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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - March '09

March 2009

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.

It was a better month for the TMI Trader Portfolio, which inched ahead 2.1% to almost £293,000, outperforming  the FTSE-100, which fell 1.6% and the All-Share, which declined  1.2%. Pleasingly, three of our constituents posted forecast beating updates, with the most dramatic being Hargreaves, forcing Brewin Dolphin to upgrade pretax profit forecasts by 14% and 12% respectively for this year and next. Others beating forecasts include Kentz, whose order backlog has also soared by two thirds and Charter, which has made strong progress on cost cutting.While the gloomsters are dining out on the huge losses by the error-prone HBOS, there are some positive signs around. Our experience from the coal face is that buying interest ...

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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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