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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
  -5.00 -1.47% 335.00 334.00 336.00 352.50 336.00 342.00 257,211 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 36.2 32.7 29.7 11.3 399

Merchants Share Discussion Threads

Showing 726 to 747 of 1025 messages
Chat Pages: 41  40  39  38  37  36  35  34  33  32  31  30  Older
DateSubjectAuthorDiscuss
21/7/2020
21:33
I just wonder why the FTSE continues to underperform compared to say the Dow Jones. I’m beginning to think that dividend paying companies, certainly in the uk, return too much profit to shareholders at the expense of business investment. US listed companies return far less to shareholders in the form of dividends. That, and has been pointed out that the uk index lacks technology stocks. 5 year return for FTSE is 13% whilst the Dow has returned 85%. MRCH has returned -0.85% over the same period!
zac0_4
21/7/2020
21:04
Thanks tim 3 I feel part of the problem is that the FTSE has been so poor over many recent timeframes, which means that MRCH is fighting against headwinds all the time. Regardless of my poor view of MRCH - have to say that there is always good discussion on this bb.
gateside
21/7/2020
18:23
Over 5 years. Top S&P tracker Second mrch Bottom FTSE. Obviously Dividend reinvestment will be make a considerable particularly over the longer periods.
tim 3
21/7/2020
17:58
Over a year. Same colours as last post,
tim 3
21/7/2020
17:49
Top one is vanguard s&p tracker second is ftse bottom is mrch.
tim 3
21/7/2020
16:05
FTSE up MRCH down againHow much do these people get paid to run this Investment Trust? Too much!
gateside
21/7/2020
08:22
Have to agree with u zac, my best investments are mostly tracker funds, only a few of my IT's have outperformed them long term. I'm going to wait till all recovers in maybe 5 years, and then switch all my holdings into vanguard 60,40 fund.
chc15
21/7/2020
08:05
Agree with most comments. I’ll continue to hold here, and in HHI, whilst I move away from my positions in individual dividend paying shares. However, medium term I’ll need to see a vast improvement here if I’m to remain invested. The performance from 3 of my low cost index type funds puts this to shame! 5 year returns as follows: L&G Global Tech +212%, L&G Global Health and Pharma +73&, L&G International Index +78%. No competition!
zac0_4
21/7/2020
07:40
I agree past poor performance here does not say that such poor performance will continue. But the current 10 top holdings when combined have a YTD of -11.89% MRCH has a YTD of -35.48% The FTSE100 has a YTD of -16.99% That's some serious underperformance from MRCH which the board here need to turn around.
gateside
21/7/2020
07:05
Certainly hasn't been the best strategy in the last 5 years but that doesn't mean to say things will be the same in the future.Maybe there's lots of bad news already in the price here and once everyone has bought all the Fangs , Microsoft, Tesla plus a smattering of healthcare doesn't that trade become rather overcrowded and overpriced.
panshanger1
21/7/2020
06:44
Having only recently bought in, I'm having doubts over my purchase. I bought for the yield, but when I look at my portfolio I do agree that chasing dividends is not always the best strategy. Compare the 5 year graph of AZN verses GSK for instance. Serious out performance from AZN which pays a much lower yield. In addition to buying for the dividend, I really like the Investment Manager here, but I think he badly confined by restricted to only buying UK companies. The lack of technology companies is holding this back. Pharmaceutical companies are going to have a good future too.I feel the make up of the portfolio of MYI is far better placed for share price growth. Asia has far less debt and surely has a brighter future.So will most likely switch to MYI just waiting for a small price rise here to sell.
gateside
20/7/2020
22:46
Like others here I am now much less invested in individual shares and have a decent amount of these but I am concerned that these and the ftse too are to reliant on very mature "old school " companies and do not have enough exposure to the companies that will shape our future and their performance will show that.These last few months have shown just how important a part technology and the companies that provide it play in our life and I can only see that trend continuing.
tim 3
20/7/2020
19:00
I’m in a similar situation. Moving away from individually held shares. I hold here, in HHI and HFEL as dividend paying trusts, and have held for some time. My views are changing. I’m not convinced chasing income is the best way to go. I hold a number of investment funds and have started to take a % from them when required. This has proved far more beneficial. Total return, ie including dividend payments, from MRCH over last 5 years is 1.5%. Total return from a low cost international index fund is 79%. Food for thought!
zac0_4
20/7/2020
16:30
My current preferred ITs are MRCH, DIG, EDIN and SHRS. Also think Private Equity trusts may be picking up some bargain sales in coming months. Holding PEY and SLPE. Also holding some defensive non ITs such as AZN, PHNX (7% yield), ULVR, BAE Systems. All for income. And a speculative punt in Aim listed FRP - one of the few listed insolvency specialists. They are rather busy at present and sadly likely to continue to be in near future.
bluemango
20/7/2020
14:25
yes shalder, I agree that stock specific risks are out of my comfort zone. Time to put on my slippers and settle in with this. Put the other half of my capital in IUKD for same reason.
dandu69
20/7/2020
14:24
Have also topped up today, long term hold for me.
chc15
20/7/2020
13:09
dandu: I have arrived at similar conclsions, at least in part because in my view, stock specific risks right now are the highest I can recall across a whole range of market sectors. I have been looking at ITs more closely than for some years, trying to find managers whose broad philosophy makes sense to me and identifying specific trusts for investment. Let's hope we are both right!
shalder
20/7/2020
12:28
Added today
panshanger1
20/7/2020
09:24
Put half my capital in these with a long term 10+ years horizon. Since the crash I`ve really looked at my investment goals and have chosen to come out of individual shares.....this fits my risk profile better having been in the share game for 15+ years. A steady dividend 4 times a year will do for me.
dandu69
17/7/2020
22:50
This just cant seem to make much progress only 70p off the "crash" lows.
tim 3
10/7/2020
14:48
MRCH is the biggest bargain stock (in the 'low risk' category) currently available imho ;)
mister md
09/7/2020
16:17
Took a few today
panshanger1
Chat Pages: 41  40  39  38  37  36  35  34  33  32  31  30  Older
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