Northern Foods Share Discussion Threads

[aleman] 23/10/2017 16:00

Unsecured subprime rates have been increasing for years. Secured subprime rates are starting to creep up.

[aleman] 23/10/2017 13:34

189 S&P500 stocks issue Q3 trading updates this week so news will come thick and fast. Forecasts have been cut so sharply that the overall consensus should get beaten - as usual. They key to which way markets go will most likely be guidance companies give for Q4.

[aleman] 23/10/2017 10:32

Well, the weather forecast for next weekend is an Indian summer and 21C ( a couple of sources) or the start of winter, with snow in Scotland and frost in England (several sources). Our weather has turned markedly cooler, with 5.7C last night after 12C yesterday (Yorkshire low 2.9C at Topcliffe). It did not even feel warm in the sun and I've upped the time on the central heating. I could tell straight away when it went off last night and this morning.

[aleman] 23/10/2017 07:44

Profit warning from Pendragon. Q3 new sales down. Too many preregistrations undermined used margins. PTP now expected at £60m from estimates around £75. Expect margins to start to improve again in Q4.

[hazl] 22/10/2017 20:55

Nonetheless they are very good predictors of future trends.
I read an excellent break-down, some time back of future scenarios, written by the Mckinsey team, which helped me to pick some good firms ahead of their time.

[hazl] 22/10/2017 20:35

Thanks Aleman, well that is a fair-enough response!

[hazl] 22/10/2017 10:33

I have found Mckinsey's a very good source, by way of a contribution here.

[hazl] 21/10/2017 11:09

I neglected to say that I was on baby-sitting duty yesterday so unable to get to the computer much.
Very interesting replies though thanks.
Will read them properly over the weekend.

[blueliner] 21/10/2017 10:56

Morning, finished down £68 yesterday. [FTSE250 +0.08%, FTSE All-share +0.02%]

Worst value faller : NAH -2.75%.
Highest value riser : CSN +2%.

-0.36% for the week, Folio YTD +14.14%.

Dividend receipts are on course for a new high having overtaken my previous best year [2015] with over 2 months left, with a targeted just over 50% falling into the Folio ISA .

Even Barclays Stockbrokers excelled themselves crediting a dividend into my account on the payment due day, yesterday. Must be taking notice.

A bracing w/e for all and have a good Lakes week Mr P.

[aleman] 21/10/2017 10:12

Several weather organisations are forecasting a cold winter for North America AND Eurasia now, thanks to La Nina, and winter looks to be starting early at many mid-latitudes. Meteociel now forecast Canada to be completely covered by snow by the end of the next week, with a few US states thrown in for good measure, while the snow forecasted for Eastern Europe next week is now expected to reach all the way down to Greece, as it finishes covering Russia. (Press "Anim")

[skinny] 21/10/2017 09:42

Good Morning.

My SIPP finished up 0.08%, -0.23% on the week and is +12.87% YTD.

Enjoy your weekend and enjoy the lakes MrP.

[aleman] 20/10/2017 21:21

Another week on, and with 17% of Q3 updates in, Factset has S&P500 aggregate Q3 earnings forecasts down to only +1.7% growth from +2.1% last week. Despite this forecasts for Q4 rose a whisker to +11.2%, while FY2018 held steady at +11.6%.




Don't worry about all the unexpected accelerating weakness around in Q3, it's all going to suddenly take off again as we start Q4.

[hyden] 20/10/2017 19:40

+0.07% today but down 1.07% for the week. YTD now +17.68%. ICP is today's best value riser and RPC is today's worst value faller.

Enjoy you weekends. A quiet one for me as I continue to recuperate. Enjoy the Lakes MrP, I hope the weather holds out for you. :-)

[shadowside] 20/10/2017 19:06

If GE isn't a US bellweather I'm not sure what is

GE also cut its forecast for full-year operating profits to between $1.05 and $1.10 a share, compared with the estimate of $1.60-$1.70 a share it made in July.

[aleman] 20/10/2017 19:04

US mortgage delinquencies have been decreasing for years since the effects of the Great Recession wore off. This is the first sign they are increasing again. While it blames hurricanes for most of the 242k increase from 3.93% to 4.40%, if you strip out the 136k attributed to the two hurricanes (why more for Irma than Harvey?), you are still left with a 106k rise that would have taken the rise from 3.93% to 4.14%. Given some really sharp rises in credit card delinquencies in the last couple of months, this could be the signal that mortgage credit is taking up the same bad trends as unsecured credit.

[shadowside] 20/10/2017 18:56

ZOO got a bit of its MOJO back today helping lift pot to +17.3 YTD and SIPP to +22.7.

Enjoy the Lakes MR P. Weather forecast looks quite reasonable ( By Lakes standards)

Enjoy your weekends

S

[shadowside] 20/10/2017 18:52

Apparently this is from Pre facelift manual. Sounds as if you change with ignition on?



From the Manual page 91.
The windscreen wiper service position allows
the wipers to be parked in a more accessible
position. This makes it easier to change wiper
blades.
1. With the ignition switched off, pull the
wiper stalk towards the steering wheel to
the single wipe position. Hold the stalk in
this position.
2. Make sure the brake pedal is not applied
and, while still holding the wiper stalk in
the single wipe position, press the ignition
START/STOP button to switch on the
ignition.
The wipers will move to the vertical (service)
position. Release the wiper stalk.
To return the wiper blades to the operating
position, turn the ignition off.

[deanforester] 20/10/2017 17:54

6/7 this week with some good guesses, but I did know several.

I'm down -0.428% on the day today (FTSE100 +0.003%), down -0.53% on the week (FTSE100 -0.16%) but up +4.73% YTD (FTSE100 +5.33% and HIX +2.49%).

Worst falls: ULVR -3.21%, RB. -2.65% and TATE -1.40%.

Best rises: CLLN +2.34%, LGEN +0.86% and TSCO +0.83%.

ULVR and RB. continue their fall. The Market is a funny thing.

Went to the station to collect my tickets for a trip to Reading tomorrow. The machine was open with a puzzled technician scratching his head. Fortunately the booking office was open, so I was able to get them. The new machines looked to be a big improvement on the previous model, allowing contactless cards for a start. Hope it is solved.

I found the grass was dry when I got back from my pub lunch, so I got the mower out. The compost bin is full again. Then I had a problem with my mobile phone as the mini-USB plug would not go in all the way to recharge it. It turned out to be a bit of something from the bottom of my shirt pocket - perhaps a bit of leaf - which had got into the socket. I switched off and probed with a paper clip until I got it out. Breathed a sigh of relief when it then went in as it should have.

Enjoy the weekend.

DF

[mrphil] 20/10/2017 17:51

Freddie, the market is a funny old thing, I'm surprised it was so keen on those results but I guess they had completely written the company off so anything was a bonus!