Closed the last thread as it was getting top heavy and cluttered. Brought out the new thread showing carry over of stocks held from year 2003 and ones I will following this year with interest.

Please remember I am by norm a long term value investor ( and invest in tranches ) but now and again may pick some trading stocks which need to be purchased on the same day I invest in them, or the opportunity to profit may be lost. Notice will be given.

Always please DYOR and remember you are always responsible for your buying and selling timing, and actions. I do own other stocks but I have not covered them on this board and therefore dont feel its right to list them here unless I do a reco on them.

Heres the list.

Telecolm Plus Results recently were excelent and the company is just growing and growing. Next target FTSE 250.

Bema Gold A little gem of a gold miner and has surged on the back of the increasing POG, should be a very long term banker.

Caldwell Investments Nothing Spectacular here but still up on buy price. If its good enough for Jim Slater and Evil Knievil, its good enough for me.

African Eagle A play on the ever increasing POG, but this time an explorer, and hopefully good news out very soon.

Just Car Clinics A long term hold that has fought back in the market just recently. Trading was a tad dissapointing late summer, but there are whispers about everything is back on track.

Bioprogress Hoping this one is going to be a long term Bio hold and has some big names like Mike Walters tipping it. A new contract win is imminent.

Zoo Digital Another long term hold which is likely to make its maiden profit in the very near future. I see this as a take out or take over candidate based on its, DVD Extra Technology.

Healthcare Enterprise Group A small company with a big future. As acquires a couple of very well know companys in the Health Care Business and has some very big backers.

Datacash One of the World Leaders in its software security field for online payment processing, also now branching out into other areas of security for credit cards and store cards.

Pipex Communications Fantastic and proven management team have acquired the bit parts to put together a Telecolms network of the highest order. Another long term hold.

I D Data A play on the new security chip credit cards and store cards. Awaiting big orders from Banks from all over the Globe.

NEW BUYS

T T Electronics A recovery play on the world car manufacturing and mobile phone industries.

Armour Group, a company that again is in the in car entertainment market and sells all the leads and plugs that are needed for the electronics to work. Also has an in house, audio electronics division.

Service Powerthe recognised market leader in artificial intelligence based field service scheduling applications.

Patient Line Market-leading pioneer of bedside communication and entertainment services within the NHS healthcare sector. Offer a comprehensive solution partnering Trusts in delivering digital TV, telephone, free 24hr radio, internet, email and information services direct to bedside.

Scott Tod Straight swap with Cardpoint, basicaly in the same business, but this has further growth, much further growth left in it.

Mediwatch Exciting little Bio/health care company ready to break into the US market.

Imagination Technologies Silicoln chip maker. Rumoured to be the "New ARM"

Sanctuary Group Music company with divisions in Concerts, artists and Media.

2 Ergo Mobile communications company with cutting edge technology across all platforms.

CMS Webview Commodity software and Exchange software developer and servicer.

Zincox A play on the growing infrastructure of the newest industrial economy in the World China.

Anglo Pacific A coal miner who again I have invested in because of rising prices and incresed demand from China for coking coal and other metals.

London @ Associates Properties A fast rising NAV well above the stock price attracted me to this one, investing in large shopping centres.



SELLS

Top sliced Cardpoint 21/1/2004
also TT electronics and Datacash.

Top sliced ZOO 19/2/2004

Top sliced Zoo and JCR 29/02/2004

Top sliced JCR and ZOO plus some of my earlier stock
in BPRG at 50p and 60p. Wc March 1st

Top sliced Bema, Caldwell, JCR Zoo and Armour week ending, 12/03/2003.

Top sliced ID DATA, Telspec, Patient line, ZOO, Bema, JCR, Caldwell, Service power, on 28th and 29th of March.

Incite Holdings, sold 09/01/2004

Cardpoint, sold 30/01/2004

Centurion Electronics sold 12/2/2004

Avocett Miningsold 2/03/2004

Telspec sold after a few days of profit taking on 31/3/2004




I will be adding new recommendations to this list throughout the year, and at the moment I feel its a stock pickers market and one where value stocks with sound balance sheets will outperform. I cant really see that we will get the momentum opportunities we got in the last year from april to August and therefore as usual PATIENCE will be required.

Please feel free to make comments on the above list adding your thoughts and I wish everyone a prosperous year on the markets.

Regards Goldfinger.

Andy
Thanks again for the feedback - you must be pretty glad you ended up not buying - and regarding selling being out of the way, I don't have level 2 but from what I can see, there is pretty small volume being traded anyway - will just keep a close eye on this one

Hi Anna, yes its a tradgedy what has happened here as this company was looking very strong. I agree with a lot of what andy has said. Let it settle down and lets see what develops. I dont really think the next results or the ones after that are going to be affected, its the long term that could be a worry. I have added at the lower prices as I think the whole company could go up for sale, but sometimes these are lengthy jobs and patience will be required.

Hi Overman, well we were supposed to get news before the 31st of this month but thats going to be difficult now. Just wondering if the two parties are holding back for about three weeks when the sample results will be known and perhaps POG has risen again. Its obviously POG that is depressing the price of the small miners but I think we should see it rising again. A lot depends on the dollar relationship. By the way there is word that if goldfields do drop out there is a big miner waitng to take their place.

cheers GF.

Thanks GF for your info and opinion...I guess the lack of news on the partnership has panicked some holders. I personally am still quietly confident that the deal would go through and the RNs will be next Monday morning (fingers crossed). Either way I am gonna hang on to my holdings and like you said there are other partners waiting in the wings in the event that this doesn't happen with goldfields.

There are other drilling results expected in the next few weeks ?

Thx again GF and regards

Overman

GF - Thanks for getting back to me - will see what happens on Monday - given what's happened to the share price, I would have thought that a balanced statement of some sort would be forthcoming from the remaining management very soon, they have to be seen to be acting but without insensitivity too - my loss on this since Wed more than offset by the PXC gains, thank you for that original tip
Regards
Anna

Cheers Guys. Invested in a new company well swopped one of the established one for another one in the sme field. Scott Tod, SCD swapped for Cardpoint. Evolution Beeson Grgory had a Buy up to 119p on cardpoint and its gone through that. SCD is in the same field and as a lot of growth left in it I feel. Been watching it along with ambient another one in this fiels but SCD chart is fantastic and trendwatch and advfn chart/breakout are very positive. After again looking at it thursday evening I just had to have some of the action. More to come mid week, the day job with all this snow and floods is taking all my business time up.



Please have a good weekend.

cheers GF.

CUC bouncing back at the moment, lets hope it can sustain this.

cheers GF.

Added more Scott Tod SCD doing very well again and think results are the 11th of this month. CUC doing nicely anna, and Pipex carrying on from where it left off last week.

Nice start to the week after an up and down one last week.

cheers GF.

ps, looks like Zoo is staging a recovery aswell, early days yet.

Hi GF
Haven't had peace of mind since buying CUC and very happy and relieved to see it bouncing back but am wondering if I should just sell now - I risk losing further gains but I also avoid losses if price heads south again - how do you feel about CUC GF - are you holding and if so, do you intend to continue for now?
Regards
Anna

SCD looking very good. Results as you say on Feb 11th and investor presentation too suggesting confidence and hopefully new institutions will be attracted in.

As goldfinger knows, I lurk here but comment occasionally. I hold CUC but guaranteed some profit by halving the holding at 1.33 after the dreadful announcement. Since then I have been doing some obvious research as to the succession.

First, the new MD has a substantial holding, is the FD and knows the City merry-go-round as she must have been on the city-tour with Steven. She is not a grey blur to analysts.

Secondly, I called the company today, just to check on the details for the AGM. Now this is an extreme day for the company. They are closed not only out of respect for Steven Cunningham, but because probably all staff and directors are attending his funeral today. A brave and correct decision, but a very good recorded message and a brilliant website, kept up to date too. What happens? The share price goes up!

This is not a company in panic. I'm holding my original stake and will await further announcements.

(Does anybody know when the AGM is, please?!)

Yes vasey, think your right. I never panic perhaps that is a fault in me but I find that in most cases it serves me well. Anna short term and medium term it is still the same company and has all the previous contacts in place so earnings should not be affected. What you do tend to find with this one is one day its well up only to find the next day its well down. If you have made a profit and you cant decide why not take the profit off and leave the rest there as your original stake.

I Hawick, yes SCD is turning out to be a cracker.

cheers GF.

ps, AGM may have been re arranged I would check in the morning vasey, good luck.

A very good day andthe best for a while bar AFE, but having said that the canny investors among us will realise this one could be a real winner.

Cheers Gf.

GF,,what are your thoughts on Alkane Energy(ALK)??

For those watching CUC, I have just spoken to the company. AGM is 10am on Tuesday 10th Feb at the company's offices. Anyone considering attending, they would appreciate some proof that you are a shareholder, ie a letter from the broker through whom you hold the shares confirming your holding if your interest in held in nominee. Plus a phone call just to say you will be attending as they have no idea how many people to expect!

Hi

Anybody can comments about how's AFG doing!

Appreciate that info Vasey, thanks - and GF, yes panic is hardly ever good but I have stopped and thought many times on this one (CUC) and felt both humbled and lucky to be here to panic about it, unlike poor Steve Cunningham. Sold 25% of my holdings on Wednesday
Regards
Anna

GF,any news on Incite holdings and I notice you've now put an addition indicating you sold Incite on 09/01/04,was that ever stated on the bb,ie did u recommend it as a sell at that point?

Nematode, yup your right theres been plenty of news on Incite over the last few days and some of it is not very nice. There is talk of a deal with NTL but think its best to see what actually comes out on the company when it comes back from suspension. As ever it is the business and responsibility of the shareholder to decide when to sell or buy.

Hi Anna well I see CUC went up again today only just on a bad day, seems you may have got the best of both worlds, well done.

Joe 2506, think its best to log into the AFE thread.

Good luck regards GF.

ps, taking a four day break in Spain. Need it to recharge the batteries will see you monday unless I use my lap top.

OH just forgot, watch out for a positive company statement from Bioprogress probably thursday or friday. Remember you saw it here first.

cheers GF.

They jumped the gun by a day but what a cracking deal for Bioprogress.

Had a few bob on British Energy BGY, as a trading investment. Could see a big return here but its risky DYOR. Off to catch my plane now sees youu.

cheers GF.