Market's view on Dunelm
Published on April 2024
- Concerns about further decline in Dunelm’s stock price despite its long-term strength and well-managed business.
- Reminder of an upcoming trading update for Dunelm.
- Speculation about Dunelm’s stock price potentially reaching 13.50 by end of June.
- Mention of Dunelm’s ex-dividend date.
- Reference to Dunelm being discussed in a specific investing podcast episode.
- Prediction of significant downward movement for Dunelm’s stock, advising to sell to avoid losses.
- Discussion on the impact of broker downgrades on stock prices, suggesting that stocks often perform counter to broker recommendations, with a personal anecdote of buying Dunelm on a dip and praising its business quality and company culture.
- Queries about how to quickly access broker ratings.
- Mention of a downgrade by RBC for Dunelm.
- Warning of potential losses for Dunelm correlating with a downturn in the housing market.
- Query about Dunelm’s auction status.
- Discussion of Dunelm’s financial performance including solid sales growth and pressure on profit margins, and predictions of future financial setbacks due to macroeconomic factors.
- Mention of CURY’s position as one of the most shorted stocks.
- Purchase of CURY shares by a stock watcher, highlighting a positive market outlook for Currys.
- Scepticism towards a stock watcher’s repeated negative predictions about the market.
- Accusations against a stock watcher’s consistently incorrect market doom predictions.
- Warning of an imminent market downturn, suggesting taking profits.
- Prediction of a severe decline in Dunelm’s stock price linked to a potential crash in the property market, anticipating the worst impact since 2008.