Northern Foods Share Discussion Threads

[mrphil] 10/1/2017 08:24

Combining a bit of nostalgia with modern technology!

[mrphil] 10/1/2017 08:10

Morning All.

DF thanks for that, I never remember those +1 channels which is annoying as they obviously solve a problem! Too late for last night but will definitely give it a go in future.

Skinny, sounds like the ITV Player will need to be put to good use. We only have plain old TV/Freeview with an aerial bolted to the rafters in the loft, and to be honest we're never short of something to watch. Having said that, we'll no doubt move into the modern world with the next tele!

FUM, WTB & BMS having a good start this morning but I see ALD are drifting down again after a good run.

[aleman] 10/1/2017 07:45

Probably too many to comment on individually but only a couple of weak updates. Generally pretty good, I think. The only caution being, have Morrisons done well because of a trend for consumers to move downmarket, which might leave other stores exposed? But that has been an ongoing theme for a few years anyway. Seems to be plenty of good news out there, anyway.

[skinny] 10/1/2017 07:35

From earlier :- CNY PPI y/y 5.5% 4.6% 3.3%

[aleman] 10/1/2017 07:21

Lots of updates today. Morrisons and boohoo look good. Topps tiles look weakish. HAT marginally aheaf of expectations that were already raised earlier. Lots to wade through.

[skinny] 10/1/2017 06:14

Good Morning.

MrP - yes - so far!


I recently updated to a new Sky Q box (and halved our monthly rental) - you can record up to 4 channels simultaneously.

[deanforester] 09/1/2017 22:41

MrP, don't forget ITV+1 where you can record things an hour later. I'm recording Halcyon right now, having recorded the programme about Orkney at 9pm.

DF

[aleman] 09/1/2017 21:44

Bake at home delivery pizza sales fall more quickly in Q4:



Home decor chain ups guidance slightly



Restaurant strongish



Footware weakish

[aleman] 09/1/2017 21:27

Do NYC taxi medallions follow an economic cycle? Down about 40% since 2013.

[aleman] 09/1/2017 21:26

Consumer credit jumped in the US in November (at a rate that would add pushing 2% to GDP if nothing was imported). The overall figure rose 7.9%. Non-revolving credit, which makes up nearly 3/4, eased slightly to 5.9% (probably due slightly rising auto loan interest rates). Revolving credit (mainly credit cards) rose at an annual rate of 13.5%. Clearly the last number is unsustainable. Besides that, default rates have been rising this year on various forms of debt. What the chuff is going on? What are banks doing lending even faster when default rates are already rising enough to be worrisome. They should be starting to tighten. We've already had about 20 warnings in the US retail sector after a poor Christmas even though credit rose sharply in November! What happens when credit stops rising so quickly? This will all blow up at some point.



One assumes online has driven this credit card boom. Hopefully, it is a bit of a one-off surge as Christmas habits change. It might be wise not to assume a likely good Christmas for internet retailers is a trend that will be sustained for months ahead and chase shares up. And presumably bricks and mortar retailers will only do worse if credit card lending subsides again.

[mrphil] 09/1/2017 18:21

Skinny, I forgot to record Halcyon, is it worth catching up with it? I'm out tonight so already recording Silent Witness but there's always iPlayer!

[deanforester] 09/1/2017 18:08

I'm up +0.530% on the day (FTSE100 +0.384%).

Best rises: INDV +2.28%, BATS +2.21% and IMB +2.20%.

Worst falls: WMH -2.05%, BLND -1.65% and VOD -1.61%.

Fags and addiction cures doing well. INDV have published the slides for an investor day on Wednesday. I'd be happier if they restarted paying dividends, although theyb have done well since they stopped. WMH had a profit warning.

Dull and wet most of the day, +6°C first thing, and it hasn't done much since.

DF

[aleman] 09/1/2017 17:53

I thought that one might interest you, MrP. They still had strong growth but noted it as less strong. I think consumer weakness is spreading in the US and might eventually feed into everything. The UK seems to be 6 months behind but politics is making everything unpredictable - which won't help.

[blueliner] 09/1/2017 17:52

+0.24% for the Folio.

Highest value riser : IGR +9%.

Worst value faller : BGO -4.2%.

IGR benefited from inclusion in SCSW's 2017 Nap tips .

PHNX was the MoS Midas tip, didn't take off.

Wet am & pm.

[skinny] 09/1/2017 17:34

My SIPP finished up 0.05%.

A mainly wet day as forecast - @10°C.

Second part of the Halcyon tonight.

[aleman] 09/1/2017 17:10

+0.4%

Warmer today at 9.0C after 3.6C. Getting chilly since the rain cleared, though.

The Bantams have signed a striker that looks like he might know what he is doing. With a bit of luck, that might consolidate us into a play-off spot and keep us on the edge of the battle for an automatic one. I still don't think we are as strong as Sheffield Utd. Maybe we can sneak second if we get lucky.

[aleman] 09/1/2017 16:59

Mixed to poor US retail results/









Restaurant sales growth slows further



Soft demand in lighting causes warning




Are US consumers slowing down or changing habits?


And a bit of good UK news:

[aleman] 09/1/2017 13:23

Promoter for bricks and mortar retailers issues profit warning after poor December.

[aleman] 09/1/2017 12:43

DF - over your timeframe, Great Lakes ice cover also tends to show a slight cooling, after a slight warming over the previous 20 years. (Lake levels have risen there and in Texas to basically brim-full, after we were told falling levels were due to warming.) If the sun is driving climate, land temperatures would cool first, so it is interesting that we have just come through a very weak solar cycle that is just entering its coolest phase. The planet is doing what one might expect if the sun drives climate, with the most significant cooling yet to come over the next 6 or 7 years before the up-phase of the next solar cycle.

(Note that 2017 G. Lakes ice was running at about average but will be a ahead after this week's severe cold snap in N.America.)



The current solar cycle as much weaker than initial predictions and is finishing off weaker than predicted, even after lowering predictions as the cycle progressed.



Many that think the sun drives climate would say we should be seeing cooler land temperatures while sea temperatures will remain elevated for a few years, which would lead to more snow, extending to lower latitudes. It has snowed several times in Mexico and North Africa this winter, after heavy snow started early this year in Russia and Tokyo had record early settled snow. Note the current snow cover over most of Greece, Italy and Sicily (Sardinia had full-cover frost recently. That will have killed numerous less-hardly plants, I would imagine.)



The UK is forecasted to get a short taste of Europe's colder weather in a few days, even though we are surrounded by the still-warm seas.

[aleman] 09/1/2017 11:43

How is the (US) economy really doing? It does make one wonder about accusations that inflation figures have been manipulated in recent years to make GDP figures look better.

[mrphil] 09/1/2017 10:45

Another interesting idea which could provide huge amounts of energy during the day with any excess stored up in battery banks for use during the night.