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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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Tmi Trader Portfolio - Sept'12

September 2012

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.

With investors' attention focused on the Olympics the volatile swings that have punctuated markets in 2012 have been replaced by an eerie lull, with the FTSE-100 and FTSE All Share rising 3%, while the TMI portfolio has increased1.5%. The past month has seen a flurry of updates with the general theme amongst our constituents, most notably NCC, Tarsus, Nichols and Telecom Plus, being one of excellent growth and only the increasingly accident-prone Cape has bucked that trend. Encouragingly, Photo-Me, in which we have a double unit, has finally started to rally ahead of its AGM on 13 September, amidst hopes of a return of surplus cash. Turning to this issue and we particularly like Petrofac (page 1), which provides engineering ...

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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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