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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
  +5.50p +1.07% 519.00p 519.00p 519.50p 519.50p 515.00p 516.00p 244,640 08:50:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 28.2 23.8 1.6 316.5 7,623.10

Scottish Mortgage Invest... Share Discussion Threads

Showing 626 to 647 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
28/9/2018
14:37
One would have hoped smt will have offloaded some Tesla
eh9
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
quepassa
13/9/2018
14:19
are you short now QP?
robow
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
quepassa
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
spangle93
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
quepassa
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. ;-)
spangle93
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.
wetdream
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
quepassa
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
pockstones
14/8/2018
15:18
Drip, drip, drip.... Down it goes. British bulls got it right this time.
wetdream
14/8/2018
03:49
Hopefully link works. Chinese electric car company Nio seeks to raise $1.8 billion in IPO hTtps://www.cnbc.com/2018/08/13/nio-chinese-electric-car-ipo-filing.html
uapatel
13/8/2018
22:13
FWIW British Bulls agree-sell. https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=SMT.L
wetdream
13/8/2018
10:43
I think scomo a relatively good haven for some money. But with the cash what are you doing with it? I was planning to put 60% of my portfolio into cash etfs, 60% in $ and 60% in £ until October....
eh9
13/8/2018
10:28
Have today liquidated all holdings in ScoMo. Not because I have any problem whatsoever with ScoMo but because the markets are in a perilous and parlous state in my view. Too many chances of major shocks in the near future make for extremely choppy and unsure sailing. Emerging Markets crises, Trump Tariff Troubles, Facebook/Netflix question-marks, Brexit worries, globally stretched valuations. Am taking a temporary "holiday" from my investments in ScoMo with a view to reentering in next months once markets have calmed. Time for me to take the chips off the table for a few spins and protect capital. But will continue watching where the ball falls with acute interest and hope to re-enter the game shortly. Good Luck All. ALL IMO. DYOR. QP
quepassa
12/8/2018
09:06
Whoops absolutely right the performance stats are from 1995 to present so 23 years and over that time Scottish Mortgage has underperformed Herald which is long enough to form a judgement. By all means invest in large cap highly rated American loss making businesses (Tesla being a particular favourite of Scottish Mortgage ) in a vehicle trading at a premium to net asset value but do not be surprised if it ends badly investing to misquote Buffet markets start off as popularity contests and end up on the weighing scales SMG depends on easy money valuations on a few mega cap stocks which they have ridden well leaving a rational investor with the question “And for my next trick? You do not have that problem with Herald which is why it is the better investment prospect looking forward - and has been looking back to 1995
pockstones
11/8/2018
18:33
excellent post rrr. both HRI and SMT are exceptional funds. Each in their own way is different and each has outstanding merits. ALL IMO. DYOR. QP
quepassa
11/8/2018
17:12
But according to Trustnet: In terms of both cumulative and annualised performance Scottish Mortgage (SM) has risen more over 1, 3, 5 and 10 year periods than Herald (H). For example, in the case of cumulative performance, SM has risen by 465.8% in 10 years, H by 362.9%. For 5 years the figures are SM 224.5, H 128.1%. For 3 years SM 108.1, H 81.0%; for 1 year SM 31.6, H 23.4%. Thus over all these periods SM does better. The same is true for annualised performance. Finally, Herald was launched on 16/02/1994. It is not possible to have a 25 year number for Herald yet therefore. rrr
rrr
11/8/2018
16:26
Quepassa both trusts invest in technology funds one has outperformed the other over one ten and twenty five years if investment is rational rather than emotional and funds are invested rationally you are getting more from Herald than you are from Scottish Mortgage. Furthermore as you point out the better performer comes with a greater margin of safety as it trades at a discount to asset value. Scottish Mortgage at six billion suffers from being too large to invest in small growth companies as Herald does. Buffet is right to point out that size becomes a handicap to investment success but the manager of Scottish Mortgage collects a fee based on the size of the fund managed. His incentives are not in your interests as an investor whereas Herald’s manager buys stock back when the discount widens despite this reducing her total fee but to the benefit of her remaining shareholders to my mind better performance and better values demonstrated. Anderson on the other hand markets heavily issues stock and increasingly invests in unquoted all possibly questionable. DYOR
pockstones
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