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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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2024 New Year NAPS - 10 selections

January 2024

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.

I had expected global deflationary forces to spark a recovery but labour shortages, high food prices and companies rebuilding margins persuaded Central Banks to raise rates beyond imagination. This alongside fund redemptions caused savage de-ratings. That my NAPS outperformed with 8% growth (and a very useful gain-to-high of 33.6%) was down to two bids (DX and TEG) generating gains of 71% and 79% and three others (BAB, OTB, EZJ) up over 25%. This time I’ve spread the net wide. I’m overweight on foreign travel - holidays are now THE priority - plus a couple of franchise businesses and exposure to leisure, oil services, defence for the “reverse” peace dividend and pawnbroking to play the rising gold price. In no particular order, my ...

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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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