Polar Capital Technology Share Discussion Threads

[rp] 27/7/2019 14:18

Interesting article in Telegraph Money today, about Polar Technology and Allianz Technology shares running at a discount to value of underlying holdings. Gist of this is that there is no good reason for this. Sam Murphy at Numis said he could not see any fundamental reason for the discounts. Peter Hewitt of BMO Global Asset management said he did not think the discounts were justified.

[arja] 25/7/2019 13:28

lovely uptrending NOR chart ! I suppose that in theory it should OUTPERFORM the
nasdaq in USA with weak pound against US dollar . Is that correct please ?

[tomps2] 27/6/2019 12:45

Polar Capital Technology Trust at Mello Trusts & Funds

Interesting presentation by Ben Rogoff, CIO



The market, investing criteria, and much more.

[suetballs] 29/8/2018 23:51

Sold 50% of my holding this am for a very nice profit.
Happy to hold the balance for the moment.
Suet

[steptoes yard] 27/8/2018 14:13

Added some more on Friday.

[steptoes yard] 19/7/2018 12:55

Solid as always now punching above 1300. Core holding.

[danieldanj] 16/7/2018 03:07

Polar Capital (PCT) Earnings-Reaction to Keep an Eye

[dplewis1] 21/6/2018 19:14

Funny, I was actually thinking about selling some of my PCT holding. Just not sure how much longer these big tech stocks can keep going up?! Yes they are all great companies but some of the valuations are surely looking a bit rich by now..

[steptoes yard] 19/6/2018 13:11

Dpl not splash. Bloody auto

[steptoes yard] 19/6/2018 13:11

Thanks splash, and on pct goes....

[dplewis1] 31/5/2018 22:46

https://www.google.co.uk/amp/s/www.bloomberg.com/amp/news/articles/2018-05-11/harvard-endowment-goes-all-in-on-apple-microsoft-and-google

[steptoes yard] 24/5/2018 18:32

Just signed in dpl after a break, have you details of the Harvard investment please?

[dplewis1] 14/5/2018 17:43

Helped massively today by the news over the weekend that the Harvard endowment fund has gone balls deep on the big tech players.

[steptoes yard] 14/5/2018 16:11

All time highs, great tailwinds for tech

[steptoes yard] 09/5/2018 21:48

Added at 1195, tech leading again

[nimrod22] 20/4/2018 10:37

nine and thirteen day average moving above the 150 day line, looks very positive

[nimrod22] 18/4/2018 10:50

Looks as if there is a strong push upwards underway, still a good buying in price

[nimrod22] 05/4/2018 13:32

shreprice moved back above the 9 day average, and should keep on rising

[melody9999] 12/12/2017 07:48

Just read rogoff's latest report; see no reason to sell at this point despite the large share price increases over the last 12 months

[steptoes yard] 06/12/2017 19:17

Back in today. 1080 looks an entry point to me.

[prince7652] 05/11/2017 09:49

Adding in stages since 2015 no reason to sell Also adding to SMT and ATT and HRI all great trusts whilst US tech stocks rising at a measure rate

[dondee] 05/11/2017 09:41

This share has gone from 200p to 1,173-1,176p in 10 years, up 12p on Friday and up 14p the day before.

[umitw] 27/10/2017 14:42

Break out due to Amazon earnings!