Member Info for JohnLewis79

Nyse data

Issues 2846

Advances 1634

Declines 1159

U/c 53

NH 54

NL 90

T/vol(bn) 1•1

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

DJ +160 (43,621)

SP -28 (5955)

NS -265 (21,087)

R2 +2 (1374)

WTI $69

10ytb 4•329%

-----------

MSCI(W) -19 (3814)

Gold Bugs -5 (317)

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

Latest :- Vix 19. Brent $73.

Gold $2912. Copper $4•728.

Palm $1067. Silver $32•080.

$1•264. €1•204.

FF +70. DF +77.

The Nsdq and 500 closed lower for the 4th straight session though the narrower focused Dow added 160 points. On the top 30 stocks 11/30 fell led by IBM, Msoft & JPMC. Going up Walmart HD & UH.

Several big tech stocks lost momentum. NVIDIA off 3% announces results later today while Tesla tumbled $27 to $303 as sales in Europe plummet 45% to 9945 registrations. Tesla stock has fallen 25% this year as investors worry he's paying too much attention to his DOGE commitments.

US households have become more pessimistic about the economy as weaker than expected economic data siphoned away the momentum that took Wall St to repeated records in recent weeks. Trump confirmed yesterday tariff hikes on Canada & Mexico will go ahead after a 1 month delay.

Zelensky will travel to Washington this week to sign a mineral deal with the US in exchange for more armaments. This will allow Ukraine to continue the war against Russia, said Trump. How this sits with his pal Putin is unknown.

Morning all.

Hi pharmhall I've watched ( never bought) Senior off and on since early 2000's.

Currently have no 'feeling' for the stock which I like in my investment decisions.

I will watch now you have triggered my interest in Senior.

Thought you were referring to MSi yesterday.

Nyse data

Issues 2837

Advances 1252

Declines 1510

U/c 75

NH 43

NL 87

T/vol (bn) 1•1

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

DJ +33 (43,461)

SP -30 (5983)

NS -262 (21,352)

R2 -6 (1373)

WTI $71

10ytb 4•382%

----------

MSCI(W) -15 (3828)

Gold Bugs +1 (322)

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

Latest :- Vix 19. Brent $75.

Gold $2935. Copper $4•495.

Palm $1073. Silver $32•635.

$1•264. €1•206.

FF -9. DF +41.

Morning all.

It's a puff piece.....sell!

Never going to happen.

The Nikkei 225 is closed in observance of Emperor's birthday which impacts trading among the lesser mrkts. NZ, SK, Malaysia and Indonesia are mixed to lower while HK & Shanghai look relatively cheap to the US, both the Hang Seng & Shcomp have started the week in sell-off mode.

Sydney closed slightly down despite a strong rebound for financial stocks most of the ASX200 fell back on lack of interest and some morning profit taking in goldies and techs. The ASX200 nosed ahead 12 points in the final minutes to 8308.

Latest :- Vix 18. Brent $74.

Gold $2937. Copper $4•557.

Palm $1098. Silver $33•000.

$1•267. €1•205.

FF -1. DF +210.

PS. Fans of Warren Buffet can read his latest annual letter to shareholders on the BH web site now.

Morning all.

MSi wks (1-8)

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

Buys 293,100

Sells 241,850

T/vol 534,950

Trds 670

The Dow in morning trade is in 'sell off' mode slumping 800 points adding to the 400+ falls of yesterday. United Health and Amazon led the falls contributing c.265 points of the intra-day decline.

Investors decided the mrkt was ripe for some profit taking having advanced too quickly since wk 1. Better to be safe than sorry traders bailed out. The fall has wiped out post inauguration gains which won't please Trump who prides himself as a force for good when it comes to stocks.

On the Dow 6/30 stocks gained led by Merck, Coca Cola & P&G. Going down UH, Nvidia & Amazon were tge bigest fallers. On the worst day for stocks this year following a trio of economic data that painted a worrying picture about the current state of the economy, consumers and inflation. The market took the line of least resistance sold and headed home to the Hamptons.

Consumer sentiment plunged in Feb for the 2nd consecutive month. Housing home sales declined in January by 4•08m and lastly US services as measured by the PM index unexpectedly contracted. The widely followed 500 index remains up 2•2% on the year.

DJ -748 (43,428)

SP -104 (6013)

NS -454 (21,614)

R2 -38 (1379)

WTI $70

10ytb 4•430%

----------

MSCI(W) -51 (3843)

Gold Bugs -14 (321)

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

Close :- Vix 18. Brent $74.

Gold $2935. Copper $4•536.

Palm $1094. Silver $32•830.

Yen 149•22. Yuan 7•25.

$1•263. €1•208.

FF -31. DF -15.

Morning all.

Volumes fell back from last week as investors had their fill of trading MSi. Trds of 117 over the week where buys outpaced sells by 22,000 left the shares up 40

on the week. Nothing significant to report by way of company news outside of the company targeting a wider global sphere for defence operations.

MSi data

Wk 8

----

Sp 900-940

1/24 910

H 1136

L 770

7/88 113

----

Trds 117

T/vol 84,300

Buys 53,100

Sells 31,200

Avc 720

---

Ytd

MSi -1%

100 +6%

250 u/c

All +5%

Aim u/c

---

Oil -1%

Gold +12%

Palm +2%

----

Morning all.

Thanks, let me know if anything of interest.

Analysts took the red pencil to Walmarts latest Q nos sending the stock down 7% to $97 despite the big box retailer reporting stronger 4 Q profits. The company said growth will slow in the current year forecasting up coming earnings that fell short of estimates. Is this an early warning of a slowdown in US consumer spending?

Others in the sector fell in sympathy. Cost Co fell 3%,

Target 2%, Amazon 2%, Dollar Tree 6% and Kroger 2%. It wasn't a complete bust for markets as Baxter Int, Shake Shack and Alibaba all gained on the session. However it wasn't enough to drag the 500 into the black despite climbing off days low of 6084 the index ended down 27 at 6118 and the narrowly focused Dow tumbling 451.

On the Dow 12 of the blue chip top stocks fell led by Walmart, JPMC & GS. Heading up Merck, Amgen and Verizon. Big banks tumbled for no clear reason other than concerns over the economic outlook into 25/26 and worries about Trump's non stop commentary on all matters.

Later Trump tweeted a China trade deal was possible. The news failed to boost Chinese stocks or the Yuan. However the gold rally continued with futures settling at $2940 a ounce, a new record. Trump has ordered an audit of US gold reserves and said he will personally go to Fort Knox to make sure none has been stolen or misplaced!

Nyse data

Issues 2852

Advances 1187

Declines 1563

U/c 102

NH 55

NL 48

T/vol(bn) 1•04

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

DJ -451 (44,177)

SP -27 (6118)

NS -108 (22,068)

R2 -15 (1417)

WTI $73

10ytb 4•489%

----------

MSCI(W) -13 (3894)

Gold Bugs +4 (334)

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

Latest :- Vix 16. Brent $76.

Gold $2929. Copper $4•580.

Palm $1091. Silver $33•300.

$1•267. €1•206.

FF -3. DF +7.

Morning all.

Nyse data

Issues 2847

Advances 1185

Declines 1568

U/c 94

NH 79

NL 65

T/vol(bn) 1•023

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

DJ +71 (44,628)

SP +15 (6144)

NS +11 (22,176)

R2 -6 (1432)

WTI $72

10ytb 4•518%

----------

MSCI(W) -4 (8907)

Gold Bugs u/c (330)

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

Latest :- Vic 15. Brent $76.

Gold $2945. Copper $4•576.

Palm $1092. Silver $33•305.

$1•259. €1•207.

FF +15. DF -94.

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

The big news on mrkts yesterday was electric car vehicle maker Nikola plunging 37% after filing for bankruptcy protection. Debt and lease obligations amount to $98m and the company has lost 98% of its value over the past 12 months to a low $0•43. Founder Trevor Milton became embroiled in various scandals leading to his dismissal and a new CEO appointed.

Tesla was one of the bigest movers on the day gaining $7 to $361 as its one time rival collapsed. On the Dow 12 stocks closed down led by HD, Nike & Salesforce.

Heading higher Merck, UH & Verizon. The Dow bounced off a 44,312 low to close up 71 while the 500 inched to a new record.

Other notable movers were Toll Brothers which fell 6% after the home builder reported weaker profits for its latest quarter in part due to higher mortgage rates and home builders as a group building fewer homes. Analog Devices jumped $21 to $242 on Q1 earning beats and an all round improvement. Despite the challenging trading environment the company announced a $10bn share buyback.

Morning all.

Jlovie....gluck!

Blimey never thought I'd meet another ex Rodime investor. What brings you to MSi?

US stocks hit a record high as the S&P 500 nudged higher on a quiet day's trading finishing just above its all-time high set last month.

Energy stocks led the way but rises were offset as Meta weighed on mrkts falling $20 to $716 snapping a 20 session winning streak on news Mark Zuckerberg sold stock worth $14•4m. Investors have been sellers of the "Mag 7" this year.

A Bank of America global research team said fund managers are feeling so confident they are piling into stocks and holding only 3•5% of their portfolios in cash a 15 year low.

Companies in the 500 are on track to deliver nearly 17% growth in eps for the final Q of 2024 where 74% have topped estimates. On the Dow yesterday 9/30 stocks fell led by UH, HD & McDonalds, going up Nike, Honeywell & GS.

Constellation Brands a prominent company in the beer, wines & spirits mrkt disclosed that Warren Buffet had invested c.$1•2bn in the company, shares put on $7 to $170 but are down 24% this year.

The Fed's January meeting minutes are due tomorrow followed by some big retail earnings nos later in the week. Volumes on US exchanges of 16•36bn were above the current last 20 trading day average.

Wk 8

Nyse data

Issues 2849

Advances 1625

Declines 1140

U/c 84

NH 115

NL 52

T/vol(bn) 1•1

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

DJ +10 (44,556)

SP +15 (6130)

NS +50 (22,165)

R2 +7 (1437)

WTI $72

10ytb 4•553%

----------

MSCI(W) +9 (3911)

Gold Bugs +5 (330)

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

Latest :- Vix 15. Brent $76.

Gold $2931. Copper $4•568.

Palm $1057. Silver $33•250.

$1•261. €1•207.

FF +1. DF +60.

Morning all.

It'll be a pleasure.....well maybe not!!!

if the sage of omaha invests in that company i shall run down norwood high st stark ******* naked with a firecracker up where the sun don't shine!

Roger, if you don't understand what the company does SWERVE!!!

That's a potted history but when the company was suspended from trading for at least 5 years having most of my cash tied up well you can imagine. It wasn't as if Rodime was a 2 bit fly by night firm. The company brokers were Cazenove a top notch blue blood outfit. The shares traded at one time over £13 and stupidly I bought thousands all the way down to suspension level 1•5p! I can't remember the exact details but Hemmings got me out of a big hole. Did I learn a lesson? Well I invested years later in MSi!!!