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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - November '19

November 2019

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.

While global slowdown fears caused a fall in the FTSE indices, the TMI Trader Portfolio showed resilience, falling just 0.3%. The highlight was GoCo’s spike to 102p after it said its new AutoSave business is now expected to double its customer growth rate from 25% to 50% (to 260,000 customers) by the year end. Eps is forecast to be 4.5p this year, 6.8p next and 9.7p in ‘21, with a “transformation in group earnings expected in 2022.” Premier Oil announced another successful well, this time at Tolmount East, which adds 10p to its core NAV per share (to 94p). Jefferies has a 160p price target and 225p “upside scenario,” which assumes oil prices averaging US$75 / barrel this year and US$70 next, plus outperformance at its Catch ...

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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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