Northern Foods Share Discussion Threads

[skinny] 27/4/2017 09:11

Good Morning.

I'm not sure where my post from last night has gone but my SIPP finished up 0.31%.

Good results from LLOY and WJG continue in the right direction.


A sunny start but still feeling cold.

[blueliner] 27/4/2017 08:46

Morning,

Well done Mr P re LLOY, also my highest value holding too if I include LLPC in the mix.
My smaller LLOY holding was bought sub 50p, so quite happy.
The larger LLPC Prefs holding was all about yield but the shares are up 60% since purchase. All in the ISA so dividends are safe [for now] from the chancellor .

Looking to Bed + ISA MCL [HCC lender] as full year results show continuing promise, yielding 5.4% on my lot.

[aleman] 27/4/2017 08:08

Bad numbers overnight from US include Seagate, Proctor and Gamble, US Steel, Buffalo Wild Wings, numerous small financials and maybe Doctor Pepper and Boeing.

Lenders are getting cautious on US car market:

[mrphil] 27/4/2017 08:07

We managed a high of 10.8C yesterday but the low last night was a mere +0.8°C with a fair bit of frost around on this lovely sunny morning!

[mrphil] 27/4/2017 08:05

Morning All.

Good results from LLOY, they should fly! Hope so as they are now my largest individual holding!

[aleman] 27/4/2017 07:54

Thought we were headed for frost last night but it clouded over and wind picked up to hold us to 2.1C again. Grey start. I hope that's the end of the cold weather.


Lots of results, today. A quick skim suggests lots of good UK numbers. I note that Bellwether ad/marketing company WPP had its second poor quarter in North America in Q1, with LfL down 3.0%. Its UK Q1 LfL was a respectable +3.2%.

[deanforester] 26/4/2017 22:25

I'm up +0.036% on the day today (FTSE100 +0.180%).

Best rises: INDV +1.90%, TSCO +1.58% and BA. +1.11%.

Worst falls: GSK -2.06%, S32 -1.37% and BT.A -1.08%.

GSK didn't impress with their Q1 results. Didn't look too bad for me.

Quite a few hailstorms today. +6°C late afternoon.

DF

[blueliner] 26/4/2017 17:24

+0.23% for the Folio. [FTSE250 +0.49%]

Highest value risers : SDV +3.2%, BRSN +3.1%, ALT +5.6%, BMS +4.6%.

Worst value fallers : GSK -2.3%, BGO +5.3%, RTC -8.4%.

GSK results OK, new CEO, market treading warily.
Poured a bit more money into the CNCT hole today.

[mrphil] 26/4/2017 17:10

Funny old day with the SIPP losing -0.03% mainly due to GSK but also falls from NG. & CTO. The pot on the other hand managed +0.33% thanks to AMS, RR. & LLOY

Sunny for a good part of the day but we've just had a heavy slushy shower which was a bit of a shock to the system. Knew I shouldn't have got the Leaf washed earlier!

Trolley Patrol tonight, first time since our return from Norway!

[aleman] 26/4/2017 16:57

-0.4% for me.

Anoher disappointing performance at the gym, too. I haven't done well since about September/October. We've got rid of the cold bugs, I think, but I'm always tired these days. I suppose I've reached the age here illness knocks you back and you don't recover it all. There's been a lot of illness this winter.

Sunnier today and eventualy felt slightly warmer after the wind kept another frost away but made for a bracing start. 11.1C after 2.1C.

[mrphil] 26/4/2017 16:21

At first glance I thought the GSK results looked pretty good and I guess so as the shares have fallen!

[aleman] 26/4/2017 16:14

US capital equipment leasing index shows US companies more than 30 days delinquent on equipment payments rose from 1.2% to 1.4% in the year to March while losses/charge offs rose from 0.51% to 0.68%. If US businesses were supposed to be doing well, why are they increasingly not keeping up to equipment lease payments?

[aleman] 26/4/2017 14:35

Burger King Q1 US sales -2.2% after +4.2% last year. Popeye's Q1 -0.4% after +1.0% last year. Tim Hortons Canadian sales -0.2% after +5.6% last year.



That's some slowdown in North America.

[freddie ferret] 26/4/2017 13:56

Chilly with hail showers. Poor day so far.

[aleman] 26/4/2017 11:34

If you check out production tax revenues in the governmnt borrowing report, it has fallen year on year for 3 consecutive months in Q1 after a rising trend since the last recession. UK tax-take suggests recession started in Q1. (Table PSA6B in the pdf file)

[skinny] 26/4/2017 11:19

WJG is continuing its slow but steady rise - sadly not a large holding.

[skinny] 26/4/2017 10:41

The nasdaq is quietly making new highs.

[mrphil] 26/4/2017 09:44

Love that money tree Skinny, might need to plant one of those!

[aleman] 26/4/2017 09:33

Funny how election polls produce very similar results. We saw last time that polls that show a significant difference from others DO NOT GET PUBLISHED. The supposed errors in polls published were generally estimated at +-/3% or +/-4%, depending on size, and yet actual results suggest error is probably more like +/-6% or +/-7%, helped by withholding lots of mor variable results and people who like to lie. So the Tory lead over Labour is 20%, unless it is 35% or maybe only 5%. Large majorities traditionally produce years of unpopular legislation. Is that what we want? I think you'll find the Tories do not get the big majority they are hoping for, although I have no idea which way a swing against them might go. I'm tempted to go see what bookies are offering on this one.

[shadowside] 26/4/2017 09:15

If anyone is interested in election polls I have found this a very good site for polls and commentary.

[shadowside] 26/4/2017 08:44

Skinny. Like the image. S

[skinny] 26/4/2017 08:40

Good Morning.

Shadowside - as you say this is now an integral part of the Labour election promises!

[shadowside] 26/4/2017 08:36

Some welcome rain overnight and only dropped to 3 degrees so hopefully worst of cold spell is behind us. No real frost damage although a few dahlia leaves in the greenhouse which hadn't been fully covered with fleece got a little scorched.

Loosing a little ground against FTSE this week but still moving to new highs.Will be interesting to see what Trumps tax plan looks like.

Labour election campaign seems to be steadily getting more farcical. Incoherent plan on Brexit yesterday and today promising unlimited funding for the NHS from the magic money tree. Annihilation beckons.

[mrphil] 26/4/2017 07:47

Morning All.

Low of only +1.3°C last night and frost on the cars. We have one of the potted Echiums outside now, but it's in a sheltered spot so hopefully it will be fine. They should survive the odd frost anyway, and we do have one or two in the open ground which have survived all winter.

Thought Peter Kay's Car Share was particularly good last night.