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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - March

March 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.

Another satisfactory performance from the TMI Trader Portfolio, which rose £5,812 (3.6%), compared to a slight fall in the FTSE-100.   The most notable performance came from Mayborn, whichhit a new high of 268p ahead of its earnings enhancing acquisition ofImpex, a business specialising in the distribution of art and craftsaccessories to the retail trade, which will strengthen Dylon'sposition in the hobbyist market.   House broker, Collins Stewart,has upgraded forecasts from £6.8m to £7m (22.7p earnings). Elsewhere,Fayrewood enjoyed a strong run, ahead of its results on 4 March, whileArena Leisure at one point spiked to a new high of 52.75p.  Thisfollowed the news that its 33% owned subsidiary, at ...

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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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