Northern Foods Share Discussion Threads

[dr biotech] 01/11/2024 17:54

Decent enough end to a volatile week, +0.7%

MEGP/KITW did well, CLI did not. It’s been a poor month for my REITS.

-0.5% on the week, but the YTD remains at 7.3% with the dividends added in.

[carpingtris] 01/11/2024 17:51

Down -1.70% this week so not a great week!

Added TRIG today - have held before also added some more RL Corporate Bond Fund.

YTD now stands at +1.53%

Least now the budget is out of the way that removes some uncertainty I guess - just the US election to contend with next!

Good weekend all :)

[aleman] 01/11/2024 17:29

YTD +2.4% so only down 0.6% on the week, though dividend-assisted. I consider that good going!

A mostly sunny day but a sneaky NW light breeze made for an occasional chill. Took the boys out for a brief walk and ice creams in a (not so) late sunny spell. It was more relaxing and enjoyable after London. Then I spent an hour raking leaves and mowing up leftovers up in places until dark. Still most of it yet to attack, though. Strange temperature goings on with 13.9C after 11.0C. I say strange since Leeming and Topcliffe had similar highs but bottomed at 3.8C and 2.2C. I suppose that is what a bit of mist or cloud does at this time of year when it is still. Hopefully that will continue even if it will probably soon lead to frost now.

Have a good weekend, posters old, new, on holiday, and yet to be.

[brucie5] 01/11/2024 16:35

Yes, just realised I still held some STB on behalf of my daughter - oh silly me!
But wondering if it's too late to sell.
Fortunately the rest her folio is doing the business, which goes to show that the One Free Lunch truly is diversifacation!
Though Einstein might say it was Compound Interest.
Or was that the Sage of Omaha?
Or do all great minds think alike in more or less interchangeable truisms?
;)

[aleman] 01/11/2024 16:15

I warned of these implications withing minutes of the verdict:



The ruling has implications well beyond just the car finance industry, with the potential to affect everything purchased on credit, from washing machines to mobile phones ...

...Close Brothers temporarily stopped writing new motor loans after the judgement, saying it needed to check whether its contracts were compliant with the new laws.

MotoNovo, which is owned by South African banking giant FirstRand, has also stopped lending for now.

The group said it had spoken to UK and South African regulators and remained “concerned” by the judgement because of its “far-reaching negative consequences”.

Secure Trust Bank, another large lender, has also “temporarily paused” new lending while it “assesses the action required”. Honda Finance Europe, the lending arm of Honda, has signalled a change to its lending practices.

The Court of Appeal’s ruling was meant to get the best financial outcomes for customers. Perversely, a credit crunch means customers could end up having to fork out more to finance their vehicles.

[carpingtris] 01/11/2024 15:21

Brought back into TRIG this afternoon.

Hefty discount to NAV and decent dividend yield. Likely fall now knowing my luck.

[deanforester] 01/11/2024 15:19

2/7 for me, all guessesWe are currently en route to Lisbon, due about 9am. I am on one of the free excursions which is a tour of the city.I tried walking ashore yesterday, but my legs declined to cooperate. The perils of advancing years, I fear.After yesterday's mammoth rise by SMDS, it is RKT's turn today, on the back of the result of the baby food court case in the USA.Catching up when I get home is going to take some time.DF

[aleman] 01/11/2024 11:16

We were meeting a friend today but her teenage sons have fallen victim to the scabies epidemic.

[aleman] 01/11/2024 09:59

Good morning. Is it November or April 1st?
Value for money tsar to get equivalent of £250k annual salary | David Goldstone will be paid £950 a day for an average commitment of one day a week.

They keep telling us the US economy is doing well yet consumers seem worried ...

In the last three months, Starbucks has suffered a 6pc decline in sales in America, with the number of transactions falling by a tenth. Among those that have been jumping ship are some of the chain’s most committed customers – rewards members. In the second quarter, active numbers fell 4pc. Meanwhile, the average customer bill rose by 4pc.

[brucie5] 01/11/2024 09:27

Morning campers. Interesting links there, Skinny, particularly your first one. How to solve that problem? I have noticed my own health being more temperamental since Covid and thankful that I no longer have to teach for part of my living. Since the summer I've had one bout of Covid lookalike, though testing negative; and two nasty colds, the last of which I've only just manage to slough off.
Decided to put the proceeds of CARD into SBLK and DEC - both top ups; and noticed two dividends this morning from PHNX and CSN which I have used to top up TFIF and HFEL. So high dividends it is and the Bruciefolio is temporarily down to 29 shares while yielding an extraordinary 10.50%.
What gives.

[skinny] 01/11/2024 07:14

UK benefits bill: Half of claims will be for sickness by 2029.





Some staggering statistics in the first article.

[malcolm caton] 01/11/2024 06:56

Morning.

4/7 and for a change I knew them.

[skinny] 01/11/2024 06:39

Good Morning.

Aleman - welcome to London!



2/7.

[carpingtris] 01/11/2024 06:00

The recent market turmoil has at least provided one silver lining and that is that if our investments/pensions continue to be driven into the ground they won't meet the IHT threshold 👍 😉

Feeling poorer this week and not looking forward to weekly figures.

[dr biotech] 31/10/2024 17:12

Dismal day for my lot, down 1.2%, though xd's account for just over 0.2% of that.

Biggest non xd value mover was PCIP (+12%) which the only one of five gainers to move significantly. Unfortunately there were 23 losers - AV/VLX/LUC all material losers. BBOX (xd) another continual faller thats dropped to a YTD low.

As mentioned above its been a good month for dividends and that will add 0.5% to my YTD figure tomorrow.

Added again to my GSK. Seem to have got the days low, though that doesn't make up for my mistimed purchase recently.

Nov/Dec have traditionally been good months for me in the past, lets hope that repeats.

[blueliner] 31/10/2024 17:12

-0.83% folio, [FTSE All-Share -0.72%]

BA., PHNX, BHP, JSG, NEXN, SSE, CLIG, worst of the losers.
No material winners, only 7 were blue.
Plunged into GSK for a few more, the initial and follow up Oct purchases are already underwater.

Cloudy 13C, felt cold

[scottishfield] 31/10/2024 17:05

I missed my count yesterday. - in a nushell I'm down 0.85% this week so far.

[skinny] 31/10/2024 17:00

I finished down 1.05% - that's 7 down days in the last 9 🙄

[deanforester] 31/10/2024 16:49

Sitting in the hair salon on board, while Mrs DF is beautified. SMDS has had a very big rise as the absorption by IPC approaches. Otherwise apart from tobaccos, it looks doom and gloom. A sea day tomorrow, then Lisbon.DF

[skinny] 31/10/2024 16:26

Sound Nice :-)

Enjoy!

[brucie5] 31/10/2024 16:06

Down day for me too, not yet quite erasing yesterday's gains, but then again the day before was bad, so amounting to net decline over the week if tomorrow pans out similarly.
FSE All share minus .98%
Bruciefolio minus 1.4%

I have also sold out of CARD on a loss of 12.3%, albeit on the ex-dividend. I will wait to see whether it falls through further support lines before I choose an alternative home for the proceeds.

On a positive, I see that October has been a good month for dividends with nine paid out. On the face of it, these really are extraordinary times for UK value with dividends, presumably because the market refuses to believe them. I'm reminded that in every buy/sell transaction there is a contradictory narrative where the seller thinks they're getting something over the buyer, who in turn has to believe that the seller doesn't see the nose in front of their face.

[skinny] 31/10/2024 15:54

I'm pretty much the same DrB.