Northern Foods Share Discussion Threads

[dr biotech] 03/4/2024 10:43

I was at the Opera last night - final act sees the spurned lover stab the leading lady. :-)

[mozy123] 03/4/2024 10:34

MrPhil - held for many years so have done me well.

The issue is all my investment trusts.

The World Index has gone up so much (big tech) and im underweight it, and overweight UK smaller/mid cap trusts.

FGT also has done nothing for years (biggest IT holding.)

The global trusts also haven't kept pace. Mid Wyn, and Sain.

Market has seen Apple and Telsa have no sales growth now. Need the AI story to finish to start out performing.

A change of Govt in the UK might get the UK moving as well....

[skinny] 03/4/2024 10:26

Best of luck Aleman!

[aleman] 03/4/2024 10:24

Looked in quickly. Nothing happening. Going to sail the car to Dundee to enjoy the cold sideways rain. This break reminds me of the week's holiday we had in Wales once where we lasted 4 days then went home to dry all the clothes. We only have 4 days booked this time, though, so might last! :-)

Edit - DrBio, that's shocking. What was the context?

[dr biotech] 03/4/2024 10:24

£25 for MrsBio who has the maximum allocation. Nothing for me. Red start, KITW is dropping from its recent high and hitting the total, although reds are outnumbering the blues again. Only just above the line for the year.

Saw a couple of fights and a stabbing last night - was shocked at how many people were watching and making a song and dance about it. Fortunately no serious injury and I recommend seeing the production of Carmen whilst its touring. The Ukrainian National Opera. There was a rousing performance of their Anthem at the end too.

[skinny] 03/4/2024 10:14

Sounds good Phil - we're off to Porto Santo early May.

We've had a couple of showers already this morning, making it difficult to decide what to do with young children.

Nothing from ERNIE here either.

[philanderer] 03/4/2024 10:10

Morning everyone . All red on the portfolio.

Sick to death with this rubbish weather . Just booked up two weeks in Malaga for the end of the month.

[mrphil] 03/4/2024 09:57

Some interesting ones there Mozy123, how are they performing for you?

Nothing from ERNIE as yet, been poor for a few months other than my "reserve" £25 win last month.

[mozy123] 03/4/2024 09:49

Top 10 individual names

BERKSHIRE HATHAWAY INC. (XNYS:BRK.B)
LVMH Moet Hennessy Louis Vuitton SE (XPAR:MC)
GAMES WORKSHOP GROUP PLC (XLON:GAW)
MICROSOFT CORPORATION (XNAS:MSFT)
MASTERCARD INCORPORATED. (XNYS:MA)
L'Oreal SA (XPAR:OR)
VISA INC. (XNYS:V)
STRYKER CORPORATION (XNYS:SYK)
THERMO FISHER SCIENTIFIC INC. (XNYS:TMO)
PEPSICO, INC. (XNAS:PEP)

[mrphil] 03/4/2024 09:03

Morning All.

Another dark and miserable start to the day and very red for the portfolio with DEC the solitary blue.

Agree regarding yoghurt not being a main but I guess they are thinking there are those that consider a stick of celery a main meal!

[malcolm caton] 03/4/2024 08:27

Morning.

A damp start with drizzle.It has to dry up soon,please,my clay soil is unworkable at present,I am having to pot things up rather than plant in the ground,Snails are active here to Skinny,these new slug pellets are nowhere near as effictive as the old type,

A lot of red about again,looks like I will be moving down the table this week,

A token £25 fron ERNIE.

[skinny] 03/4/2024 07:08

Good Morning.

Rain for most of the night here - I'm already fighting a losing battle with the snails.

My current top 10 individual shares by value :-

NG.
PHNX
SSE
BBOX
LLOY
BP.
LGEN
AV.
CLIG
BERI

[aleman] 02/4/2024 22:45

+0.3%. FRES +7% or so. Rest mixed.

I'm north of Dundee with the family. Going to spend the day there tomorrow after visiting my mum's care home in Aberdeen today. Weather is terrible. It's rained for 30 hours since we got here and the car read 6C through the day, 5C driving back to our remote "lodge". There are a numerous dangerous puddles on pretty much all the (well-potholed) roads so I've been having to drive well under speed limits. Had I hit the full lane enormous puddle on the A92 in the dark at the Stonehaven valley dip at 60mph or more, our break would probably have been over. Fortunately, there was no traffic and so the next lane was empty. As a bonus the breeze makes the rain feel even colder. Plenty of daffs have not even bloomed here yet. I thought ours were late.

[gateside] 02/4/2024 21:04

My current top 10 are:

AZN
SHEL
BHP
RIO
BP.
SSE
NG.
GSK
TRIG
BATS

Which led to a nice up day to my portfolio :)

[wllmherk] 02/4/2024 20:48

Current Top 10 holdings by value:

RECI
LGEN
SUPR
ABDN
NCYF
CSN
VOD
PHNX
AEWU
RMII

Day started well but went downhill as the day progressed. Played tennis today in the Men's Winter League, drizzly rain and 7c.

wllm :)

[deanforester] 02/4/2024 20:30

I'm down -0.578% on the day today (FTSE100 -0.220%)

Worst falls: RKT -5.25%, TW. -3.06% and BLND -3.04%.

Best rises: SHEL +3.50%, BP. +2.60% and BHP +2.33%.

A good day for oils and miners, less so for property and builders. RKT feeling poorly.

Added 20% to my holding of WDS this morning.

Transferred my granddaughter's trust fund to her at the end of last week. I want her to transfer some into an ISA before the end of the tax year, but she has just moved into a flat, so may have other priorities.

I have a funeral to attend down in the Forest on Friday. My first girl friend from school days, also a distant cousin. She passed away on her 89th birthday. Hope to see some friends there.

DF

[carpingtris] 02/4/2024 18:26

When will the rain stop? Above link...
Not good news!... April showers anyone?

Weather suits the mood of the nation... miserable.

[mrphil] 02/4/2024 17:34

Miserable end to the day in general, -0.1% GSK, TEK & MNG

Quite a bright morning but started drizzling just after lunch and got steadily worse from then on in. The home solar had generated over 5kWh by lunchtime but has ended the day on 6.2 so that says it all. We apparently have lighter evenings to enjoy, but you wouldn't think so. Got up in half light and going home in half light.

[skinny] 02/4/2024 17:29

I finished down 0.09%

The rain has held up so far!

[malcolm caton] 02/4/2024 17:22

Day started well the went down hill -0.9%apart from Oils and miners most were in the red.

Top 10 at present.
RR.
MSHL.
RIO.
LLOY
ULTP
TW.
BP
BAE
AVON
EMG.

[philanderer] 02/4/2024 17:19

Portfolio -0.04% big gains for AAL, SHEL and BP ....everything else more or less red. Bought a few RSW.

Dry and overcast with a breeze 14C. Managed to get the washing done and dried and an hours bush pruning. Tomato seedlings are well through as are the Californian Poppies.

Slow cooker been on all day with cubed beef, carrots, parsnips , swede and onions. Just potatoes and dumplings to add later. Nice bottle of merlot to go with that lot :-)

[blueliner] 02/4/2024 16:55

Faded away after a promising start.
+0.17% folio, [FTSE All-Share -0.21%]

BA. & MNG the two worst fallers.
BHP, CMCX, the two leading gainers.
Saturay ok, cut some grass.
Sunday a complete write off. Misty low cloud.
14C today, partially sunny.

[dr biotech] 02/4/2024 16:54

A rubbish start to the month for me, -0.8% Twice as many reds than blues. OTB largest faller but there were plenty of others.

My largest 10 (excludes funds but includes trusts)

KITW
AV.
AUSC
API
MEGP
NG
ULTP
VLX
MRL
CREI

There is quite a significant drop between them and the next group. Top 10 account for about 60% of the total

[mrphil] 02/4/2024 16:25

My top ten individual holdings by value as at end of Q1

LLOY
SSE
NG.
AV.
BP.
FSFL
GSK
HFEL
BERI
INVP

A couple of managed funds would actually appear in the list if I included those.