Northern Foods Share Discussion Threads

[aleman] 24/10/2017 17:43

Not a good day for me. A very mixed bag but several red ones were significant, chiefly BEG and CNCT, and recent purchase VLTY keeps falling. I topped up on CNCT on a double figure yield ahead of Thursday's results. I'd actually started the day positively, quickly up to +0.4%, but then managed to finish at the low of -1.0%. I've not had anything like that for a good few weeks.

A grey and wet day, though mild but not really feeling it. 17.0C after 9.8C. I was pleased the sun came out for the school run but that was about it.

[deanforester] 24/10/2017 17:38

I'm down -0.050% on the day today (FTSE100 +0.028%).

Worst falls: NG. -1.28%, AZN -1.19% and INDV -1.12%.

Best rises: CLLN +6.29%, S32 +1.89% and PSON +1.29%.

Another day of not much happening. CLLN perked up a bit on news of fund raising and disposals. Not enough to cheer holders up, though.

Went for a haircut this morning. +13°C and drizzle most of the day.

DF

[freddie ferret] 24/10/2017 16:42

Dow keeps going up too fast IMHO, is it just the tech stocks?

[aleman] 24/10/2017 15:40

US has started brightly today after a lot of mixed results probably leaned more to positive. However, ad stocks are plumbing 2-4 year lows. Traditionally, they lead the cycle up and down so perhaps investors should worry about chasing other stocks to ever higher P/Es as some ever lower forecasts get beaten. If market earnings are supposed to grow strongly again in Q4 and FY2018, why are companies holding back on marketing budgets?

[aleman] 24/10/2017 10:37

The sound is not picked up well at Valley Parade. The spanish "ole"s from the crowd were much noisier than the video suggests. The melee and chatting to other officials is not even included in the clip. There was a couple of minutes of handbags involvling most payers and consultation with linesman and 4th official, then a couple of minutes actually trying to book players that the referee had not seen commit offences. I'm not sure it seems that funny from the video and crowd noise but it was agreed it was the funniest refereeing incident we had ever seen by those there. (The video is just after the text.)



If the last one did not tickle your fancy, this might:

[hazl] 24/10/2017 10:29

45945

That is amazing skinny!

[skinny] 24/10/2017 09:14

Euro Manufacturing PMI's all green so far.

[aleman] 24/10/2017 07:51

Whitbread, Shoezone and Carpetright results were not that bad. They did not sparkle but showed only marginal deterioration in trend, if any. US results so far a heavy reporting week have seen share prices drift a bit after a strong run up. We're still waiting on some heavy weights, though.

[hyden] 23/10/2017 19:14

-0.04% today, slightly underperforming the market. VED is today's best value riser, closely followed by KAZ. RSA is today's worst value faller.

[deanforester] 23/10/2017 17:50

I'm up +0.027% on the day today (FTSE100 +0.016%).

Best rises: TATE +2.06%, SMDS +1.10% and BT.A +1.07%.

Worst falls: BLND -1.15%, MARS -1.02% and ULVR -0.96%.

Another of those go nowhere days. That report about dividends only gets there because of special dividends. My own experience is that special dividends have varied considerably as a percentage of ordinary dividends over the last 20 years, with none paid in a good number of years. The highest levels were in 2005-6 and 2006-7 at 32% and 37% respectively. 17% so far in the current year.

+11°C this morning with a cloud layer. The rain began about 9am, and I don't thing it has stopped since, but only very light.

Must get my haircut tomorrow.

DF

[aleman] 23/10/2017 17:11

Usual for me - open up and drift down. -0.1%.

It's been a mostly wintery-looking, light grey day but it wasn't cold for the school run when the sun came out and the breeze abated. 15.4C.

It should be autumn colours in full flow now but we have lots of bare trees and everything looks muddy. I notice a neighbour's scarlet rowan has hardly any leaves and has never been scarlet. The few leaves left are green and yellow and almost all the berries have fallen for good measure. I'm curious to see what MrP thought of the Lakes when this time of year would normally produce a beautiful autumn array.

Our Pieris looks like it's trying to flower and I've seen a few small bushes budding. I think last weekend's warmth has confused some plants.

[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.