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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - February '19

February 2019

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.

The New Year has ushered in a more positive vibe, with the portfolio rising 0.7% to £644,045. Plenty of positive news flow with Telecom Plus highlighting a return to customer growth and Dunelm noting trading is ahead of expectations thanks to growth in sales and margin. Litigation finance specialist Burford has leveraged off its reputation to raise new capital and the chart formation is strong with a return to £20 looking likely. Oil has been a stomach churner but has bottomed out with both Premier Oil (still awaiting the Zama appraisal result) and Tullow looking stronger. The latter is also the subject of our main write-up this time after a company presentation tickled our interest. What we hadn’t appreciated is the speed w ...

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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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