Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Merchants Trust Plc LSE:MRCH London Ordinary Share GB0005800072 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  6.00 1.7% 359.00 357.00 359.00 359.00 356.00 356.00 277,093 15:56:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 36.2 32.7 29.7 12.1 424

Merchants Share Discussion Threads

Showing 576 to 589 of 975 messages
Chat Pages: Latest  27  26  25  24  23  22  21  20  19  18  17  16  Older
DateSubjectAuthorDiscuss
12/5/2020
10:41
Hi, for me I don't find the Fundsmith Equity fund the exception to the rule, in fact it's not in my top3 . . . maybe I've been lucky. I hold a combination of OEICs (Investment Funds)and Investment Trusts. 16 in total. Here's my top and bottom 3 over the last 12 months (from today). All figures include dividend payments where applicable and costs. Legal & General Global Tech +27%, Legal & General Global Health and Pharma +22%, Smithson Investment Trust +17%, Lindsell Train UK Equity -8%, Henderson High Income -14%, Merchants Trust -17%. For me investment funds throughout this market downturn have been far more resilient than my dividend paying trusts. What's also interesting is my top 2 are simply tracker funds with no active management involvement!!
zac0_4
11/5/2020
20:49
Hi CT2000 I agree that MRCH now looks quite appealing. I topped my holding up here earlier today and am hoping to see both capital growth and a (fairly) sustainable dividend. Re-investing the income, either here or elsewhere, over the long term should pay handsomely. I know you're not convinced regarding total return funds, and that I accept. However, and I'm not trying to convince you one way or another, but Fundsmith equity fund have just released the video from their 2020 annual shareholders meeting and it maybe of interest. I found it to be extremely interesting and informative. Go to www.fundsmith.co.uk and click on TV tab. Regards
zac0_4
11/5/2020
14:35
chart trader 2000 - thats exactly what I've been doing over past months & years. The UK market has so many decent companies/investment trusts with yields of 6% + Only short-term issue is many dividends on hold, but hopefully they will be re-instated next year and shareprices recover some more in the meantime .. Occasional shortterm trade for a bit of fun, but too much risk of losing if you do too much of that (especially if its on the dodgy AIM market)
mister md
11/5/2020
08:37
RDSB was their #1 holding in the previous listing - unfortunately ;) Luckily GSK is doing well
mister md
05/5/2020
13:36
For information - New top10 listing: GSK 5.92%, Imperial Brands 5.22%, BAT 4.81%, RDSB 3.53%, IG Group 3.18%, Tate & Lyle 3.13%, Barclays 3.07%, Land Securities 3.03%, BAE 2.95%, BHP 2.88%. Top10 now accounts for around 38% of total portfolio as against 46% previously.
zac0_4
04/5/2020
10:29
Well, with FTSE at the same level as 21 years ago, I think (also relative to the US markets) anyone buying now will do ok over the next few years
mister md
03/5/2020
17:20
At no point in any of my posts have I stated anything is as safe as houses. And as for your comment around us history quoters . . . well it's interesting that you use history to try to make your point! So, welcome to the club!!
zac0_4
03/5/2020
16:51
Zac04. You should have put your money into the Bernie Madoff fund. That yielded 10 odd per cent. He was the kingpin of wall Street. Nothing could go wrong there. Security of dividend etc. A little warning sign for you history quoters. One of your biggest holdings hasn't cut its dividend since the 1940s . Safe as houses . Quids in ! Houses now there's another thing, I see them dropping 30 percent over the next 4 years. Enjoy your falling share prices and ultimately the slashed dividend.
superiorshares
03/5/2020
15:17
For clarity 5% of my initial investment annually so 1.25% per quarter
zac0_4
03/5/2020
15:16
Hi CT2000. You are absolutely correct regarding your comment on profits! One of the reasons I hold MRCH, HHI & HFEL investment trusts is the security of the dividends (we're now facing a real test in that department!!!). I like the Fundsmith equity fund not only for it's overall performance but for the fact you can buy it directly from Fundsmith, so no additional platform fees to pay. Also, they offer a facility were you can set up a payment to be made on a monthly, quarterly or annual basis from the capital value of your holding. So, in my case I have an fixed amount paid quarterly that equates to 5% of my initial investment. So, regular income and growing capital. I'm in the accumulation fund. so far, so good. GL.
zac0_4
03/5/2020
14:32
Just for clarity, my example yesterday referred to the Fundsmith Equity Fund, accumulation version. This fund has performed excellently over many years in various market conditions. I realise this is the Merchants trust board but was simply trying to put the case for using total returns and releasing capital for income as opposed to relying on just dividends for income. I hold both Fundsmith and Merchants trust.
zac0_4
03/5/2020
13:37
Yes compounding theory lesson . Thankyou You fail to mention in your example what those shares were purchased for and what they were sold for. Back To MRCH looking at the 10 year chart . I am thinking anyone who has purchased these from 2013 onwards . Have re-invested their dividend and made a loss. Unless they can hold . So the majority of those purchasers from 2013 onwards have had their money in this for up too 7 years and have lost . Is this correct ?
superiorshares
03/5/2020
13:28
Ok all who invested at 5 pound in 2013 . Have they made money at todays price 7 years later having re-invested their dividends ?. A percentage of those will only lose if they sell. The fact remains if they hold long enough they cant lose ??? The fact remains not all people can do that. They catch cancer.. get divorced. have needy adult children.. Get a huge tax bill.. die of corona .. die of old age. Investment is timing and as someone has said on here Total Return. Its no good holding a Trust for 67 years unless you start investing in it about 20 years before you are born. Looking at the 10 year chart . I would say anyone selling today having invested in this from 2013 onward, will make a loss. If they make a profit it will be incredibly small. That's with all the divi re-invested !
superiorshares
03/5/2020
10:54
Another thought to take in to account when quoting returns over the last twenty years 2000-2020 has involved the most massive amounts of money printing ever ! That money has been tipped into markets by these incredibly brilliant Central Banks Pretty much all and sundry now tell you this does nothing but maintain asset prices artificially high. so to get times 4 for your money over those 20 years isn't that great. Again all that is being talked about is historical. Its easy to pick out performance after the event. Hypothetically you purchased Alliance at £8.70 in Jan 2020. £1000 pound worth. what will that be worth in 20 years time ? £ 4000 possibly, possibly not ? Those Central Banks are digitally printing money like never before, that trick has worked in the past with Financial issues. We are talking disease here. The brilliance of the Central Banks have zero control of it Printing money .. even to address financial calamity does not work forever. use a favoured subject History and Check out Argentina , Rwanda, Uganda etc on that one.
superiorshares
Chat Pages: Latest  27  26  25  24  23  22  21  20  19  18  17  16  Older
ADVFN Advertorial
Your Recent History
LSE
MRCH
Merchants
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20201025 00:35:31