Member Info for Carrington

Wizzaire - "To date, our Q4 is circa 62% booked, with RASK up 8.3% year-on-year." - market cannot continually penalise EZJ re future earnings - has to correct here sooner or later - lets see - gla dyor etc

Lovely finish into the close - I think the word may have finally got out that this share is ridiculously oversold - gla dyor etc.

Added at 607p - gla dyor etc

WH Smith reported very strong results across their airport travel section today - no let up in travel going forward - EZJ just needs to break 5 quid imo - probably a lot of sell orders in at the 5 mark - once it breaks through I think we will see 10 maybe 20pct put on here - lets see - gla dyor etc

I think there is a growing realisation that some UK retail stocks are quite simply undervalued - PETS, RTO, and Halfords all updated this morning and all are performing well - add to that the UK macro with interest rate cuts imminent and the Gov finally pushing for growth with the pension raid, Heathrow Gatwick expansion etc and the US side chasing growth full on - that all adds up to a favourable investment case for JD. imho - gla dyor etc

Just added a few more at 400p - the spread was incredibly tight at 399.9 to 400 - - 0.01 spread - plenty of support around this mark imo - gla dyor etc

Got to be 6 Mary - going rate atm is around a 50pct premium so that puts it around 604p - gl dyor etc

Well I have to say my 382p buy a couple of weeks ago is now starting to look pretty good! - more to come here imo as the new board gain traction - lets see - gla dyor etc

One must always remember that if a stock is incorrectly valued, value will out in the end - PETS was clearly undervalued on whatever metric you wanted to use (I used forward earnings vs existing competitors) - If you add to this to a UK macro with interest rate cuts on the cards and a Gov that is at last promoting growth (pension raid, Heathrow, Gatwick expansion etc) then retail stocks start to look silly in terms of pricing - I have been buying/adding to my retail stocks of late on this basis - paid off here and with RTO this morning - Vets business booming and taking market share - competitors hate this and in light of the Gov watering down regulation re the CMA, if this share price doesn't go further north I wouldn't discount a takeover - as I said value will out one way or another in the end - already happened with DLG - albeit in a different sector - same scenario, grossly undervalued - gla dyor etc.

"Carrington, I agree, but how is it possible to progress through an undergraduate degree, a masters degree and what you'd believe to be a competent HR dept processing CV's and have the English comprehension of an 8 yr old?" - the marking system in exams these days more or less ignores grammatical content - its largely irrelevant - I was talking to a teacher about this recently and he confirmed this to be the case - as long as the marker of the exam"understands" what the student is trying to say then it is basically ok

Cev - re the your/you are situation - completely agree but there is a simple explanation my friend - literacy is not taught in schools as it used to be back in the day - I liase with my son on a regular basis on whattsapp - he uses the same your instead of you are - he is a quant analyst for a fund manager in the city - has a 1st in economics at degree and masters level - it is the way it is matey just accept it - gl

Decided to take an initial tranche here at 82.2p - retail stocks hammered of late in the UK - growth to be pushed hard in the US and hopefully rates cut here next month and with Reeves to give a growth speech on Wed this should augur well for retail - the head man buying at just over 90p gives me confidence the fall is overdone - will add on further weakness - gla dyor etc.

Falcon - "Turning - 15 points,, as we approach next update Feb" - do you know what date the trading update is in Feb? - I can't see anything on the JD site?

Thanks

I did say in a previous post a few days ago that PETS could see heavy buying before results day - it seems Neuberger Berman Group LLC agree - lets see what the price is at cop - gla dyor etc.

Nice end for PETS at cop on a turbulent day for UK stocks - I did say there may well be some buying here before results next week and I think that may well have been the case today - lets see - gl dyor etc.

Decided to add some at 321p - MKS falling victim to the downbeat retail UK macro atm - 15pct fall in 3 weeks is overdone imho - will add more on further weakness - gla dyor etc.

Trump realises the debt has to be decreased - to do that you have to grow the country which is happening already in the US - to sustain the growth you have to have low inflation which is being addressed right now with the decrease in oil/gas prices - to pay off the debt you need to reduce your outgoings which are billions of usd to Ukraine - Trump has given Putin an easy out here to save face - will he take it? - at 20pct plus inflation and rising in Russia there must be a reasonable chance - if this happens you will see the US debt burden fall pdq imoh - dyor etc.

Personally don't see the Trump situation as bad for the UK short term - with oil down around 6pct in the last 2 weeks alone and gas around 3pct as a result of the Trump drill baby drill policy - Reeves should be celebrating as it will ultimately reduce inflation going forward paving the way for interest rate cuts to boost business and boost growth - no US tariffs either for UK unlike the EU which holds a massive trade surplus over the US - gla dyor etc

Chilting - for sure it was a poison challice with high taxes and high debt but on a range of economic indicators - inflation at 2pct and unemployment at 4.4pct the challice was not quite as bad as she made people believe, Reeves was so hell bent on discrediting the tories with how bad the economy was that she scared the living daylights out of people who battened down the hatches and stopped spending - she has done NOTHING to create growth which she coveted so greatly, and rather than boosting the private sector to create growth, she decided to give train workers crazy inflation busting wage rises - that is lunatic economics - one saving grace for her is the people who lose their jobs as businesses close due to being unviable as a result of the increased nic will inevitably tighten the labour market pushing wage increases down and decrasing inflation - if this fails to materialise then we will be in a recession pdq

gl dyor etc.

Tend to agree Oliver - Pets trades at 11 times forward earnings with a dividend yield of just under 6 per cent. The forward multiple represents a sizeable discount to its competition so if the results are ok there could be a rerate on the cards -gl dyor etc