Scottish Mortgage Invest... Share Discussion Threads

[contrarian joe] 12/10/2018 11:25

Seems a helluva lot of fear in the market at the moment!!.

[nimbo1] 11/10/2018 11:42

too early to buy this yet - US could be set up to provide another battering today imo. obviously china holdings a massive drag too. waiting.

[quepassa] 11/10/2018 08:04

it's gonna be ugly today.

good point about the revaluations on the unlisted portfolio which are 15% of the portfolio.

Looks like heading towards 425p but will it go sub 400p?

Possibly.


ALL IMO. DYOR.
QP

[pockstones] 10/10/2018 15:21

Dear Quepassa would wait for further falls from the unquoted portfolio this chap will keep polishing the proverbial as long as he can

[pockstones] 10/10/2018 15:21

Dear Quepassa would wait for further falls from the unquoted portfolio this chap will keep polishing the proverbial as long as he can

[contrarian joe] 10/10/2018 13:29

Growth funds been sold of heavily of late along with expensive quality companies,market leaders such as Avon,crda,Hlma,Ihg,Tstl,Rsw,Gaw,Brby,are we seeing a change of the guard from a Growth strategy to value!!.Value been in the wilderness for the duration of this Bull market, now Bonds have risen 10% in the last few weeks are markets starting to adjust to a different environment,time will tell!!.

[quepassa] 08/10/2018 14:28

Having sold at 560p , getting nearer my re-entry point but not there yet.

Expecting one or two further downwards lurches which will all be part of an overdue market correction before we resume upwards momentum.

ALL IMO. DYOR.
QP

[porsche1945] 08/10/2018 09:34

Odey who has lost his clients a fortune over last three years, his only win was Sky, short sold Anglo and share went up 500 pc,forgot how many 100millions he lost, Tesla will survive, share price now probably where it should have been all along.

[quepassa] 01/10/2018 12:24

Tesla UP 16% to $300++ in the pre-market today plus strong US index futures should help a lot today.

[eh9] 28/9/2018 14:37

One would have hoped smt will have offloaded some Tesla

[quepassa] 28/9/2018 11:05

Massive fall in Tesla to $270 after hours.

Some commentators see a fall to sub $250 or lower in the short-term.

The SEC are after him but even more draining on his time will likely be the multiple private actions apparently being brought against him from private investors.



ALL IMO. DYOR.
QP

[quepassa] 13/9/2018 15:07

on Tesla. NO. but maybe should be!

I sold all my individual Tesla holdings soon after the funding secured tweet came out. I sold at $360 and am happy I did, reckoning that the upside was capped at 20% (ie $420) but the downside potentially far greater.

I like Tesla a great deal but am beginning to think that amongst their other problems that they haven't managed to capitalise on their first mover advantage and that all the other major car manufacturers are playing catch-up pretty damn quick. For example, highly reliable Mercedes are planning to have ten all-electric models in full production by 2022 and their first all-electric SUV on the road next year, 2019.

Still keen on ScoMo but don't yet feel that this is for me the right re-entry timing.


ALL IMO. DYOR.
QP

[robow] 13/9/2018 14:19

are you short now QP?

[quepassa] 10/9/2018 08:42

Jack Ma's resignation letter today as Alibaba prepares itself for a new managerial chapter:

hXXps://www.cnbc.com/2018/09/10/alibaba-jack-ma-succession-plan-daniel-zhang-to-take-over-as-chairman.html


ALL IMO. DYOR.
QP

[spangle93] 05/9/2018 00:22

Thanks QP -
ref CGI, although Amazon is its second largest holding, more than 3/4 of its investments are, as its name suggests, in Canada, so it could add diversity vs those ITs that focus primarily on the US.

Pays about 2.8% dividend too, but just gone ex-Div though

[quepassa] 04/9/2018 17:08

Amazon today joined Apple as the second trillion dollar market cap company when its shares passed $2050

QP

[quepassa] 03/9/2018 13:39

Canadian General Investments have gone from 1300p to 1550p since May. Almost up 20%.

They have 5% of their portfolio in Amazon and yet CGI still trade at an unimaginable 30% discount-to-nav.

It's a decent size fund of C$920million with some great growth names Amazon, Nividia, Shopify and Canopy Growth.

There is absolutely no way in my opinion that such a highly respectable fund which has been around since 1930 should trade at such a big discount-to Nav.

Shares can be had in sterling on the LSE or C$ on the TSX

hXXp://www.mmainvestments.com/closed-end-funds/cgi


ALL IMO. DYOR.
QP

[quepassa] 30/8/2018 19:30

Amazon has today gone through the $2,000 per share mark.

Up 80% over 1 year.

ScoMo's largest portfolio holding.


ALL IMO. DYOR.
QP

[spangle93] 26/8/2018 23:19

Headline in one of the local papers here

"ScoMo to run Australia"

Well, it's a sizeable challenge, and one I didn't see on the horizon, but goodness, if they can pull that one off the share price will respond well. ;-)

[wetdream] 20/8/2018 20:33

From BBC:

Tesla shares fell under $300 on Monday amid growing doubts about Elon Musk's ability to take the company private.
Shares in the electric car maker are down more than a fifth since he revealed the plan in a tweet on 7 August.
Some analysts predict Tesla still has further to fall: JPMorgan Chase has cut its price target from $308 to $195.
The bank's analysts cited doubts about Mr Musk's claims to have secured funding for his take-private plan.
"Tesla does appear to be exploring a going private transaction, but we now believe that such a process appears much less developed than we had earlier presumed (more along the lines of high level intention)," said Ryan Brinkman at JP Morgan.

[quepassa] 17/8/2018 21:06

"Odey says Tesla Feels like it's entering Final Stage of Life" - Bloomberg 17/8.

Link to full Bloomberg article/video:

hXXps://www.bloomberg.com/news/articles/2018-08-17/odey-says-tesla-feels-like-it-s-entering-final-stage-of-life


ALL IMO. DYOR.
QP

[pockstones] 14/8/2018 22:56

Quepassa good sale at a premium to net asset value suspect that you have timed that well
Agree on markets

[wetdream] 14/8/2018 15:18

Drip, drip, drip....
Down it goes.
British bulls got it right this time.