Scottish Mortgage Invest... Share Discussion Threads

[nimbo1] 10/11/2016 16:05

Looks like investors suddenly think value looks like a good bet vs growth...for the time being anyway.

[mad foetus] 09/11/2016 08:37

The only problem with that analysis is that historically, shares have done much better under democrat presidents than republican ones. You may be right, but history suggests imposing tariffs never helps anyone and if Trump puts tariffs of 35-45% on imports from China, it is not unreasonable for China to do the same in response. A trade war won't help SMT. But it is too early to tell, lots of noise ATM.

[lollipop3] 20/10/2016 15:37

Atlas Copco up 12

[lollipop3] 19/10/2016 18:53

Tesla Mtrs going well tonight

[lollipop3] 17/10/2016 15:19

More buys than sells again today.This beauty is wanting to go higher.

[hazl] 11/10/2016 09:37

Yes SHAVIAN I meant from an individual's point of view.

[shavian] 11/10/2016 08:11

I'm not sure that consultancy (Waterman's sector) is quite up SMT's street. James Anderson is more likely to be interested in our emerging companies in areas such as graphene. Any ideas there?

[rupe1958] 10/10/2016 21:42

Que Passa -

'And if you look at the general range of Baillie Gifford funds they are not really UK-focused'

That's because Bailie Gifford (probably the UK's most successful asset manager) think the UK economy is very weak. They are right. And the foolish Brexit will hasten its decline.

hazel - thanks. I haven't heard of Waterman. I'll take a look.

[hazl] 10/10/2016 18:49

RUPE Here's a good little UK firm with plenty of new contracts,great results,today and dividends IMO

WTM





Waterman Group

[rupe1958] 10/10/2016 18:44

Que Passa

You wrote - "Wow! ONLY 6% of ScoMo is invested in the UK."

Ys, and you have to keep in mind that the only UK stocks they do hold - Rolls Royce, Prudential, a few VC names like Skyscanner - have fairly small domestic UK exposure.

That just about sums up how Baillie Gifford see the UK's economic future, I'm afraid.

[hazl] 07/10/2016 09:01

GOOD POINTS

[shavian] 06/10/2016 09:01

Or EPAM Inc which may have a clear lead in secure payment systems through blockchain technology. JPMorgan's EMTeam spotted that one - it has its origins in a team of codewriters from Belarus. NAI. Info only DYOR

[hazl] 03/10/2016 09:23

a great stock SMT agree

[rupe1958] 29/9/2016 17:34

SMT is heading for the FTSE 100, I think. Whether that's a good thing I don't know.