|Checking in from British Columbia. Have had a fun weeks skiing.There is nothing to beat the sensation of hurtling down a mountain on skis and it is one of the few sports where age doesn't have a huge impact. Will start heading home tomorrow and pick up a couple of resorts around Banff on way back to Calgary.
Markets seem to have treated me kindly this week and am now +4.9% YTD. A little different to last year when everything went to rats whilst I was away.
Enjoy your weekends|
|-0.7% for me. BRCI was the biggest culprit. NAV has gone down a bit but a decent premium to NAV has moved to a decent discount in recent days. It's helped make for a poor week. YTD is now -5.5%. 2% of that was the January tax but still a bit of a disappointing start to the year, given the way everything else has gone.
9.6C high with lots of sun. A good day for some hard work in the garden and then took the kids to the local park and cafe. It was a pleasant day that felt warm between 11am and 3pm if you were busy. It has finally brought out some crocuses in the neighbourhood and one or two isolated daffodils. Even though they still have not quite got there in our garden, flower heads are colouring and about to burst and it felt like the first day of spring. I hope there is more for everyone to enjoy this weekend but have a good one anyway.|
|I also hold CLLN and like yourself MrP thinking about adding a few more. Think I might wait until the results next week, if good, I will sell something else to free up buy cash.
|I'm up +0.019% on the day today (FTSE100 -0.381%), down -0.04% on the week (FTSE100 -0.77%) but up +2.03% YTD (FTSE100 +1.41% and HIX down -0.18%).
Best rises: WMH +2.5%, IMI +2.3% and PSON +1.7%.
Worst falls: RIO -3.0%, BLT -2.9% and CLLN -2.4%.
All three of my reporting shares did well, WMH, IMI and PSON, and it would nice to see that continue with the next lot of results. CLLN is the one to have eyes on on Wednesday.
Another walk for prescriptions this afternoon. I had three to collect from the pharmacy, and it turned out that one was at another of our three health centres. I toddled round to our health centre and got a replacement. The downside was that our Doctor sent a message saying she wants to see me about my blood test.
Have a good weekend.
|Getting chilly here after a generally sunny day.|
|My SIPP finished down 0.01%, +0.31% on the week and is +2.84% YTD.
A largely sunny day @10°C.
Enjoy your weekend.|
|Satisfactory week. SIPP +0.47% on the week so now +2.48% YTD, pot +0.70% on the week and now +0.74% YTD and the Virgin ISA +0.11% on the week to +2.46% YTD. All very handy as we have some expensive projects coming up at home!
Enjoy your weekends.
|Baidu shares off a bit after issuing weak Q1 guidance.|
|Final episode of Taboo tomorrow night, looking forward to that. SS GB on Sunday but not sure we will bother as it wasn't just the mumbling but we just couldn't get into it. Might give it one more chance.|
|One of our Polish workers leaves today to return home back to his family. I was fooled into thinking he had moved here permanently but recently discovered that his young family were still in Poland and he has been sending his money back home, so no great surprise it came to this. That's the first one for us, let's see what happens with the other four!|
|It does seem odd that they don't integrate solar into new houses. Maybe the profit is in the installation and the politicians' buddies don't want them fitted into new houses. letting the housebuilders get the profit. Or maybe they don't want the house price drawing a higher council tax band.
We had lunch outside today, finally. Only 8C but the sun has some real power now, and we are still adjusted to winter temps, so only a dark sweatshirt needed. It helps that I've been taking down a scruffy damson tree in the hedge that has been getting too tall, at around 25-30 feet. I'm trying to make a bit more sunlight for the old apple and pear trees in there that still seem to grow new shoots if given room. Their fruit has been juicy and sweet but minimal in quantity so far.
The strong £ has been given as the reason for the market fall today yet the £ is marginally weaker if anything. It rose late yesterday when the market DID fall a bit. They will latch on to anything as a reason and can be very misleading at times. Amongst sub-indices, Miners are -3.6%, industrial metals down 6.2%, autos and parts -2.4%, construction -1.9%, general inidustrials -1.9% and banks -1.5%. Utilities, telecoms and household goods are up a bit. Cyclicals starting to turn down at the top of the market? But one day does not a trend make.|
|I'm still struggling to understand why there is no regulation forcing developers to install solar in ALL new housing. Without regulation, no developer is going to be the first to take the plunge.
And councils should be doing more http://www.pbsionthenet.net/article/131931/Lack-of-Government-incentives-the-main-barrier-to-solar.aspx?|
|Blimey, why has the market fallen so much in the last hour or so when I wasn't looking?|
|Same here Skinny, 2 daffodils out at work, a few more at home, and quite a few crocuses.
Lovely sunshine after a cold start, but weekend not looking too promising.
Timing might not have been great when I bought CLLN at 237p in December, but I'm now considering adding a few more.|
|5/7 for me. I failed on the last two.
Just below freezing first thing. Mostly clear sky and the sun is out. We have our first daffodils out now.
|I've just noticed that we have 2 daffodils in full bloom and now have plenty of crocuses.|
|Morning all. We have a lovely sunny start here after a cool 1.7C last night. Quite a contrast with yeesterday. We have a couple of dozen one to two foot pieces of branch to pick up but nothing significant.
It's hard to tell the overall balance in the US with so many companies reporting but there were lots of misses amongst unfamiliar names overnight. Even amongst those that did beat, there were several lowered Q1 guidance. Notably amongst those was Hewlett Packard. The Q4 earnings season is just about over and guidance for 2017 is still upwards in high single figures(mostly oil/energy/engineering bouncing) but Q1 guidance revision has tended to be downward towards the end, with a significant rebound in later 2017 forecasted for most of those that have disappointed. Markets have tended to concentrate on the forecasted rebound. Can Trump provide that rebound as that unbridled optimism starts to fade a bit? (Infrastructure spending has been postponed into 2018 to make most political capital out of arguments in Congress in an election year.) We'll probably have to wait a couple of months for Q1 results and Q2 outlook to find out if optimism has not tired.
Meanwhile, UK updates have been fairly good and we'll have to see what outlooks are like with our full-year earnings season which is just getting going. An underlying theme is deteriorating credit markets. Arrears are increasing but banks have taken it easy on enforcement so far. Will they get tough this year or let it ride? Meanwhile online lending platforms seem to be having significant problems with rising defaults and are having to increase interest rates and tighten parameters. That side of the market IS tightening as poor results have come through but how significant will that be overall?
2/7 for me.
Very poor turnout at last night's quiz, which we won on a tie-break. (Just missed last week when I left early as questoins finished.) Quite a lot of traffic going home, especially HGVs.|
|DJAN still sitting on my watchlist following a tip in the Telegraph at 4880p a couple of years ago. Probably ought to remove it to prevent regrets!|
Back to my usual 2/7 this week!
A high of 11.2°C yesterday dropping to a chilly 3.3°C last night with a slight frost on the cars this morning. I think the wind was stronger here than in Dorset although the only "damage" we have found so far was a blown over wheelie bin and that was more likely the window cleaners anyway!
Lovely day with the grandkids at Monkey World yesterday, even if the grandson did seem to prefer the slides and soft play area to the actual monkeys, although to be fair he was quite taken by the monkey in the enclosure immediately adjacent to the soft play area as it was very interested watching all the young kids acting like monkeys!
Pleased to see that INTU saved the SIPP from having a negative day yesterday, albeit the gain was only very small. The pot fell by a similar amount. Today doesn't seem to be starting quite so well!|
Quiz of the week's news
A worrying 7/7.|
|-0.22% today, dragged down by my heavyweight holding in HSBA [xd] but fell further as comparator Bank results are looking better, my take.
Worst value fallers : HSBA -4%, HSD - 5.7%, CSN -2%, SDV -1.3%.
Highest value risers : BGO +7.7%, BRSN +1.1%, BT.A +1.2%, BA. +1%.
Although we had gusts 60mph+ this morning there was less disruption and damage reported on local radio than I expected. Winds seemed to cause more damage further South East of here.|
|I'm down -0.155% on the day today (FTSE100 -0.423%).
Worst falls: RIO -5.3% XD, S32 -3.0% and KGF -1.5%.
Best rises: PSON +1.81%, IMB +1.49% and BT.A +1.21%.
Mixed results from other quarters but mine did OK. BATS finally rose a bit. My XDs were DGE, GSK and RIO. Three to report tomorrow: IMI, PSON and WMH. Let's see how they turn out.
I went for the Sweet Potato, Chick Pea and Spinach curry today. Following the maxim of we "old India hands", when in doubt choose the vegetarian option. It was very nice.
Wind still blowing but no rain since just after breakfast.
|Has been a bit windy here but nothing to write home about, they are forcasting a low of 3c before midnight, with the wind that is going to feel chilly methinks.|
|My SIPP finished down 0.10%.
11°C here earlier.
Now how do I justify this?|