Scottish Mortgage Invest... Share Discussion Threads

[quepassa] 05/12/2019 07:35

Latest General Election odds: To Win: Conservatives 1/20 Labour 14/1 LibDems 300/1 Brexit Party 500/1 Overall Majority: Conservative 2/5 Labour 25/1 None 9/4 Go Boris.

[quepassa] 28/11/2019 19:33

Issued at a significant discount on the HK Exchange this Tuesday compared to the price of its existing US ADR listing, Alibaba has now surged 16% in HK in just 3 days and is now at a PREMIUM to the US listing. The New York ADR's have since also risen 5% to US$201 - nearly equalling its all-time-high. The question remains as to what Baba plans to do with the new $11bn it raised from selling equity in Hong Kong. This is on top of its existing massive $33bn cash pile. A potential purse of $44bn++ could buy Baba a lot of goodies and gives the company phenomenal room for investment, expansion and growth. With so much money.....who or what might they be tempted to buy? ALL IMO. DYOR. QP

[steve3sandal] 28/11/2019 12:00

Inditex don't sign a lease for longer than 6 months. If you want them you have to accept their terms. Something I picked up from Shroeder Europe Real Estate reports.

[quepassa] 28/11/2019 10:02

Once much vaunted by ScoMo as a core holding. Inditex May 2017 Euro 36 Today Euro 28 disappointing performance. one of the problems facing Inditex is the INCREASING GLOBAL FOOTPRINT of DIGITAL SHOPPING and Inditex is a major bastion of global high-street shopping at a time when high street shops are increasingly in decline. ALL IMO. DYOR. QP

[quepassa] 27/11/2019 18:36

Never ceases to amaze me that ScoMo never had a portfolio holding of PayPal. An obvious choice perhaps.... November 2016 $40. November 2019 $110.

[lollipop1] 21/11/2019 17:01

sp riseing,is it because of TESLA?

[quepassa] 19/11/2019 15:42

Wow! Latest bookies odds on who will win the upcoming General Election:- Tories : 1/14 Labour : 12/1 and Tories to get an Overall Majority : 6/11. Go Boris!

[tim1478] 09/11/2019 17:02

Unusual underperformance. Anyone know why?

[quepassa] 08/11/2019 07:57

Yes. Sickeningly full of misplaced hyperbole. Such hubris. Icarus syndrome.

[spangle93] 08/11/2019 07:25

I wish the directors would get off the fence and say what they really think ;-) "We are emphatically optimistic about the aggregate and underlying progress of our companies and therefore our portfolio. We see no evidence that the dim global economic conditions or the unappealing international political environment are undermining the tectonic shifts and structural advances driven by broadening and accelerating technological progress. We look forward to putting this case to investors in the months and years ahead"

[actybod] 05/11/2019 20:08

Nice bounce off 480. Heading to 550?

[quepassa] 01/11/2019 18:36

Official 12 month stats 30/9/18 to 30/9/19: Share Price negative/down 6.4% NAV negative/down 1.3% INDEX plus/up 7.8% A very poor and disconcerting September-to-September 12 month performance by ScoMo in my view against their chosen Index. A GAPING NEGATIVE 9% PERFORMANCE CHASM between NAV PERFORMANCE and INDEX. First time in last five years (didn't check further back) that ScoMo's NAV performance has woefully underperformed Index and hasn't far exceeded the performance of their Index. Oh dear. Not such an impressive performance by ScoMo when they are sailing into market headwinds. With strengthening sterling and ongoing China-US trade tariff tiffs, choppy and treacherous waters still lie ahead. ALL IMO. DYOR. QP

[quepassa] 01/11/2019 11:05

A very apt description of the moronic and thug-like SNP bench in the HoC.

[jockthescot] 01/11/2019 10:46

Bla bla bla. Zzzzzzzzzz

[quepassa] 01/11/2019 08:20

Although the disgraceful Surrender Bill sadly scuppered Brexit yesterday, at least Westminster has thankfully finally rid itself of John Bercow who was, in my opinion, the worst ever speaker of the House Of Commons. Hopefully more impartiality will soon be restored to the HoC with a new Speaker. ALL IMO. DYOR. QP

[quepassa] 29/10/2019 18:58

very much doubt that. the market continues to be beset with massive rapid swings.

[actybod] 29/10/2019 18:28

Firming up for another test of 550

[quepassa] 29/10/2019 09:35

yesterday's big tech gains will hopefully feed through once retail sellers @500p alighting point clear

[nk104] 23/10/2019 13:14

There's probably a bit of that in it. Also tech companies have come off the top - SMT does have a lot of those. But the discount has definitely increased to relatively high levels for the stock. I'll probably be adding a few. but for me this is a 'hold till I retire' type IT.

[rivin] 23/10/2019 11:12

NK104 I agree the discount to NAV is much larger than for quite a while. I have recently increased my holding and believe the share price decline is mainly due to the impasse in the US - China trade talks.

[lollipop1] 22/10/2019 14:37

Thinking on your lines EPO,though a lot of buying lately

[epo001] 22/10/2019 12:17

The performance since summer has been fairly dismal. Why has it done so poorly? Time to top up or bail out?

[nk104] 22/10/2019 11:12

Discount now over 5 per cent. The pound may strengthen in the short term, but SMT is starting to look good. Discount is now greater than FCIT.

[quepassa] 21/10/2019 12:59

Jock - take the high-road. gale - never read so much Brexit tripe as yours on the EasyJet board. In my view, John Bercow is by far the worst ever Speaker of The House of Commons. It is on his watch that the HoC has descended into farce, pantomime and become inoperable and something which the UK public can now rightly be totally ashamed of. Bercow has allowed opposition parties to hijack Brexit and to use the Brexit debate as a vehicle and agenda to promote their own party politics, rather than addressing the central question at hand. In my opinion, Bercow has brought shame upon the House. ALL IMO. DYOR. QP

[jockthescot] 21/10/2019 09:10

Re 741 QuePassa. I'm in agreement with your views on Bercow, but you're not going to win any friends or arguments with that attitude and by being so off topic. There are hundreds of BBs where you can vent your views on politics, so keep it relevant here please.