Scottish Mortgage Invest... Share Discussion Threads

[hazl] 19/11/2016 14:31

I have very mixed feelings about this one and haven't posted as I sold just before US election.
Like nimbo I heard Trump was anti some tech founders and it felt as though the market had got ahead of its self.
The reason I write now.....and I don't usually post when I have sold ....is that I feel the market is more buoyant again and I heard a positive piece on CNN about the future with Amazon in particular.
I am holding off for now but do intend to get back at some point.

[galeforce1] 19/11/2016 12:23

Interesting to see that SMT have been releasing so many shares from treasury.

I'd guess this is to meet demand from savvy fund managers who are picking up stock because they think SMT will become a FTSE 100 company on December 1st. I think it is currently 93rd and Travis Perkins likely to be demoted as it's 108. If that happens there will be automatic buying by trackers, ETFs etc., and this will will push up the share price.

But can the premium over NAV, already 3% when I last looked, sensibly go any higher?

Is anyone worried about the big holding in Tesla?

[nimbo1] 11/11/2016 09:34

IMO for a while at least everyone is anti globalisation - and the shift in sentiment will make investors look for value as opposed to growth.

Don't get me wrong this is one of my favourite holdings - but having been in since Jan I've taken profits and will watch for a bit.

[nimbo1] 10/11/2016 16:08

Also in the US amazon is not liked by many trump supporters - they don't see it as a growth creator - they see it as a vehicle used by Bezos to get rich. They think it destroys small business and therefore jobs. Plus the fact Bezos made his political views clear and he definitely was not supporting trump!

I love using amazon and will be a shareholder again in the future, but things at the moment look risky. IMO only.

[nimbo1] 10/11/2016 16:05

Looks like investors suddenly think value looks like a good bet vs growth...for the time being anyway.

[mad foetus] 09/11/2016 08:37

The only problem with that analysis is that historically, shares have done much better under democrat presidents than republican ones. You may be right, but history suggests imposing tariffs never helps anyone and if Trump puts tariffs of 35-45% on imports from China, it is not unreasonable for China to do the same in response. A trade war won't help SMT. But it is too early to tell, lots of noise ATM.

[lollipop3] 20/10/2016 15:37

Atlas Copco up 12

[lollipop3] 19/10/2016 18:53

Tesla Mtrs going well tonight

[lollipop3] 17/10/2016 15:19

More buys than sells again today.This beauty is wanting to go higher.

[hazl] 11/10/2016 09:37

Yes SHAVIAN I meant from an individual's point of view.

[shavian] 11/10/2016 08:11

I'm not sure that consultancy (Waterman's sector) is quite up SMT's street. James Anderson is more likely to be interested in our emerging companies in areas such as graphene. Any ideas there?

[rupe1958] 10/10/2016 21:42

Que Passa -

'And if you look at the general range of Baillie Gifford funds they are not really UK-focused'

That's because Bailie Gifford (probably the UK's most successful asset manager) think the UK economy is very weak. They are right. And the foolish Brexit will hasten its decline.

hazel - thanks. I haven't heard of Waterman. I'll take a look.

[hazl] 10/10/2016 18:49

RUPE Here's a good little UK firm with plenty of new contracts,great results,today and dividends IMO

WTM





Waterman Group

[rupe1958] 10/10/2016 18:44

Que Passa

You wrote - "Wow! ONLY 6% of ScoMo is invested in the UK."

Ys, and you have to keep in mind that the only UK stocks they do hold - Rolls Royce, Prudential, a few VC names like Skyscanner - have fairly small domestic UK exposure.

That just about sums up how Baillie Gifford see the UK's economic future, I'm afraid.

[hazl] 07/10/2016 09:01

GOOD POINTS