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Share Name Share Symbol Market Type Share ISIN Share Description
Smithson Investment Trust Plc LSE:SSON London Ordinary Share GB00BGJWTR88 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -20.00 -1.2% 1,646.00 1,648.00 1,650.00 1,678.00 1,648.00 1,664.00 423,938 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 15.5 1.6 0.3 6,330.8 2,568

Smithson Investment Share Discussion Threads

Showing 201 to 223 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
08/10/2020
08:40
The Smithson Share price has just hit a new record this morning and is now +20% YTD. I know a lot of Smithson is in the US but it is worth pointing out that the FTSE is -21.5% YTD. Surely no one predicted how successful this wonderful Investment Trust would be when it was launched just under two years ago?......
bezer
30/9/2020
11:22
You are correct and I am very happy!!!
brexitplus
30/9/2020
11:18
The Smithson NAV has just broken 50% up from inception. I believe that has never occurred before please correct me if I am wrong). We are still just under 3 weeks from Smithson's second birthday. You can't complain. Congrats to all who got in on day one......
bezer
02/9/2020
17:49
Quick Terry Smith Interview on Sky News: hxxps://news.sky.com/video/could-recession-be-followed-by-new-roaring-twenties-12061605
bezer
10/8/2020
10:41
Nice to see NAV steadily moving higher
montynj
03/7/2020
22:25
htTps://www.fundsmith.co.uk/news/article/2020/07/02/financial-times---there-are-only-two-types-of-investors Terry Smith in FT yesterday.
the juggler
20/6/2020
09:28
Terry is not happy with Amadeus htTps://citywire.co.uk/funds-insider/news/amadeus-angers-terry-smith-as-fundraise-shuns-fundsmith/a1364815
hectorscrackhouse
18/5/2020
20:58
Some interesting ideas on liquidity between the main fund and Smithson. hxxps://www.moneymarketing.co.uk/news/will-a-terry-smith-backed-investment-trust-be-a-victor-of-the-crisis/
bezer
12/5/2020
15:07
Agreed Juggler. It is EVEN more impressive when you examine the latest Smithson Factsheet. From inception (19th October 2018)to 30th April 2020 Smithson Share price did 31.0%. However, during the same period their benchmark index did -4.7%. Check the numbers - it's true! During the launch of Smithson, back testing suggested it 'should' better the main fund - a tough task. So far....it has. Also watch the new investment - Qualys inc.
bezer
12/5/2020
14:34
Hitting an All Time High intraday 1408p. Incredible performance.
the juggler
04/5/2020
15:51
Never mentioned Nike before at an AGM. Mastercard, agree he likes it but portfolio already full with that industry. Starbucks - never mentioned that one, but the china comment made me think of it. Lukin coffee also had a fraud "glitch" haha!! Clorox - he started buying, but then covid hit and the share price ran away, and so wasnt able to buy for the fund a full position. Hes often said that if he cant buy a full position then it will be sold. In any event a nice trade, and no his strat hasnt changed, he just couldnt buy any more due to price. Nike and Starbucks are class companies.
mozy123
03/5/2020
09:11
186 Of course, the same could be said for many a household brand. The investment case must be made NOW though for these more mature companies. aaaah flying, well Buffett has just ditched all his airline stock so he predicts a continuing disaster for that industry. So, they will be desperate to attract steerage punters and upgrade them. lol Enjoy your Sunday
hectorscrackhouse
02/5/2020
22:59
Hate to tell you this Hector but if you had banged in a load 20 years ago to either of those companies you would never fly Economy again.
bezer
02/5/2020
00:06
Most probably bought into an undervalued like for like company
malcolmmm
01/5/2020
22:52
Surely he needs to sell something when he wants to add a new holding in any size?
smicker
01/5/2020
20:00
thanks The Furry One. Has he ever mentioned Nike at any meeting????
hectorscrackhouse
01/5/2020
19:24
Thank you TheFurryOne - Excellent Post!
bezer
01/5/2020
19:17
Citywire reporting the two buys as Nike and Starbucks (Great guess Mozy!) htTps://citywire.co.uk/wealth-manager/news/terry-smith-buys-nike-and-starbucks-after-virus-falls/a1352396
thefurryone
01/5/2020
17:29
I would politely argue that there is virtually no chance of Mastercard being in the Fund whilst he holds Visa and Paypal. Mastercard was discussed at the AGM just over a year ago and it was classed as a mistake, as he does not own it and it had outperformed Visa. Admittedly he loves the payment industry but Paypal is the no 2 holding so he holds an awful lot of stock in the industry. This is why his beloved L'Oréal is rarely/if ever seen in the top ten holding because he owns so much of Estée Lauder. For me, the big question is the sale of Clorox. The more I think about it the more of a bolt out of the blue this news is. I have been looking at the dates and it appears that a return of approximately 21% was made during the recent holding. Very nice but as it is such a sound company it begs the question of why sell? It will be most interesting to hear his reasoning behind this sale when he pens his annual letter to shareholders. In the mean time, Smithson investors should be very happy. I know I am.
bezer
01/5/2020
16:58
as a follow up, Mastercard results were good, but only went to 31 March 2020. Check out slide 9 and the April figures, Yikes htTps://s2.q4cdn.com/242125233/files/doc_financials/2020/q1/1Q20-Earnings-Presentation.pdf
hectorscrackhouse
01/5/2020
16:56
Nice Moz He likes payment processors so it's a good shout, perhaps he is also considering AXP although they also make loans, so a bit reckless for him, maybe. Yum seems to have a VERY high ROCE and has been adversely impacted as it is down by about a third, Another good shout Starbucks another good shout: iconic brand etc I'll have a wild stab at Hershey: iconic brand, 6.8& FCF and ROCE of ABOUT 28. Last results were a tad disappointing but not an abortion.
hectorscrackhouse
01/5/2020
16:36
Yum brands, Mastercard, Starbucks are my guesses!
mozy123
01/5/2020
16:08
Yes Bez, good result to far this year. I think he is buying the same stock for his sustainable Fund. The wording is 'companies particularly affected by events'. Can't imagine he would buy another Hotel stock or travel booking stock, but you never know. Which other sectors have been most hit and contain a growth stock with high ROCE, little debt etc.
hectorscrackhouse
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
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