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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio 2 - March 2023

March 2023

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 second up month for Trader Portfolio 2, with three constituents saying they are busting forecasts including Playtech (results are due 23rd March), which is contemporaneously hosting an investor day focused on the fastest growing bits within B2B of America’s online gaming and Live segments.  Elsewhere, Sureserve beat forecasts by 16% and net cash soared to £23m, providing more firepower for that elusive acquisition, while SigmaRoc’s second beat in two months led to eps rising 40%, which drops the PE for FY22 to 7.8.  DX also hit a new high of 31p after trading came within an inch of a “beat.” Net cash grew 150% to £36.4m, while it may have pinched business from strike-riddled IDS, 237p (Royal Mail). The shares remain cheap ...

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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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