Northern Foods Share Discussion Threads

[aleman] 22/5/2017 07:57

junior21 - I am the same as Hyden. I go through results and do not use stock screeners.

spittingbarrel - the thing about bitcoin and other cryptocurrencies is that, if they grows any bigger, they will disrupt normal money and banking systems and that will have major consequences, potentially better, worse, or even both. Up to now, their volatility has not been a problem because they have not been that big - but that is changing. I see the problem being the nature of their growth - rapid and volatile. With the number of speculators and the lack of intrinsic value, I fear they will continue to grow bigger but will see occasional large falls that will increasingly become a problem. I fancy they will cause major heartache at some point. I'm am not particularly a gold bug but increasing financial volatility is traditionally good for gold. The more volatile the financial system becomes the more I would look to gold as insurance. Crytocurrecies might be a long term answer but I do not have the faith and that is needed to be the currency of choice. They might have a long term future but I think regulation will be needed to control volaility if things are not to get messy. I'd be curious on your thoughts as a Bitcoin saver.

[junior21] 21/5/2017 19:58

Hi Hyden. I may not have explained myself very well. I'm not after any tips or anything of that nature. I'm looking for a stock screener as I can't find any decent ones.

Most of my purchases over the past 12 months have come from reading positive announcements and updates then doing my own research, however I feel that some of these could have spotted earlier if I had a decent screener.

[spittingbarrel] 21/5/2017 19:34

Aleman - You mentioned Bitcoin in an earlier post. I have been long bitcoin since they were $10 and they are now $2,000, although I have sold some I intend to keep the rest. My reason being that governments around the world seem to be declaring a war on cash so they can keep track of everything we do - bitcoin, or some other crypto currency, will be the new cash so I see no limit to it's possible upside. I'll even put my neck on the line and say they could go to a million dollars - and I have thought that for 5 years. Of course they could also go to zero so I only have money invested that I can afford to lose. In 2009 they were trading at 3 cents, one hell of a return for early investors!

[hyden] 21/5/2017 18:18

Hello junior21. I do not subscribe to any tip sheets as I hold the view that they are simply a waste of money and you can do just as well or better by doing your own research.

My portfolio is largely geared towards income but with a decent chunk aiming for capital growth. I favour larger companies over smaller companies and I don't look for 'quick wins', rather I aim for long term reliable growth in the dividend.

My research is driven by leafing through company results announcements. I use Digital Look to inform me of company results dates, backed up by my own results history as I sometimes find I disagree with DL data.

On occasion, a friend or colleague may suggest a share to me but the first thing I do is read the latest results and form my own view. And that really is about it, no magic formula for me, just company reports. I hope this is helpful.

[junior21] 21/5/2017 11:46

Mid term lurker here looking for some advice.

What share screeners or websites do you use or subscribe to in order to unearth potential investments. I'm struggling to find a free one so any recommendations would be appreciated.

[blueliner] 20/5/2017 09:43

Morning
5/7 for the quiz.

+0.65% yesterday, making +0.7% for the week. Saved by the BRSN approach, the week would have been flat otherwise. Locked in the gain on 50% of holding.

Folio YTD +8.5%, some handsome divis rolling in at the moment, including the NG. special to be paid on 2nd June, should be a rewarding quarter for accruals.

Rain finally ceased overnight, had to empty guage, recorded 52mm since drought broke.

[buywell3] 20/5/2017 06:52

I don't invest in managed funds

[aleman] 19/5/2017 17:20

+0.4%. YTD -5.3%.

Grey and drizzly 13C.

Both Millwall and Bradford will have smaller followings at Wembley than previous visits. I think Wembley is losing its appeal from overexposure and overcharging. Trouble at last year's play-off final between Millwall and Barnsley won't have helped. Some are not taking their kids. I didn't even ask the mrs when I might have done for some other clubs. Anyway, fingers crossed and hope it's the best team wins rather than a dodgy official's decision.

I hope everyone has a good weekend despite the forecasted showers.

[hyden] 19/5/2017 17:13

I got my wish and more. +0.67% today which gives me +10.24% YTD and a new all time high. I am very pleased with that.

HAS is today's biggest value faller and KAZ the biggest value riser. That's 3 times this week, it would be nice if the run continues but 500p seems to be a stumbling block at the moment.

The risers out pace the fallers by a ratio of 3:1 which is great.

It is raining again so the grass won't get cut tonight. I am off out for with friends for a meal later so hopefully it will ease off a bit.

Enjoy your weekends and enjoy your time in Greece next week Skinny. You must be guaranteed some sunshine. :-)

[mrphil] 19/5/2017 17:11

Great shame about the managed funds which let me down this week after the individual shares ended on a high too! Despite the funds, the SIPP managed +0.39% on the week and is now +4.08% YTD, the pot gained +1.61% on the week to a new high of +8.83% and the Virgin ISA added +0.49% taking it to +7.11% YTD

Weather looking mixed for the weekend, but should be able to squeeze in some planting out and woods management, and possible some relaxation on the boat!

Skiathos sounds like an excellent plan Skinny!

Enjoy your weekends.

[skinny] 19/5/2017 16:55

My SIPP finished up 0.48%, +1.03% on the week and is +9.55% YTD.

A reprise from the rain, but grey again @15°C.

Off to Skiathos on Tuesday.

Enjoy your weekend.

[freddie ferret] 19/5/2017 15:28

Sell in May was a very bad move last year.

[aleman] 19/5/2017 12:13

Revolution Bars' shares now down 36%. MAB fell 12% after its results. I wonder how many other stocks out there are underestimating the consumer slowdown and rising costs. I note two of the MAB new sites that have not done as well as expected were in Scotland, where reported GDP fell in Q1. (Harrogate, Aberdeen, Reading and Glasgow.) Reading through the two together, actual sales slowdown is only very small. The problem seems to be a slight underestimation of the increase in costs. RBG seems to have been punished disproportionately but their explanation has much less detail and their expansion plans seemed grander. There will probably be other companies get caught in the same squeeze, not that indicates any major slowdown as yet. Beware labour-intensive consumer leisure stocks if the shares have not discounted a bit of a squeeze.

[shadowside] 19/5/2017 11:23

Brazilian Real dropped 8% against sterling yesterday due to some corruption revelation.Assume that drops straight to share price and substantial proportion of fund is in Brazil.

[mrphil] 19/5/2017 11:21

At least my first ISA contribution is buying funds today so should get a good price!

[mrphil] 19/5/2017 11:18

Aleman, my Aberdeen Latin American fund has dropped through the floor this morning, so I wonder if I could have sold yesterday before the fall? Other funds must have dropped too as the SIPP has lost a lot of value since yesterday (around 1% according to my HL account) despite the individual shares recovering today.

[aleman] 19/5/2017 11:04

UK



US

[aleman] 19/5/2017 10:23

What would happen if bitcoin crashed - or, more accurately, if cryptocurrencies crashed? Some have made a fortune out of Bitcoin. Many have moved on to other new altcoin ecurrencies, some of which are bubbling up even faster. Is this the next tulip or railroad stock mania? They are becoming more widespread in use and are racing up in value but, collectively, they actually have unlimited supply. Can they crash? Will they crash? What will be the consequences? If they don't crash but displace conventional money in greater and greater quantity, will normal money fall in value and create an inflation problem for those still using it? We seem likely to have one problem or the other unless there is some major regulation? What happens next?

[volsung] 19/5/2017 09:24

6/7 in thon quiz

[sailing john] 19/5/2017 09:14

"Shadowside19 May '17 Watched about 5 minutes of the Political Pygmies debate last night before changing channels. Masterstroke by May avoiding the debate. They managed to destroy what is left of their own credability without her lifting a finger.What a bunch of no hopers."

Yes me to - switched on mid way and barely lasted 5 minutes!
They must have all gone to the Trump Brass Neck School to think that they qualify as Leaders!!!!!

[shadowside] 19/5/2017 08:29

Morning all,

Managed to get the grass cut yesterday which is just as well as heavy rain forecast all day. So far we have had less than down south so a little more is welcome.I'm away in Sicily next week so will save me having to water before I go.

Only suffered a modest 0.25% loss yesterday so if I can recover that today would be able to close out week at new YTD high.

Another article yesterday on record level of PCP car sales. If wage growth is sluggage and more money is being spent on car repayments then it must have an impact elsewhere in the retail sector. You can only spend money once even if it is interest on borrowed money. Just cant see how we get out of this low interest rate position without an almighty crash......which politicians are trying to avoid...... so debt bubble gets bigger and bigger. I can't see it ending well.

Watched about 5 minutes of the Political Pygmies debate last night before changing channels. Masterstroke by May avoiding the debate. They managed to destroy what is left of their own credability without her lifting a finger.What a bunch of no hopers.

[mrphil] 19/5/2017 07:52

Morning All.

3/7 for me this week, and I knew one of those answers!

Watched all three of the Three Girls episodes last night. A very good series, but boy does it leave you annoyed and frustrated!

Lovely bright start but we're due more rain this afternoon.