Baillie Gifford Us Growth Share Discussion Threads

[stormforce] 12/1/2004 14:39

short feb 59

[hi-there] 12/1/2004 14:38

and short again 75

[hi-there] 12/1/2004 14:29

'afternoon. and down some more i guess.

[hi-there] 12/1/2004 14:29

'afternoon. and down some i guess.

[gedy] 12/1/2004 11:54

The US Administration does seem complacent on the dollar weakerness. The US does have a larger economy than China and most of the Asian economies. However the idea that US exports will increase and narrow the trade gap could be thrawted by the fact that the Chinese have spent the last 10 or so years improving the quality of their products, the US hasn't made as much effort as the Chinese to improve quality. It is a mistake to think that price is the only issue when trying to improve sales of products in world markets as the saying goes "there will always be a market for quality products". With a rising oil price the US may find it hard to compete on price anyway.

If the budget overruns on past big technology projects are anything to go by the soaring costs of a Mars mission could be what forces the US Treasury to eventually face reality, or maybe the market will force the "Judgement day" on the dollar before then as even the Asian countries dump their paper dollar assets which seem to be worth less every day. Dangerous times indeed!

[ramillar] 12/1/2004 11:37

Suppose you are in debt. Inflation will reduce the debt's value. The dollar decline, I think, is a deliberately induced reduction of debt comparable to inflation; the US debt (provided it's financed meantime by Asia et al.) will be reduced, but a RELATIVE increase in inflation numbers must surely follow. It looks like a clever gamble. The US is enjoying a similar surge to the UKs on leaving the ERM when the £ fell.

[theape] 12/1/2004 10:32

Big M.

Wednesday looks quite well starred to me.

We have loads of UK retailers reporting (MKS DXNS etc) which should set a negative tone.

then in the us we have the trade balance, Yahoo, apple etc.

might the trade balance do it?

[david2000] 12/1/2004 10:26

Bigmolly, I think the US Government are letting $ ride, because while investors think weak $ good for exports, Dow will rise. No consideration for long term damage. They will do anything to get re elected. The 2 charts are inextricably linked at the moment. But agree with your sentiment. When reality hits, ie US still cant compete with prices of manufacturered goods in Far East. Then, we will see!!!

[bigmolly] 12/1/2004 10:03

My view is still that we are heading into a $ based currency crisis, I cannot believe the complancency of the USA administartion, and as the current account deficit worsens, I know let's start a new space programme...that's a good idea...

PMEAS what's your views and others of course?

[hi-there] 12/1/2004 07:36

Storm: I guess you held short too. Well done that man.

[hi-there] 12/1/2004 07:30

What a wonderful morning it is today. Friday was the largest fall since october apparently.
If only I was fully margined short........hee hee.

My statement shows that my pot is now up 86.5% since Friday morning. I might just stick to one or two trades a year from now on. Hey Ho!

Still holding short, so will check back later.

[anymore] 10/1/2004 14:24

With us presidential elections this year, i'm looking at accupol holdings, they deal with electronic voting systems. any views.( acup).

[hooya] 10/1/2004 10:47

Im just gald I turned my PC on again last night otherwise I would be looking at a big loss

[energyi] 10/1/2004 10:21

JOBS NEWS...
The Problem (as I see it) ... is that JOBS ARE BEING CREATED
as a result of the Big Growth in the US economy, but they are mainly
in China. When the (sleepy) economists in the Administration wake up
and realise that there "hell for leather" encouragement of wreckless
spending is NOT WORKING, there may be a fast reversal in policies.

Friday's news was only the first crack of dawn

[stormforce] 09/1/2004 23:08

lee...get some sleep man.....

[leeshindig] 09/1/2004 23:02

raaaaaaaaammmmmmppppppp...:)

[insideryou] 09/1/2004 22:56

Posted this over on Mike Walters site earlier, so will reproduce it here.A bit long for you guys by the look of the thread, but ignore it and miss out on a nice oppotunity.
As you will know from my posts over the years, i am very pessimitic on the whole in regards to the outlook of the wests economy, due to a great many influencing factors, far to many to list here, but if you trawl the archives you can read my views on which way the world is heading according to Gekko...(gold at 600 dollars an ounce, the dollar 2to 1 for the pound, financial meltdown of the blue chip markets have all been well highlighted in the past.#
Now,thats my opinion, and my fellow investors, you are entightled to yours,but, if my observations are to be believed then sept 11th 2001 has thrown up some very intersting investment ideas, of which 2 i will discuss with you further on.

First, after the trade towers, Bush and his merry band of advisers rushed through congress a whole host of new laws and regulations, erasing basic freedoms and a liscense to intrude into the lives of any American they saw fit, under the umbrella of national security, and with fear and desperation in the hearts and minds of most of the west, there was no oppposition to these new laws(home land security, patriot act, enemy combatant)to name but a few.
The public, as they always do in a moment of crisis and fear, give there power away to the authorities, as long as they are made to believe that the new laws will somehow make them and there loved ones safe.
It works on the principle of PROBLEM-REACTION-SOLUTION.
Create or allow a problem to happen, wait for the public to react, as they always will, then offer a solution to the very problem they created/or they used as a stepping stone to implement this new order faschist global state, which is basicaly what is the long term plan, imo.!(All truth passes through 3 stages.
First, it is ridiculed.
Second, it is violently opposed.
Third, it is accepted as being self-evident) again, my opinion only,but one which is being shared by millions the world over now.
I know this will seem un patriotic, but i have studied under ground economies and the darker side of political warfare, so i feel i have the right to express these views,..and, after all, it is the leaders of the country who determine the policy and it is always a simple matter to drag the people along, whether it is a democracy or a fascist dictatorship or a Parliament or a Communist dictatorship,the people can always be brought to the bidding of the leaders. That is easy. All you have to do is tell them they are being attacked and denounce the pacifists for lack of patriotism and exposing the country to danger. It works the same way in any country.

Ok, we now come to good part, how to place yourself into the sector which will benefit from all these new laws/intrusive surveillance etc.

The first company is called Applied digital solutions(adsx).
Applied Digital Solutions is an advanced technology development company that focuses on a range of life-enhancing, personal safeguard technologies, early warning alert systems, miniaturized power sources and security monitoring systems combined with the comprehensive data management services required to support them. Through its Advanced Technology Group, the Company specializes in security-related data collection, value-added data intelligence and complex data delivery systems for a wide variety of end users including commercial operations, government agencies and consumers. Applied Digital Solutions owns a majority position in Digital Angel Corporation (AMEX: DOC).
( which is the really important part of the equation) For more information, visit the Company's website at www.adsx.com

About Digital Angel Corp.

Digital Angel Corporation develops and deploys sensor and communications technologies that enable rapid and accurate identification, location tracking, and condition monitoring of high-value mobile assets. Applications for the Company's products include identification and monitoring of pets, fish and livestock through its patented implantable microchips; location tracking and message monitoring of vehicles and aircraft in remote locations through systems that integrate GPS and geosynchronous satellite communications; and monitoring of asset conditions such as temperature and movement, through advanced miniature sensors.The piece de resistance for this company though is the veri chip, which is implanted into the body of Human beings and linked via satellite to huge computers which track and monitor the where abouts of the individual.(THE AMERIACN MILITARY PERSONAL ARE ALREADT BEING CHIPPED VOLUNTARILY).
But, the us government want this technology to become law in the future, Again, hard to believe, but i have done the research to back these claims, its all out there, one only has to dig around to find it.(Needless to say, you wont find it on sky, cnn, fox news, the bbc or any other media outlet which is governed and edited by the same few who basically control the likes of you and i, through the aforementioned news feeds.
I recommend you go to the web sites of these companies and have a look, ....

My second company profile is Locateplus holdings(lplha)
About LocatePLUS

LocatePLUS is an industry-leading provider of public information and investigative solutions that are currently being used in homeland security, anti-terrorism and crime fighting initiatives. The Company's proprietary, Internet-accessible database is marketed to business-to-business and business- to-government sectors worldwide. LocatePLUS' customer base exceeds 13,500 members, including over 2,000 law enforcement agencies, as well as many major police departments across the country. Clients include many of the nation's leading agencies, such as the FBI (Federal Bureau of Investigation), ATF (Bureau of Alcohol, Tobacco, Firearms and Explosives) and DEA (Drug Enforcement Administration). Channel partners include Loislaw, Earthlink and Imaging Automation.

Based on the 2000 United States Census figures and Company estimates, LocatePLUS has information on nearly 98% of the adult population and data entries relating to approximately 205 million individuals in the United States - maintained in one of the largest and most comprehensive XML data sources of its kind, capable of national delivery. For more information, visit the Company's Website www.locateplus.com

I have bought into both companies , adsx@.31 cents
and lplha@.30 cents.
just checked on advfn and the prices have moved quite rapidly over the last few days on the back of heavy recomendations and the realisation that thi8s sector is going to be very hot.
I suggest that you have a look at the varuious announcemnets both these companies have recently made and then decide if either are for your portfolio..
(locate up 28% today as it happends in a market down 100 points)
Good look and regards.

[leeshindig] 09/1/2004 22:21

Just what I was thinking..........

bit late for a book.

[bigmolly] 09/1/2004 21:49

CR you post whatever you want mate but 25% of a large one and spread betting it beggars belief, it really does, 25% of a million and your just starting reading a book!!!

Can't say anymore!!!!

[pherring] 09/1/2004 21:17

The FED drained a loada repos this week, including a small reverse one today which goes back in Monday. I think they might try to turn this around Monday so I'm expecting a negative start followed by a positive reversal, fwiw.

[energyi] 09/1/2004 20:44

Some people are going to wake up over the weekend and see uptrends are threatened or broken, and we may get some big knockon selling, I think. Basil's & Granville's drp is underway

[leeshindig] 09/1/2004 20:22

Now if ht hasnt closed that short or drunk himself to death he should have a good healthy balance in his account!

[energyi] 09/1/2004 20:15

what a day!