I am just about to sell a stake in a company which makes up a large majority share of my portfolio and I haven't got any good ideas on what companies to invest it in. Does anybody have any good medium term investment ideas. Any would be much appreciated.

Their ex CEO is now on the board of Antonov, Christopher Ross.
The difference between the two is that Ricardo is massive already and so doesn't have the same sort of potential. Antonov can run for 4m designing transmission and patenting them for royalties. If Ricardo then provide consultancy services just helping somebody put a prototype together on a per hour per engineer basis or whatever, there isn't the same sort of massive income potential, relative to size.

Ricardo's market capitalization at the moment is 102m. By my estimations, Antonov will overtake them in about a year.

1 million gearboxes at 20 would give 20m. Take away 4m for running costs, 16m. 10/1 PE ratio and we could value Antonov at 160m; call it 102m, same as Ricardo.

But those calculations are based on 1 million cars. The world make 25m small cars a year, and the long term economic alternatives are really:-
1. manual
2. Antonov

basharat
I've looked at the graph for RCDO and there are lots of psychological barriers showing up on the chart as plateaus, eg 3.10 which was a failure to break clear of 3 or 3.90 which was a failure to reach 4.

Ricardo should get some work for the ACEA by-2008 vehicles and that might break them clear of the 100m 2 psycho barriers, maybe back to 2.50 per share and MC of 125m.

So maybe my guess that Antonov would overtake them in a year was a tad optimistic, as it was based on Antonov reaching around 100m MC around the end of this year. I didn't really consider RCDO as a moving target at the time.

Take a look at Sterling Energy, SEY.


NML may be worth a speculative investment, but personally i would only invest a small percentage in such stocks, due to their risk factor.

ARX may also be worth a little dabble, but until it confirms a breakout of the current downtrend, i would only build into any rise.

"Any decent Investment Ideas".. Well I wouldn't recommend this lot for a start, worth a listen http://news.bbc.co.uk/today/hi/today/newsid_9705000/9705399.stm

Wilco.

Advice, or opinion is often cheap.

But if it is important money spread it around a little and stick to the top 350.

At present I hold the following due to their trend and promised rates of growth.

But they are PROMISES!

Put a trailing stop loss on all of them.

BARC, RSA,BEZ,MARS,LGEN,GKN,SIG,TW.,BBY.

Looking at LLOY and RBS for breakouts.

But DYOH.

Use stop losses and spread your shares around.

This is a dodgy market.

Check out the twenty-or-so stocks detailed here Hoogi