Polar Capital Technology Share Discussion Threads

[arja] 05/11/2021 08:55

now PCT at ATH ! What % of their portfolio is on nasdaq if anyone knows ? thanks

[deadly] 04/11/2021 17:26

3.75% rise today, good tech results in US.

[vas007] 15/10/2021 08:42

By this afternoon should be up

[arja] 23/8/2021 15:34

smaller discount now but nasdaq roaring today and again at ATH I think

[deadly] 22/7/2021 22:58

Good results yesterday. 45.5% NAV gain last year and still 8% discount; makes no sense for such a performance.

[thewheeliedealer] 16/3/2021 20:36

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and part of our discussion includes PCT which I hold myself, and our thoughts on where Tech is going. As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management.

Specific topics in this one include the risks of anonymous Twitter Accounts and the devious tricks the ‘owners’ get up to, and we give examples of our own Trades and how we have Scaled in and Scaled out etc.

Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 44) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, with the intent being that it is like you are eavesdropping on us having a chat down the local boozer (we can dream !!).

Cheers, WD
@wheeliedealer

[arja] 26/2/2021 09:48

that makes no sense with nasdaq index in falling mode with intra day bounce . the discount might stay the same although PCT is the only one with such a wide discount to NAV in the tech trusts

[nk104] 25/2/2021 16:57

The discount seems to be 7-8 per cent. Thinking about adding for that reason.

[arja] 12/2/2021 12:41

killing -time ,
thanks for comments and a bit belated . PCT now trading at almost a 2 pound discoung to NAV after today;s figure ! I actually got tired of the labouring performsance and ssold today which might mean it will take off on monday ! ( wry smile )

[2sporrans] 30/9/2020 09:16

7% discount opened up during this pushback month; NAV looks to have borne up pretty well.

[killing_time] 11/9/2020 18:13

SMT having sold down on Tesla is sitting on alot of cash. Today they continued buying their own shares. Just my take, KT.

[arja] 11/9/2020 17:46

strange how SMT well up today ignoring nasdaq 100 unlike PCT and ATT. Not sure why and raised this query on SMT thread but doubt if anyone will know why .

[ec2] 04/9/2020 09:35

Had a very good run on these. Decided to sell out today and lock in my profit. When the momentum turns there could be a rush for the exit. The whipsawing in prices of the FANGs is a sign of rising instability. I'm happy to wait and see a good supportive base form before going back in for the next ride up.

[fionascott1234] 28/8/2020 15:50

The Lord give the and the Lord take the away!

[arja] 28/8/2020 13:34

weaker $US is holding back PCT, ATT and SMT in last few days even though nasdaq is still holding near all time high . Best to be in a USA investment trust specialising in nasdaq stocks to get maximum benefit . Anyone know any ?

[dplewis1] 27/8/2020 20:15

Pretty gutted I sold the last of mine at 20 quid..

[arja] 22/8/2020 18:42

wildshoot,
a bargain when trading at a sizeable discount and not a 2 or 3% discount ! But chart still in a nice uptrend and consolidating in recent days before next advance

[riverman77] 31/7/2020 14:28

PCT seems to be a bit more conservative than the likes of SMT (eg no exposure to the likes of Tesla as far as I'm aware). For me this is good, although it means performance won't have been quite as spectacular as the more punchy funds in this space - I suspect this might account for the slight discount that's appeared.

[wildshot] 31/7/2020 14:15

digitaria I noticed the same and it has me confused too. From the length of time I've followed/invested in PCT it has mostly been at a premium. Investment Trusts are frequently viewed as bargains when traded at a discount, this might make me accelerator the building of my position here. Long term I have faith in the sector so why not buy in at a discount :-)

[digitaria] 31/7/2020 12:21

Sentiment on PCT seemed to change mid July or so. Before that, it traded at a premium to NAV and since then, it has gone to a discount of 3-4%. Comparable trusts, like SMT or ATT have remained at a premium. Anyone have any insights?

[thewheeliedealer] 06/7/2020 20:16

Hi all,

My mate Peter @Conkers3 and myself did a Twin Petes Investing Podcast a few days ago and part of our discussion covers PCT which I hold myself. We also chatted about loads of other Stocks and as always a fair bit of general Portfolio Management educational stuff. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 26) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer