from LSE:SMWH:WH Smith since final results in October. Numbers then failed to ignite much interest, and the share price has traded largely between Â£13 and Â£16 since the Brexit vote. But, after crowing that it will make more ..."
Nothing much else new, folks, I'm checking out likely depositories for cash from my NatWest Instant Saver a/c., previously known as esavings. They've reduced the gross interest rate to 0.001%, and still have the nerve to call it a savings a/c. Now I need as safe a haven as possible. Any thoughts?
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