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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - July 2014

July 2014

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.

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In a month when volumes begin to tail off as we approach the summer lull, the TMI Trader Portfolio fell 1% while the All-Share rose 0.6%. In this quiet month, Optimal Payments stood out with a strong update, forcing Numis to upgrade eps forecasts by 15% to 31.5 cents and raise its price target to 600p, while Telecom Plus also produced a profit upgrade and if it hits Peel Hunt’s new target price of 2000p it would make for a remarkable gain of 785%. While it’s harder to make money in shares at the moment the IPO market is still yielding new opportunities and our front page write-up features Patisserie, a leading UK branded café and casual dining group, which operates 138 outlets. The company is chaired by Luke Johnson who previously ...

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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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