Edinburgh Worldwide Inve... Share Discussion Threads

[uapatel] 10/6/2020 17:49

Poikka,

Might want to watch this Ron Baron interview on CNBC regarding his view on Tesla and SpaceX. Both of which EWI and SMT hold.

[poikka] 08/6/2020 09:31

Of course, Ocado got a wedge from MKS!

[poikka] 08/6/2020 08:10

Certainly has been. Thought-provoking interim report today! I feel that they've gone over the top with Tesla and Ocado - surely both are replicable, and highly indebted. Mind you, I haven't really looked at them closely, lately.

[scottishfield] 06/6/2020 08:38

Tremendous performance lately.

[poikka] 22/10/2019 12:33

Pretty rubbish NAV 'growth' over 6 months compared to JMI, although EWI US focussed so not really comparable. Yes, diversification is certainly the way to sleep nights.

[shavian] 01/8/2019 08:46

Don't feel lonely here Poikka. I've been gradually adding to EWI for months now. Similar vintage to you, so must diversify a bit from the likes of VRS and CWR, wonderful though they are.Looks like a new ATH this morning!

[poikka] 06/6/2019 20:10

I'll probably add at some stage, but also invested in JMI. Slowly shifting out of direct share-holdings to ITs as being in mid 70s I'm kinda preparing to make life easier if I snuff it first - not that I have any immediate plans. Slowly does it.

[poikka] 06/6/2019 20:07

Yes, NAV behaving well. Poor old Woody, all alone in some of his great ideas. WPC entirely unsuitable as a UT/OEIC.

[uapatel] 05/6/2019 10:49

Poikka

Not really sure, but share price doesn’t seem to be affected that much and the NAV which is probably the true measure is similar.

Relatively new holder so steadily building a position for the long term.

[poikka] 05/6/2019 09:28

Wonder if Woody's woes and fire-sales are adversely affecting EWI. Any views?

[samed1] 28/1/2019 10:03

hxxps://quoteddata.com/2018/12/edinburgh-worldwide-seeks-share-split-expand-private-investments/I believe this confirms that.

[tiger20] 28/1/2019 09:50

Yep 5 to 1 split -presumably no change in overall value but 5 times more shares.

mobyduck share the same sentiment as you!!

[mobyduck] 28/1/2019 09:45

Share split! Had me worried for a moment!

[cleopatrax] 28/1/2019 09:35

What's happened?

[shavian] 28/8/2018 08:12

Broken 980p. New ATH. Brodie will soon be challenging James Anderson as the man to follow at BG

[pugugly] 15/7/2018 19:44

Could see a boost on Monday

[its the oxman] 12/10/2017 22:21

Discount to nav just 3.5% now.

[its the oxman] 09/10/2017 09:42

Just broken 700p. Future growth bias finding favour.

[topvest] 02/1/2015 16:05

I've sold all of my holding here - it's been a disappointing trust for a number of years. I've over doubled my money, but they should have done much better than this given I bought in the dark days of 2009. The portfolio looks full of highly valued, loss making technology stocks. Although the shares are on a big discount, I do not think the portfolio is sensible. I've reached the view that I wouldn't invest in pretty much any of the portfolio, so being invested in this trust is a nonsense. Can see this halving or worse on a US sell-off.

[topvest] 27/12/2014 08:56

Well I've just been reading the Annual Report. I'm not convinced by the new strategy at all. They seem to have just filled the portfolio with 0% yield disruptive technology companies that are already on very expensive valuations and loss-making. They have also indicated that the dividend is going after the final dividend not that it was that significant anyway.

I've held this from 2009 and it's done adequately (it's performed poorly next to Scottish Mortgage given it's risk profile) but I'm getting nervous about holding this much longer into 2015 given it now fails a number of my quality criteria. I've already reduced my holding on Scottish Mortgage which is exposed to a tech sell-off, but looks a better long-term hold.

I also think that Baillie Gifford could well hit a sticky patch, from an investment trust perspective, as many of their trusts have not really performed that well and are on large discounts. They certainly don't seem to be picking up new mandates or launching new trusts and are very exposed to expensive growth themes that are currently all the rage in the US tech sector. So, I will reduce or sell my small holding in these, hopefully above £4 given that this is a stock that should do well as we approach the New Year.

One point of note is that the share price appears in an interesting range and a break-upwards would no doubt be quite a bullish signal for a strong rise.

[nobee] 03/5/2014 17:53

Just bought, I like new remit, and BG are excellent fund managers. I also hold Scottish Mortgage and Scottish American.

[plasybryn] 23/4/2013 19:35

Yes I hold. Lost momentum recently but has a sound investment strategy

[topvest] 08/7/2009 22:23

I thought I would start a thread on this worldwide investment trust. Anyone else holding. Just bought a few as looks a well run trust.