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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Porffolio - July

July 2005

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.

A very strong month for the TMI Trader portfolio, which surged £15,167 (7.4%) to £221,255 and came within a whisker of April's all-time high. Leading the way was old favourite Burren Energy, whose AGM noted that it had already hit this year's production target seven months early, making our decision to add a second unit look bang on themoney. Elsewhere, Connaught added nearly £1 after excellent interim results, which persuaded broker KBC Peel Hunt to upgrade next year's earnings forecast by 10% to nearly 44p. The only disappointment was Gulf Keystone which fell through our stop-loss because of problems elsewhere in its sector. The shares have been sold. Turning to this month's ideas, we particularly like Connaught-loo ...

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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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