Liontrust Asset Management Share Discussion Threads

[31337 c0d3r] 07/11/2024 14:03

spawny - yes more than likely, but keep in mind an S&P500 ETF (eg. through a provider such as Vanguard) will have the lowest charges of all.

[1viky] 07/11/2024 13:59

I do think that the 22 p dividend due in Jan is safe. By Aug, I see inflows improving due to Pension reforms ie Mansion House etc. With that, hopefully, the 50 p due in August will be safe.

[1viky] 07/11/2024 13:56

The next dicident is 22 p. If there is any cut which I doubt, it will be in the big 50 p August dividend. Why would they cut now?

[1viky] 07/11/2024 13:54

Analyst don't seem to agree that dividend will be cut.

[spawny100] 07/11/2024 13:52

UK market does seem knackered I agree. I'm beginning to wonder if it makes sense to sell all my UK portfolio and buy BlackRock shares and be done with it. Given they are major shareholders in most of the world's big companies and their share chart looks far prettier than most of UK ftse100 dividend payers surely it's not a bad strategy?

[scrwal] 07/11/2024 13:37

I don't hold but have been watching because of the yield. To me now that it is 16% a rebasing looks inevitable and I think the divi gets halved. The price weakness may be related to the market expecting a big cut but I wouldn't be surprised if a further drop happens should the divi be rebased.
This would still give a decent entry point for me but longer term income holders will be hit hard unfortunately.

[barnes4] 07/11/2024 12:56

Uk market exists no longer

All the big outfits have moved overseas

[davethehorse] 07/11/2024 12:55

Total dog share

[davethehorse] 07/11/2024 12:42

We're at the mercy of the tiny auto bot trades....rigged markets

[davethehorse] 07/11/2024 12:10

Looks like it, if anything FTSE not liking it lol

[davethehorse] 07/11/2024 11:26

Let's see if the market moves on today's interest rate news here and in the US

[davethehorse] 07/11/2024 11:24

Divi is uncovered but with a decent cash balance it's likely to be kept at 72p or thereabouts imo...so do analysts...

[spawny100] 07/11/2024 08:16

All of those US financials have great charts like a growth stock. Compare them to long term charts of UK financials. Stark difference and an illustration of just how screwed our market is.

[mister md] 07/11/2024 08:16

This is what concerns me - US markets at all-time highs. Many UK stocks at multi-year lows. At some point US markets will pull back a bit and then it's usually a case of “When America Sneezes, the rest of the world catches a cold" ...
And what about a dividend cut for a final kick in the ... ?

[31337 c0d3r] 07/11/2024 08:08

Last night the S&P500, Dow Jones and NASDAQ all closed up at record highs.

Multiple financials also closed up at record highs, including:

JP Morgan +11%.
Wells Fargo +13%.
Goldman Sachs +12%
Morgan Stanley +13%.

If it was the other way round and all these brokers fell -13% you can guarantee LIO would be falling at least -13%!

So will LIO follow and close up around +13%?

[rcturner2] 07/11/2024 07:26

The only logical interpretation of the share price movement is that the interims are going to be dreadful.

[davethehorse] 06/11/2024 18:45

Lol down ticker lovers unite!

[davethehorse] 06/11/2024 16:16

Let's hope LIO becomes a takeover target for a decent premium

[davethehorse] 06/11/2024 16:14

But could fall a fair bit further from today's level too....as someone said, the UK market is broken....

[petersinthemarket] 06/11/2024 16:11

Skinny - It is a very good buy for newbies.
Trouble is, most of us bt much higher some time ago.
pete

[1viky] 06/11/2024 15:41

That spike to 500 was because AIM rallied on budget day and LIO with it. If AIM rallies on Nov 14 on Mansion House reform speech, LIO will rally too.

[mister md] 06/11/2024 15:32

Yep luckily ABDN & POLR doing a bit better today. Slightly surprised after LIO outperformed the others briefly with that spike to 500p last month, but then dropped back again (and more) ever since.

[1viky] 06/11/2024 15:29

ABDN is up based on its US stock portfolios, I guess. LIO has US funds but is looked upon more as a UK player. Interest rate cut tomorrow will help. Also, Mansion House reforms on investment in AIM , reduction in outflow due to clarity on pension will all help the share price