Market slack az today .....hasn’t caught up with the WHS news
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Market slack az today .....hasn’t caught up with the WHS news
Looking forward to some more large dividends in the future. As for the shareprice, who cares, if you think it cheap buy some more !!
Great update. So come July, the PE ratio will be 8 or 9. The SP has plenty of room to grow. Not sure why todays announcement hasn't changed the SP by more.
So, looking beyond the wonderful FY21. What does FY22 and further on likely look like?
Forsyth Barr came out with a note this week after polishing up their crystal ball saying that they didn't expect international travel to reach pre-pandemic levels until 2026 so there will be plenty of people staying at home and spending at home, (not that I think WHS's typical customer, if there is such a thing, is a huge international traveler).
One of my key investment themes is that retail will be "stronger for longer" and I'm backing that investment thesis with large stakes in WHS and HLG.