image

Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

Latest issue now available

TMI Trader Portfolio - September '20

September 2020

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.

After the pyrotechnics of share prices since the arrival of Covid-19, last month was a quiet affair with the TMI Trader Portfolio retracing 0.4%, outperforming the FTSE-100 (-4.2%) and All-Share (-3.8%) indices. The highlight was an unexpected update from B&M saying it now expects EBITDA to be in the range of £250m-£270m and taking the mid-point, that’s smashing consensus forecasts by a whopping 25%! IG Design (we will update next time) said Q1 ’21 is tracking ahead of management’s Covid-19 forecasts while its order pipeline is said to be strong. Also well up is Belvoir, which could be a major beneficiary of the Government’s emergency stamp duty cuts and has seen eps forecasts recover to pre-Covid levels.  This tim ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

Related Articles

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

LIMTED TIME OFFER

SUBSCRIBE TODAY AND SAVE £30 USING OFFER CODE 30OFFTMI

To access our archive of articles and receive current issues you need to subscribe