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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - October '16

October 2016

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.

The TMI Trader Portfolio stands at an all time high, a gain of 509% since operations began following a rise of 6% this month.It was especially pleasing to see the laggards making recoveries including Lavendon (strong results), Crest Nicholson and N Brown (H1 results due 11 October). Photo-Me acquired Asda’s photo stores business for just 2x profits once efficiencies are made, while Paysafe again beat forecasts.With the Government hinting at Keynesian stimulus to keep the wheels turning, we’ve had a look at the obvious suspects such as Balfour Beatty, WS Atkins, Costain and Kier. But the one with the best chart is old favourite Hill & Smith and CEO Derek Muir was in fine form when we spoke to him again post r ...

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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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