Not sure if my timing is great, but just started nibbling away at these. Very small discount to NAV but that doesn't seem to be uncommon for JUSC. This sector should benefit hugely from Trumponomics, so I'm rotating gradually out of UK dead-in-the-water stocks into this and USA, the Baillie Gifford investment trust. |
Lots of chatter about how well this sector might perform under Trump, so might just dip my toe in here. |
Well that's a new ATH again today as it breaches £5. Err...Go Trump? |
Bit of life returning to the share price. Small caps coming back in favor at long last ?? 440p to buy today. |
Small caps will run again at some point. Looking much interesting now we are above 400p. |
Tipped in the Telegraph @ 418p last month , thinks it is a good play on the US. |
Quite bored. Quiet board. |
Comfortably through 370p now. |
Sold out here for just under nav , still a decent hold, but will probably wait for the next global scare to possibly re enter myself. |
seen briefly the update from yesterday sounded good - please confirm i am right or not |
Bought back in over the last few days c.230p , over 60% gain to get back to prior high and estimate about 10% discount to nav on purchase. Hoping worst is past but you never know. |
Considering the US small cap indices have been soft of late buy backs are supporting this well |
Nav been steadily improving, personally I hope for resumption of a dividend payment in time as well. Undeserved discount - in my view - persists but at some point should narrow. |
wide 12% discount |
Sold last week. Topped up Rio bp rdsb with proceeds. If I buy a us fund again I will probably look at Vanguard. I'm sure you'll do fine but around a 3rd of my SIpp is now US stocks so the sale was in thar context. |
Have bought a holding here. Discount is wide at present and gives me diversification re other U.S. Small cap plays I hold. Management fee reduced to 1% now and hopefully performance may pick up. |
Continue to hold despite short term setback. |