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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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Trader Portfolio 2

February 2022

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.

With Somero, Menzies, Reach and Essentra moving higher, Trader Portfolio 2 clawed back last month’s losses and more. After M&C Saatchi and TMI favourite S4 Capital issued “ahead of updates,” I’m dreaming of something similar from Reach, which issued a bullish statement this time last year. Menzies has also jumped after a new note from Shore Capital with a 570p  price target. Some fascinating points including how incremental volume gains (from the pandemic re-opening) could deliver a 60% drop-through to operating margin while it’s targeting an increase in the more profitable cargo and fuelling services businesses from just 35% of £1.3bn revenues in FY’19 to 66% of a much larger £2bn turnover in the coming years!  The firs ...

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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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