Lewis Group (JSE: LEW)

84.80 now, that's lekker momentum.

84.80 now, up 2.16%. Lekker start to the day.

85.99 now, bit of green today.

85.99 and climbing, lekker start to the day

R84.01, that's the spirit

84.01 and green. Credit demand holding up.

Good Morning Everyone! 84.01, up 3.63% today.

85.88, that's lekker. Green days suit LEW.

85.88 now, up 2.19. small wins!

R85.88, that's a nice pop today.

83.55, down again eish

83.55 now, down 2.30%. stage 4 tonight so maybe folks staying home instead of shopping.

83.55 now, down a bit but holding.

r85.09 now, that's a decent pop today

R85.09, green day for LEW holders.

LEW at R84.49 remains under pressure from rising interest rates and credit-stressed consumers, which keeps the dividend yield attractive but the growth outlook cloudy. I'm holding my position on the belief that furniture and appliance cycles eventually recover, though I'm not add

LEW at R85.26 trades on a chunky yield, but the furniture retail space is brutal on working capital and the credit book gets lumpy in downturns. The balance sheet needs watching if consumer stress tightens further.

LEW at R86 is trading at a meaningful discount to Pepkor's valuation multiples, which tells you something about the market's view on furniture and appliance credit risk right now. The dividend yield is decent but you're paying for it with execution risk in a tougher consumer envi

LEW trading flat at R89.56 but the dividend yield is looking decent if they maintain payouts through this cycle. With consumer credit under pressure, the P/E matters less than cash generation right now, and that's where I'm watching the next results.

LEW been getting hammered since the credit squeeze started but the furniture plays always bounce hard when rate cuts come. Stock's down what, 30% from highs but rental business still churning cash. If they can tighten working capital and get some volume back when people start spending again, R94.20 looks like a gift. Picked up more at R88 last month.