Member Info for JohnLewis79

Bit worrying sellers aren't closing. No chance they are 'in the know' Fingers crossed the jobbers find a level around the low 1400's. Any Santa Rally looks a very long shot this year!

Picked up a few at 1480 (1400) seems too optimistic, but will add if going lower so c'mon sellers let's have you!!

I'm buying anywhere near 1400 on what appears to be an unwarranted fall today. Happy to see the shares going south which will reduce my overall avc somewhat. What has changed since the shares traded at 1690?

The Dow stood out among mrkt indexes jumping 408 points to 47,883 as data unexpectedly showed a decrease in US private sector employment in Nov leaving the Fed little room to stay an interest rate cut next week.

The Dow came within striking distance of all-time highs yesterday. On the big board 22/30 stocks rose led up by UH, McDonald's & Goldman. Salesforce ($243) a constituent of the DJI 30 rose 5% after topping consensus top & bottom line revenue nos and upped F/Y guidance by 10% to $41•45bn. Heading declining stocks Nvidia, Boeing & Travellers.

Msoft propped up the fallers board off $12 to $478 after announcing its decision to lower Ai sales quotas. This adjustment reflects on going corporate reluctance to fully embrace Ai solutions and current demand dynamics within the Ai industry. The stock trades below its all-time high of $542 and is no 4 on the list of bigest companies by mrkt value behind Google, Apple & pack leader Nvidia valued at $4•372tn.

In earnings terms Saudi Aramco is the world's most profitable company valued at $193•12bn with UK's Shell at 26 ($27bn) & HSBC in at 31 ($25bn).

In total sales terms Walmart leads at $696bn followed by Shell at 19 ($269bn), BP at (32), Tesco (101) and HSBC (145) with sales of $70bn.

Wk49

----

Nyse data

Issues 2848

Advances 1980

Declines 787

U/c 81

NH 123

NL 18

T/vol(tn) 1•2

------------

DJ +408 (47,883)

SP +20 (6850)

NS +51 (25,607)

R2 +21 (1485)

WTI $59

10ytb 4•085%

----------

MSCI(W) +17 (4402)

Gold Bugs -5 (662)

---------------

Latest :- Vix 16. Brent $63.

Gold $4187. Copper $5•414.

Palm $1000. Silver $58•780.

$1•333. €1•143.

FF +32. DF +53.

Morning all.

A nos of economic reports are due for release this week which include payroll processor ADP's report on US private sector employment. Also reports on US service sector activity, personal income & spending and importantly consumer sentiment will also attract investor attention.

On Wall St stocks fluctuated over the session the Dow ranging from lows of 47,264 to highs 47,597 but maintained a positive bias as the 4 major indexes closed in positive territory.

Top of the leaderboard Boeing put on $10 to $205 on CFO saying he expects to report positive free cash flow next year reversing the $2bn cash burn this year.

Others closing better were Caterpillar & Honeywell.

On the downpath Coca Cola, Chevron & IBM led the losers board.

Disney reported 4Q & F/Y nos for 2025 but the stock fell to $104 after $108 despite earnings beats and increases in eps though operating income of $17•6bn slightly missed forecasts. 'Zootopia 2' opened at the top of the US Thanksgiving box office for a 5 day take of $159m and an estimated $556m globally, the 4th highest global opening of all-time. Analysts polled by Marketbeat.com rated Disney with 18 buy, 8 hold & 1 sell.

In the commodity sector silver hit a record high of $58•94 as retail demand continued to dominate. Last month was the second highest on record and prices are up over 100% for their best annual run since 1979. Gold slipped back on profit taking, last traded at $4206.

NY data

Wk 49

-----

Issues 2853

Advances 1257

Declines 1517

U/c 79

NH 77

NL 22

T/vol(tn) 1•1

-----------

DJ +185 (47,474)

SP +17 (6829)

NS +213 (25,556)

R2 +1 (1464)

WTI $59

10ytb 4•082%

----------

MSCI(W) +7 (4386)

Gold Bugs -11 (667)

---------------

Latest :- Vix 17. Brent $62.

Gold $4207. Copper $5•290.

Palm $992. Silver $59•610.

$1•323. €1•137.

FF +1. DF +90.

Morning all.

Wall St continued on its upward path following the Thanksgiving Holidays with the 500 and Nsdq hitting intra-day highs. On the Big Board 95/30 stocks posted gains led by Nike, Disney, Moderna & Door Dash. Heading south GS, Merck & Amgen the bigest session loser off $9 at $337. Synopsis an electronic design automaton outfits partnership with Nvidia taking a $2bn stake was the talk of the session. Shares in Synopsis jumped $26 to $444 while Nvidia added $3 to $179.

Among retailers several leapt after delivering stronger profits in the summer period than the street expected. AB & Fitch jumped 37%, Khols surged 42% and Best Buy put on a modest 5% on Q3 revenue beats. US consumers have defied the economic headwinds by continuing to spend in stores across the US. Shares in United Airlines ($101) slipped back on profit taking after hitting an all-time high. Others in the leisure/travel sectors have seen strong gains during the holiday spending period.

Netflix ($109) announced it had made a mostly cash offer for Warner Bros ($24). Flix is reportedly interested in WBD's studio / streaming assets & huge back catalogue of films. The deal is likely to be valued at c.$70bn. Shares of both companies were little changed on the well flagged news.

Gold & Silver prices continue climbing while US crude gained 24c to $58 and Brent the international standard ticked up $1 to $63 still way down on 52wk highs of $83.

Gold traded at $4275 in early dealings some 62% up ytd and Silver hit another record high at $58.00.

There are 13 major types of retailers providing aggregated measures of retail goods & services in any one month to the mrkt. Motor vehicle and parts dealers provided the bigest jump with 20% of total sales. However it was the smallest increase in 4 months. US retail sales grew y-over-y by 4•77% in line with forecasts.

The Dow which had flatlined during afternoon trading turned south late on falling to the days low of 47,289. Dow futures call the market lower on Tuesday's first dealings.

DJ -427 (47,289)

SP -36 (6813)

NS -92 (25,343)

R2 -9 (1463)

WTI $59

10ytb 4•089%

----------

MSCI(W) -20 (4378)

Gold Bugs u/c (678)

---------------

Latest :- Vix 17. Brent $63.

Gold $4207. Copper $5•230.

Palm $983. Silver $57•865.

$1•322. €1•138.

FF -12. DF -50.

Morning all.

Asian mrkts opened on a mixed note at the start of wk 49 trading despite strong gains on US mrkts over the half day session on Friday. The Dow added 289 & the 500 gained 36. Traders factor an 80% chance the Fed will cut rates by 25bp at its upcoming meeting this month. Powell still maintains a strong 'steady as you go' influence among Fed Chair Governors much to Trump's annoyance.

In Sydney stocks trend lower with weakness in financials & tech partially offset by gains in mining and energy. Dozens of companies listed on the ASX200 were unable to release updates following a series of mishaps by the mrkt operator whose ability to secure and maintain resilient mrkt infrastructure is being questioned and nit for the first time. At the close the ASX was down 49 at 8565 after the days 8625 high.

In Japan Tokyo is sharply down hitting an intra-day low 49,216 after posting 4 days of gains last week. Stocks fell across most sectors as traders snatch profits before European mrkts open. Heavyweight Softbank lost 4% dragging down Honda & Toyota. Banks are better but exporters are mostly lower. Among major losers Fujikura & Sumitomo are off 6% and Tokyo Electric Power declined 5%. The Nikkei closed down 951 points or nearly 2% at 49,303.

Stocks in HK and Shanghai are trading better in the afternoon session. The Hang Seng hit an intra-day high of 26,180 & the SHCOMP rose 21 to 3910 on private investor demand. Stocks in S.Korea & Taiwan are lower on Nikkei 225 influences. In economic news the manufacturing sector in Japan continued to contract in Nov.

Latest :- Vix 16. Brent $64.

Gold $4238. Copper $5•305.

Palm $992. Silver $57•445.

$1•323. €1•141. 10ytb 4•05%

FF -10. DF -224.

Morning all.

Hi Roger, yea remember Ceefax and another finance type whose name escapes me. It was very rudimentary in those days and private clients were usually considered a nuisance unless they were of the big bucks variety! I piggy backed my father whose broker was a golfing pal working for Robert Wigram?

Could be wrong on that.

Anyways when my father died I was doing my own stuff via the bank (I owed them money) although I could have gone to James Capel but tbh I was small potatoes so declined. Mostly do the odd bit through HL these days on a non advisory basis.

MSi fell 15 on the week to close at 1550-1590 not that far short of the all-time high of 1690 reached on 17th Nov. Trade and deal vols were not available but I'd guess were quite a bit lower than vols of the last few months. As we head into the year end, last December's sp opened at 1050 & closed at 910. On a disappointing year the shares gained only 60p.

Wk 48

MSi

Sp 1550-1590

2/25 910

Gain 70%

---------

H 1690

L 770

7/88 113

----

100 +19%

250 +7%

All +17%

Aim +5%

---

Vix -6%

Gold +61%

Oil -17%

Palm -13%

----

DJ +12%

SP +16%

NS +21%

R2 +5%

------

Yes I worked for a subsidiary of GM back in the late'70s/80's apart from Truemans GM also owned Watneys famous for the horrible Watneys Red barrel beer! I may have bumped into your father at one of those AGMs. I hope they make a comeback but doubt they will in this age of instant information. Remember the bad old days of having to wait for the next days FT to access share prices? And forget about trying to ring your broker!!! Somehow we managed i guess not knowing any better made it normal?

Big Bang put us back on the right track thank God......

On a shortened day of trading Wall St staged a comeback as 25/30 gained on the session ahead of the extended Thanksgiving Holidays. Going up, Amazon ($233) the top % gainer, IBM & JPMC while J&J, Travellers & Nvidia led the losers board. However the indexes are on track for Nov losses thanks in part to the US Govt shutdown and frothy equity valuations.

US crude last traded at $62 after hitting $63:08 last Friday as futures resumed trading after the CME outage left traders flying blind. Gold pushed through the $4200 level to trade at $4218, stll some ways off record high of $4379 recorded back in Oct'25.

DJ +289 (47,716)

SP +36 (6849)

NS +198 (25,435)

R2 +2 (1472)

WTI $58

10ytb 4•018%

----------

MSCI(W) +23 (4398)

Gold Bugs +14 (677)

----------------

Close :- Vix 16. Brent $62.

Gold $4218. Copper $5•278.

Palm $992. Silver $57•085.

$1•323. €1•141.

FF -6. DF u/c

Morning all.

Trueman Breweries used to have an excellent AGM followed by a few beers in the cellar from memory. Left a few Agms on unsteady feet! The furthest i ever

travelled was to Glenrothes in Scotland to

attend a Rodime Agm where outside of 2 members of the board only self and one other attended. I should write a book about that company!

Trueman Breweries used to have an excellent AGM followed by a few beers in the cellar from memory. Left a few Agms on unsteady feet! The furthest i ever travelled was to Glenrothes in Scotland ti attend a Rodime Agm where outside of 2 members of the board

Hi Roger I think i must have been mistaken as I have checked to see if any AGMs were held there and cannot find any.....its so long ago.

Asian mrkts are mixed this morning following mostly positive cues from Europe & UK this week. In Tokyo the 225 gained 38 to close at 50,200 in lack'lustre trading. In Sydney the ASX 200 closed off 3 points at 8614 and stocks in Hong Kong are down 75 in late afternoon trade at 25,868. Shanghai mrkts are flat with the Shcomp up 10 points at 3882 and the junior Shenzen adding 15 at 2445. Of the major Asian mrkts only KL is down (2%) this year.

Latest :- Vix 17. Brent $63.

Gold $4187. Copper $5•184.

Palm $981. Silver $54•650.

$1•323. €1•142. 10ytb 4•09%

FF +15. DF +44.

Morning all.

Wall St is closed for Thanksgiving Day.

The sooner someone comes up with a mob cvr that doesn't need cleaning every few wipes will make a million. I'm fed up with constantly having to wipe the cvr clean of fingerprints and smudges. C'mon it can't be that difficult.

Wall St opened lower but closed on a bright note ahead of the holiday

holiday break with all 4 major indexes posting gains on the day. The Dow closed up 315 for the 4th day in a row and just short of reaching new closing highs (48,254). Markets as of Wednesday were on track to tally their best Thanksgiving week in over 10 years.

In recent days NY Fed President Williams and Fed Governor Waller have voiced their preferences for lowering rates further. Investor confidence was also boosted following reports indicating that Kevin Hassett may become the next US Fed Chair when Powells term expires in May'26. Hassett's economic perspectives align much with that of Trump's low interest rate regime.

On the Dow 21/30 stocks rose yesterday led by Boeing, Walmart & Msoft. Going down Honeywell, Merck & Salesforce. Gains in Google & Broadcom breathed new life into Ai trade as the 500 finished above its 50DMA an encouraging sign that the near term trend is for higher stock prices.

Wallmart's recent Q nos that blew past Wall's forecasts reinforces the upbeat mood among traders and investors as the stock closed at $109 a new all-time high and the 13th largest global company by mrkt cap. Nvidia, Apple & Google lead the rating top 10 tables.

Nyse data

Issues 2845

Advances 1971

Declines 790

U/c 84

NH 125

NL 9

T/vol(tn) 1•2

------------

DJ +315 (47,427)

SP +47 (6813)

NS +219 (25,237)

R2 +7 (1470)

WTI $58

10ytb 3•999%

-----------

MSCI(W) +38 (4372)

Gold Bugs +31 (664)

----------------

Latest :- Vix 17. Brent $62.

Gold $4155. Copper 5•180.

Palm $967. Silver $53•415.

$1•326. €1•143.

FF -12. DF +4.

Morning all.

Betting on the Fed cutting rates by 25bp in December surged to 83% up from 50% last month after the release of softer than expected US economic data & recent dovish comments from Fed officials. US mrkts will be open tomorrow and be closed until Tuesday 2nd, Dec for various holidays.

On the Street stocks moved notably upwards yesterday the Dow jumping 664 and the broader 500 gaining 61 as tech stocks bounded higher. November is usually a good month for stocks but to date its been anything but, the Dow off 452 and the 500 down 71. Top gainers inc Merck, Home Depot, Nike & UH. Heading lower Exxon, Chevron & GE Aerospace. As November closes the Dow and 500 have gained 11% & 15% respectively this year outpaced by leading bourses in the Far East and surprisingly the ftse100 & All Share. Today is 'Budget Day' in the UK where the ftse will open at 9610.

Crude fell to $62 on reports that a revised Russian-Ukraine peace plan has been accepted by Zalensky after some arm twisting by Trump. Oil inventories have risen by 500,000 barrels to 411•4m barrels in the week ending Nov 21 as the Govt attempts to replenish the nations stock pile that shrank during the Biden administration. This year crude is well off 52wk highs of $83. However JP Morgan said the price could plunge into the $30's by 2027 due to an overwhelming market glut of c.2m bopd.

Gold prices continue to be supported by Central Bank demand and are testing 'key breakout' levels. Current prices are steady at $4160 but analysts see further gains into 2026. Tether one of the bigest private holders of gold has emerged as one of the largest buyers in recent months acquiring 26 metric tonnes in Q3 and holds c.116 tonnes valued at $14bn.

Nyse data

Issues 2858

Advances 2256

Declines 538

U/c 64

NH 102

NL 23

T/vol(tn) 1•2

-------------

DJ +664 (47,112)

SP +61 (6766)

NS +145 (25,018)

R2 +36 (1463)

WTI $58

10ytb 4•011%

-----------

MSCI(W) +38 (4334)

Gold Bugs +4 (632)

---------------

Latest :- Vix 19. Brent $62.

Gold $4148. Copper $5•126.

Palm $961. Silver $51•690.

$1•319. €1•138.

FF +27. DF +110.

Morning all.

Wall St stocks moved higher after the notable rebound seen during last Fridays session (Dow up 500). On a holiday shortened week the Nsdq showed a particularly strong upward move on the day surging 599 or 3% to 22,872 scoring its best move since May after nearly slipping into correction territory. The Nsdq is still well down on its all-time high of 29,205 reached in Oct'25. The 500 added 102 while the narrower based Dow 30 posted a gain of 202.

Investors are hoping the Fed will cut rates at their Dec meeting by at least 25 bp which would be the 3rd & final cut this year. The US holiday shopping season starts this week with Thursdays Thanksgiving Holiday followed by Black Friday & Cyber Monday retail rushes. The National Retail Federation expects holiday sales to top $1tn for the first time ever.

Of the big board top 30, gains and losses were evenly matched at 15 all. On the risers board Merck, Amazon & IBM, heading down Disney, P&G and Verizon. Buyers piled into semiconductor companies Broadcom, AMD & Micron Tech. Among the big winners Tesla ($421) & Google 'A' ($327) both gained 6% & 10% respectively, Google hitting an all-time closing high. Alibaba, Kohls & Dell Technologies were others expected to post Q nos tomorrow and Wednesday. Economic stats due inc, Retail Sales, PPI survey & consumer confidence data.

Nyse data

Issues 2861

Advances 1750

Declines 1028

U/c 83

NH 48

NL 40

T/vol(tn) 2•0

-------------

DJ +203 (46,448)

SP +102 (6705)

NS +634 (24,874)

R2 +18 (1426)

WTI $59

10ytb 4•041%

----------

MSCI(W) +53 (4296)

Gold Bugs +34 (629)

----------------

Latest :- Vix 21. Brent $62.

Gold $4138. Copper $5•055.

Palm $976. Silver $51•280.

$1•310. €•137.

FF -19. DF -60.

Morning all.