|Tue 11:43||careful||if the turnover is only 1.4% down, how can margins be down.
even dalton philips can reduce overheads by 2%.
i think the underlying profits of the supermarkets will surprise on the upside this year.
there will be writedown of assets and writeoff of money invested in on line, but it is the trading profit, debt and cash flow that that count in the long run.
reduced, non cash, balance sheets... read more...|
|Tue 11:26||careful||numbers bore many people.
but looking at todays kantar figures for the last quarter reassure me.
12 months ago mrw had 11.5% of a 24.87bn market = £2.80 bn.
this year mrw have 11% of a 25.10bn market = £2.76 bn.
with all of these price cuts and promotions i find those numbers reassuring.
very little has changed. read more...|
|26 Jul 2014||casholaa||Business rates are too high. In any event, anybody that has had a business can telly you that Government squeezes one so much that it's just not worth starting a small business. All those empty shops can be converted into cheap housing which lefty councils and reporters keep whinging about having gone and spent their wages in the pub or up their nose. read more...|
|24 Jul 2014||careful||essential
a great story about your two friends.
are they a 2 cars family, do they go abroad for their holidays.
do they have a sky dish and iphones.
|yesterday 13:42||johnwise||Supermarket wars: Ardevora’s Monaco shorts Morrisons but backs Sainsbury's
Ardevora UK equities manager Gianluca Monaco is shorting Morrisons while remaining long Sainsbury’s ahead of next week's results announcement from the former.
http://www.investmentweek.co.uk/investment-week/news/2357744/supermarket-wars-ardevora-s-monaco-shorts-morrisons-but-backs-sainsburys read more...|
|yesterday 13:17||hugepants||Regarding fixed costs they are cutting 26000 management positions.
That will save £50M+ per year??
I went into a Lidl for the first time yesterday. I don't recommend the bakery section. I bough a cinammon swirl for 39p that could only be described as dire. In the evening I bought two for 72p in... read more...|
|Tue 08:20||careful||some of us are real investors using and losing real money.
mousey,why should we be interested in anyone pretending to invest small amounts into a range of shares?
glad to see a new chairman is on the way.
from poundland, thought provoking.(ex tesco also)
i hope he will run the business frugally.
he has to slow down philips who is trying to spend himself out of trouble.
his influence should be... read more...|
|Tue 03:13||racg||Too early imho read more...|
|26 Jul 2014||buywell2||I am sure that all posters have seen the loads of empty shops in town high streets caused by lack of footfall due to the trend of 'out of town' mall type developments featuring the usual MEGA store supermarket.
Circa 20% or more of smaller shops in local high streets have been empty now for years sometimes well over 30% ... giving towns a ghost like appearance at times like folks have... read more...|
|25 Jul 2014||neilyb675||do they have an extra large trampoline ? read more...|