ADVFN Logo ADVFN

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Hot Features

Registration Strip Icon for monitor Customisable watchlists with full streaming quotes from leading exchanges, such as LSE, NASDAQ, NYSE, AMEX, Bovespa, BIT and more.

NFDS Nthn.Foods

75.00
0.00 (0.00%)
20 Dec 2024 - Closed
Delayed by 15 minutes
Northern Foods Investors - NFDS

Northern Foods Investors - NFDS

Share Name Share Symbol Market Stock Type
Nthn.Foods NFDS London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 75.00 00:00:00
Open Price Low Price High Price Close Price Previous Close
75.00 75.00
more quote information »

Top Investor Posts

Top Posts
Posted at 05/12/2024 16:17 by aleman
Source for that earlier news item (with a link to detailed data at the bottom) :



UK fund investors have been consistently selling down UK equity investments since 2016. (And Europe since 2018, and everything since Jan 2022 with the odd exception.) Is it because we can see the economy is so bad? Is it because taxes are being steadily increased on UK investors and UK investments? Is it because money is tight in this drawn out shallow recession and they're cashing up? Is it because they are old and they need cash to buy private health treatment (as NHS struggles more)? Is it the demographic cycle of baby boomers selling to fund retirement? Is it all of these?

Whatever it is, it does not look a good trend. It's a strong headwind our investments have been struggling with and is seeing huge numbers of UK listed companies exit through bankruptcy, delisting, management buy-out, or takeover from other companies and private equity.
Posted at 05/12/2024 09:36 by brucie5
Morning all. Folio steady and mildly positive so far; I notice CARD has delivered an update, including expansion plans in the US, which has sent its shares up considerably. I experience this from two points of view, the first of which is mild regret, since I bought earlier in the year for the Bruciefolio, only sell when it went down below 90p; but on the other side, some extreme relief, since I did the same for a third party folio, which I seek to trade as little as possible, since there is no allowance on a trust for expenses and all income has to go to the beneficiary. This presents me with a style of enforced passivity, once I have decided on a share, which of course also has to yield an income in line with the requirement of the folio as a whole.
I mention this because while my own folio has experienced wild gyrations over the years, including some periods of almost existential danger, on account of foolhardy positions and overconfidence, the passive folio has simply chugged along over 28 years, doubling the income, all of which has to be paid out to the beneficiary. I guess in Daniel Kahneman terms, these represent two kinds of investment mindset - thinking fast and thinking slow. I notice in myself I am remarkably liable to the former, if I think there is a credible plan for a share to rise severalfold: I often catch myself wondering if I might put all my money there, because of the difference that would make! Thereby also the road to wipeout, which I think most investors have the capacity to entertain, but also, if they have enough experience, to resist.
In the meantime my two recent holdings in IES and CWR further remind me that I'm willing to depart from my 'yield only' principles if I see a good story, particularly one with which I consider myself familiar. But I probably could have enjoyed an equally good upside over the medium/longer term had I simply stuck with CARD, and bought down the low, instead of selling it!
We can live and learn; but only so long as we do continue to learn.
Posted at 02/12/2024 16:45 by brucie5
Skinny2 Dec '24 - 12:02 - 90967 of 90968

I've added to my long term holding in RECI (2012) this morning and am mulling adding a few more SEIT.
------------------------------------------------------------------------
Seem like very sound choices to me for an income investor - and I hold both. SEIT, if the figures are to be believed, now yields >12% with a discount to NAV of 44%. Crazy.
Posted at 30/11/2024 09:56 by wllmherk
Brucie, I have quite a few on your list, namely, ASHM, CSN, GCP, LGEN, MNG, NESF, PHNX, RECI, SBLK, SOHO, SUPR. SBLK and SUPR are my 2 largest holdings and they have really hurt my YTD figure this year.

It's probably a bit late in the year now, but, do you want to join the competition we run, it is a bit of fun and there are no prizes as such, although, winners receive the adoration and envy of their fellow investors, I can add you in when we start a new competition on the 1st of January, you just publish your Year to date figure after the markets close on a Friday, no pressure either way?

wllm :)
Posted at 29/11/2024 16:53 by brucie5
Thanks to both who offered their ideas - it can be good to talk as you never know where the next good idea will come from. I'm trying to reduce my trading and focus on holding a steady universe of shares that produced income sufficient to my needs in 18 months time, with a risk discount of 20% to current paper yield. In the meantime, using each month to top up. I no longer focus on building up capital so much as dividends, though my eye does sometimes wander to shares where I can see significant capital gains in lieu of dividend. Trouble is, I tend to be less adept with these as I lose patience too easily. I do think this is an extraordinary time for UK dividend investors, but only time will tell whether we have been foolish or wise. There are so many possible variables out there.
Good weekends all. May I say that I really enjoy the cordial, good manners on this thread. Long may it last.
B5.
Posted at 26/11/2024 10:14 by aleman
Good morning. We started with a light frost and the sun has just gone behind some big high clouds.

Mrs A is not the slightest bit interested in my investing apart from, "When can I retire early?". It's also rare to get supplementary questions when people discover what I do so it's hard to find any sympathy when I have a bad spell. I've had a few occasions when people have not even believed me when I told them what I did. I think they were all in pubs, though. Folk must think that investors look different and don't drink in pubs.
Posted at 29/10/2024 19:19 by aleman
Dr Bio - won't you then just be a full-time private investor, like me (and maybe others here)? You're not retired then - you have to work forever!

philanderer - was it you looking for takeover targets? I know of no specific thread but recommend looking in a few of the VAL threads. I have not decided whether I want to buy or not but I'd recommend a look at WCW - not losing money, paying a dividend, will recover, worth less than cash, and carrying an undervalued fund management business that is ripe for a consolidator - but they do seem to be investing for expansion.

Brucie - welcome. I've been a value and income investor in the past, specialising in small caps but have been avoiding them for a couple of years - too many blowing up and no sign of economic recovery to pull them around, despite what media/GDP tell us. I've moved to a core of investment trusts for income now after their discounts expanded and looked better value. Others here seem to like income and/or blue chips but I think we all like to have a side flirt with something risky every now and then for a bit of fun. We do discuss investment potential every now and then but probably talk more about weather, gardening, football and grumpy old man stuff (apologies to hazl and maybe an odd lurker).

-0.8%. FRES was a bright spot in a sea of red.

Warm, still and mostly sunny. Went to Bridlington for football on the beach (unsual amount of seaweed) and fish and chips. It was quiet on the beach and dead at dusk in town. I've never seen it as quiet. 17.4C after 10.8C at home.
Posted at 27/10/2024 21:36 by freddie ferret
I have quite strong views re GBs financial problems. We have the cons that tried to seem socialist with 300billion spent on Covid. Now we have labour that try to square the books with tax rises that will hit the poor and middle earners. However nobody is suggesting removing the tax breaks on ISAs when the capital value exceeds shall we say 5 million or limits the tax breaks on pension pots when the capital value exceeds 10 million. This would hit only the serious rich and very savvy investors where there will be no problem financing a lavish retirement, seems a no brainier for supposedly socialist govt to me.
Posted at 26/10/2024 06:37 by malcolm caton
Thanks for update wllm.
No change in position all hit this week,not looking forward to next week when we find out how the retired and prudent investors are hit by a envious and spiteful chancellor.
Posted at 17/10/2024 16:47 by aleman
UK pension funds have been selling off UK shares for decades thanks to risk management regulations leaning to bonds. The B of E has created a money shortage that has seen UK companies bought out for peanuts and the Labour government have created a tax scare that has acclerated selling. UK companies are disappearing, leaving not a lot for investors to choose from. Directors buy back shares rather than invest. It's very unhealthy and nobody seems to care - just take the money and run. If you wanted to destroy the UK as home for investment and create weak productivity growth, this is pretty much the way you would go about it. What else could you do to destroy it? Tax investors to death as well as companies, maybe!

+0.3%. BEG recovered a bit from a big director sale and FRES perky again.

Sunny all day and warm if you could get out of the breeze. I cycled and did ok but still feel I'm not where I should be. Soggy leaves were annoying. People are still worryingly self-engrossed/distracted (to be polite) but fewer of them today. I approached one guy with limited room and he was looking at the floor so I rang my bell and he looked sideways, and rang again so he looked behind. He jumped as he looked forward and I passed him. Why not just look up to begin with? Bells don't work well and if you shout politely at people to give way, many get upset and actually refuse to cooperate. (I say thankyou when they do!) I just don't know what is wrong with people. You would not believe how many pedestrians step out in front of me without looking. Today, amongst several, I had a man with a handcart! That was a first. I'd have gone straight over it if I had not swerved. I just shake my head and keep my frustration to myself. People are getting scarily unpredictable whether in charge of a dog, bike, car or shopping trolley. What's behind it all? 17.1C after 12.0C.

Your Recent History

Delayed Upgrade Clock