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Share Name Share Symbol Market Type Share ISIN Share Description
Scottish Mortgage Investment Trust Plc LSE:SMT London Ordinary Share GB00BLDYK618 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -4.50p -0.87% 513.50p 512.50p 513.00p 518.00p 512.50p 517.50p 2,705,646 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 28.2 23.8 1.6 313.1 7,542.32

Scottish Mortgage Invest... Share Discussion Threads

Showing 701 to 722 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
14/6/2019
13:34
Interesting recent contribution/commentary/observations by Anderson on Professor Hendrik Bessembinder and his work. ALL IMO. DYOR. QP
quepassa
14/6/2019
13:10
If Boris gets to be PM as looks highly likely at this juncture ( and I sincerely hope he does), there will of course be an immediate cabinet reshuffle. The bookies think it's a slam-dunk that Boris will win and are offering 1-5, with Hunt at 8-1 and Gove 16-1. - Rory Stewart, a future Tory rising star, is at 14-1. If Boris wins, it seems to me that Philip Hammond may be on a very, very sticky wicket. Although he's done a good job with the UK economy and employment levels are doing extremely well, Hammond's stance on Brexit looks distinctly at odds with that of Boris and Boris would rightly and wisely want his own man (or woman??) as his new neighbour in number 11. There is seemingly not much love lost between Boris and Gove after Gove openly stabbed him in the back when Boris was last time pitching for the job of PM. Equally as interesting as speculating whether Boris will be PM, for those involved in the financial markets, it may be just as interesting to speculate who may or may not be the new ChanEx in the likely scenario that Boris gets to be king pin. ALL IMO. DYOR. QP
quepassa
14/6/2019
12:54
Quepasa I note Farage seems to have disappeared from your posts, just as he has disappeared, like he usually does, from public gaze. Polls now put his party third and his glory days are fading as they always do. As to Hammond, the only calculations. Boris will make is if he is more dangerous out than in. Hammond is not acting like he wants a job unlike the fawning second-raters of the ERG. He will be very dangerous to Boris out, especially if he teams with Rory Stewart, the star of the elections. But what has this got to do with Scottish Mortgage?They may not suffer as much as some from a Bojo unicorn no deal Brexit but it will not help.I suggest, when posting here, you concentrate on the topic. Why on earth should anyone otherwise care about your wholly ordinary Brexiter views. Save them for the DT.
2torrance
14/6/2019
09:46
If Boris gets to be PM as looks highly likely at this juncture ( and I sincerely hope he does), there will of course be an immediate cabinet reshuffle. The bookies think it's a slam-dunk that Boris will win and are offering 1-5, with Hunt at 8-1 and Gove 16-1. - Rory Stewart, a future Tory rising star, is at 14-1. If Boris wins, it seems to me that Philip Hammond may be on a very, very sticky wicket. Although he's done a good job with the UK economy and employment levels are doing extremely well, Hammond's stance on Brexit looks distinctly at odds with that of Boris and Boris would rightly and wisely want his own man (or woman??) as his new neighbour in number 11. There is seemingly not much love lost between Boris and Gove after Gove openly stabbed him in the back when Boris was last time pitching for the job of PM. Equally as interesting as speculating whether Boris will be PM, for those involved in the financial markets, it may be just as interesting to speculate who may or may not be the new ChanEx in the likely scenario that Boris gets to be king pin. ALL IMO. DYOR. QP
quepassa
08/6/2019
11:51
weekends here, what brokers do you guys use? ii have decided for the fourth time in a row to increase fees, from June 10th it will be £10pm for my SIPP and £10pm for my ISA - £240 per year in admin fees. its time I finally switched broker whilst ii dont charge. anyone used iweb-sharedealing(by halifax) or X-O(by jarvis)? ISA's and Normal Trading Accounts are both free with no other charges and the SIPP fees also work out much cheaper than II. The trade fee is fixed at £5 per trade across all accounts with ZERO inactivity or monthly/yearly admin fees.
derricktrotter
05/6/2019
21:14
Zillow up almost 50% since beginning of May
quepassa
28/5/2019
13:23
QuePasa I see no post by you predicting anything on 13th April here, Just a reference to a Farage speech. Farage did not of course do as well as polls predicted, which may explain why he lost his rag a few times n TV yesterday, He was even out polled by Lib Dems and Greens! But what has this got to do with SMT anyway?
2torrance
28/5/2019
07:13
691 refers. And as predicted by me six weeks ago on 13th. April. Do not rule out the possibility of Farage eventually becoming the UK Prime Minister. This is currently where the bookies are giving odds on Farage:- 2-1 Farage to be PM by 1/1/2025 5-2 Farage to become an MP in 2019 16-1 Farage to become PM in 2019 ( from 25-1). ALL IMO. DYOR. QP
quepassa
26/5/2019
20:14
Interesting fact at the end of December 2018: "As of 31 December 2018, global value stocks traded at a 60% price-to-book discount to growth stocks. This discount level falls within the highest (or cheapest) quintile observed since 1974."
topvest
25/5/2019
21:13
Well I have a small stake left which i will keep. As a value investor I sold on the way up and too early really. Still done very nicely in 10 years though. I always like reading the Scottish Mortgage annual report and, in particular, James Anderson's investment report. He is a very capable manager and is excellent on spotting emerging themes and thinking. However, I'm quite alarmed by his "This time is different" message on growth investing over value investing and the rise of network companies. He doesn't use these precise words, but he is saying that value investing doesn't work anymore because value companies die. Hmmm. Does this mark that we are getting close to the top of the disrupter bubble? Buying Amazon on a P/E of 58, Netflix on a P/E of 81, Tesla on a P/E of 122, could well unfold quite badly. This time is not different. Before my time, but the Nifty Fifty stocks lost 80-90% when the bubble burst. I know that I've warned on this for many years and Scottish Mortgage just goes from strength to strength....but one day its going to lead the losers.
topvest
23/5/2019
12:46
Tail Risk - Yes, a good article, thanks for highlighting it. Rather confirms my own instinctive view. I sold out of SMT a few weeks ago. I am not sure if I hope to buy back in at a lower price or not. I am reflecting on the idea that what will be good in the market is changing, and quite fast and I should eventually reinvest my cash balances ( abt 25% right now) elsewhere. SMT has had a good run but 'winning' strategies don't always last. I will keep watching, reading and taking my time before doing anything.
noslien
23/5/2019
09:31
The Column headed Tail Risk in today's FT (p.13) by Laurence Fletcher is well worth reading. An excellent article.
quepassa
22/5/2019
08:37
no-one is blaming him for anything. As I said the TRUST is at a difficult juncture. Rather than just commenting on my posts, can you kindly proffer your opinion.
quepassa
22/5/2019
08:16
You may be right, QP, but Anderson can hardly be blamed for not knowing what Trump will do next, when not even Trump knows.
caradog
21/5/2019
15:02
Normally enjoy and have high regard for Anderson and his writings. However, his recent expansive May musings in Resolute Optimism are not of his usual calibre in my view and are somewhat wordy and boring. Using revered Benjamin Graham as a yardstick by which to measure modern day tech companies is bizarre to say the least, if not entirely misjudged. In terms of ScoMo, the Trust is at a particularly difficult juncture in my view. Not only has Tesla taken a beating (and will continue to do so) but the Trump-China trade tariff tiffs are taking a very heavy toll on all Chinese Tech stocks. ALL IMO. DYOR. QP
quepassa
18/5/2019
10:39
Coming back nicely.
verydereky
16/5/2019
12:29
QuePasa I am not sure what this has to do with SMT but you seem to be peculiarly oblivious to just how unpopular the snake oil salesman is. Farage has a LOWER popularity rating than May herself at minus 56 with only a 24% like. Some hope of being PM on those figures! Of course he will do well in the European elections as he did before but even here the last poll had Labour neck and neck On a far more appropriate theme, glad to see SMT riding high on the back of their results.
2torrance
11/5/2019
12:13
which ever way you happen to vote, if you are genuinely interested in UK politics, you'd better take note of this juggernaut fast building speed. Remember, Farage is the one who spear-headed the Leave Campaign. And won. His nascent Brexit Party is highly likely to trounce both the blues and the reds in the upcoming European elections by a county mile. And for what it's worth, the bookies are already narrowing the odds from 25-1 to 20-1 for Farage to be next Prime Minister. May and Corbyn are understandably both deeply unpopular. These unprecedented political conditions make it absolutely ripe for a new party and a new leader to emerge. That's the real story in politics today. As yet, not fully appreciated by the press and the media. But it will be. Very soon. all imo. dyor. qp
quepassa
11/5/2019
11:47
Not to be missed. We'll be the judge of that!
pvb
13/4/2019
17:09
Best political item this whole week. Nigel Farage's speech in his first rally today staged in Birmingham for his new Brexit Party. Not to be missed. you'll find the Birmingham rally speech here:- hXXps://thebrexitparty.org/
quepassa
06/3/2019
12:02
Does anybody know how the Bristol forum went?
lollipop1
05/3/2019
18:52
Ctrip on fire today at +22%
quepassa
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
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