Halma interims

[77ss]

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.

[Bouleversee]

One of the companies I had thought of buying but never got round to doing so. Pity. Probably too late now.

[JamesMuenchen]

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.

[torata]

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"

[77ss]

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.