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Post by Deleted on Oct 23, 2017 13:12:23 GMT
With my small experience of China, I would avoid Chinese direct investment like the plague. If you are putting money there use someone like First State to manage your money.  |
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Post by beeje13 on Oct 23, 2017 18:47:26 GMT
My Chinese funds are some of my best performers over the last couple of months.
I used the First State fund, but I've discovered that the Baillie Gifford fund has performed better. Number 1 ranked fund over 6 months, 1 year, 3 years. Averaging 5% outperformance of the index annually over 5 years.
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Post by nellerdk on Oct 24, 2017 10:09:09 GMT
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Post by beeje13 on Oct 24, 2017 18:44:08 GMT
I was really confused by that graph until I realised it said "FOREIGN inflows".
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Post by nellerdk on Oct 29, 2017 13:53:34 GMT
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Post by nellerdk on Nov 18, 2017 11:36:27 GMT
Here's the best and worst of the S&P 500 for October.
S&P 500, October 2017:
1 Month: +2.33%
1 Year: +23.6%
Added: Norwegian Cruise Line (NCLH)
Removed: Level 3 (LVLT)
Top 10 Performers, October 2017
Align (ALGN) +28.3%
FLIR Systems (FLIR) +20.3%
Intel (INTC) +19.5%
Adobe (ADBE) +17.4%
NVIDIA (NVDA) +15.7%
Amazon (AMZN) +15.0%
Mylan (MYL) +13.8%
QuintilesIMS (Q) +13.7%
Paypal (PYPL) +13.3%
Entergy (ETR) +13.0%
Worst 10 Performers, October 2017
Celgene (CELG) -30.8%
Under Armour (UA/UAA) -23.2%/-24.0%
Advance Auto Parts (AAP) -17.6%
General Electric (GE) -16.6%
Nordstrom (JWN) -15.9%
PG&E (PCG) -15.2%
CVS Health (CVS) -15.1%
Alexion (ALXN) -14.7%
Walgreens (WBA) -14.1%
Baker Hughes (BHGE) -14.1%
Top 10 Performers, Past Year
NVIDIA (NVDA) +192.0%
Align (ALGN) +178.1%
Micron (MU) +158.2%
NRG Energy (NRG) +136.6%
Lam Research (LRCX) +118.2%
FMC (FMC) +99.9%
Applied Materials (AMAT) +96.1%
Vertex (VRTX) +92.8%
United Rentals (URI) +87.0%
Boeing (BA) +86.4%
Worst 10 Performers, Past Year
Under Armour (UA/UAA) -55.4%/-59.7%
Foot Locker (FL) -53.8%
Mattel (MAT) -52.8%
Range Resources (RRC) -46.2%
Macy’s (M) -45.6%
TripAdvisor (TRIP) -41.8%
Advance Auto Parts -41.5%
SCANA (SCG) -38.9%
L Brands (LB) -37.5%
Viacom (VIAB) -34.5%
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Post by Deleted on Nov 18, 2017 13:44:24 GMT
Interesting I have made a lot of money out of Walgreen over the years, why the crash?
Update following research:
WBA is a half American half European business which includes the very tatty Boots brand that has withered on our market streets. In the US it offers a main point of call for those who have fallen out of what passes for a medical service in the country. So you literally can buy a blood test with nurse included in some of their stores.
I suspect the difficulty of merging two international bottom feeders has taken its toll. While the Opiod crisis that even the president appears to have heard of (but not funded any solution to) is a classic product that WBA would have sold. I think that announcement probably knocked the $15 off the price.
Hence the price drop to $65. Now at $70, I guess the lack of action and a forgetful public has allowed it to drift back. It has a target of $85 and insiders have been buying at $65. If I thought that internet shopping of medication was going to stop across the western world I would buy, still clearly the US likes to keep a lot of its citizens zonked up to the eyeballs. It just looks too like a dumb whale to me. Still I've been wrong before
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Post by nellerdk on Nov 20, 2017 19:32:16 GMT
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Post by nellerdk on Dec 14, 2017 16:30:58 GMT
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Post by nellerdk on Dec 27, 2017 20:20:48 GMT
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Post by beeje13 on Jan 7, 2018 17:42:10 GMT
Top performing Investment Trusts last year:  |
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Post by nellerdk on Jan 7, 2018 18:29:01 GMT
some of those funds must be leveraged?
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Post by beeje13 on Jan 7, 2018 19:07:24 GMT
some of those funds must be leveraged? Most IT's are, in times if rising markets.
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Post by nellerdk on Jan 8, 2018 22:22:35 GMT
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Post by beeje13 on Jan 9, 2018 16:53:59 GMT
I like GARP - Growth at a reasonable price.
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