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Upcoming disaster work for insurance companies in L.A California?
JLG - Johns Lyng Group
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Heads up that none other than Greg Canavan of fat tail investment advisory tipped JLG and discussed it 13/12/24 @ $3.59
Currently it's at $3.72, having a lift today.
I was very tempted as I have liked the company for a while and see it as defensive but didn't buy - conserving cash.
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Currently it's at $3.72, having a lift today.
I was very tempted as I have liked the company for a while and see it as defensive but didn't buy - conserving cash.
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Narrow escape for me.
"Defensive", lol.
Greg Canavan's update today on fat tail investment advisory:
"This week we’ve had a few of our own landmines to deal with. Perenti [ASX
RN] reported half-yearly results on Monday, which saw its share price sink 15%.
Given that management was at pains to reiterate full-year guidance, I don’t think things are as bad as the initial share price reaction suggests.
Then, on Tuesday, Johns Lyng Group [ASX:JLG] share price sank more than 20%. Challenging conditions saw the group reduce full-year guidance, which the market didn’t like at all.
I’ll review the earnings reports in detail and listen to the earnings calls before deciding whether to add to, or cut, the position.
For now, PRN remains a hold and JLG moves to a hold."
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"Defensive", lol.
Greg Canavan's update today on fat tail investment advisory:
"This week we’ve had a few of our own landmines to deal with. Perenti [ASX
RN] reported half-yearly results on Monday, which saw its share price sink 15%.Given that management was at pains to reiterate full-year guidance, I don’t think things are as bad as the initial share price reaction suggests.
Then, on Tuesday, Johns Lyng Group [ASX:JLG] share price sank more than 20%. Challenging conditions saw the group reduce full-year guidance, which the market didn’t like at all.
I’ll review the earnings reports in detail and listen to the earnings calls before deciding whether to add to, or cut, the position.
For now, PRN remains a hold and JLG moves to a hold."
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DAILY
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but lifted more than 8.5% ( 10 cents a share ) today"This week we’ve had a few of our own landmines to deal with. Perenti [ASX
and i was lucky enough to grab a few when my other targets walked away from me yesterday
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JLG ?Narrow escape for me.
"Defensive", lol.
Greg Canavan's update today on fat tail investment advisory:
"This week we’ve had a few of our own landmines to deal with. Perenti [ASX
Given that management was at pains to reiterate full-year guidance, I don’t think things are as bad as the initial share price reaction suggests.
Then, on Tuesday, Johns Lyng Group [ASX:JLG] share price sank more than 20%. Challenging conditions saw the group reduce full-year guidance, which the market didn’t like at all.
I’ll review the earnings reports in detail and listen to the earnings calls before deciding whether to add to, or cut, the position.
For now, PRN remains a hold and JLG moves to a hold."
Not Held
DAILY
View attachment 194093
i have had some interactions with them and remain luke-warm ( at least they didn't make my AVOID list )
i don't hold JLG
