||EPS - Basic
||Market Cap (m)
|Equity Investment Instruments
Shires Income Share Discussion Threads
Showing 326 to 350 of 350 messages
|Report reads well, good to see the Cobham exit pre warning,
although COB has bounced post Trump would prefer not to have exposure there.
More cautious on ESNT, however looks a small position and see a recovery potential play,
came close to buying some myself recently but was not brave enough.|
|The manager has made some decent decisions- top sliced CNA, ULVR, BATS near
recent highs, they also sometimes employ a small selective options strategy with
holdings, AZN is one recent example, all details are in the monthly updates.
ASCI increased NAV yesterday, got one lot just below 1.90 on my last buy.
On days like today NAV is going to take a hit as falls widespread atm.|
|NAV holding up well.|
|Keen on smallcaps but the definition seems generally to be ftse250, & not sure I agree with that. If it's a £1bn co it isn't a smallcap to me! Got big weighting to ASCI tho. [Edit - I know 250 should be midcaps but eg ASCI's largest holding is RPC, which is a £3.2bn co]
NG. off 8% earlier is def "up a gear".. Think it'll be a while before I wade into them, until valuations look more reasonable (though IMB certainly off a long way).
In this market, they could as easily all be back up again tomorrow.|
|It has been unwinding for a few weeks, at least in the UK- DGE, BATS, IMB etc.
Today it really moved up a gear, I added some IMB and a small amount of DGE,
not sure is that a good decision but also hold cyclicals and 20% in small caps.|
|FTSE +59 when I posted @orinocor ;)
The bond proxy trade appears to be over - some remarkable moves in the mega caps, both directions. Won't all be bad for SHRS of course, & appears to be more risers than fallers on my watchlist.|
|FTSE down 85 points as I type. I think the euphoria is over. and this could be the beginning of a meltdown. Its a case of "holy sh*t what have we done!"|
|Still a fan, and pains me to offload some at such a huge discount, but I'm going more into cash post-Trump - market rally is ridiculous. Wary of prefs exposure if Trump's aiming at inflation.
Still a holder, but just under half what I had at the start of the week.|
|Indeed, I missed the chance as well.|
|At 1.00am GMT approx. 11/1 was fleetingly available on Trump to win,
stayed up to watch the results come in.|
|Do you have brown stuff in powdered form, onnocor?|
|Haha. Bookies Paddy Power paid out on a Clinton win weeks ago. They thought it was a done deal. Now they have to pay out again. Woops!|
|@orinocor - delayed reaction I say. It's the reverse to Brexit, which was massive over-reaction/huge buying op. This is the opposite, perhaps because Trump's not actually sworn in until January. Haven't bought anything today but have sold a few things.|
|Is this it? Market meltdown my @rse! FTSE down 0.5%. It was supposed to be nearer 10% on a Trump win. These economists know nothing.
Or has the brown stuff yet to hit the fan?
I'm still keeping some powder dry in case there is going to be a delayed reaction.|
|Blue on the day.|
|This is where SHRS is good - or rather, isn't so bad - large holding of prefs keeps it from tanking as much as the market.|
|I topped up at 212p. This is my income trust of choice.|
|I'm waiting to see what the US election does to the market.|
|I've had some and also GSK today, recent Shires divi fully spent now.|
|Yield 5.69%, discount over 10%, and NAV growth ahead of price growth. Decided to double my holding.|
|Divi paid nice and promptly, in my account by 9.00am.
216.7 was the best buy price I was offered this morning,
that was very close to my buy yesterday so gave it a miss.|
|I've been adding to my ASCI holding, although would not view that as a SHRS
equivalent, it's part of my longer term planning.
Had another small amount here this morning at just over 2.17.
These levels look attractive to me, provided the wider market does not tank,
which is always a possibility.|
|trustnet is a very good resource
you can select all UK investment trusts and then order them by yield and the discounts are shown in the table|
|what else are you guys holding that's on a similar discount and yield?|