That might not make it in the WHS parking lot...
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LOL...might have to "slum it" down at Westhaven marina instead. Have to confess I'm a bit confused by the add...described as Stray Mutt but then the narrative goes on to talk about the boats pedigree. I wish they'd make up their minds one way or the other lol
BusinessDesk has a great article about WHS ....maybe paywalled
https://businessdesk.co.nz/article/o...astle-and-more
Mums are raving about the cheap butter .....thousands of comments on a Facebook page
657 Pet products, WOW...hang on a minute isn't pet care a real growth area !
Your Speedy Az would look dashingly handsome in one of those tartan coats this winter mate. https://www.thewarehouse.co.nz/c/food-pets-household
Consumer staples and financials have done well on the US market year to date. For example check out the chart on Dollar Tree https://www.marketscreener.com/quote...TREE-INC-4868/ on a current year PE of 22. (No dividends at all, what the heck ?)
Good we have a consumer staples company we can invest in here on a really compelling PE of about half that and average 10.8% gross yield in FY23 and FY24. We should be so lucky to have such opportunities and count our blessings every time a huge fully imputed dividend comes in...roll on 26 April :t_up:
Missed MR B chair leading the retail sector on the NZX.
Prices holding up well and WHS certainly staying in a very attractive range.
"consumer discretionary spending retrenchment has only just started and has a LONG way to go"
Mr B has stated possible recession ? or govt spending keeps going ?
impact on NZ retail sector?
Consumer staples, WHS will outperform and Briscoes should do okay. Consumer discretionary will be hit pretty hard I reckon. Kathmandu and Michael Hill look vulnerable to me. HLG somewhere in the middle, some effect, hard to predict how much.
My 2 cents.
Worth more then 2 cents for sure.
looks very accurate assessment. MHJ may continue its miracle perhaps. Defying logic but with WHS under cutting supermarkets its looking more and more like a winner().