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
  5.50 1.07% 519.50 520.00 520.50 520.50 515.00 519.00 1,468,500 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 28.2 23.8 1.6 316.8 7,630

Scottish Mortgage Invest... Share Discussion Threads

Showing 151 to 172 of 800 messages
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DateSubjectAuthorDiscuss
29/1/2016
19:24
http://seekingalpha.com/article/3848046-will-amazon-ever-disclose-sec-investigation Hopefully not a worry? IMO
hazl
29/1/2016
09:05
Yes I read that it had dropped back after hours Q how about the remaining investments? Don't worry had a look myself and obviously AMAZON Largest holding
hazl
29/1/2016
08:49
Interesting one today. Amazon rallied enormously yesterday and at close was up maybe 9% . But in after-hours , it traded back enormously as it had a small miss on analyst expectations on its Q4 numbers. According to my understanding, Amazon closed at $635 up by 9%. But in after-hours, it tumbled enormously by 13% to $550. All above figures approx. It is my understanding that ScoMo use CLOSING PRICES , not after-hours prices. It will be interesting to see what happens to their daily valuation announcement today. Because that after-hours movement in Amazon would make a noteable difference to daily valuations. ALL IMO. DYOR. QP
quepassa
28/1/2016
08:40
it was just Mr Hyde catching up
hazl
25/1/2016
12:06
ha ha how appropriate
hazl
25/1/2016
11:38
I second that!
dr jekyll
25/1/2016
11:38
I second that!
dr jekyll
23/1/2016
10:11
Thanks for that Q interesting video as well.
hazl
22/1/2016
22:17
Good/excellent closing prices/performance for ScoMo's top ten holdings as at Wall Street close today: Amazon +3.7% Tesla +1.3% Illumina + 4.5% Inditex +2.5% Facebook +3.78% Google/Alphabet +2.59% Baidu +1.6% Tencent +4.45% Fiat Chrysler +2.68% Alibaba -0.49% These top ten holdings are some 50% of total portfolio. Interesting to compare performance today of traditional DOW index to tech-index NASDAQ today: NASDAQ COMPOSITE + 2.66% Dow 1.33% ALL IMO. DYOR. QP
quepassa
22/1/2016
18:55
I mostly find myself nodding off after 20 seconds when a fund manager gives an interview. This however is riveting. James Anderson in full flow on YouTube uploaded November from a MoneyWeek interview earlier in 2015.:- https://www.youtube.com/watch?v=HCLhzh4b01I ALL IMO. DYOR. QP
quepassa
22/1/2016
14:26
Hardly going to be much different to yesterday's I would have thought?....NAV IMO
hazl
22/1/2016
11:13
Yes, some of the majors like Shell, Exxon and Total look enticing at these levels. Good point. I doubt whether that is what ScoMo will put into their portfolio but for income-seekers some of the oilies look attractive- although the question of massive oversupply remains a great challenge. Good point. Agree. ALL IMO. DYOR. QP
quepassa
22/1/2016
10:33
QP: might not be a bad idea to add a few oilies in the next few weeks tho
walter walcarpets
22/1/2016
10:14
Another fascinating interview with ScoMo's James Anderson. Dated 7th. Jan in What Investment. http://www.whatinvestment.co.uk/financial-news/funds/2501201/james-anderson-star-manager-of-the-4-billion-scottish-mortgage-investment-trust-global-gdp-and-inflation-are-going-to-collapse-but-there-are-stocks-to-buy-for-profit.thtml I went through the full portfolio holdings of SMT as at October '15 and from what I could see, they didn't have a single oil-related or natural resources-related stock in the whole portfolio. Not a single one. A brilliant call in light of what has happened. ALL IMO. DYOR. QP
quepassa
22/1/2016
09:16
Well I got my token holding yesterday and its doing quite well already!
hazl
21/1/2016
12:31
Today's NAV announcement produced a smaller reduction in NAV than I had guessed. A reduction of a mere 4p taking NAV from 251p to 247p. Yesterday's singular 16p discount to NAV has rapidly eroded to circa just 5p. Amazon was robust yesterday with just a 0.5% fall. Illumina even went up. Sterling's great weakness against the $ ( brexit worries/delay of rate raises) also feeds happily through to sterling ScoMo valuations with a major NA exposure. The dignitaries at Davos really don't sound very worried at all. Christine LaGarde pointed out that China might not be going gangbusters any more at 15%pa but that 5/6/7%pa. was still pretty damned good ALL IMO. DYOR. QP
quepassa
21/1/2016
10:13
Agree timing is the most important yet most difficult factor. I find that my research is sometimes wasted either because I am not in the right place at the right time or even because different stocks take precedence and I miss the boat. What I sometimes do is take a token holding in something so that when the time is right I can build from there. Sometimes it works,sometimes it doesn't! I will say though that Amazon is very compelling. I vowed I would never use them some years back and yet now they are first port of call. What safe alternative is there? Well done Que passa for being early!
hazl
21/1/2016
09:25
I'm seriously thinking of buying in here, its all down to timing. On 14 May 2008, the share price of SMT was 142p - 6 months later, on 26 November, it hit 52p. There are 2 conclusions to be made from that: firstly, if the market gets really jittery SMT gets pounded. Secondly, if you can time your purchase right, you can make a fortune. I don't know whether James Anderson's view of the future is correct, but it is certainly different, his track record is great, and it makes SMT a useful diversifier from other investments, which, if JA is correct, may be in for a torrid time. If we go through a period where the baby is thrown out with the bathwater, and things are market down indiscriminately, an unbelievable opportunity could open up here. Whether that happens may depend not on fundamentals, but on how many people, particularly in the US and China, are forced to close out positions. Exciting times!
mad foetus
20/1/2016
16:19
fully agree. qp.
quepassa
20/1/2016
15:37
yes, but the markets look very sickly indeed and it wouldn't take much for capitulation to occur. I am sure SMT will bounce back, the question is simply one of trying to time an entry purchase.
mad foetus
20/1/2016
14:01
My one observation is that their Net Asset Value announcement this morning was at 251p per share. At 1.45pm today the share price is 235p. That is a massive 16p discount to NAV being almost 6.5%. As recently as December the share price was at a Premium to NAV of a couple of percent. Because of the global sell-off today, the NAV tomorrow may perhaps be a guesstimate of 3% lower which would mean a reduction in NAV from today's 251p to 244p. It does still seem an unusually large discount to NAV by recent historical standards. ALL IMO. DYOR. QP
quepassa
20/1/2016
13:39
I am getting close to making an investment here. This looks a good entry point but SMT will always magnify movements in the wider market and so I'm waiting to see signs of stability, but I increasingly think SMT may be the place to be for the next 10-15 years.
mad foetus
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