Scottish Mortgage Invest... Share Discussion Threads

[hazl] 11/10/2016 09:37

Yes SHAVIAN I meant from an individual's point of view.

[shavian] 11/10/2016 08:11

I'm not sure that consultancy (Waterman's sector) is quite up SMT's street. James Anderson is more likely to be interested in our emerging companies in areas such as graphene. Any ideas there?

[rupe1958] 10/10/2016 21:42

Que Passa -

'And if you look at the general range of Baillie Gifford funds they are not really UK-focused'

That's because Bailie Gifford (probably the UK's most successful asset manager) think the UK economy is very weak. They are right. And the foolish Brexit will hasten its decline.

hazel - thanks. I haven't heard of Waterman. I'll take a look.

[hazl] 10/10/2016 18:49

RUPE Here's a good little UK firm with plenty of new contracts,great results,today and dividends IMO

WTM





Waterman Group

[rupe1958] 10/10/2016 18:44

Que Passa

You wrote - "Wow! ONLY 6% of ScoMo is invested in the UK."

Ys, and you have to keep in mind that the only UK stocks they do hold - Rolls Royce, Prudential, a few VC names like Skyscanner - have fairly small domestic UK exposure.

That just about sums up how Baillie Gifford see the UK's economic future, I'm afraid.

[hazl] 07/10/2016 09:01

GOOD POINTS

[shavian] 06/10/2016 09:01

Or EPAM Inc which may have a clear lead in secure payment systems through blockchain technology. JPMorgan's EMTeam spotted that one - it has its origins in a team of codewriters from Belarus. NAI. Info only DYOR

[hazl] 03/10/2016 09:23

a great stock SMT agree

[rupe1958] 29/9/2016 17:34

SMT is heading for the FTSE 100, I think. Whether that's a good thing I don't know.

[philo124] 29/9/2016 16:43

Hold Amazon direct, like most of large US stocks done very well. Topped up on AVGO today. Best return Ratheon. Was in here at 635. 1000 by mid dec possible depends on external factors in the short term.

[lollipop3] 24/9/2016 13:18

Tencent mentioned in todays Telegraph.Onwards & Upwards.J