Liontrust Asset Management Share Discussion Threads

[aishah] 21/5/2024 07:51

British stocks represent a golden buying opportunity, HSBC has said.

The investment bank has told clients to buy UK-listed stocks, arguing that downward pressure on share prices from pension funds selling almost £2 trillion of assets has ended.

“The long-term structural overhang of UK pension fund selling is at an end; they simply have no more UK equities left to sell,” the bank’s research team said.

HSBC in fact expects retirement funds to start buying British stocks, amid political pressure to support the UK economy.

[growthpotential] 20/5/2024 18:50

They should grow AUM organically from now...

[mister md] 20/5/2024 11:18

. . In Liontrust we trust ...

[mister md] 17/5/2024 08:49

In Liontrust we trust ...

[ayl30] 17/5/2024 08:47

Had more today

[tradertrev] 16/5/2024 21:48

Last year it went xd the final on 29 June

[aishah] 16/5/2024 15:47

Chart looks great. Should move up nicely imo as funds flow back into the UK. Anyone know when it goes ex-divi?

[cambium] 08/5/2024 12:15

LIO own a few WG, which has just received a bid.

[mister md] 07/5/2024 14:27

Up 16% here now, but feel there is still much more room for capital growth as well as the dividend.

[aishah] 07/5/2024 12:08

LIO funds are doing well over the last 6 months:

[rcturner2] 07/5/2024 09:55

The chart is very strong and looks to be heading to 800p.

800p could be a barrier.

[albanyvillas] 07/5/2024 09:52

Looking hot

[masurenguy] 02/5/2024 14:48

Glad to be back in the blue here ! 👌

[mister md] 02/5/2024 11:20

Yes FTSE (finally) having a great run - and LIO should do even better ...

[pyglet] 02/5/2024 11:19

Chart nice and positive at long last

[aishah] 01/5/2024 13:27

UK stocks might just be back in fashion
Some good news for UK investors — (for once) it seems we’re at the front of a trend. According to Bloomberg’s Michael Msika, “rotation is full-on and the UK is leading the way.”


Added here. Chart looks good and 10%+ yield

[brucie5] 29/4/2024 17:08

For hi-div with very bullish charts:
LIO, HFEL, BRWM, POLR, RCH, ITV

Also JCGI looking perky from very oversold.

VOD on the cusp of BO.

For no div, very bullish charts:
OXB, GMP, JLP

For no div but knock out asymmetric opportunity/ albeit hi risk:
ONT

I should add these are all weighted positions according to risk of about 36 different shares- and I'm still mainly a dividend investor.

[barnes4] 29/4/2024 15:51

Which others do you like Brucie?

[brucie5] 29/4/2024 15:34

Difficult to fault this chart, especially given the dividend. However in this market we appear spoiled for choice.

[magicmayhem] 26/4/2024 09:04

Thanks. I've built up a small holding over the past two weeks together with MNG, BATS, IMB, PHNX... will see how they play out.

[thebears1] 26/4/2024 08:39

More outflows from assets under management Slowing outflows but negative nonetheless Other funds have started to see net inflows Lio will rise sharply imo when outflows stop

[magicmayhem] 26/4/2024 08:25

I'm currently moving most of my shares into dividend yielding stocks. Liontrust appears to have a yield of around 11% which beats most of the best out there. Why is the so so low?

[rcturner2] 17/4/2024 18:45

The stocko forecast is for eps of 76p and the dividend to be held at 72p.

If that comes to pass I will be putting in my Master of Malt order that the wife is currently blocking.

[eigthwonder] 17/4/2024 17:20

My working assumption is that the dividend is held BTW, unless we have a serious sell off and/or the board think that profitability is headed lower, which doesn't appear to be the case.