This board doesn't seem to be getting much attention. Personally I might be more interested in a Total Return board.
However, I think Halma qualifies as a growth share. Sub 1% yield and capital growth of 55% so far this calendar year.
Today's interims looked good to me, and the market seems to agree (up 11% so far today).
https://www.investegate.co.uk/halma-plc ... 00068162T/
I keep having to pinch myself with this share - can its fine run continue? The underlying approach of many small
bolt-ons is interesting - no dangerous nonsense with 'transformative' deals. I am wondering whether other companies which grow in the same way might be worth looking at.
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Halma interims
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- Lemon Quarter
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Re: Halma interims
One of the companies I had thought of buying but never got round to doing so. Pity. Probably too late now.
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- Lemon Slice
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Re: Halma interims
Bouleversee wrote:One of the companies I had thought of buying but never got round to doing so. Pity. Probably too late now.
I first bought into it after a write-up by ValueMargin (IIRC) on TMF listing companies with long records of high CAGR, he listed HLMA as averaging 17.2% CAGR 1969-2012. Since then the SP has quadrupled or so.
It is never too late.
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Re: Halma interims
JamesMuenchen wrote:Bouleversee wrote:One of the companies I had thought of buying but never got round to doing so. Pity. Probably too late now.
I first bought into it after a write-up by ValueMargin (IIRC) on TMF listing companies with long records of high CAGR, he listed HLMA as averaging 17.2% CAGR 1969-2012. Since then the SP has quadrupled or so.
It is never too late.
Although FT Lex is not positive at the moment, with it being on a multiple of 36 compared to average of 24 over the last 5 years.
torata
Google: "Halma: health warning"
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- Lemon Slice
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Re: Halma interims
torata wrote:JamesMuenchen wrote:Bouleversee wrote:One of the companies I had thought of buying but never got round to doing so. Pity. Probably too late now.
I first bought into it after a write-up by ValueMargin (IIRC) on TMF listing companies with long records of high CAGR, he listed HLMA as averaging 17.2% CAGR 1969-2012. Since then the SP has quadrupled or so.
It is never too late.
Although FT Lex is not positive at the moment, with it being on a multiple of 36 compared to average of 24 over the last 5 years.
torata
Google: "Halma: health warning"
On the other hand, today's Tempus says BUY!
https://www.thetimes.co.uk/article/halm ... -pwgmt66p3
Behind a pay wall I expect - like FT Lex.
The Tempus article gives an overview of the business, providing a starting point for those thinking about the company.
Personally, I share the 'never too late' attitude of JamesMuenchen
DYOR of course.
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