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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portffolio - July

July 2004

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 portfolio experienced an unusually turbulent month, largely because of a setback to one particular constituent, and fell by 3.7% to£156,628, although it remains up nearly 57% since inception.  The problem was Monstermob, which dived after issuing a profit warning, although our stop-loss system limited the damage, with the shares beingimmediately sold at 113p, realising proceeds of £5,959, still a hefty loss of 36%.   Elsewhere, the news was more cheerful,the best performer being Burren Energy, which hit a new high of 290p,thanks to a bullish AGM along with promotion to the FTSE-250. ArenaLeisure also benefited from a positive AGM, while the OFT's latest proposals to modernise horse racing, such as increa ...

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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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