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JBH, JB HI-FI LIMITED
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post Posted: Aug 17 2021, 10:24 AM
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New article up.

JB Hi-Fi Delivers Record, but Challenges Abound

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nipper
post Posted: Aug 13 2021, 06:45 PM
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Ally Selby (Livewire Markets): Next up we have a place where I have spent way too much money during lockdowns, JB HiFi. Its share price is up around 11 per cent over the past 12 months, and it has an annual yield of around 5.5 per cent. Don, I will stay on you. Is it a buy, hold, or sell?

Don Hamson (Plato): It is a buy from us. It is a great business. It has done fantastically well, solid dividend yield there. And people say it has benefited from the pandemic, but it has been one of the stocks that has done well in the online space. Everyone thought it was going to get smashed by Amazon, but it has continued to keep on keeping on. So it is a buy from us, although it is a little bit expensive, it is still a great business.

Ally Selby (Livewire Markets): Neil, a new CEO is about to take over the reins of the business at the end of this month. And it is recently reported that earnings were up nearly 54 per cent over the past financial year. Is that enough to turn your head? Is it a buy, hold or sell?

Neil Margolis (Merlon Capital): It is a sell. It is actually a former CEO of JB HiFi and he is very well regarded. I agree Amazon was overhyped, and we said that when they arrived in 2016, but I actually think in the background Amazon is making steady progress. They have opened a 200,000 square metre distribution centre, and Apple is going live this week. So people have become too complacent about Amazon from being too worried about Amazon. JB HiFi is partly discounting its high earnings because it is not on a very high multiple, but their earnings have gone up a lot. There might be a bit of a hangover trying to clear that very high base of earnings and revenue.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
ShareCafe Admin
post Posted: Jul 21 2021, 09:50 AM
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New article up:

Retail Not So Breezy the Second Pandemic Around

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nipper
post Posted: Mar 19 2021, 09:25 AM
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QUOTE
Last year, we suddenly discovered a number: $60 billion - which is money that Australians spend overseas. I think most retailers will never ever forget that number again. Whilst we feel for international tourism operators...while Australians can’t travel, the harsh reality is that money is staying in Australia and with low-interest rates being pretty good for the property market...[this has been] very good for retail[/i].

...Richard Murray, CEO, JB Hi-Fi Ltd



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: rlane  
 
mullokintyre
post Posted: Dec 18 2020, 12:55 PM
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Really surprised no one has posted in this stock.
Pretty stable, good dividend, abd Almost up 100% since its low in the early COVID sell off.
PE is a little high at 17, but it has a few friends there.
Looking to add this stock if it has a retrace below 45
Mick



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blacksheep
post Posted: Aug 13 2018, 11:17 AM
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In Reply To: blacksheep's post @ Aug 10 2018, 12:01 PM

QUOTE
Regal has been betting against JB Hi-Fi for about a year, during which time the retailer's stock has dropped 12 per cent.


Regal (and others) covering now? JBH was the 2nd most shorted stock - https://www.shortman.com.au/stock?q=JBH

Results seem positive - SP up 2.17% @ $23.98

QUOTE
JB HI-FI PROFIT JUMPS, NEW STORES FLAGGED
Net profit up 35pc to $233.2 million
Revenue up 21.8pc to $6.85 billion
Final dividend 46¢ fully-franked, up 9¢ from a year earlier
.
https://thewest.com.au/business/retail/jb-h...m-ng-b88926084z
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 


blacksheep
post Posted: Aug 10 2018, 12:01 PM
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In Reply To: blacksheep's post @ Jul 2 2018, 11:54 AM

Hedge funds have found a new way to profit from the housing slump

QUOTE
Regal has been betting against JB Hi-Fi for about a year, during which time the retailer's stock has dropped 12 per cent.


https://www.smh.com.au/business/the-economy...810-p4zwng.html

https://www.shortman.com.au/stock?q=jbh
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 2 2018, 11:54 AM
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In Reply To: blacksheep's post @ Jun 21 2018, 03:08 PM

A number of notable short sales alerts - current position @ 25 June 2018 = 17.37%
QUOTE
Fri 29th Jun, 2018 640,093 114,883,372 0.55% 822,657 77.81%
Thu 28th Jun, 2018 1,139,270 114,883,372 0.99% 922,581 123.49%
Wed 27th Jun, 2018 920,213 114,883,372 0.80% 1,057,650 87.01%
Tue 26th Jun, 2018 1,101,674 114,883,372 0.95% 378,985 290.69%
Mon 25th Jun, 2018 173,171 114,883,372 0.15% 352,690 49.10%
Fri 22nd Jun, 2018 1,992,447 114,883,372 1.73% 958,299 207.91%
Thu 21st Jun, 2018 1,626,798 114,883,372 1.41% 1,320,065 123.24%
Wed 20th Jun, 2018 1,252,673 114,883,372 1.09% 1,760,025 71.17%

https://www.shortman.com.au/stock?q=JBH

extract from recent Livewire article - > https://www.livewiremarkets.com/wires/which...alling-property
Which Retailers are exposed to falling Property?
Roger Montgomery
Companies that we believe have some exposure to the risk to the downside for house prices include:

QUOTE
JB Hi-Fi (ASX:JBH) – Since JB Hi-Fi’s acquisition of The Good Guys we have maintained that the purchase was poorly timed at best and misguided at worst. When the company downgraded earnings guidance in May, it suggested that unfavorable weather had hit sales of air conditioners and heaters at The Good Guys. But it also revealed that price cuts to maintain market share had crimped margins. We currently do not expect the forces on margins to relent any time soon and a company generating an operating profit of $235  million on sales of almost $7  billion is not one we would be writing home about. Back in 2016 Tim Kelley, portfolio manager for The Montgomery Fund, pointed out here that the fact that the ACCC let through the acquisition of the Good Guys by JB Hi-Fi hinted that the ACCC was not concerned with any monopolistic pricing behavior subsequent to the two companies becoming one. Indeed, exogenous pricing pressure remains and the slowing housing market may mean that the acquisition of the Good Guys marks a medium-term peak in consumer confidence. Indeed, since the acquisition JBH’s share price high has not been exceeded.


Other companies mentioned were MYR, SUL,NCK

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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jun 21 2018, 03:08 PM
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In Reply To: blacksheep's post @ Feb 13 2018, 12:22 PM

Notable short alert yesterday - JBH #3 on Shortman's Top 100 shorted stocks. SP currently up 1.17% @ $22.965/share
QUOTE
Wed 20th Jun, 2018 1,252,673 114,883,372 1.09% 1,760,025 71.17%

https://www.shortman.com.au/stock?q=JBH
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 13 2018, 12:22 PM
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Posts: 6,791
Thanks: 2307


In Reply To: blacksheep's post @ Nov 20 2017, 09:53 PM

Notable short alert reported by Shortman yesterday - looks like shorters are not yet finished? SP up 2.17% currently @ $26.42/share after falling 8% yesterday
QUOTE
Mon 12th Feb, 2018 1,406,997 114,866,367 1.22% 2,925,679 48.09%

https://www.shortman.com.au/stock?q=jbh
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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