Member Info for JohnLewis79

Starting the last day of the week sells are outpacing buys by 1•32:1. No iis selling this week, well not in declarable volumes. Last week saw those 3 x 500,000 sells go through which skewed the averages and vol totals.

REA prefered & Anglo are the stars of the w-t-d up 9% & 10% respectively. Over the last 3 months the preferred are up 48%, the Ords 8%. One benefits from likely dividend catch ups the other from I dont know what.

Rea 174 (64)
Cpo $710 ($890)

Oil $64
Gold $1464

Ftse 7240
All 4023
DJ 28,015
SP 3146
NS 8657

$1•312
€1•187
IDR 14,035

Covid-19
05:00

UK 1,674,134 (60,113)*
Indonesia 557,877 (17,355)•

* 14,878 cases
* 414 deaths
• 8369 cases
• 156 deaths

Equities across the 4 major sectors came off sharply late on after Pfizer announced it would be cutting the nos of doses to be distributed to 50m from 100m. It still expects to distribute 1BN by 2021.

The 500 and Nsdq had posted record intraday highs as pis cont to buy into cyclicals. Hilton, Marriott & Carnival up 8% were the main gainers. Airlines were in demand United up 7%, American 8% others all ahead c.6%. Boeing up $21 to ($239) once again topped the big board after confirming that Ryanair will buy 75 Max Jets in addition to the 135 planes already on Boeings books. The CEO said air travel nos would bounce back much quicker than had been previously forecast (3-5 years). Tesla's stratospheric share price continued ever higher gaining $25 to $593 after a GS upgrade to $780. Tesla stock (adj) started the year at $86 a pop.

On the economic front new jobless claims (712,000) came in lower than forecast due in the main to the holidays, this after the private sector reported fewer new positions were added at US companies last month. Nonfarm payroll nos will be issued by the Labour Dept on Friday.
The death toll continues to rise alarmingly c.2800 deaths were reported the day after the holidays and the Director of CDC painted a bleak picture saying 90% of hospitals are in the 'red zone', Los Angeles is at tipping point and under new restrictions and by Feb 450,000 US citizens could have died. Current death toll 282,829.

Volumes were little changed from yesterday at 11bn with risers 1•2:1 v losers.
DJ +86 (29,970)
SP -2 (3667)
NS +28 (12,377)
R2 +11 (1849)
WTI $46•36
10y/tb 0•913%

Nos: Oil $49•61. Vix 21.
Gold $1845. Copper $3•511.
Palm $890. $1•344. €1•107.
IDR 14,138. MSCI(W) 626.
FF +22. DF+24.
Morning all.

Rea 174 (65)
Cpo $ 696 (870)

Oil $63
Gold $1484

$ 1•316
€1•185
IDR 14,065

More like 4-5 pints, a bottle of red & lunch is around £50, well it was yesterday. I noted a few people when told they had to order food with their drinks did a swift about turn.
I stayed till around 2:00pm and estimate the pub was 50% down on a usual Wed.

The food with drinks policy is definitely turning people away. I'm a 6-7 day man at my local now it will be tops 2. What's going to happen on Sundays when most people look forward to their Sunday roast at home? Stupid, ill thought out by people who drink cheaply in Westminster bars and dgaf about Joe Public.

Covid-19
06:00

UK 1,659 256 (59,699)*
Indonesia 549,508 (17,199)•

* 16,170 cases
* 648 deaths
• 5533 cases
• 118 deaths

The US Co Pfizer & German partner BioNTech got the green light from the UK Regulator for immediate use of their vaccine which will be distributed to Hospitals and Care Homes in the next day or so. Pfizer put on $2 to $41 & Moderna a lowly $19 in January put on $3 to $143 a 653% rise ytd.
The news sent stocks higher at open the 500 to a record high as investors continued to rotate out of techs into cyclicals, energy and corona sensitive companies. Investors seeking value stocks is often a sign that they believe the economy is on the mend and are optimistic about the recovery. A poor jobs report was a black spot which hindered the advance as only 307,000 new jobs were created the consensus was for 470,000.

Stocks in focus saw Boeing topping the big board jumping $11 to $221 on news that Ryanair is close to ordering 75 Max Jets which underwent a beauty parade, when a plane load of journalists were given the run around for a couple of hours as the jet was put through its paces, smiles all round apparently. Boeing has over 400 planes looking for a home next year.
Salesforce a regular loser of late slumped $21 on news the Co was buying Slack Technologies for $28bn. Tesla fell 3% early on but climbed $15 to $583 after hours, a rise of 539% this year. FAANGs were mixed, Fbk Apple & Google were up, Flix and Amazon down. Crude gained as OPEC agreed to delay production increases in an effort to boost prices which have tumbled from $66 in January.

At the close 11•6bn were traded on the NYSE, gainers outpacing decliners by 1•46:1 with 18 new 52wk highs no new lows.
DJ +60 (29,884)
SP +7 (3669)
NS -6 (12,349)
R2 +2 (1838)
WTI $45•27
10y/tb 0•943%

Nos: Oil $48•17. Vix 21•00.
Gold $1837. Copper $3•490.
Palm $872. $1•334. €1•105.
IDR 14,142. MSCI(W) 626.
FF -25. DF -33.
Morning all.

Vols went south today kinda expected due I suspect in part to investor fatigue. The total vol of c.660,000 on the w-t-d was more than respectable. Today's vols of 150k (my calcs) saw sells maintain there 1•3:1 ratio over buys.

******
Had a pleasant luncheon at my local hostelry under the "new regulations" helped by backing a 3/1 winner which paid for the drinks and vino. With a meal and drinks I'm est it would cost me £50 a visit, so something has to give given the state of my free cash flow.

God knows how other pubs can stay open under these eat and drink regs. I suspect many will try and get round the 'substantial' part of the rule in order to attract custom and inevitably face the Social Media grasses only too willing to report the little old lady in the corner nursing her Mackeson Stout and WHY ISN'T SHE EATING A MIXED GRILL?

The lunchtime trade might get by but come 7:00pm and thirsty drinkers head home for a couple before supper, what then?..." a beef burger with your pint sir?" " er, no the Mrs has me dinner in the oven" It's a complete nonsense and only the last pub standing will survive these crazy unworkable rules unless pubs can go back to what we have been used to since 1666 and the Great Fire of London and that is, Pubs are for drinking and not bloody eating!
Evening all.

Might be a good idea for REA to RNS the mrkt about major holdings, that's if they know....its an endless guessing game among pis.

Rea 174 (62)
Cpo $688 ($871)

Oil $63
Gold $1480

Ftse 7188
All 3991
DJ 27,650
SP 3113
NS 8567

$1•309
€1•181
IDR 14,105

Covid-19
06:00

UK 1,643,086 (59,051)*
Indonesia 543,975 (17,081)•

* 13,429 cases
* 603 deaths
• 5092 cases
• 136 deaths

December a good month for equities (52 up years v 18 down) since 1950 started with a bang surging over 440 to hit 30,083 with the 500 & Nsdq both hitting intraday records. Talk of a vaccine being rubber stamped by the FDA and shipments readied caused the rush into stocks across the sectors. Data out of China showing sharp gains in factory activity across the region was a further boost to sentiment in Europe. London had it's best day for sometime closing up 119 at 6385 adding to the seasonal cheer.

Coronas did well, Pfizer and Moderna rose 3% both running neck and neck for first approvals. Vix which hit 40 in October is at 21 and 51% up ytd pointing to the rise in equities wholly sensitive to covid news. Other stocks in focus saw pis fave Zoom ($406) crumble 15% as the Co warned gross margins are under pressure heading to 2021. Tesla jumped early but slipped back $9 to $575 after the close still in the glow of a place at the top table. Airbnb the home tech rental Co plans to sell 51•9m shares at between $40-$50, it will list on the Nsdq. Topping the big board Apple ($123), Intel, Travellers & J&J, down the bottom Salesforce, Big Mac & 3M.

On the economy consumers rushed to pick up bargains on Black Friday, splashing out an est $10•8bn up 15% on last year. Big retailers saw sales rocket up over 500% with many smaller outfits posting 400% gains. Volume on the NYSE was 13•5bn risers outpacing losers by 2•5:1.
DJ +185 (29,824)
SP +41 (3662)
NS +156 (12,355)
R2 +16 (1836)
WTI $44•53
10y/tb 0•918%

Nos: Oil $47•05. Vix 21.
Gold $1812. Copper $3•479.
Palm $872. $1•341. €1•111.
IDR 14,147. MSCI(W) 625.
FF -28. DF-138.
Morning all.

Sellers got the upper hand by c.4:1 over buyers yesterday. Today it was buys outpacing sells by 3•8:1, shares flat at 65. Over the 2 days around 522,000 have changed hands. Buy volume c.197,000 v sell vol c.325,000. None of my nos compare to MS or lse figures as many go missing or are not accounted for in the cumulative totals.

Nos are 'indicative' only allowing for my addition and the nos of trades that had to be individually checked and relying on a mix of MS & lse at best its 95% on the money. Anyways the interest has been maintained since the Fund sold out if trade volume is anything to go by (3•3m) in total since 26th, Nov. Compare that to the same period last year when only 12,000 changed hands. REA is a completely different animal nowdays.
Evening all.

Rea 174•5 (65)
Cpo $682 ($878)

Oil $61
Gold $1484

Ftse 7159
All 3972
DJ 27,563
SP 3093
NS 8521

$1•299
€1•167
IDR 14122

You had me thinking devonplay as to who was posting the 'nonsenses'. Had to be me as I'm the Waffler in Chief here, Heh heh heh. I try not to be too controversial so you get what you see with me, a bull today a bear tomorrow.

A few more posters would be good for the discussion level, scholasticism not required. I note the Prefs at 80•50 doing well could be back at par by the next trading update. Wish I'd bought some down in the 40s, grrrrr!

Buys and sells, levels you devils...as at 10:am.

Wont get rich at those prices/sizes.
Volumes well down on last few days, kinda to be expected. No read across from MPE's excellent output nos. Could be priced in over here, who knows?

Bit of a hassle logging on this morning...

Covid-19
08:00

UK 1,629,657 (58,448)*
Indonesia 538,883 (16,945)•

* 12,330 cases
* 203 deaths
• 4617 cases
• 497 deaths

........That's a bit harsh devonplay!.......