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.

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.

As per usual excellent call GF.Enjoy your well earned break!!!!

cmjham40 - 4 Feb'04 - 07:39 - 5189 of 5210


Small Caps, AIM and Ofex:
HMM

On a day when our esteemed Prime Minister appears to have had something of a damascene conversion on the existence (or otherwise ) of WMD in Iraq there was an even more dramatic volte face concerning British Energy. Bear raider Evil Knievil has been shorting the stock aggressively for almost a year (and is well ahead on that short) but Knievil now thinks that the company's fortunes have changed dramatically for the better. Knievil revealed exclusively on www.t1ps.com that he has not only closed his short but has taken a significant long position in the expectation that the shares could head well into three figures. With his followers acting quickly to follow suit the shares closed ahead by 1.41p at 7.91p. Evil promises a full explanation of his change of heart as well as the complete run down on why Jarvis (up 3p at 150p today on the back of small scale director buying on Monday) is heading towards the buffers on his regular EvilCast webcast on Wednesday at midday on t1ps.com

Hi G,

Do you subscribe to www.t1ps.com ? If you do, would you recommend ?

Blois, its one of many good tip sites but has guest apperances from the likes ogf nigel wray, Colin Blackbourne, Evil and others. Sorry have to go just going from the airport at Alicante, my mobiles looking like its going.
cheers.

Test, im on holiday in Spain at the moment back sunday evening, can you please remind me then, and we can go through it. Have opened up a new position today and closed two.

Flogged BGY and BPRG after 90 mins of the market opening both up a few percentage points but market in general was turning red, have had stonking returns from both and may revisit both very early especially BPRG.

There are some people saying the BGY one is just a two day wonder. I for one am not convinced. More on that when Im back in the UK but watch it very closely over the next few days, those two hedge funds could be lurking just under 3% to pounce again.

OH the new BUY, bought MEDIWATCH MDW as a bio play on male cancer problems. Could be very near to an announcement on a distribution contract with a US Health Giant. Keep your eyes peeled, more to come and please DYOR.

cheers GF.

Goldfinger.
Hiya.
Where abouts are you staying in Spain.
Would be nice to meet up with you. I live about 40 minutes drive from Alicante Airport.
Hoping.

BLOIS - Re your query on t1ps - I am a subscriber and a happy one too.

IMO extremely good value for money; not just because of the occasional tips which you filter to suit your own investment strategy; but you also receive a daily market assessment, usually with input from Zak Mir (one of the UK's leading chartists). You also receive excellent webcasts with Nigel Wray, Evil and others, such as Hugh Hendry of ODEY Asset Management.

Adding together all the benefits, the sub is excellent value.