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Share Name Share Symbol Market Type Share ISIN Share Description
Baillie Gifford Us Growth Trust Plc LSE:USA London Ordinary Share GB00BDFGHW41 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 278.00 277.00 278.00 279.00 275.00 276.00 432,295 12:45:47
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.6 -2.5 -1.1 - 803

Baillie Gifford Us Growth Share Discussion Threads

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DateSubjectAuthorDiscuss
16/6/2018
11:06
the book above download, is more for the monthly trader, it does have nice tips i never thought of, its all about individual stocks, good fundamentals,cant be a mega cap with billions of shares(too slow to rise) it must have a small free float, hence it can rise fast(but fall just as fast imo)be small caps,(not diluting no profits, same old, same old product or service, penny stocks), buy them before they are well known, buy them slowly in stages a flat phase on chart,and then ride the momentum and bet big. and dont care about capital gains tax, sell up, when buyers dry up.!! he also says only buy stocks from b boards where the chat is rare, debate is sensible and euphoria doesnt exist, and there isnt a huge battle/arguement of bears and bulls on the same stock debating it out. he does explain its all a game for wall street and most fund managers in very well known stocks. the other book stan weinsteins secrets for profiting in bull and bear markets, is wiser,(wont make you a millionarie in a year type book, but will help you gain more often, and lose less and beat the index) a good book to use with fundamentals. you then realise just cos a company is good doesnt mean folk will buy it and when they do they buy it in droves, but in cycles, peaks and troughs. he points out your sipp should be for "safer" longterm growth funds/trusts, but if you have time every day for study,, buy some individual stocks in a share account. you need to realise that funds/trusts cant go to 100% cash, never,buffet cant, baillie gifford cant, but you can as a pi. and to do that if a pending bear market or the 200 day trend or even the 50 day trend in the trust/fund is broken, then there is nothing wrong with selling up , even if its for a few weeks, months, maybe even years!! because CASH is also a POSITION. Buy and hold and hope, isnt a position regardless how good the stock/trust/fund design is!! sometimes mr market doesnt think straight and hence dont be a hero and hold when everyone else is selling, imo cos the funds/trusts have major problems exiting a position holdings £ millions. on a side note in the baille website, james anderson of SMT wrote an article lately saying he sees unlisted private stocks in china as the next best thing and admits, we are due for a pullback in this long bull market.But i agree with him saying older industries will decline in the future, traditional banks, drug companies, staples, high street shops. I also disagree up to a point,why, cos some bull markets can last 20 yrs, and unless interest rates hit 6%, stocks are the only best place for returns. also, according to the recent book zero to one,by Peter Thiel, (paypal founder)the author says we all believe china will be the next big economy, due to its relative growth speed and potential market size with huge population, But, he states that china is simply copying ideas from the usa from its past, not building any new inventions/products,, trying to make all its citizens rich, which it cant do as china is a huge selection of both mega rich and mega poor. the united states isnt that socially or financially divided.In china he states, the rich are moving their money out of the country into places and assets such as the usa,and the poor and simply hoarding cash and hoping for the best. IMO, private USA unlisted future unicorns in this trust are where the longterm exponetial gains will be from. PS this chatroom is very quiet, except me, lol, so the trust is obviousl unknown to the average pi, so who is doing all the buying of hundreds of thousands of pounds, and the £4.5 million the other day. obviously either institutes, insiders or very rich investors that dont chat on chatrooms.!! we can only hope they are long term buyers and realise that stocks in particular private ones take time to grow!!
nocrapversion4
15/6/2018
11:15
here is free download of a 250 page book i fancy from amazon,its costs over £20 interesting book, basically, it says trade the biggest reward stocks, buy when noone knows about them, and you expect some big news to occur and bet heavily with leverage., dont day trade, hold longtime( months, as the author is a trader) for winners. www.scribd.com/document/190356541/SuperStocks insiderbuy superstocks of course its methods wouldnt be allowed for a fund manager, but closest person that would do it is george soros. making big bets if you think the reward is huge. the author of the book doesnt follow momentum investing, as looking for the uptrend, he is allbout taking a huge position and waiting for the masssive stock price explosion if he is correct.. what can we use this to the trust, i feel that the trust is still a unknow trust, so folk waiting on sideline with cash looking imo, and waiting, also the truat does make concentrated holdings of high risk/high reward stocks also, obvioulsy not as extreme as the book author.and the trust doesnt day trade, it holds longterm winners. i suppose the book author waits for maximum pessimism then places trade, eg he would have placed 90% of his wealth when amazon feel 80% back in 2002 and the crowd were against all internet stocks.imo. the author explains the general public are scared of losing money, and go for steady eddie stocks, even if the upside could be 10 to one on a higher risk stock. that is why the average investor takes years to make just avergage money in average stocks. worlds billionaires made big money in taking well researched bets, either in companies that they owned or companies they had shares in.imo. Within this trust as they say, is prepared to invest up to 50% in private unicorn potential stocks, then im happy for them to do that.
nocrapversion4
15/6/2018
10:31
quick reminder why the trust is buying private stocks, private stocks made up only 4% of the total us stock market but it was the 4% outstanding companies that made $35 trillion value. magazine.bailliegifford.com/Trust36/charting-long-term-growth/ and a more detailed report www.ey.com/Publication/vwLUAssets/an-analysis-of-trends-in-the-us-capital-markets/$FILE/ey-an-analysis-of-trends-in-the-us-capital-markets.pdf and csinvesting.org/wp-content/uploads/2017/05/Bessembinder-Do-Stocks-Outperform-Treasury-Bills.pdf
nocrapversion4
15/6/2018
07:42
another couple of thoughts, that lead to diff thinking, one, that value and growth investing are different, not according to the books i recently read, it seems the amatuers say a stock is "cheap" hence it is value and a manager styles his fund based on that and vice versa for a growth stock.In order to attract certain investors. but not true a stock maybe cheap RELATIVELY speaking cos the prospects of the company are dire and growth stock again may appear expensive but it isnt. this is cos most amatuers both the PI and fund manangers decide the price based on price to earnings ratio,or book value they dont dig deeper. they need to work out future cash flow and discount it back to current value to decide if the price is fair. And the skill , style, integrity, future thinking, innovative management have a value that a calculator or algorithm can never include.which takes us to this trust, who say that they look for these qualites before they buy a stock. it was found out that certain stocks that appear expensive, some future monopolies in the waitng had suprised investors by their huge earnings that the current "expensive" price was still very reasonable, where as most VALUE investors wouldnt buy in and instead went for low p/e junk stocks, in old industries. but this wasnt internet bubble calculations or the year 2000 nonsense stocks where companies were making huge losses on pipe dreams, this is current outstanding stocks like google. second point is it appears google is not a monopoly in one sense but in another it is. yes it is top search engine, but when you consider it is a combination of many business parts, advertising, AI,tech, it is still a small fish in a big pond, eg it only generates 3% of all the money generated by total marketplace technology stocks, so does Amazon, it only generates 15% of the online marketplace.amazon does other things such as healthcare, food and web services. so when folks say, its a megacap stock, it cant go higher, yes it could, as it has a small finger in lots of world pies so to speak, interesting . maybe baillie gifford should call this trust, "outside the box thinking growth trust"
nocrapversion4
14/6/2018
13:30
again in the book the Buffett portfolio, the current investing market is all about volatility, joe public investor hates it. buffett says that isnt risk, risk is the the complete loss of your capital, eg a stock goes bust, or the how vunerable a company's future is, or have you overpaid for a stock or have you invested too much% in one of these types of stocks relatively speaking. that is risk according to him. so what to do with this trust, as it isnt a dividend paying trust, its not for income and its share price will fluctuate, so its for longterm holders that dont need to sell to pay lifes daily bills, eg those not retired or needing money today. solution for those who may even be retired, and i dont like dividend stocks,as buffett says a company that makes too much money and doesnt know what to do with it should give it back in dividends, but the shareholder should then take these and invest that money into growing stocks. IMO, its all about having a cash float, that you access when this trust may be up or down in the future, and it may be down some years, but that is individual years,and individual years after 5 to 10 yrs mark, but imo still ahead after 5 to 10 yrs in total compared to the index benchmark. with this cash float you pay your bills,and avoiding selling shares when down years, 18 months to 3 yrs IMO. forget the live of dividends nonsense, as you will die leaving most of your capital behind. that also puts the nonsense that IFA's say you need such and such amount when retired, wrong, they think of living of dividends only and dividend stocks are mega overpriced and IMO old fashioned industries. YOU NEED LESS GRAND TOTAL. why??? you want to spend both shares and dividends if you drawdown(thats what shares are for, for selling and turning them into ready cash to pay bills.)( and drawdown your cash float if trust is down some years)(but top it up when trust has recovered to keep that all important float always present). and the day annuites give 15% a year return on investment, i'll have one of those instead !!!! all IMO. PS, the statement made by Buffett recently about his widow is to invest her inheritance in 90% in an index and 10% in shorterm gov bonds is misleading , WHY. cos it doesnt mention how much that is in £'s. if you need £15000min a year and you have say £1 million total and are aged 65, you could go total cash and live happily but if you are 65 and only have say £100000 and go 90% stocks and 10% bonds, then if the market is down, your 10% bonds will not be enought to pay your bills, ( that gets me back to the 18 months to 3 yrs cash float, you need) forget %'s, if you need £15000 min a year, then keep £22500 to £45000 in cash) then rest in stocks. buffett widow will prob receive $450 -$600 million ( he is giving away 99% of his wealth.) she doesnt need 90/10 split, she could be mega happy 100% cash.( or 99.9% stocks, 0.1% bonds) a famous fund manager said when questioned what portfolio advice would you give to your child if they inherited £5 million, he said forget stocks, forget investing ,the child would be able to live very happily in £5 million cash !!!!!!!!!!!
nocrapversion4
14/6/2018
07:31
and if you ever wondered why individual stocks go up 20% then fall back down 5% the repeat,even though no earnings news etc has been reported etc, it isnt always based on fear/greed, that is markets general longterm risk/reward ratio and trend over months even years.. but the short term is basically, which fund can manipulate the share price the most. ie which fund can sell up first at the peak and buy in first at the low. the one that has the most money has the power to do this.!! if a fund sells £millions in a transaction and hence then lowers the stock price, the smaller funds then join in followed by the poor pi, with his/her few grand holding. then when the big rich fund decides to buy back in, thus here comes the poorer funds/pi that comes back in next and so on and so on.the game starts and stops. but this trust wont play that game, they only sell if they see a better stock or they made a mistake in their initial choice or they feel the maximum gains are slowing in the stock and hence buy a new one. if you want to see it in action look up a nanocap stock on AIM and watch the manipulation that goes on!! I have a theory that ex manager peter lynch got his outperformance that way, he owned at one point over 200 stocks, but they were mostly nano/microcaps, he would buy in, let stock rise 50% then sell up, constantly, looking for the next 50% stock he could own, perhaps it was his constant buying in that raised the stock price!!!!!!!(then he bailed constantly) his fund started at $20 mill and finished at $1.4 bill, thus he could target those nano/microcaps but got harder as his fund grew, thus he sold up after a 14 year run( which was in a bull market anyway) the way to judge a manager is not the short term performance of his fund/trust, that is just how popular he/she is this month, year, but judge them by the amount of profits their stocks make and are the profits of the companiers growing. but sadly sometimes stocks wont be as popular compared to cash/bonds,regardless how much money the companies make, and so folk rotate out of them based on risk/reward, but that doesnt mean the stocks arent still making good profits, it just means stocks arent the main wanted asset class. at that time.imo
nocrapversion4
14/6/2018
06:58
in the book the Buffett portfolio, edition one, it states somethings i have thought about and agree with that focus (concentrated holding)investing and low turnover wins longterm.(tempted to send a copy to baillie gifford) there is no point owning 200 stocks, it just dilutes winners,( like a football team of 200 average players) the best is around 15 stocks and turnover must be 20% or less.( this trust owns its top 10 making 51% of portfolio. as say a general fund or tracker it will hold far far too many stocks all in equal portion, the problem with this is some companies/stocks will be below average/some above average in return of equity and earnings per share.but a good trust wont follow that thinking and will only choose the best of the best, thus have a concentrated best ideas portfolio, until an even better stock comes along. as this reduces tax bill for you or the fund. big big difference if you let it run for say 10 yrs and then sell, rather than sell every year. the american fund has a turnover of 13%, suggesting the stocks are kept for a period of 8 years before rotation of complete holdings. there is a pattern that shows that holding a concentrated portfolio with heavier weighting to your best ideas gives the best results but produces higher volatilty. this volatility is what scares the average PI. so fund managers buy/sell/buy/sell far too much , a self fullfilling prophency in order to buy what they think will rise over next 6 /12 months. this gives them a high ranking in league tables, which then attracts new punters to their fund. whilst trying to hug the benchmark in order not to scare investors or get sacked. now baille gifford dont want this, they know it is the economic return of the companies they hold that ultimately decides the price of the stock, not the short term popularity of a manager.( eg if the stock earnings grow 20% a year, expect the fund/trust to grow 20%, some year maybe more, some less, thus proving the efficient market theory is wrong as folk buy/sell on greed /fear not via mathematical calculations of earnings of said stocks. as if a manager doesnt perform over 12 months he is normally sacked, read literature from the trust website, they agree with this and arent interested in that thinking.they are longterm holders, so expect years below and years above benchmark, but over 5 yrs plus, preferably 10yrs, they should outperform. so we must realise as buffett/munger said short term the market is a voting machine, longterm its a weighing machine. with these points above, and the thinking that buffett said he couldnt care less if he didnt get a price on his stocks today, next week, next month, next year cos thats just daily punters emotions pricing a stock, as he would prefer the stock market to close for 10 yrs and still own his companies,( he says we get on fine on a sat/sun when its closed lol) hence this links us to the trusts private stocks, as these cant be madly traded on main market thus use that thinking cant be sold for 7 to 10 yrs and it joins together the trusts thinking that private stocks want no daily price, no daily/hourly/weekly/monthly trading , just a release price in 7 yrs approx on the selling at IPO date, and with up to 50% potentially in private stocks, it basically means the underlying economics of these stocks decides the price not MR markets daily trading mentality.
nocrapversion4
12/6/2018
00:47
another question to think about, bottom up or top down investing?? which is best. baillie gifford are bottom up, they look for the best stocks to hold, based on the research that only 4% of stocks actually produce the postive overall gains in the stockmarket indexes over time. but according to the book im reading "plan your prosperity" by Ken Fisher says average investors should not stock pick and decide if its bonds, cash or stocks to own and what % of each decides the best overall longterm outcome.(eg top down) but baillie gifford must be also slightly top down as they choose america as the best location for unicorns to be grown. this short report below does say a combination of both works, but longterm it maybe the stock picking that wins. www.thebalance.com/bottom-up-vs-top-down-investing-comparison-4154879 But according to my book, it doesnt matter whether you own a stock that has found a cure to cancer or whatever, IF the overall market has a fear of stocks or better risk /reward can be found in cash/moneymarkets/bonds, then the stock market will fall. and you cant prevent that. you decide to go cash/bonds or short an index for that period or do what the buy and hold companies/trusts/funds do and say hold, but as i said before the PI is nimble and doesnt need to HOLD. But the day interest rates hit 6% or we have big deflation, stocks will still be the true place to be for growth until that happens, but i always say have cash also, depending on your lifestyle and need for nearterm withdrawals or not. own cash if you see any bargains in stocks or have cash if you refuse to sell up and are adamant buy and holder, cos you need to avoid selling falling stocks to pay bills, hence use your cash first. normally 18 months to 3 yrs in cash is enough, to ride out falls imo, always run with that float IMO !!
nocrapversion4
11/6/2018
17:32
yes, at present reading common stocks and uncommon profits, plan your prosperity, zero to one,(notes on start ups or how to build the future), the warren buffett portfolio:mastering the powering of the focus investment strategy, stein weinsteins secrets for profits for bull and bear markets
nocrapversion4
11/6/2018
10:28
finally, traders love volatile stocks,high beta, cos they can make money from every up and down spike. investors love non volatile stocks.low beta plus institutes like stocks where their buying/selling doesnt cause big movements in the stock price. thats why i like the fact that this trust owns larger main market stocks, less manipulation. but its unicorns(private stocks) (which are only owned via invitation to institiutes only)are very thinly traded and hence arent manipulated, compared to microcaps in the AIM stock market.(hyping private amatuer investors,(really are traders that trade almost hourly IMO and are lifestyle CEO stocks where excited folk bought in at the top of a hype and are now clinging on till they break even and try to get out) read the section on the above book about those type of stocks and those type of investors!!! these unicorns make the trust money at their IPO date,but not in the 5 to 7 yrs holding period(non trading spikes etc) Plus thats why buffett buys low beta stocks, and then applies leverage from his "free" money from premiums paid upfront in Geico insurance he owns.(thats why it is hard for anyone to ever replicate buffett today(the trusts like this one try hard, but they have to borrow, be it a low interest rate in order to apply leverage) he likes 5 steps forward 1 step back, rather than 10 steps forward, 7 steps back stocks. he loves dependable solid businesses as he knows he cant just trade in and out with his $billions, he buys and holds mostly, also to avoid capital gains tax in his stocks. my point is he got 20% a year gains over 50 yrs, but the truth was just over 10% then he applied his free leverage.!!!!!!!!!!!!!( and he started with todays equivalent of £150000 at aged 21 by being a miser and living with his folks, rarely spending any money( (ask if a 21 yr old today has £150000 saved with uni loans and tution fees, high rent etc) read the book , the snowball,------ --£150000 times 20% yearly compounded times 50 yrs plus make a huge amount !! take the fact that baillie gifford has to pay for leverage, eg the scottish mortgage investment trust has outperformed buffett when you consider that added cost fact, and you would have done even better than the trust/buffett if you sold up fast in 2008 in the first instance of fear. unlike trusts or funds cant do!! but as a pi you can do.and bought in again when QE took place. final final thought, i believe value investing is dead and today growth investing wins. ( james anderson of SMT calls it growth at a unreasonalbe price)but it is growth with proper fundamentals, not internet bubble growth of yr 2000, ( all pie in the sky earnings forecasts). remember more money was made in growth stock and selling up at top , than it was waiting for years as a value investor.imo.(some value folk are still waiing years and years for amazon to fall say 80%,like it did 17 years ago, they will have a very long wait ahead of them imo) they say this time is diff from yr 2000 bubble , i agree stocks, have real proper earnings and winner takes all stocks have been formed. the rise in stock price is matching the growth in earnings, unlike the interent bubble was. but the ftse 100 is actually still overvalued from the rise in 2009 to todays price , as earnings growth have been below the stock prices rises. but in the usa they have matched like for like, thats why the states isnt overvalued.
nocrapversion4
11/6/2018
10:10
some things i learned and i dont agree with is that both baillie gifford and warren buffett say you have to experience big losses to be a long term fundmamental investor. eg experience the fall of stocks in 2008. no, these falls took almost a year to develop, you had plenty of time to get out IF YOU ARE A PRIVATE INVESTOR. Buffett and baille gifford and many other institutes CANNOT just sell £ billions in one click of a mouse, but private investors can sell a few £10's of thousands maybe in one click or couple or clicks. we have that advantage.the fall in 2008 wasnt folk were selling too much, it was there wasnt enough new buyers to keep the market price level or rising.fear took over!!! of course thats an index or fund or trust, individual stocks can collapse by50% plus in a minute on some major bad news. thats why you need to be diversified, but not too much imo.even scottish mortgage trust lost 50% in 2008, but as a pi, you had time to get out.!! as the book in my last post I state, if the headlines in every newspaper/tv is about a forth coming recession etc, then that fear spreads, and then get out of stocks as a PI before the institutes can imo. now my point is one i read in a report 3 yrs ago, it was a study into the rise of the ftse 100 over last say 30 yrs, its 500% excluding dividends. but if you missed every little downward drop, your return would be 4 times higher. that is refering now to technical investing, and folk say technical investing doesnt work, i say it does combined with fundamental investing. technical is just putting a graph together to show how busy your "shop" is or stock/company at a particular day, week, month or even over a year. i see it simply as say a pub, busy at night, busy at weekends, busy when it has events, quizes, new owners, new menu, happy hour, etc, less busy in mornings, weekdays, mid month, bad weather, recessions. if you only opened your "pub" on those busy times you wouldnt waste valuable variable overheads/ costs, so treat that thinking to your timing of your buying of stocks combine that knowledge with the rate of profits and debts and future forecast of said pub/shop (stock) and use it to enhance your returns. so why dont you use that thinking to your buying and selling of your stocks.!!!!
nocrapversion4
11/6/2018
08:01
yes the macd ( momentum index)is falling towards zero at mo,and if volume is lowering?, maybe we are heading to postion 3 in the chart( hold) awaiting whether it will be next round of buying or next short decline position 4 However volume is still one million plus a day, good, and the trust is issuing equity above NAV, good, high demand!!! wait and watch.
nocrapversion4
11/6/2018
06:42
can i point out this very good book summary to use to your advantage, along with fundamentals its not just is a company a good or bad buy, but when should you buy or sell it. institutes, investors follow short term fear or greed in weekly and indeed monthly patterns. learn those to your advantage. print this off and use it as your bible.imo. www.atradernotes.com/single-post/2017/06/22/Book-Notes-Stan-Weinsteins-Secrets-for-Profiting-in-Bull-and-Bear-Markets and /or hxxps://www.debeurs.nl/Forum/Upload/2012/6160228.pdf ps, dont let anyone tell you they are annoyed cos you bought in lower than them and sold higher than them, it is simply you did more homework than them and deserve the extra reward!!!!!
nocrapversion4
02/6/2018
08:18
PERMCO Company name (most recent ) Lifetime wealth creation ($ millions) % of Total cumulative % of total PERMNO Annualized return Start month End month Life in months 20678 EXXON MOBIL CORP 1,002,144 2.88% 2.88% 11850 11.94% Jul‐26 Dec‐16 1,086 7 APPLE INC 745,675 2.14% 5.02% 14593 16.27% Jan‐81 Dec‐16 432 8048 MICROSOFT CORP 629,804 1.81% 6.83% 10107 25.02% Apr‐86 Dec‐16 369 20792 GENERAL ELECTRIC CO 608,115 1.75% 8.57% 12060 10.67% Jul‐26 Dec‐16 1,086 20990 INTERNATIONAL BUSINESS MACHS 520,240 1.49% 10.07% 12490 13.78% Jul‐26 Dec‐16 1,086 21398 ALTRIA GROUP INC 470,183 1.35% 11.42% 13901 17.65% Jul‐26 Dec‐16 1,086 21018 JOHNSON & JOHNSON 426,210 1.22% 12.64% 22111 15.53% Oct‐44 Dec‐16 867 20799 GENERAL MOTORS CORP 425,318 1.22% 13.86% 12079 5.04% Jul‐26 Jun‐09 996 20440 CHEVRON CORP NEW 390,427 1.12% 14.98% 14541 11.03% Jul‐26 Dec‐16 1,086 21880 WALMART STORES INC 368,214 1.06% 16.04% 55976 18.44% Dec‐72 Dec‐16 529 45483 ALPHABET INC 365,285 1.05% 17.09% 90319 24.86% Sep‐04 Dec‐16 148 540 BERKSHIRE HATHAWAY INC DEL 355,864 1.02% 18.11% 17778 22.61% Nov‐76 Dec‐16 482 21446 PROCTER & GAMBLE CO 354,971 1.02% 19.13% 18163 10.45% Sep‐29 Dec‐16 1,048 15473 AMAZON COM INC 335,100 0.96% 20.09% 84788 37.35% Jun‐97 Dec‐16 235 20468 COCA COLA CO 326,085 0.94% 21.03% 11308 13.05% Jul‐26 Dec‐16 1,086 20606 DU PONT E I DE NEMOURS & CO 307,976 0.88% 21.91% 11703 10.57% Jul‐26 Dec‐16 1,086 20103 AT&T CORP 297,240 0.85% 22.77% 10401 7.81% Jul‐26 Nov‐05 953 21188 MERCK & CO INC NEW 286,671 0.82% 23.59% 22752 13.79% Jun‐46 Dec‐16 847 21305 WELLS FARGO & CO NEW 261,343 0.75% 24.34% 38703 13.26% Jan‐63 Dec‐16 648 2367 INTEL CORP 259,252 0.74% 25.09% 59328 17.70% Jan‐73 Dec‐16 528 20436 JPMORGAN CHASE & CO 238,148 0.68% 25.77% 47896 9.97% Apr‐69 Dec‐16 573 5085 HOME DEPOT INC 230,703 0.66% 26.43% 66181 27.63% Oct‐81 Dec‐16 423 21384 PEPSICO INC 224,571 0.64% 27.08% 13856 12.58% Jul‐26 Dec‐16 1,086 8045 ORACLE CORP 214,245 0.62% 27.69% 10104 23.44% Apr‐86 Dec‐16 369 21211 MOBIL CORP 202,461 0.58% 28.27% 15966 11.50% Jan‐27 Nov‐99 875 21205 3M CO 200,357 0.58% 28.85% 22592 13.72% Feb‐46 Dec‐16 851 20587 DISNEY WALT CO 191,954 0.55% 29.40% 26403 16.47% Dec‐57 Dec‐16 709 54084 FACEBOOK INC 181,243 0.52% 29.92% 13407 34.47% Jun‐12 Dec‐16 55 20017 ABBOTT LABORATORIES 181,152 0.52% 30.44% 20482 13.53% Apr‐37 Dec‐16 957 21394 PFIZER INC 179,894 0.52% 30.96% 21936 15.02% Feb‐44 Dec‐16 875 21177 MCDONALDS CORP 178,327 0.51% 31.47% 43449 17.85% Aug‐66 Dec‐16 605 7267 UNITEDHEALTH GROUP INC 172,168 0.49% 31.96% 92655 24.75% Nov‐84 Dec‐16 386 21645 AT&T INC 169,525 0.49% 32.45% 66093 11.93% Mar‐84 Dec‐16 394 20191 AMOCO CORP 168,009 0.48% 32.93% 19553 13.10% Sep‐34 Dec‐98 772 20288 VERIZON COMMUNICATIONS INC 165,102 0.47% 33.41% 65875 11.16% Mar‐84 Dec‐16 394 21734 TEXACO INC 164,279 0.47% 33.88% 14736 11.58% Jul‐26 Oct‐01 904 20331 BRISTOL MYERS SQUIBB CO 161,949 0.47% 34.34% 19393 13.20% Aug‐29 Dec‐16 1,049 43613 COMCAST CORP NEW 146,959 0.42% 34.77% 89525 12.38% Dec‐02 Dec‐16 169 21401 CONOCOPHILLIPS 143,849 0.41% 35.18% 13928 10.22% Jul‐26 Dec‐16 1,086 21886 WARNER LAMBERT CO 142,468 0.41% 35.59% 24678 19.40% Jul‐51 Jun‐00 588 20315 BOEING CO 139,355 0.40% 35.99% 19561 15.60% Oct‐34 Dec‐16 987 216 AMGEN INC 137,877 0.40% 36.39% 14008 21.01% Jul‐83 Dec‐16 402 21576 SCHLUMBERGER LTD 134,186 0.39% 36.77% 14277 7.04% Jul‐26 Dec‐16 1,086 10486 CISCO SYSTEMS INC 131,295 0.38% 37.15% 76076 25.43% Mar‐90 Dec‐16 322 52983 VISA INC 129,757 0.37% 37.52% 92611 21.06% Apr‐08 Dec‐16 105 20908 HP INC 129,290 0.37% 37.89% 27828 9.85% Apr‐61 Dec‐16 669 21832 UNITED TECHNOLOGIES CORP 126,168 0.36% 38.25% 17830 9.86% May‐29 Dec‐16 1,052 21810 UNION PACIFIC CORP 122,357 0.35% 38.60% 48725 13.55% Aug‐69 Dec‐16 569 21592 SEARS ROEBUCK & CO 120,587 0.35% 38.95% 14322 10.86% Jul‐26 Mar‐05 945 11300 GILEAD SCIENCES INC 118,600 0.34% 39.29% 77274 20.95% Feb‐92 Dec‐16 299
nocrapversion4
02/6/2018
08:16
basically, the phrase the total stock market averages 8% returns over time, is mainly due performance from these super stocks, these produced individual compounded returns between 10% and 35% every year. which then cancelled out stocks that went bust or were taken over within the index. most run of the mill stocks only lasted 7.5 years, But, these super stocks are still in existance many decades later.that is what baille gifford and Philip Fishers rules are aiming to own and find. and that is why the trust says overall, more money is made in the stock market by compounding over years with the owning of the super stocks, than it is by trading daily,weekly, monthly in hot tips.imo. i know that baillie gifford has a team of 50 deidacted us stocks researchers and a team of private stock researchers also, plus total. workforce of 1000. and 44 partners own the company, not including directors and fund managers who will place £20 million personal wealth within this new trust.
nocrapversion4
02/6/2018
08:06
hxxps://poseidon01.ssrn.com/delivery.php?ID=967113064118005125115099003106027122030015030047000031018016078096021066028001001106026119119003010032035025084018019107006067121007043047074113002121028036077016073068064031086095021010087001007073001031121083112025121092120030024116094022&EXT=pdf here is the report that the trust refers to in its prospectus, its in the BG website,that the gains of the us stock market was due to only 4% of the companies in the index.these exceptional stocks are listed in the report.eg exxon mobile,IBM, altria group,, apple, microsoft, wallmart, amazon,johnson and johnson the summary is that unless you are a skilled stock picker, you will fail, if you only hold a few stocks that you picked yourself,instead of an index tracker, then you will more than likely miss these super stocks. thus you have 2 choice, imo 1. buy a s&p500 tracker and own all the stocks. and generate slightly postive results over the longterm. compared to treasuries. 2, employ active managers in a trust/fund that have the skill to find these super stocks.but they must not underdiversify, incase they miss some of them.
nocrapversion4
01/6/2018
21:12
Nice one NCV If you want a good laugh - try applying each of those points to ADVFN lol
luckymouse
31/5/2018
00:47
hxxp://www.freeinvestmentadvice.org/research/general/Common-Stocks/Common-Stocks-Uncommon-Profits.php here's those 15 points again, but in more detail, this is well worth a read !
nocrapversion4
30/5/2018
12:52
scuttlebutt.!!!! explaination., Fishers word fisher says folk try to find out all they can about a stock, before they buy, just like me or you do, articles on the web etc. but he says you have to go beyond that and visit the premises, talk to the management. something me or you cant do. if you watch one of the videos of the presentations and aim of this trust on baillie gifford website you will see, one of the managers, Helen Xiong, explain the same theory that they look for information from unique sources, beyond the normal convention and that will include looking at the values, visions and attitiudes of the CEOs of these stocks. and by meeting them in person and questioning them. "Fisher didn’t have the internet to make his work easier, but even if he lived today, I doubt he would be sitting behind his computer reading news and articles solely as his main source of information. He’d he out on the streets visiting companies, making calls, talking with management and reading books or textbooks on industries he is interested in". PS forgive me if i made a few posts recently, its i expect this chatroom to be a lonely place, lol, why cos the gambers will be on aim nanocaps trying to pump n dump imo, as for them, investing is a quick fix hobby, actually gambling,day trading and manipulating as they need an attachment, a place to go, to accesories their hobby, which is a CHATROOM. in the same way folk that do rambling seem to need expensive walkling poles, i live in the countryside and laugh at them under my breath, some hobbies, just need the simplest of things, investing should be boring, I mean some aim stocks ceos actually read these chatrooms !!! the day Tom burnett or james anderson, waste their time ever reply on a chatroom will be the day hell freezes over. lol. some ramper/manipulator. will tell james anderson or tom or helen, to take his personal £27 mill invested back to his chip shop bedsit in Bolton !!! but chatrooms and wall street and CNBC make it "exciting" lol. pps, look at point 5 of the 15 points by fisher, this is my pet hate by folk on nanocaps./microcaps on chatrooms, they say look profit has went up 100% this year, eg revenue say £100 mill profit, £2 mill, this year £4 mill. wow. then they say that justifies a 100% rise in share price,if they do that next year, and beyond the share price will rise 100% every year, NO it does not. if a stock makes £100 mill in revenue and £40 mill in profit, then next year £50 mill in profit, then GIVE me that stock every day!!! one reason tobacco stocks had 23000% share price rises since 1980, until recently, huge profit margin !!! IMO if you want to turn £150000 into say £800000 over the years via compounding, own a unique trust that owns both private unicorns and bigger listed amazing companies and HOLD IT long term. If you want to turn £2000 into £4000 then to £3000 then £8000, then £4000, then £2000, via playing, trading and gambling on Aim nano/microcaps but not via compounding, then go ahead.! bye. take care.
nocrapversion4
30/5/2018
12:30
I believe this us growth trust are following the principles of Philip Arthur Fisher, growth investor many decades ago,who wrote the book common stocks and uncommon profits, i willprob buythe book and report back. anyway it seems value investing isnt the way and Philip has 15 points that he uses before he buys and hold a great growth stock and potentially never sells it. (note this isnt the same as buying internet stocks with no earnings, profits or revenue that caused the internet bubble) these are real great stocks with potential monopolies. have a look at this link. or google some on the book and the investor. a you tube quick answer https://www.youtube.com/watch?v=oGhfKn8c7i4 hxxps://www.oldschoolvalue.com/blog/investing-perspective/15-points-to-look-for-in-a-common-stock/ "The fact that accounting can’t easily identify business headwinds was a reason he didn’t like the idea of cheap stocks." thus its the potential huge future of the product/service and the skill and longterm thinking of the management imo are very important or more important than the balance sheet, hence value investing doesnt tell the whole true story of a company. so it appears Buffett is no long a value investor, he may have been in the past, why, so he can buy either the whole company outright or be on the board and push/organise change of poorly performing value stock. he doesnt do that today, he looks for strong companies, he didnt wait for apple to become a value, loss making company before he bought in.
nocrapversion4
30/5/2018
12:19
hxxps://www.investors.com/how-to-invest/investors-corner/busting-the-investing-myth-that-you-must-always-buy-low-in-stocks/ interesting at thats james andersons theory in scottish mortgage investment trust, you can buy high and sell higher, quality stocks deserve quality prices.(the same principles imo of this trust, especially with the lsited ones, even tho some have high p/e ratios) there are some folks out there still waiting since 1997 for Amazon stock to drop , so they can buy in, thats been a 20 year wait lol. but those that go for the dirt cheap shares are dirt cheap for a good reason and that is why the market doesnt want to buy that stocks. hxxps://www.investors.com/how-to-invest/investors-corner/crushing-the-investing-myth-of-its-ok-to-buy-on-the-dips/ and dont average down on a single stock, as once its peaked, the excitment, catalyst, maybe gone and folk may move on to a fresh stock ?? but you can average down (pound cost average,long term gradual buying )on an index or trust, folk will be buying in for years and years? how many times have you seen it in a chatroom a post, "this stock has fallen , yet the market is up ,why" cos an individual stock has peaks, events, catalysts that drive it , then theyre gone, but, the general market is a long , long term buying process IMO, different beast. interesting.
nocrapversion4
29/5/2018
18:59
Very useful, thanks!
foot in mouth
28/5/2018
09:15
why you should avoid aim listed penny stocks buy and holds, scams and the manipulation. hxxps://www.investopedia.com/updates/penny-stocks-risks-rewards/ why you should own unlisted stocks instead. hxxps://www.investopedia.com/articles/basics/11/investing-in-private-companies.asp Overall, it is important to reiterate that private companies are not liquid and require very long investing time frames. Most investors will need an eventual liquidity event to cash out. This includes when the company goes public, buys out private shareholders, or is bought out by a rival or another private equity firm. And just like with any security, private companies need to be valued to determine if they are fairly valued, overvalued or undervalued. It is also important to note that investing directly in private firms is usually reserved for wealthy individuals. The motivation is that they can handle the additional illiquidity and risk that goes with private investing. The SEC definition calls these wealthy individuals accredited investors or qualified institutional buyers (QIB) when it is an institution. investopedia, a very good site imo. another good site, imo. hxxps://www.investors.com/how-to-invest/investors-corner/busting-the-investing-myth-that-penny-stocks-can-lead-to-marvelous-riches/ note, where are the most posters on chatrooms, ??? ftse100 stocks, or aim nanocaps?? easy answer, highlights the type of folk that own these and why. mainly cos, ftse100 are owned by due diligence instititutes, aim nanocpas arent, and are exciting could be, what if stocks, that pumpers target to offload on any spikes as often as the excitement lasts. seen it before, cloudtag, bahamas oil, ukog, frontera resources,blockchain,advanced oncotherapy,sound energy. these stocks can have no sales, profits, but have a great story, traders buy in on such a tiny free float, and sheep follow, spiking the sp, traders sell up, price collapses. these stocks dont hold steady rises, cos of the small free float, the frequent dilution,the temporary excitement, too many short term traders and no longterm buy and hold insitiutes.imo.
nocrapversion4
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