North American Income Share Discussion Threads

[29palms] 21/11/2016 17:03

All time high on NAV today of £12.81(including income) and share price slips on the close to show a discount of £1.19 per share

Real value here IMO with once again on Wall Street tonight some of the holdings showing nice gains which should only boost the NAV tomorrow!
:-)

[zcaprd7] 21/11/2016 11:00

New NAV and share price high...

[29palms] 16/11/2016 19:16

Taking a breather today after yesterday's surge which can be expected.
New all time high on NAV of £12.70 will give support to share price
IMO, this should be trading above £12.00

[zcaprd7] 16/11/2016 16:41

Still a pound behind. But less of a discount as a percentage I suppose...

[29palms] 15/11/2016 17:49

Wow what a day here!!!
New intra day high of £12.40 on share price and settled to close at all time high of £11.92 along with a 20p rise on NAV(including income)to £12.54, also an all time high.
Even tonight some of the trusts holdings are showing some nice gains again which can only boost NAV further.
IMO, a really inexpensive way to gaining exposure to USA stocks and should form a part of any investors portfolio.
But as always, DYOR

[zcaprd7] 15/11/2016 13:14

Good move today, on what appears to be an increase in nav, and a shrinking discount to NAV...

[zcaprd7] 14/11/2016 18:06

Indeed. Trump should be positive for this, plus the currency movement with interest rates up after the splurge...

[29palms] 14/11/2016 17:04

SP goes to new all time high today.
The top performing Trust in it's sector and there is still value here given the discount to NAV, all imho

[nimbo1] 14/11/2016 16:56

The switch from Tech Growth to Value / real economy growth (builders / banks) etc will benefit NAIT. This has now grown into my largest holding.

[29palms] 11/11/2016 14:20

It stands = to all time high on NAV today
SP should be higher imo

[zcaprd7] 11/11/2016 13:21

Is that another high for the nav?

[zcaprd7] 10/11/2016 14:20

Still tracking at a pound below...

[29palms] 10/11/2016 13:35

Sp at all time high today with some nice buying....this should still be nearer £12 than £11
Patiently waiting on today's NAV after last nights surge on Wall Street

[zcaprd7] 10/11/2016 12:05

And it was... Interesting to see the nav now?

[zcaprd7] 09/11/2016 13:12

Discount widened... Seems harsh

[nimbo1] 04/11/2016 21:26

Income from the states...a sensible holding. I use this for US income exposure, HFEL for asia and the normal defensive holdings listed in UK for equity...and all have fallen heavily this past week. In fact my only holdings which haven't fallen heavily are solar.

[zcaprd7] 04/11/2016 16:29

Should have followed my hunch to sell, but I still think it's a core holding for my sipp, so happy to leave...

[zcaprd7] 02/11/2016 15:52

Lot of volume today, almost as if the technicals (through resistance) are catching up with the fundamentals... I suppose a closing of the discount to NAV might be a sell trigger?

[zcaprd7] 02/11/2016 13:03

Discount appears to be closing, don't know how to handle election jitters or currency swings?

[nimbo1] 31/10/2016 10:14

Clearly hard to know ref exchange raters. I might feel uncomfortable taking a new position now but happy to hold what I already have...mainly as insurance against the decline of the UK (and pound) in the medium to long term.

[zcaprd7] 30/10/2016 10:19

Not that bullish are they? Anybody here concerned about the US elections? I had toyed with the idea if bringing this back into sterling (either cash, or a UK discounted trust), although a few commentators believe the pound has further to drop...

[29palms] 22/10/2016 11:51

Always worth a read-
Performance Data and Analytics to 30 September 2016

[zcaprd7] 18/10/2016 19:51

Buying their own shares again...

[29palms] 13/10/2016 13:39

It goes ex-div today which is 7p
But, drop today is overdone especially when NAV goes to all time high of £12.45
Value here is, imo, outstanding.
Currently £1.52 per share discount.

[zcaprd7] 13/10/2016 12:45

New NAV high. And we drop...