Liontrust Asset Management Share Discussion Threads

[mister md] 21/5/2024 11:14

Very happy with the recovery here - up 24% on my investment so far (excluding dividends). I wonder if the relatively low # of shares in issue here is helping drive the gains ?

[tag57] 21/5/2024 10:13

I have a similar yield overall ~ 7.5%. Was getting up to 9.5% before DEC trashed its dividend.
Anyway, hopefully as LIO share price continues to bounce back and AUM starts to grow they can maintain their divi and longer term start to grow it again.

[mister md] 21/5/2024 10:02

The down-ticker must be having a lie-in today ?

[mister md] 21/5/2024 09:57

Tag57 - agreed the yield opportunities are exceptional - my portfolio is currently yielding approx 7%. And given UK pension funds have now almost fully exited UK stocks there is always the potential effect of them coming back in the future.
Plenty of UK stocks still on low p/e ratios. Increasing takeovers (from US) highlight how cheap UK stocks have become. IMHO, of course.

[tag57] 21/5/2024 09:46

Mister MD, the US stock market is like a magnet drawing in investment. While UK pension companies aren’t willing to invest in the Uk stock market why would anyone else. I listen to the MoneyMarket podcast and they regularly highlight that the percentage of UK pension fund portfolios invested in UK equity markets have over the last few decades, dropped from something like 60% of their portfolios down to 3% which is a staggering amount of money.
The positive side is that as I generally invest for income growth the compounding opportunities in the UK are excellent due to the low sp/ high yield.

[mister md] 21/5/2024 09:34

Interesting move today considering overall market down.

[mister md] 21/5/2024 09:01

Britain needs innovation, not regulation, to bolster its stock market
Further incentives to invest are required if London is to avoid falling further behind New York
Sir Martin Sorrell
Monday May 20 2024, 12.01am BST, The Times
The FTSE 100 ended April on an all-time high, but before anyone breaks out the bubbly they should consider a few sobering facts. As we approach the general election later this year, the health of our financial markets is a topic that should command the attention of all political parties.
Over the 25 years since it peaked during the dotcom era, the index of the UK’s top 100 shares has risen a paltry 18 per cent, while during the same period the value of America’s S&P 500 has grown more than five-fold.

...

[aishah] 21/5/2024 06:51

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 17:50

They should grow AUM organically from now...

[mister md] 20/5/2024 10:18

. . In Liontrust we trust ...

[mister md] 17/5/2024 07:49

In Liontrust we trust ...

[ayl30] 17/5/2024 07:47

Had more today

[tradertrev] 16/5/2024 20:48

Last year it went xd the final on 29 June

[aishah] 16/5/2024 14:47

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 11:15

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

[mister md] 07/5/2024 13:27

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

[aishah] 07/5/2024 11:08

LIO funds are doing well over the last 6 months:

[rcturner2] 07/5/2024 08:55

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

800p could be a barrier.

[albanyvillas] 07/5/2024 08:52

Looking hot

[masurenguy] 02/5/2024 13:48

Glad to be back in the blue here ! 👌

[mister md] 02/5/2024 10:20

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

[pyglet] 02/5/2024 10:19

Chart nice and positive at long last

[aishah] 01/5/2024 12:27

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 16:08

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 14:51

Which others do you like Brucie?