Baillie Gifford Us Growth Share Discussion Threads

[jeroo] 05/1/2004 20:24

You still short theape?

[theape] 05/1/2004 20:21

just watch that 1118 on spx.
for a move baxck down through


could be a pop and drop.

[leeshindig] 05/1/2004 20:17

closed small long........

thinking short later tomorrow..........

[goatbreath] 05/1/2004 20:16

Don't give up now lads. Hold the line ! Steady the Buffs !

[jeroo] 05/1/2004 20:15

Yeah - I'm taking my jumper back so find another goal post :P

[bigmolly] 05/1/2004 20:15

Taking Friday's highs out?

[gausie] 05/1/2004 20:14

Taken ball back and going home.

out for -loads.

[jeroo] 05/1/2004 20:11

Forking spoon bender

[jeroo] 05/1/2004 20:10

ah well! Out for -4

Funny how a long turned into a short, init?

[jeroo] 05/1/2004 20:08

Plus, it's epiphany tomorrow - that's when the Christmas decorations come down right?

(within a whisker of my stop here)

[gausie] 05/1/2004 20:01

Are we looking toppy at last? or am I still deluding myself?

I've just done the Uri Geller thing - should be down from here.

[gausie] 05/1/2004 19:54

Brian Williamson, vice-president of equity trading at Boston Company Asset Management:

"There is also a seasonal rally or January effect where there is anticipation of
the market running a little higher just because it is January,"

Ah, so that explains it.

[twotanks] 05/1/2004 19:48

david2000

I feel the same, only comfortable on the short side. Cant remember when we had a real good tanking in normal volume. When it happens it will be swift, CNBC and Bloomberg, will pull the bull commentators and wheel out the bears as per usual, I can hear the headlines now, 'too much too soon, a pull back is healthy etc'

[david2000] 05/1/2004 19:48

I'm just desparate for a profit Gausie, will take a look. If it looks as bad as lloy did about a month ago!!! I'll still be nervous!! MFI teetering on the brink of going back to a £1 too...

[gausie] 05/1/2004 19:46

if you're desperate for a short, take a look at the 6 month RBS chart....

[leeshindig] 05/1/2004 19:45

I know Ive sold most my shares, apart from 2 long uns......

[leeshindig] 05/1/2004 19:44

conspiricies, conspiricies...could they not just be after banking a few quid after seeing their holdings half over the last few years?...

[gausie] 05/1/2004 19:42

david - agree with the sentiment. But I think jeroo's point is more to do with timing than diversifying - why should an insider sell now whilst his shares are rising and there's so much upside to come? Or is there? .....

[david2000] 05/1/2004 19:40

I know what you mean Gausie... but I've been thinking that since 9000!!! If only... :-((
Over Xmas heard an interesting theory on Insider selling on CNBC from a Deutche Bank analyst. It actually made sense too.
Basics, Directors in the 90's held large quantities of stock in own company, and didnt sell. Watched thier paper wealth just keep going up.
Then when Bear market hit, it crippled alot, especially in Tech.
So, his argument is that they are now basically diversifying their portfolio. Selling a chuck of their own stock. Re investing in a defensive/ hedge, to protect themselves. But most still own vast quantities of own Company.
The directors are only basically doing what most investors do ( ourselves excluded!!!:-))
Having a diversified protfolio, in case of rainy days ahead. I can see the sense behind it more now. So I am not sure I personally see that particular fact as a main bearish indicator.
There are plenty of othersa out there though... any thoughts?

[pherring] 05/1/2004 19:38

turning now? he said optimistically.

[leeshindig] 05/1/2004 19:34

and the weekly is up here...but this could take a while to turn........