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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
  -2.00p -0.38% 531.00p 530.50p 531.00p 534.00p 530.00p 531.50p 1,475,095 13:51:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 28.2 23.8 1.6 323.8 7,799.36

Scottish Mortgage Invest... Share Discussion Threads

Showing 501 to 525 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
30/10/2017
08:10
Rather muted response to Fridays share prices in the US. I suspect we are now at a bit of a discount to NAV and SMT May be in the market for its own shares again.
mad foetus
27/10/2017
17:35
AMAZON UP UP UP 13% (THIRTEEN) TODAY. ScoMo's biggest holding. QP
quepassa
27/10/2017
15:12
I pinched a few more first thing following last nights blow out numbers from US. I had intended to wait until after "meeting the managers" in a York event 7 Nov. Only 2% of my portfolio as it is so damn expensive.
steve3sandal
27/10/2017
14:54
Anyone got any views on todays rise?
lollipop3
27/10/2017
07:19
Perfect timing MF! Big US tech smashed forecasts last night with Alfabet, Intel, Twitter, Microsoft all rising strongly after hours. Amazon up by an astounding 8%. The purchase of 4.7 million shares at 434.1 may prove to be an astute piece of discount management. SMT have been very successful in identifying business with long term growth potential. To benefit from this strategy, investors must also keep their nerve and stay focused on the long term.
caradog
26/10/2017
18:43
I bought in yesterday, having waited for ages. It's in my long term portfolio, unlikely to sell for 10 years. GLA.
mad foetus
25/10/2017
13:38
Oxman. Stick to Lloyd’s for a santa rally
right honorable lord lucan
25/10/2017
05:15
Sign of the times. After enormous volumes of selling shares from Treasury to the market over a couple of years or more, the tide has turned. Yesterday ScoMo bought from the market a whopping 4.7million shares at a price of 434.1p to place into Treasury. A turning point. ALL IMO. DYOR. QP
quepassa
17/10/2017
15:01
440p today. And if markets keep trending then for me this easily be 500p by Xmas.
its the oxman
15/9/2017
08:21
Sterling is up against $ by 4% in last fortnight. Many big NASDAQ names down by 1% yesterday. Negatives for ScoMo portfolio which is overweight $ + NASDAQ. Strong headwinds now. ALL IMO. DYOR. QP
quepassa
01/9/2017
09:20
£4.50 by Christmas
lollipop3
18/8/2017
08:00
Apart from Baba's great results yesterday (China), an ugly day yesterday on NASDAQ. Geo-political risks to the fore. USA, Asia and Europe. An unholy trinity. The main positives are general global growth and a need to park big liquidity in investments. The direction of money seems to favour Europe and EM where assets are cheaper. An increasingly wobbly market. ALL IMO. DYOR. QP
quepassa
10/8/2017
07:09
Bloomberg: "Two of the biggest money managers have a message for investors: it’s time to dial back risk." PimCo and T. Rowe Price. hXXps://www.bloomberg.com/news/articles/2017-08-09/pimco-and-t-rowe-price-warn-investors-it-s-time-to-reduce-risk ALL IMO. DYOR. QP
quepassa
09/8/2017
06:51
Personally, I think highly of many of the stocks in the ScoMo portfolio. But the market valuations for Tech Stocks in general in the USA are by now extremely toppy by any historic measure. It may go further still but it seems to me that a correction is on the cards soon for the US Tech Sector. The unknowable Trump factor and rising interest rate environment in the US add further discomfort to an already frothy market. The weakening dollar which has fallen from 1.20 to 1.30 to the £ has further detracted from the heavily overweight US$ denominated portfolio of ScoMo. I sold all my ScoMo holdings at around 420p in June and reinvested elsewhere in other Trusts (European and UK) as well as cherry-picking some of ScoMo's non-USA ideas such as ASML Holding Netherlands(+13%), Ctrip (+16%) and Baba (+30%) and the performance achieved away from ScoMo has in all cases been significantly higher. If my trading thesis of a significant USA correction holds, I would seek to reinvest at a later date in ScoMo on any significant pullback - although I am somewhat growing to dislike the increasingly arrogant house style of Baillie Gifford. When the Faangs eventually bite, they will make you bleed. ALL IMO. DYOR. QP
quepassa
09/8/2017
06:16
I've moved from here in to TRG. Which is ticking up nicely and still offering a discount. Same reason many have stated, I think there will be a better opportunity to buy here when the market eventually corrects. Regards to HRI, I'm already overweight in IQE so didn't want to increase my exposure, but do like it.
darola
09/8/2017
06:04
This has been one of the best performing trusts since 2009 which is about when I originally purchased. Only got a few left now and I undoubtedly sold too early. The valuation is ridiculous now. When the music stops this will be one of the worst performing investment trusts for a time. Could easily lose 2/3rds of its value.
topvest
09/8/2017
05:44
While still vary wary of the US big internet stocks, theres a lot going on further down the tech food chain, some of it on the back of the forthcoming iPhone 8 which is causing lots of activity around the semiconductor sector. It would be good to see SMT shifting some weighting down the market sizes.There's also a lot of activity and technical advances in the battery tech sector. A diversified way to capture some of that action is via the Global X Lithium and Battery Tech ETF (LIT) which has been making steady progress. As previously stated I prefer HRI to SMT right now, although the really nice discount of 18% in HRI has narrowed to 14% on the back of the continuing strong rally in IQE (also a beneficiary of iPhone 8 expectations)
shavian
07/8/2017
11:43
I find it hard to believe that tech valuations are sustainable,in the past I have been patient and the falls have come will do the same here but must admit am surprised we have not had a pull back this spring/summer yet. This has virtually doubled in a year, buying up here just does not feel right to me.
tim 3
03/8/2017
13:46
Well the BOE's comments have sent sterling down again today against the dollar quite significantly. SMT currently up 1.47% today.
the juggler
03/8/2017
08:52
Sterling's newfound strength does ScoMo's majority dollar-denominated holdings little benefit on a revaluation basis. Whilst I like ScoMo's portfolio a lot, personally I agree that sky-high valuations in the USA Tech Sector are overdue for a major correction of some 10-20%. That is when I would reinvest. Look at this worrying statistic:- In June, ScoMo issued Equity from Treasury on 14/FOURTEEN separate occasions such was the demand for their stock. In July, Just once on the 5th. July. Good Luck All - but carry a shamrock and a brolly. ALL IMO. DYOR. QP
quepassa
03/8/2017
06:58
US tech stocks continue to surprise on the upside with stonking results. Not just the big names like AAPL and TSLA, but the component manufacturers like Qorvo. However, these sky-high valuations cannot go on forever and all these stocks must be vulnerable to a more general correction in the US markets which seem determined to ignore the political risks of the chaos in Washington. SMT has a high exposure to these risks, so I have banked my profits here for now.Like QP I prefer Herald to ScoMo at the moment, and switched a month ago, while continuing to drip feed monthly savings into SMT to rebuild a base here from scratch in the hope of using 'pound-cost averaging' to catch them on the bounce if/when the correction comes along in the coming year. I see no logic in Herald's 18% discount while SMT is still trading at a premium. Herald's discount may narrow when the market wakes up to the lower valuations of UK and European tech stocks, and the potentially exponential growth of companies like IQE which must now be Herald's biggest holding.
shavian
03/8/2017
06:11
TESLA. wow! QP
quepassa
28/7/2017
11:56
I am hanging on for a while at least. Markets down today and the usual summer malaise. Watching closely though.
the juggler
27/7/2017
18:32
Sold up here for a while. Will be back when the opportunities have settled down a bit!
darola
27/7/2017
08:07
Something happening with ASML Holding Netherlands??? Graph gone vertical recently. Unusual. ALL IMO. DYOR. QP
quepassa
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