Northern Foods Share Discussion Threads

[gateside] 04/2/2023 08:29

Thanks wllm.We'll catch them up :)

[wllmherk] 04/2/2023 08:13

Standings 3/2/2023

Pos:Chg: Name:::::::::::Performance

1st = Dr Biotech:::::::+8.49%
2nd = Skinny:::::::::::+7.89%
3rd = Aleman:::::::::::+7.20%
4th ↑ DeanForrester::::+6.71%
5th ↑ MrP::::::::::::::+6.13%
6th ↑ Malcolm Caton::::+5.54%
7th ↑ Philanderer::::::+5.51%
8th ↓ Blueliner::::::::+5.35%
9th = Carpingtris::::::+4.13%
10t = Gateside:::::::::+2.50%
11t = wllmherk:::::::::+2.46%

Nice to se us all positive YTD,

wllm :)

[gateside] 03/2/2023 23:19

In Edinburgh for work today and tomorrow.

Investment trusts in renewable energy are flat for the year, and a number of defensives are negative year to date.

So portfolio YTD is sitting at +2.50%

Nice weekends everyone :-)

[wllmherk] 03/2/2023 19:46

Small Cloakroom finished, spent last few days painting and cleaning. Tennis tomorrow for my first match in 5 weeks so not expecting too much.

A decent week on the markets but, I'm lagging others, still, I'm in positive territory.

Best Riser: STB +3.77%
Worst Faller: SBLK -5.59%

On the week: +0.60%

YTD: +2.46%

Have a nice weekend gents,

wllm :)

[blueliner] 03/2/2023 19:00

+0.36% folio, slight improvement intraday [FTSE All-Share +0.86%]
XLM, IGR, CLIG, BHP, the risers.
ASY, UPGS, the fallers.
On the week a poor +0.35%. February is a lean month for folio dividends as well.

Share of the week : XLM +40% looks good but still way underwater.
Loser of the week : IGR -9%
YTD +5.35%

Enjoy your weekends.

[skinny] 03/2/2023 18:47

I finished +0.19%, +1.47% on the week and +7.89% YTD.

Some family traumas for us, but enjoy your weekend.

[carpingtris] 03/2/2023 18:45

Up 1.44% this week.

Making YTD +4.13%

Looks like gainers pretty much across the board and a gnats whisker off being in profit on LLOY!

Good weekend all!

[dr biotech] 03/2/2023 18:03

Down about 0.2% today which is a touch disappointing given the rise in the FTSE - but overall another decent week YTD 8.49%

[deanforester] 03/2/2023 17:50

3/7 this week.

I'm up +0.358% on the day today (FTSE100 +1.044%), up +1.77% on the week (FTSE100 +1.76%) and up +6.71% YTD (FTSE100 +6.04% and HIX +5.77%).

Best rises: HLN +3.47%, SHEL +3.27% then AZN and RKT, both +3.20%.

Worst falls: VOD -3.90%, SGRO +3.83% and TW. -1.90%.

Some of yesterday's big rises eased back a bit. Pharma doing well. Oils erecovering a bit.

Time for the chip shop. Have a good weekend, all.

DF

[malcolm caton] 03/2/2023 17:33

On the day -0.54% mainly due to NANO

On the week +1.44%

YTD +5.54%

[aleman] 03/2/2023 17:05

+0.5%. YTD +7.2%. That's a bigger rise than all last year and a new high again.

Some sunny spells today where it felt very warm. 12.9C after 9.2C. I'm tweaking down the heating times and daily gas use is pushing on to nearly halved from December. The grass is growing, though it has more moss than ever, as is the same with neighbours. I might have to tidy it soon.

Have a good weekend.

[philanderer] 03/2/2023 17:03

Portfolio +0.53% .... top gainers AZN, RKT, BP, HILS and ULVR ....main faller VOD.

+2.43% for the week making +5.51% YTD.

Mainly overcast with a cool breeze 12C.

Road repair and drain work finally all completed and road reopened.

Snowdrops coming out today along with some small crocuses.

Lunch out at Earls Court tomorrow. QPR probably losing at Huddersfield. England v Scotland in the rugby should be good.

Hike on sunday well wrapped up again by the look of the forecast.

Good weekend everyone.

[mrphil] 03/2/2023 17:03

Despite a not so good day today, still managed +1.45% on the week to take me to +6.13% and a new all time week high in overall value, but just a whisker short in true terms if you take off the monthly contributions since that figure last January.

Jobs in the garden tomorrow, tennis Sunday morning then we're planning to get out into The Solent with the boat on Sunday afternoon.

Enjoy your weekends

MrP

[mrphil] 03/2/2023 16:10

£ now at a two year low against the Euro, are they really doing that much better than us? Doesn't seem like it when talking to our German and Italian business partners!

[mrphil] 03/2/2023 15:24

MrsP has a £100 ERNIE win for February! Drinks are on her!

[aleman] 03/2/2023 14:39

Zacks S&P500 Q1/2023 aggregate earnings consensus dropped even more quickly last week. This is not good.

Https://www.zacks.com/commentary/2048062/a-steady-earnings-picture-without-a-cliff-in-sight?art_rec=earnings-earnings-earnings_analysis-ID01-txt-2048062

Looking at 2022 Q4 as a whole, aggregate S&P 500 earnings are currently expected to be down -6.4% on +4.7% higher revenues. Excluding the Energy sector’s strong contribution, Q4 earnings for the rest of the index are expected to be down -10.4% on +3.7% higher revenues.

For 2023 Q1, S&P 500 earnings are currently expected to be down -7.2% on +2.5% higher revenues. This is down from -4% on January 6th and -2.9% in mid-December 2022.

FY2023 is now -0.2% from +0.9% last week.

[aleman] 03/2/2023 14:26

Non-farm payrolls seem bizarre after all the redundancy announcements last month. NFP does have a history of occasionally large revisions. Why was it not associated with higher pay if demand was so strong? UK pay is +6.0%. US is only +4.4% annual and +0.3% on the month.. Yet the UK is supposed to be (nearly) in recession.

There were a couple of anomalies:

Employment in state government education increased by 35,000, reflecting the return of university workers after a strike.

Effective with data for January 2023, updated population estimates were incorporated
into the household survey. Population estimates for the household survey are developed
by the U.S. Census Bureau. Each year, the Census Bureau updates the estimates to
reflect new information and assumptions about the growth of the population since the
previous decennial census. The change in population reflected in the new estimates
results from adjustments for net international migration, updated vital statistics, and
improvements in estimation methodology.

In accordance with usual practice, BLS will not revise the official household survey
estimates for December 2022 and earlier months.

The adjustments increased the estimated size of the civilian noninstitutional
population in December by 954,000, the civilian labor force by 871,000, employment by
810,000, and unemployment by 60,000. The number of persons not in the labor force
increased by 82,000.

So did non-farm payrolls actually fall if you allow for this adjustment? Would it have been -293k without it?

[philanderer] 03/2/2023 14:16

Dow futures fall 200 points as hot January jobs number is likely to keep the Fed in hiking mode


HTTPS://www.cnbc.com/2023/02/02/stock-futures-fall-after-earnings-reports-from-apple-alphabet-disappoint-investors.html

[skinny] 03/2/2023 13:39

USD Average Hourly Earnings m/m 0.3% 0.3% 0.4%

USD Non-Farm Employment Change 517K 193K 260K

USD Unemployment Rate 3.4% 3.6% 3.5%

[malcolm caton] 03/2/2023 11:40

Bird food delivered. 5mins later get email please rate your delivery experience.
WHat experience are they talking about!

[philanderer] 03/2/2023 11:11

US non farm payrolls at 1:30pm

[dr biotech] 03/2/2023 11:04

4/7 for me. We're all average this morning.

My smaller co trusts that had the party yesterday are having the hangover this morning. Down about 1%. Ernie will probably knock on the door asking for his money back too. Should still be comfortably up on the week.

FWIW I'm about 9% off my all time high, which was August 21. Feels like a long way to go

[mrphil] 03/2/2023 10:45

The sun is trying to break through and I see we are being forecast a few sunny days from Sunday but a return to the cold weather.

Looking at my H-L account, looks like around half of the weeks gains have gone this morning.

[philanderer] 03/2/2023 10:40

Morning everyone.

Quiz of the week = 4/7

Sunny, blue skies, portfolio struggling so far.

[blueliner] 03/2/2023 10:10

Morning
Just 3/7, always seem to get the first few correct then all the rest wrong.
Still looking at breakeven this week with no big gains. Just XLM pushing the envelope. My 4th position under threat I expect.
Although mild no sign of sunny periods to warm the house.