Merchants Share Discussion Threads

[superiorshares] 23/1/2021 08:26

ZacO_4
A shame it's discussing reality on investment rather than waffle . If people believe as does goldpig . . That Corona will be all in hand by Feb . Which he copied and paste his little piece of garbage from this D's Scott person . Then give your reasons . Why this is correct ?.. That is what a forum is for . It's not for a little gang of rampers to denigrate anyone who doesn't hold their view.
So my view on MRCH .
Without continued stimulus for years to come , the Stock markets will collapse, like never before .
If mrch continues to pay its high dividend , it will have a lot a attraction .
At present I fail to see how they can do that .

It's a shame that on BP and NSF the same little gang of rampers played the same game as they do on here . Stifle debate , demonise and denigrate anyone who dares to offer an opposing view.

A little off topic but irrelevant to investment .
I see over the pond . BLM and Antifa are conducting deadly riots against the man with the support of dead people . Oh the irony of it :-).
Regards Rampers

[zac0_4] 23/1/2021 00:16

What a shame this board has come to this . . .

[superiorshares] 22/1/2021 18:19

Gateside
This isn't an excellent forum .
It has a handful of numpties that copy and paste articles that suit their view .
As with other forums those same people make statements like Filtered !! And the such against anyone who doesn't have their opinion .
Reminds me of Europhiles with their " Spoilt child like tactics "
Back to investment folks
Today Biden was Quoted as pushing for a 15 dollar minimum wage .
Investors should remember that many refer to Kamala Harris and cronies as Left Wing radical extremists .
Not too extreme the 15 dollars people might say ?. In the height of a pandemic !.. Could be a sign of very anti - business policy to come ?.
Which will of course affect MRCH and the rest of the UK stock market as it will move with the US direction .

[gateside] 22/1/2021 08:59

Someone seems intent on ruining this excellent forum, where there are a range of views and good discussion on Investment themes and Merchants Trust

Superiorshares21 Jan '21 - 20:53 - 1235 of 1237 (Filtered)

I filtered at the beginning of the week and I recommend others do the same - so that good discussion on MRCH can continue.

[jeffian] 21/1/2021 22:53

What happened to Merchants IT?

[ctrader3] 21/1/2021 19:57

In January, 5,684 Covid-positive in-patients out of 44,315 were infected after being admitted for other conditions, Daily Mail reports.

An intensive care consultant based in the Midlands was said to have taken a 'snapshot' of all the patients in his unit on a single day last month, which showed that 40 per cent had been infected in hospital.

---------

SS maybe just maybe u should re-consider not being vaccinated
or if not stay out of hospital, which on a risk basis
means staying indoors, I believe u stated for 5 years and
then that's not one hundred percent safe.

[ctrader3] 21/1/2021 18:41

The Covid pandemic has caused excess deaths to rise to their highest level in the UK since World War Two.

There were close to 697,000 deaths in 2020 - nearly 85,000 more than would be expected based on the average in the previous five years.

This represents an increase of 14% - making it the largest rise in excess deaths for more than 75 years.

u would do better quoting the number of people who have left the UK since
Brexit, then again, if they were a family with two children at school, that
alone took 15k from the pot, plus NHS, benefits, child allowance etc.,
then again it might be a positive for the country.

[superiorshares] 21/1/2021 17:45

A couple of meaningful investment points caught my eye today .
1 The EU stating they are sticking to their forecast of growth at pre Corona levels at the end of 2021. Totally Laughable socialists, even the pro EU sales reps found it hard to talk that nonsense up !
2 This is a more important one for the growth talkers.
In the UKyestetday we had over 1,800 deaths and in the US over 4,500. I make that in excess of over 6,300 people in a day and that's just in those two countries. I did some forecasts on the BP thread on the levels of death . All were correct .my last one is 3.5 million by the end of march .
Chinese medical types are predicting 5 million.
People die and are born everyday , the point of my relevent post is , all of these Corona deaths are additional people taken off the conveyor belt. They will not be returning to the spending economy.
People can never accept change . I am afraid there are some serious changes coming .
Regards to all Investors

[ctrader3] 21/1/2021 12:29

if part of the dividend was paid from capital, as the NAV
doesn't go up in a straight line, it matters little.
in fact apart from last April the NAV was falling
when the share was declared xd.
MRCH is a belt and braces share, get rich slow, sleep
comfortably in your bed.
if u want to take on more risk to make more capital gains
there are better shares to trade.
but I would guess MRCH still a core holding whatever
your portfolio looks like.

[bluemango] 21/1/2021 12:15

Human ingenuity being what it is, there will always be opportunities for growth and income and despite what the doomsters say, the virus situation will pass - and even if we have to learn to live with it (like other viruses) then public pressure and constraints on public expenditure will force a more free approach to opening up the Economy again.

Imagine how it must have felt after either of the World Wars. We always bounce back because otherwise what's the point?

[ctrader3] 21/1/2021 11:35

But he adds: “We expect UK dividends to be down this year and the question is, will they stay down? The revenue reserves are finite. And [if we did pay income out of capital] investors would still get their total return because it is given to them. We are an income trust and there is a big constituent of people who are keen for dividend growth to continue. But we would be more comfortable doing this in rising rather than falling markets.”

CTY

----------

I would guess that like CTY they will pay part of any dividend
shortfall from capital.
If like me u intend to hold forever, where the dividends come
from of no concern as long as they are paid.

[zac0_4] 21/1/2021 10:41

Gateside - the one thing missing from these monthly factsheet updates is some data around level of dividends the trust is receiving ie 56% of 2019 levels etc. This would provide an indication to shareholders as to the likelihood of future dividend payments being maintained or cut. It concerns me when it's all gone quiet on the dividend front!

[gateside] 20/1/2021 19:36

New factsheet out from Merchants...

Positive quote from the last paragraph of the factsheet

"As we move into 2021, most of the uncertainty over Brexit and the UK’s
future trading arrangements with the EU has finally been removed. This
should make UK equities, which have been relatively cheap for some
time, more attractive to global investors, even though many UK listed
companies are multi-national businesses that are not that dependent
upon the UK economy. The vaccine rollout at home and abroad should
also lead to a greater investor focus on economic recovery from the
pandemic, although the short-term outlook remains highly uncertain."

[tim 3] 20/1/2021 19:32

Thats a shame Goldpig.

Really value your input.

[superiorshares] 20/1/2021 18:46

Stimulus is used to purchase company or government debt . To stop them going bankrupt . It doesn't boost earnings .
I read very little by the sales reps these days . Having done it for 20 odd years , I realize what they are all about .
Nothing off topic about the effect of Corona on the global economy , it will be enormous !
All of the Banks with in the EU were bailed out in 2008 financial collapse . I include the banks from the now freed UK in that .
How's the end result looking ?
As I say goldpig , I have come across you on some threads before . You was one of the slaggers, on those occasions I just happened to be correct .

[goldpiguk] 20/1/2021 18:36

Hi Superiorshares,

This will be my last post on this board for the time being, as I don't want to get into lots of off topic posts. You are simply wrong about the effect of stimulus.

Link below to video about stimulus in the US.



The effects of stimulus are already evident in the recent US bank results.

Goldpig

[superiorshares] 20/1/2021 17:37

goldpig

Meaningless post :-).
I have come across you before either on BP or NSF ?.. you are one of the slaggers, of people who have a different opinion .

I expect no growth and value without the dividend is a value trap .

Goldpig.. understand stimulus, it doesn`t support earnings growth, it merely artificially inflates asset prices .

[goldpiguk] 20/1/2021 15:09

Hi all,

I really hope this board doen't descend into loads of meaningless posts. The IT boards are just about the only ones I bother to look at on ADVFN, as the majority of comments on individual companies are a complete waste of time.

I listen to Bloomberg radio on and off to try and get a balanced view of markets. Many commentators are quite positive about the outlook for UK shares in coming months and feel the market is well supported. However this is far from unanimous.

I have watched quite a few youtube broadcasts warning of the ridiculous valuations of companies such as Tesla, warning of a major market correction at some point.
For the moment I am wary of buying shares in IT's with large holdings in overvalued US companies for inclusion in my long term investment portfolio.

Although a major stimulous is expected in the US which will support earnings growth in 2021 and into 2022, at some point I do expect a switch from growth to value stocks. For the moment building my weighting in Asian orientated IT's, which offer better value, is my priority.

Wishing all MRCH shareholders a prosperous 2021.

Goldpig