red rose wizz
25 Aug 2016
Why the drops Market not moved that much any idea
red rose wizz
08 Jul 2016
Nav up share price down A bit of for this share which is so popula
Ben Alligin
29 Jun 2016
Share issues and buybacks What is going on?On 17 June they bought back 800,000 shares at 249.25pOn 22 June they issued 700,000 shares at 256.2pOn 23 June they issued 500,000 shares at 256.0pOn 24 June they bought back 480,000 shares at 260.2pOn 28 June they bought back 1,600,000 shares at 257.5pIs all of this activity really enhancing value for Shareholders?I can understand when the shares are standing at a large premium or discount, then the share issues or buy-backs are worthwhile, but when the premium is small, it seems to me to be just like speculating on the share price and is a distraction or a waste of time.
valeite
18 May 2016
Re: Doubts over James Anderson faith is all we have ! spread your investments far and wide and hope you have a slice of luck along the way
72_fastback
18 May 2016
Re: Doubts over James Anderson I have been happy to give Anderson the benefit of the doubt, but I can't say I am wild about paying divs from capital if, as looks likely, the income reserve is emptied by next year (per Moneyweek article).
pharmaspecialist
07 May 2016
Doubts over James Anderson Mr Anderson has recently been seeking publicity to show how well he has done investing in some dot.coms such as Amazon and he now seems set on investing more of investors' money in speculative stocks. In this weeks article in Investor Chronicle he says the Scottish Mortgage strategy is to pick several names expecting "most of them to fail" so I hope Scottish Mortgage shareholders are happy with this venture capital type strategy. Apparently Mr. Anderson has (like Neil Woodford) also developed a taste for biotech start-up companies which the IC politely points out might be "tricky to back", although speaking as a specialist investor in this area I would describe most biotech start-ups as lottery tickets. Having said that,' the one mentioned in the IC article (Grail) does at least have financial backing from a wealthy and experienced partner (Illumina) and it is diagnostics, but this is no guarantee of success. I wonder what expertise Mr. Anderson has in this area? For my part, I believe that Scottish Mortgage's newly refined strategy relies on luck rather than judgement, is ill-suited to the type of investor in this trust and will end up in much the same way as Neil Woodford's foray into high tech.
investorprotestor
03 Feb 2016
7% drop in one day I'm re-considering this as a safe bet.
valeite
11 Nov 2015
You & Mr Jones and this is where my pension money is invested !! and why not ?
Ben Alligin
10 Nov 2015
Scottish Mortgage doubles bet on 'unicorn' start-ups Scottish Mortgage Trust (SMT), the top-performing global investment trust, has revealed for the first time all of the unquoted technology companies it hopes will power investor returns in future.Half-year results released today show the £3.5 billion fund now has 10% of its assets invested in companies that have yet to reach the stock market.The proportion in privately owned technology companies has more than doubled from the end of March when the fund held £150 million, or 4%, in unlisted companies.- See more at: [link]
valeite
06 Nov 2015
portfolio i've had a position here that i've let run a bit......just checking out the portfolio and it's a big bet just 30 companies worth 78% of the portfolio and so many sectors of the econony ignored .10% in amazon alone....but the track record is good and so many sectors in the uk have been rubbish anyway .if this is the future ,i shall have to have a serious think about the rest of my portfolio .
cimbom
01 Oct 2015
Re: bought There was never an economic boom nor has there been an economic downturn. They created property sector bubble all around the world lent money too cheaply and went bust when the bubble burst. With zero interest rates wider economic activity continues, property bubble still exists particularly in the UK but equities remain attractive with better yileds.
Gwynfryn1
30 Sep 2015
Re: bought I I did the same, OG. This coming from me might be viewed by you as the kiss of death, but I think this is a good trust and I am in for the long haul.
investorprotestor
30 Sep 2015
Re: bought "nice and optimistic and potentially plausible. However with capitalism bankrupt and interest rates at zero, and likely to remain at zero, equities will slowly recover."What happens in the next downturn if they cant reduce rates?
cimbom
30 Sep 2015
Re: bought nice and optimistic and potentially plausible. However with capitalism bankrupt and interest rates at zero, and likely to remain at zero, equities will slowly recover.
lambrini girl
30 Sep 2015
Re: bought Now it is a matter of deciding when to get back in!<<<August 2017...
