Liontrust Asset Management Share Discussion Threads

[spawny100] 02/10/2024 12:26

I'm similarly building a high yield dividend portfolio mister MD but my average is currently 11%! I currently don't hold LIO but this looks like a potentially interesting entry point. Just have a nagging doubt over what sort of future there really will be for actively managed funds though.

[davethehorse] 02/10/2024 11:19

What's causing the slide here??

[mister md] 27/9/2024 07:08

I quite like boring low p/e stocks with high dividend yields (ie the FTSE) - comes with the added advantage of not having to monitor the shareprice all the time, unlike some of the riskier US Tech stocks etc. Currently have a 7% average dividend yield on my portfolio. But no doubt investing in the US markets over past two decades would have been a far better decision ...

[rcturner2] 27/9/2024 06:57

As a value investor I tend to dislike high PE ratios. It's a measure of how expensive the share is. There is plenty of research to show that low PE shares outperform high PE shares.

[petersinthemarket] 26/9/2024 10:06

>>RCT - Unless I am mistaken, you have brought up this issue of PER before. There are some (perhaps American) shares on way bigger PE's than 25 and it doesn't discourage investors. Would you be kind enough to explain what your objections are.
pete

[rcturner2] 22/9/2024 08:08

Far more likely is that the DOW is overvalued significantly.

If you are happy buying shares on a PE of 25 go ahead.

[davethehorse] 19/9/2024 10:47

Need some volume now....could be close to a major move North if we get it...

[mister md] 19/9/2024 10:22

Thanks Skinny, that proves my point ;-)

[skinny] 19/9/2024 10:20

A quarterly chart comparing the 2 since the FTSE started in Jan 1984.

[davethehorse] 19/9/2024 10:14

Certainly has a lot of catching up to do and that will prove very fruitful for LIO and those that buy at these levels

[mister md] 19/9/2024 10:12

IMHO the whole FTSE is undervalued at 8K and should be over 10K by now, especially when compared with the US markets performance over past couple of decades (e.g. DOW 10K=>40K+) ...

[davethehorse] 19/9/2024 09:15

Can't stay sub 600p for much longer....surprised it still is tbh...

[mister md] 19/9/2024 08:52

LIO and POLR remain core holdings. Both up exactly 1.92% today ...

[davethehorse] 18/9/2024 14:59

Keep the faith...;-)

[barnes4] 18/9/2024 14:39

Where is that bafoon horse

[barnes4] 17/9/2024 14:27

😂
He is a bafoon

[theinquisitiveone] 17/9/2024 14:05

davethehorse17 Sep '24 - 13:21 - 933 of 934
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Your full of BS Barnes lad

Just to prove I'm an equal opportunities pedant, I'll upset you both by pointing out that really should be: you're full of BS Barnes lad :-))

[davethehorse] 17/9/2024 12:34

Well it looks like the hare is finally on the move...;-)

[davethehorse] 17/9/2024 12:21

Your full of BS Barnes lad

[theinquisitiveone] 17/9/2024 07:55

barnes417 Sep '24 - 08:39 - 927 of 929
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Omg horse you really are a Bafoon

That's got to be one of the best offerings I've seen on ADVFN for, well, ever!

A poster that can't even spell "buffoon" properly describes another one as one!

Priceless, comedy gold :-))

[rcturner2] 17/9/2024 07:55

Posters like davethehorse are a pretty reliable red flag in my experience.

In too deep and has to post nonsense several times a day presumably out of desperation.

[barnes4] 17/9/2024 07:46

You are welcome