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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - December '10

December 2010

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

After gaining a whopping £50k or nearly 15% in three months, it was inevitable that the portfolio would draw breath, giving up 1.4% compared with a 1.6% rise in the FTSE-All share index.There was still plenty of sparkle with seven constituents hitting new highs notably NCC, following a major US acquisition and Petrofac, on contract win hopes while Photo-Me and Caretech have yet to catch fire following pleasant updates. A perfect storm of money printing, low world stocks, poor weather and soaring demand from China has set the scene for an astonishing run in almost every commodity you can think of and notable main write-up successes this year have included Cluff Gold, REA and New Britain Palm Oil. With no end to the party ye ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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