Northern Foods Share Discussion Threads

[mrphil] 18/4/2017 11:29

Morning All.

Came back to an absolute mountain of emails which I am still working my way through! My new iPhone 6 packed up completely while we were away, all I get is a black and white pattern of stripes down the screen and it doesn't respond to any of the buttons and you can't ring it!

Aleman, you beat me to it

[aleman] 18/4/2017 10:46

Snap general election planned?

[aleman] 18/4/2017 10:40

Underlying US Q1 bank results not so good.








US used car prices peaked in May 2015. Fell 6.4% in 2016.

[aleman] 18/4/2017 08:44

Good morning, all, and welcome back from an Easter break. I did a 30 mile bike ride yesterday and am feeling it. It was probably a bit too much for my first of the summer when I'm still showing some minor cold symptoms. Hopefully, the aches and pains will help me towards recovering full fitness, which has eluded me this winter with all the coughs and colds about.


The economic news is not getting any better. In fact, I think the signs of slowdown are accelerating, even though government stats don't seem to be picking it up yet:



Nationally 296,054 businesses were experiencing ‘significant’ financial distress in the first three months of 2017, an increase of seven per cent on the previous quarter (276,518 businesses), and an increase of eight per cent on the same period last year.

[aleman] 17/4/2017 11:03

I wonder if this happens anywhere else.

[aleman] 15/4/2017 09:04

Another example of credit market standards being loosened in 2014 and tightened recently.

[deanforester] 14/4/2017 11:28

Likewise, 2/7. A nice sunny Good Friday here, and I got some hot cross buns on my way home from the paper shop, so I am set up for the day.

DF

[skinny] 14/4/2017 11:17

Good Morning.



A reassuring 2/7 for me.

[blueliner] 14/4/2017 08:54

Morning, very little change yesterday but at least in right direction. [FTSE250 +0.52%]

Fallers : CSN -2.8% was down by the xd figure, HSBA -1.7%, caught up in Trump's latest conversion.

Risers : GVC +2.1%, MCL +7.7%, PHNX +2%.

+1.09% over the week, Folio YTD +5.97%.
A Folio all time high again this week, against a backdrop of rising geopolitical tensions!

Off to a dull wet start this morning, looking for brighter skies tomorrow, if colder, to get outdoors.

Enjoy the Easter w/e.

[deanforester] 13/4/2017 18:59

I'm up +0.046% on the day today (FTSE100 -0.291%), up +0.55% on the week (FTSE100 -0.30%) and up +5.14% YTD (FTSE100 +2.59% and HIX +1.51%).

Best rises: WMH +1.74%, ADM +0.90% and LGEN +0.80%.

Worst falls: TSCO -1.57%, RDSB -1.35% and BT.A -0.82%.

RB. went XD by a lot less than the dividend today. TSCO continues to react to its results. Oils and miners down. Insurers up. I'm at an all-time high. Looks like a contrarian approach is doing well, but who knows?

Curry day today at Wethespoons - lamb rogan josh and a pint of Doom Bar. Hot Cross Buns tomorrow. Enjoy the weekend.

DF

[aleman] 13/4/2017 18:03

US small business defaults rising

[aleman] 13/4/2017 17:15

Citigroup posted good dresults that overcame a significant 28% rise in net consumer losses YoY but flat QoQ. Again, their other revenue streams overcame the consumer losses problem but what of non-investment banks, specialist lenders and subprime lenders?


Up a tiny amount for me. YTD -4.8%. How can they report gold rising on political fears over Syria and N. Korea when stockmarkets are not falling on such fears?

Mostly sunny today. 15.4C. Still not feeling especially warm with that breeze.

I hope everyone has a pleasant extended weekend.

[skinny] 13/4/2017 16:53

My SIPP finished up 0.08%, +1.15% on the week and is +6.20% YTD.

Another mixed day - warm in the Sun, but feeling decidedly nippy when it it went in @13°C.

Enjoy your long weekend!

[aleman] 13/4/2017 12:05

There was a 50% jump in provisions for consumer credit losses in JPM's Q1 but that wasn't enough to significantly damage some strong results. How will other banks and lenders cope with such a large increase without JPM's other revenue streams, though? It's another sign of a deteriorating credit trends.

[aleman] 13/4/2017 11:11

Trump backtracks even more. $ falls. I can now see £ going above its trading range of the past several months, i.e above $1.30, Euro 1.20.

[shadowside] 13/4/2017 10:08

I hold GATC so sharp opening drop was unwelcome. Metrics still look pretty positive so topped up both SIPP and Pot.Looks OK at the moment ( +15% on buying price) but early days.

Sunny start to the day despite forecast of cloud. BBC weather seems to be getting increasingly pessimistic.Brexit bias perhaps.

French election starting to get interesting. Melenchon seems to be making a late run and its becoming a four horse race. Macron seems a bit shallow and might just get found out. ( and who marries their teacher??) A hard left versus hard right run off, both on anti EU tickets, is a distinct possibility. That would be interesting to say the least.

[aleman] 13/4/2017 09:46

US rural lifestyle retailer Tractor Supply is the latest large chain to post unexpectedly bad numbers.

[aleman] 13/4/2017 09:33

THanks for that, bl. Interesting that they have UK/London doing well although it looks to be a small player.


It looks like I was right to think empty shop units in Leeds could be significant:

[blueliner] 13/4/2017 09:12

Morning

RWA, intl recruitment co, slightly different kettle of fish, reported earlier this week a positive start to the year, with UK arm doing ok.


I hold RTC so positive for this segment.

See CRAW rebound continuing this morning, held by some here?

[aleman] 13/4/2017 08:56

Good morning, all.

There have been quite a few results this week and not much bad news in the UK. It's been nothing like the US where there has been so much bad news that it is very hard to believe it is not in recession. Today, however, Gattaca and Hays both again report difficult recruitment markets in the UK. Hays indicate the private sector is not so bad but the public sector is down markedly. Their continuing UK weakness seems a bit at odds with UK employment numbers and just adds to the pile of conflicting UK news that makes an investors life difficult.

[blueliner] 12/4/2017 21:05

+0.36% for the Folio. Even better [FTSE250 +0.61%].

Highest value risers : ALT +13.2%, IHC +3.6%, MCl +2.2%.

Worst value fallers : BLT -3.5%, IGR -1.3%.

Aware that the tax year end paperwork is already starting to pile up . Top of the list is the new dividend tax, I have a figure, which is fairly painless this year but not in future.
More impetus to 'populate' ISA's with rewarding yield stocks, if one were needed.

[deanforester] 12/4/2017 18:27

Surprisingly, I am up today +0.027% (FTSE100 -0.224%).

Best rises: IMI +1.93%, INDV +1.63% and MARS +1.46%.

Worst falls: TSCO -5.73%, RIO -3.98% and S32 -3.77%.

A bad day for the miners, and nobody loves Tesco when it's not paying a dividend. Jam tomorrow is not what was wanted, although they had said when they planned to restart them.

Not forecast, but the sun came out at lunchtime. I did a bit more gardening this afternoon. Maximum about +12°C.

DF