Northern Foods Share Discussion Threads

[hyden] 16/11/2017 19:18

A much better day today, +0.40%. Yesterday is also re-stated at -0.49% after including the dividend from APF which I had forgotten about. This is very out of character for me as I keep a close eye on my dividends! :-)

TCAP is today's best value riser and CSN is today's worst value faller.

It is a good week for dividends, AV. and HAS are due tomorrow. Barclays are now much better at crediting dividends to my account on the payment date, which has given them a stay of execution for now.

I enjoyed a lovely day out with my better half on the bikes. We started off in lovely Autumn sunshine but it soon clouded over. Lunch in a country pub proved quite fortuitous as the heavens opened not long after we stepped over the threshold and the rain had cleared up when it was time to leave. At just over 27 miles in total, lunch should have been calorie-neutral, which is an added bonus. :-)

[blueliner] 16/11/2017 19:06

+0.14% for today. {FTSE250 +0.80%]

Highest value risers : BGO +3.9%, GVC +1.3%, TCAP +1.75%, NXP +2.8%,
STAB +1.9%.

Worst value fallers : CSN -4.3%, RTC -6.1%, IGR -1.1%.

CSN fall could be because the US yield curve is flattening, may affect returns.
IMB xd today fell to the equivalent of just 30% of dividend payout.
From todays report notice that SDV has a holding in KETL.

Min Temps expected to be 2-3C here, glimpses of sun after light rain earlier.

[mrphil] 16/11/2017 17:44

Enjoy your dinner tomorrow DF!

[mrphil] 16/11/2017 17:43

We're promised wall to wall sunshine for most of tomorrow with almost no wind from a 2°C start, which sounds perfect for a gently cruise. Sadly I can't see I'm likely to have the opportunity! :-(

[aleman] 16/11/2017 16:56

Now different sources produce slightly different 200-day averages but it looks like the FTSE100 misses the 200-day by slightly less than 1 point, as per skinny's chart - thanks. For many traders, that now makes it a short trade. But what do the botmasters think? Also of note, it looks like the 50-day turned down today, which might influence either or both camps, and the 200-day looks to be topping out in a beautiful arc. It's of interest for those studying technicals. Sometimes these things do as the theories suggest and sometime they don't. It did not work last time but this time somehow looks more likely to swap the 200 from support to resistance. I just think it looks more negative, perhaps aided by a triple/quadruple top in the index itself, that suggests strong resistance just above so no point in betting upwards. (I do not trade indices, for the record. I'm just open to what others might be doing.)







-0.4% for me. A mixed bag but BEG was down a bit again.

A cloudy day, clearing too late to enjoy the sun and now turning distinctly chilly. 10.5C after 6.7C and now 5.1C.

[mrphil] 16/11/2017 16:51

At last, a positive day for the SIPP! +0.20% with top risers SSE, MACF & DC. but not so good for the pot which fell -0.27% AMS, SGC & RR.

Just updated the performance chart for the individual shares in the SIPP and horrified to see 4 out of 5 biggest holdings are negative for the year with only LLOY showing a positive. Good job I have a few decent gainers amongst the rest, with top performers; ASCI +40.7%, SPD +36.06%, BDEV +35.75%, ALD +31.34%, TEF +28.32%, CTO +25.54% and MACF +24.17%

[aleman] 16/11/2017 16:15

FTSE100 has twice bounced back down after hitting its 200-day average at 7394. Got 15 minutes to beat it or it will have spent all day below. In my book touching counts. If you can still draw your various lines through the days range, you still have an intact trend. I wonder how they program bots to do this - or do they get constant manual interventions?

[fabius1] 16/11/2017 11:52

Aleman - Re banks, 'alarming' is being rather polite. All part of the move to centralisation. On breweries, could be a regional disparity. Youngs have strong presence in London/SE.

PS - On stats etc, I take with a large dose of salt. Too many agendas. I prefer to stick to counting smoking chimneys. It was OK with Charles Dow so that is fine by me.

[aleman] 16/11/2017 10:28

Retail sales volume down 0.3% on a year ago, driven by a 0.9% fall in food store volumes. Oddly, in the tables it says food volume -2.2%. Alcohol sales continue run of huge falls with -17.9%. Why don't brewers reflect the same trend? Medical goods +34.2%. Floorcoverings +24.9%. Some subsectors bounce around crazily which makes the overall figures questionable. Automotive fuel continues a slight negative run at -0.3%.

[skinny] 16/11/2017 09:49

GBP Retail Sales m/m 0.3% 0.1% -0.8%

[skinny] 16/11/2017 09:09

Good Morning.

Duly forwarded MrP!

[aleman] 16/11/2017 07:52

Okay results from RMG and an increased dividend. MACF have over 20k customers in the UK and their update seemed fine - not what I would expect in a slowing economy. Working out what the underlying economy is doing is very difficult with some remarkably contrasting news around. Young's brewery seemed all right, as well, and did not seem to have the slowdown of GNK or MARS.

[aleman] 16/11/2017 07:47

It's alarming that banks anywhere can gamble on derivatives, lose boatloads of money, and then have a bail-in where depositors have to cover the losses where they might no longer have the Euro100k or equivalent protection. The advice, a in the article, is to avoid banks and use credit unions and building societies that are not allowed to gamble like that. However, what are businesses supposed to do? They need a lot of other banking services.

[philanderer] 16/11/2017 00:04

Not sure that would have to apply to the uk.

This from a year ago..


".. In the UK, the savings guarantee is provided by the Financial Services Compensation Scheme (FSCS), which in turn is funded by the financial services industry.

"Each country in the EU but not using the euro is obliged to review its limit every five years, but is allowed to make changes in the light of unforeseen events. Following the fall in the pound over the summer, the Bank of England’s Prudential Regulation Authority (PRA) is consulting on plans to bring the limit back up to £85,000, with effect from 30 January 2017.

[aleman] 15/11/2017 23:03

Bank deposit guarantees to be removed?

[hyden] 15/11/2017 22:48

-0.55% today, with fallers outpacing risers by a ratio of more than 5:1. CTO is the best value riser and CINE is the worst value faller.

Cracks in the cloud cover provided a glimse of blue sky late morning through to early afternoon and even the sun shone for a brief period. It made today's cycle ride much more pleasant than I anticipated and I managed a similar distance to yesterday.

I have persuaded my better half to join me again tomorrow, I just need dry weather now. :-)

[blueliner] 15/11/2017 18:57

-0.40% today. [FTSE250 -0.77%]

Worst value fallers : CSN -2.1%, PFC -3.4%, HSD -3%, BLT -1.5%, ALAI -1.5%.

Highest value risers : BGO +7.6%, SDI +4.5%, GVC +0.08%

Bits of drizzle on/off. Temp 11C max.

[mrphil] 15/11/2017 17:47

One of our anticipated larger orders has been placed late this afternoon so that's making the month look a lot healthier!

[deanforester] 15/11/2017 17:45

I'm down -0.524% on the day today (FTSE100 -0.564%).

Worst falls: CLLN -3.47%, S32 -2.76% and INDV -2.39%.

Best rises: BT.A +1.39%, SSE +0.89% then NG. and WMH, both +0.74%.

Yesterday's euphoria didn't last long. I have three XD tomorrow - IMB, MKS and RDSB. BLND report, but the dividend has been announced for the year already.

+9°C this morning with low cloud, It lifted but never cleared away. No rain, though.

DF

[aleman] 15/11/2017 17:14

Published in the Wall St Journal - Cryptocurrencies futures potentially threaten the whole futures system.

[aleman] 15/11/2017 16:57

Two small risers, CNA and SSE, seem to be helped by lower long bond yields. All the rest were red but mostly small falls. -0.6%.


Lots of high grey cloud. Occasionally bright to start but turning mostly gloomy. (I thought we were supposed to get sun.) 11.3C after a mild 7.5C. Feeling like being a bit cooler tonight.