TOL - Toll Holdings

[Buffettology]

Am I the only person on here looking at stocks that aren't commodities? No interest in TOL since August???

Looking to buy back in. Anyone got any opinion on TOL at the moment? Recent large volume looks encouraging.

ha ha, this is what I often think!

I bought TOL prior to its demerger and sold after making a nice profit. Will probably buy in again now, I wouldnt be surprised to see this one go to $14-15 over the next year. A nice 25%+ profit.

 

[Kravis]

I have held this behemoth since listing.

To create an all round logistics company was the theme back then and it continues to this day. The management have not moved from this position.

I hold and continue to do so. A business that has never been in fashion but produces results year in year out.

 

[Buffettology]

I have held this behemoth since listing.

To create an all round logistics company was the theme back then and it continues to this day. The management have not moved from this position.

I hold and continue to do so. A business that has never been in fashion but produces results year in year out.

I think TOL was reasonably liked for a while, $14-15 is an extremelly "fair" price for the company. Couldnt really see this one getting much past $15.50 for quiet some time so according to my estimations, it had nearly reached its peak.

Though prices are getting great for this one! Im hoping the US hits the brakes over the next couple days and we get another little correction down towards 5800 or so! I can see some great bargains coming up, already prices are starting to catch my eye!

 

[tronic72]

Anyone know why TOL took such a hit last week. I know the Market dropped but TOL seemed to fair a lot worse than many others. At one stage on Friday it had lost 5%!!!

Was it due to the debt ratio?

 

[tronic72]

This is soooo weird. As no one relied to my post I'll assume no one knows why TOL dropped so much. The fact that it's virtually back to the same point today makes me think that there wasn't any fundamental reason for the drop in price. I got nervous and sold one third of my position in TOL as I was close to a margin call and needed the cash.

Weird!!!

 

[Buffettology]

This is soooo weird. As no one relied to my post I'll assume no one knows why TOL dropped so much. The fact that it's virtually back to the same point today makes me think that there wasn't any fundamental reason for the drop in price. I got nervous and sold one third of my position in TOL as I was close to a margin call and needed the cash.

Weird!!!

Fear and greed are driving its price at the moment. No fundamentals.

This is probably why nobody replied. The prices of most stocks falling currently are purely out of fear, company profits remain healthy as (far as we know) our economy. Its the fear of a US recession that is leading to such a cautious market.

 

[tronic72]

Yeah I tend to agree with you. But if you are that scared you shouldn't be in the market! Glad TOL is up 6% today.

 

[waz]

AIO is also up sharply today.

Is there something going on between the two companies.

Usually whaty is good for one is bad for the other.

Now what could be good for both companies?????

Suggestions, not much in the media today for the two most active stocks.

 

[Muschu]

Given the market plunger, the TOL SP seems to have held up OK this past few weeks and is presently wavering around the $10 mark. I think it went as low as about $8.50. I wonder whether this is where it is destined to remain for quite some time or if there is significant upside to come during the year. There are a number of strong buy recommnedations around. I've been considering putting a toe in for a couple of months but obviously don't want to get burnt by another pull back under $9.
Any chartists or opinions out there who would like to comment?
Thanks

 

[Muschu]

Even given the Virgin announcement, is today's SP drop warranted? Seems out of whack to me.
Comments please..

 

[Tysonboss1]

Even given the Virgin announcement, is today's SP drop warranted? Seems out of whack to me.
Comments please..

Toll is Bleeding Hard today,...

I personally don't feel it is warranted so I have picked up a few more today.

The whole sharemarket has been acting strange for a few months now, with all this talk of global recession there is alot of over reacting going on.

In this market making short term trades can be extremly risky,....But picking up some bargains to hold on to has a good chance of turning a good profit over 2-3 years

In this market what I am doing is just fiding some good soild companies, reading everything I can about them, and then pick them up when I thnk the are cheap.

I bought some Toll at $10 and I bought some more at $8.29,

I honestly don't think this company has too much down side and am confident they will be trading at $15 again within 18months.

 

[Tysonboss1]

Another thing to remeber is that tol has really low debt, so a short term down turn in virgin blue won't hurt them,...

And they have a great platorm fr growth at the moment.

 

[Muschu]

Another thing to remeber is that tol has really low debt, so a short term down turn in virgin blue won't hurt them,...

And they have a great platorm fr growth at the moment.

Let's see how we go. Bought in at $8.05 with current day low $8.02. Fingers crossed yet again.
Life is interesting.

 

[Nicks]

Tyson thank you, if you are going to guarantee them, then I will certainly buy some Toll Holdings shares.

 

[Muschu]

Tyson thank you, if you are going to guarantee them, then I will certainly buy some Toll Holdings shares.

Hi Nick
I don't quite get the reasoning behind the need for you to make that comment. I didn't interpret the previous comment as being a "guarantee" at all.
Regards
Rick

 

[Tysonboss1]

Tyson thank you, if you are going to guarantee them, then I will certainly buy some Toll Holdings shares.

LOL,.... My guarantee is for descriptive puposes only, I'm not actually offering to guarantee your investment.

 

[roland]

wow, today wiped nearly 2 years of growth off the SP - pretty sad ... I remember selling out at a substantial loss at $13.90 last August.

Anyway, I'm back at $8.00 - let's see where to from here.

 

[Tysonboss1]

wow, today wiped nearly 2 years of growth off the SP - pretty sad ... I remember selling out at a substantial loss at $13.90 last August.

Anyway, I'm back at $8.00 - let's see where to from here.

yep crazy times we are living in.

Nothing is certain in these markets except the madness of men at the moment,

I must admit this price is very tempting, I have been accumulating already,

The gambler in me wants to go over weight in this stock, but I am trying to stay disciplined and stick to my long term investment strategy.

 

[Nicks]

Hi Nick
I don't quite get the reasoning behind the need for you to make that comment. I didn't interpret the previous comment as being a "guarantee" at all.
Regards
Rick

Thats because of two things:
1. It has been edited to remove the actual word guarantee. Its not even an interpretation, it was specifically stated.
2. You have no sense of humour, hence why you didnt get the reasoning (even Tyson did). Secondary to this is that it was a humourous way of reminding us all that choice of words can give a different interpretation of what we wanted to say.

Anyway as a long term huge fan of TOL myself I can't help but wonder if Mr Little has really stuffed this one up. He has really missed the boat on Virgin and he has had ample time to offload. Perhaps in his wise years he is slipping a bit. Anyway agree at this price it is a compelling long term blue chip investment. Lets hope Paul can work his magic that we all know he has and get this back on track.

 

[Tysonboss1]

2.

Secondary to this is that it was a humourous way of reminding us all that choice of words can give a different interpretation of what we wanted to say.

He has really missed the boat on Virgin and he has had ample time to offload. Perhaps in his wise years he is slipping a bit.
Anyway agree at this price it is a compelling long term blue chip investment. Lets hope Paul can work his magic that we all know he has and get this back on track.

Aggreed on both points,...

I am accumulating a position in this company because I am confident of a recovery,... It may not be a fast recovery though.

I have tamed the gambler in me, so I am not going to over weight though. Because I fell that the high fuel prices will be around for a while and that combined with the economic state means Virgin probally will continue to let the side down.

How ever Toll will still be profitable and once it can free up some equity in Virgin blue and it will be game on for growth.