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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - November '18

November 2018

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 quiet month for the TMI Trader Portfolio, which fell 1%, consolidating a 611% gain since the start. There were new highs for SSP as well as Tullow and Premier Oil, the latter also a well-timed TMI write-up last month. Brent has registered a new high of US$86, with bulls heartened by new forecasts suggesting Iranian exports will tank 1m-2m barrels per day (against original expectations of 400,000 barrels) due to aggressive US enforcement measures on sanction busters while key producer Saudi Arabia is unwilling to make up the shortfall. Burford Capital, which announced a placing to raise £193m new money, could move higher as rival Vannin Capital (said to have grown profits 50% to £21.2m between FY’15-’17) is lim ...

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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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