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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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Primary Recommendation

Town Centre Securities - Yawning 42% discount to NAV

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.

  • Epic Code:
  • TOWN
  • Price:
  • 225p
Post prandial fireside chats about investing with my ex-stock broker father were a (sad!) highlight of my teenage years as I learnt the secrets of how he built his personal share portfolio focused on regional property and pub companies. Well located freeholds, low debt and strong dividend growth were the central tenets and one that often came up in conversation was commercial property REIT, Town Centre Securities, where the controlling Ziff family (52% shareholders) led the charts for high tenant occupancy (98-99%), plus an ability to buy unfashionable properties, do them up and sell them on for a large profit.Brexit panic creates huge opportunityHaving bought a decent five-figure holding in the early 1980s ...

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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.

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