Market Comment

TMI Trader Portfolio - March 2014

March 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.

After the barnstorming gains in 2013 markets have become less benign due to worries over US tapering of QE.But despite some prevailing gloom, we decided to add a unit in Supergroup, a main write up from the January issue. Trader Portfolio highlights include 4Imprint (which hit Â£7 for the first time); Crest Nicholson (one broker has set a â€œblue sky equity valuationâ€ of 558p, which would represent a doubler if it gets there!) and N Brown (which is providing a strategy update on 27 Feb). The same tailwinds at work with Crest Nicholson (â€œHelp to Buyâ€, cheap mortgages, consumer confidence) are also driving shares in Safestyle, this month's main write-up, to new highs. The company, which supplies replacement double- glazing doors ...

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Safestyle - Double-glazing window specialist already exploiting housing upturn

TMI Trader Portfolio - October 2014 (October 2014)

TMI Trader Portfolio -September 2014 (September 2014)

TMI Trader Portfolio -August 2014 (August 2014)

TMI Trader Portfolio - July 2014 (July 2014)

TMI Trader Portfolio - June 2014 (June 2014)

TMI Trader Portfolio - May 2014 (May 2014)

TMI Trader Portfolio - April '14 (April 2014)

TMI Trader Portfolio - February 2014 (February 2014)

TMI Trader Portfolio - January 2014 (January 2014)

TMI Trader Portfolio - December 2013 (December 2013)

TMI Trader Portfolio - November 2013 (November 2013)

TMI Trader Portfolio - Aug '12 (August 2012)

TMI Trader Portfolio - July '12 (July 2012)

TMI Trader Portfolio - June '12 (June 2012)

TMI Trader Portfolio - May '12 (May 2012)

TMI Trader Portfolio - April '12 (April 2012)

TMI Trader Portfolio - March '12 (March 2012)

TMI Trader Portfolio - February '12 (February 2012)

TMI Trader Portfolio - October '11 (October 2011)

TMI Trader Portfolio - September '11 (September 2011)

TMI Trader Portfolio - July '11 (July 2011)

TMI Trader Portfolio - June '11 (June 2011)

TMI Trader Portfolio - November '10 (November 2010)

TMI Trader Portfolio - September '10 (September 2010)

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.

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