Share Name Share Symbol Market Type Share ISIN Share Description
Scottish Mortgage Investment Trust 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
  -14.70p -3.03% 471.10p 484.95p 485.50p 490.95p 480.50p 487.40p 47,435,106 11:32:35
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 30.7 16.7 1.2 392.6 6,789.99

Scottish Mortgage Share Discussion Threads

Showing 476 to 495 of 675 messages
Chat Pages: 27  26  25  24  23  22  21  20  19  18  17  16  Older
DateSubjectAuthorDiscuss
26/7/2017
16:33
A number of big funds are going sideways at the moment. This and Fundsmith have both struggled over the past few weeks. But the you're supposed to buy and hold for years and not care about "short term" movements....
darola
26/7/2017
14:45
Getting bored with the increasingly high-handed and bombastic flavour of a certain well-known fund that shall remain nameless and by contrast getting increasingly interested in the significant successes, inherent value and great upside potential in the Katie Potts Herald Investment Trust which trades at an inexplicable 18% discount-to-NAV. Herald are off the radar and, unlike some, like to maintain a charmingly and refreshingly discrete profile. However, for the curious, here is a rare write-up on Ms. Potts from the March 10th. edition of MoneyWeek. In many ways, a not dissimilar ethos to SMT, although Ms. Potts has an enormous personal interest to succeed as she set up her own firm - and her flagship fund HIT/Herald Investment Trust (ticker HRI) is now approaching £1billion in size. hXXp://moneyweek.com/the-worlds-greatest-investors-this-week-katie-potts/ ALL IMO. DYOR. QP
quepassa
24/7/2017
11:17
Thank you. Not sure how I missed that.
finkwot
24/7/2017
10:49
Finkwot, open the drop-down menu in the top right-hand corner, and all will be revealed!
caradog
24/7/2017
10:14
I find the Scottish Mortgage website rather frustrating. It seems to be a collection of waffly essays and not much meat. Do they actually have lists of holdings and financial statements and so on? Where are they hidden? Https://www.bailliegifford.com/individual-investors/funds/scottish-mortgage-investment-trust/
finkwot
21/7/2017
12:58
Davrola, You are very welcome. in case it helps this is what I recently posted about Herald Investment Trust (HRI) on a different bulletin board for the Chelverton Smaller Companies Trust: Quote I like this Trust a lot. However, I have recently switched the majority of my holdings into Herald General Investment Trust (HRI) which is a much bigger Trust with approaching £1billion of assets and which is focused on the smaller cap Tech + Media sector with a good weighting in UK and North America and 10% Cash. This Chelverton smaller cap trust trades at a PREMIUM nowadays ( having a few years ago been at a whopping 20% ++ Discount ). For some reason which I cannot put my finger on - probably due to lack of profile and publicity and being off the radar- HRI still trades at a MASSIVE discount of 18% despite some excellent recent performance and a very good pedigree. With money flowing fast into Europe and with a great track-record of having increased shareholder money 10x since inception combined with a low management fee of 1%, in my opinion HRI looks totally undervalued by the market, if not misunderstood and mispriced. When I look at sector comparisons like SDT, Patience capital, Schroders' small cap funds, JPM smaller and even big-brother and Tech giant Scottish Mortgage, the discount on HRI looks totally out of whack with the rest of the market. Additionally, HRI have a share buy-back program and the cash to support it. For seekers of value and hunters of big discounts, it appears to me that at an inexplicable 18% discount-to-Nav that HRI has a great deal to offer. Personally, I see the discount ripe for very rapid compression. Good Luck All. ALL IMO. DYOR. QP Unquote
quepassa
20/7/2017
20:43
Thanks QP. Added to my watchlist and will review HRI in more detail over the weekend.
darola
20/7/2017
15:51
I see that SMT is now number 80 in the FTSE 100
galeforce1
19/7/2017
13:04
After seeing the very strong 6 months figures reported yesterday by specialist technology/media Investment Trust, Herald Investment (HRI) who reported a tremendous 14% increase in NAV just in six months, it appears to me that Herald's massive 18% discount is grossly out of kilter and over-due for compression. ALL IMO. DYOR. QP
quepassa
19/7/2017
11:55
No. ASML HOLDING - Netherlands. The global largest manufacturer of semi-conductor/photolithography machinery. A significant item in ScoMo's portfolio QP
quepassa
19/7/2017
11:41
ASML? Http://www.londonstockexchange.com/exchange/prices-and-markets/stocks/summary/company-summary/NL0010273215ZZEUREQS.html?lang=en
finkwot
19/7/2017
11:26
ASML picking up strong momentum. +8% in last month. Something perhaps afoot?? QP
quepassa
10/7/2017
07:47
I think the dip will be more prolonged as the market awaits further FED news. Having (luckily) sold out two weeks back, my ploy is to drip-feed small amounts back in monthly to average the price.
shavian
07/7/2017
11:13
The market moves in mysterious ways. Maybe you are right. Let's hope it defies gravity. Good Luck All. ALL IMO. DYOR. QP
quepassa
07/7/2017
10:45
The current rise suggest it is being ignored....
darola
07/7/2017
06:21
Fully concur. Only temporary. But USA Tech Sector still further to fall before the current rout finishes. That will be the time to reinvest. ALL IMO. DYOR. QP
quepassa
07/7/2017
05:53
Good to read articles like this. Goes to show that sentiment is temporary and economic growth over time is permanent. hTtp://investorplace.com/2017/07/amazon-com-inc-amzn-stock-price-can-reach-to-1200-because-its-not-done-dealmaking/#.WV8gvIXTWEc hTtp://www.cnbc.com/2017/06/12/what-sell-off-amazon-gets-1200-price-forecast-from-analyst.html
darola
06/7/2017
07:11
Tesla DOWN 7.2%. Ouch. QP
quepassa
06/7/2017
06:17
There you go Darola I think the comments from our young friend say it all, I will leave him to his ranting. I touched a nerve and boy is he wound up.
getscenic
06/7/2017
06:02
Darola, As I have mentioned SMT is a great investment trust for those who believe the future of the FANG stocks. It does however come with risk and my post above explains my concerns that many who post on these forums do not understand the risks. qp care to discuss the demerits of SMT, after all you keep posting the sinking NAV most days.
getscenic
Chat Pages: 27  26  25  24  23  22  21  20  19  18  17  16  Older
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