Northern Foods Share Discussion Threads

[shadowside] 27/4/2017 16:08

Skinny, Borage. S

[skinny] 27/4/2017 15:29

Any idea what these may be - they've self seeded over our allotment.

[shadowside] 27/4/2017 12:24

Always surprises me how much exchange rates bounce around only to finish up back where they started, In 1995 we had to include a fixed exchange rate in a J/V with a Japanese company. After much haggling we settled on 142 Yen/£. In the intervening years it has varied between 120 and 240. Yesterday it was 143. I guess the financial world prefers volatility to stability.

[deanforester] 27/4/2017 10:58

-2°C here first thing, warming up slowly. Clouds building.

LLOY seems to have pleased the market. I have 3 XD today, LGEN, ULVR and WMH.

Off to London for the Witan AGM after lunch. Only a cream tea at their do these days. I shall take my small brolly as an insurance.

DF

[aleman] 27/4/2017 09:45

£ looks like it is headed back up to the $1.29-1.34 trading range of last summer - at least while the Tories are strong in opinion polls, which I'm not convinvced will last. If it remains there, the Southeast might see a bit more of the slight slowdown that more Northern and working class areas of the UK have been seeing. It would also tend to ease inflationary and rate rise pressures that have seen bank shares improve, so they might fall back. Who knows where opinion polls will go, though?

[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.