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.

Telecolm Plus tipped as share for the year by Amanda Forsyth of Standard Life in the Observer today.

In brief she says it is easy and cheap to recruit new customers through the Business model. Also says as new customers join the firms buying power will improve.

Says both the number of customers and services taken per household are expected to grow steadily, delivering forecast earnings growth of at least 30%.

The likelihood of positive earnings looks high.

The company is on the brink of joining the FTSE Mid 250 index, which will widen its audience significantly and this should help the the price of the shares. ENDS.

cheers GF.

Some more good news out today Just Car Clinics tipped in the Penny Share Focus 2004 Yearly portfolio.

cheers GF.

Just seen on another board that Cardpoint as yet been tipped again by a tip sheet across the water.

cheers GF

Add cybit holdings(cyh) and atlantic global (atl) on your list gf.Thanks.

Techinvest tips Cardpoint cash as one of its tips for the year.

cheers GF.

TT Eelectronics moves further into blue sky going northwards this morning next resistance point 179p.

cheers GF.

Both Bema BAU and African Eagle gold stocks flying this afternoon.

Both have fantastic upside potential.

cheers GF

African Eagle AFE now really pushing on northwards. Drilling results due any day and if they are as good as the company are predicting this one could go balistic.

Heres the TA.



cheers GF.

fab call on african eagle gf. up 5% already.

when drill results out?.

Glad christmas and the new year are over, nothing like the buzz of being back on the boards with freinds, great stuff. Wheres Andy havent seen him today?.

cheers GF.

i spoke to guy who works in the oil industry recently.He has not seen so much activity in years and sees 2004 as a boom year for the industry.

Well Mp that speaks volumes. Shows that the world economy is back in growth mode.

Now back to Gold and this is an interesting brokers note from one of my brokers Sey Pier,.............The US authorities are continuing to promote the idea that interest rates will remain stable in 2004. With the large budget and trade deficits, the US will need to continue to print dollars to fund its budget commitments, and spend dollars importing goods and services from overseas. This implies that the dollar will continue weakening – with consensus pointing towards a decline to US$1.35 to the euro, a further significant fall from the current level of US$1.26. The corollary of a weaker dollar is higher dollar-based commodity prices.

Clearly, supply/demand factors also influence commodity prices, but we think that gold supply factors are largely under control. This is related to the lack of exploration and development of new deposits in recent years, as low prices have constrained budgets for all but the best projects. Indeed, the rise in gold production over the past twenty years has slowed appreciably in the new century, and 2004 may actually see the first year of falling mine output.

Gold supply from the world’s central banks is also likely to remain under control, with the expectation that the Washington Agreement will be renewed later this year. This is set to maintain the limit of around 400t/year on annual gold sales by the main European central banks. As these banks had been the key sellers of gold, the initial agreement aided the supply/demand factors for the metal, and boosted sentiment.

Mining companies have also reduced gold supply through another route. This has come from their concerted attempt to reduce forward selling – which had effectively brought forward the sale of future production. The close-out of forward sales tends to work in the opposite direction, with the use of mined gold to repay gold borrowings from central banks and other lenders. Admittedly, this benefit to the gold market is set to decline over time as the proportion of mined production sold into the spot market increases. However, the prospects for lower output tend to offset this to some extent.

On the demand side, jewellery demand can be split into two areas – developed world demand (which is largely insensitive to price) and developing world demand (which is largely price sensitive). An improving global economy, leading to higher discretionary spending, should aid developed world demand, but there is likely to be some contraction in developing world consumption. This may be muted by a weaker dollar, restricting the rise in local currency prices and may slow demand contraction. Nevertheless, the decline in developing world demand is likely to be significantly above the level of growth in the developed world. Consequently, some other component of demand will have to improve in order to benefit the commodity.

Our view is that this will come from increased investment demand. This will be related to investment markets looking for other investment media in view of concerns about the dollar and worries that the US markets, in particular, stand on relatively full valuations. Given current uncertain markets we think that gold will remain an attractive home.

Exposure to gold can be gained through direct investment in the metal (aided by the recent listing of Gold Bullion Securities). However, obtaining exposure through the equity market can yield additional benefits. Pure gold producers such as AngloGold, and Harmony in South Africa (where we anticipate a return to rand weakness) could be of interest. However, UK investors may like to consider Anglo American amongst the majors, while Avocet, Highland Gold, and Peter Hambro Mining are some of the smaller UK-listed gold producers.

cheers GF.

Think they forgot African Eagle.

Ive always said I would not start looking at the Gold Explorers untill POG broke through $420, well its done that today and this company in my mind is the best potential producer around, and heres why.
MANAGEMENT

Has two experinced Managers in mining in Mark Parker and John Park, both have extensive exploration management in Africa in mining and have proved themselfs in the past selling out small mines to the big boys.

THE MINES

ZAMBIA.

Here the company as 5 potential Block busters but the REAL GEM of the company Sasere, known as EAGLE EYE is an old Gold mine but recent sampling shows that it could provide massive deposits of Copper and Gold.

These are the drilling results we are waiting for. Estimations are fantastic and we could see that the company is sitting on deposits worth many times over of the market cap of the company of circa 12.2 million.

MOZAMBIQUE

Three sites here and Nickel is the one they are looking for. Dont forget Nickel is the highest commodity riser after Gold and is hitting new highs.


TANZANIA

Big prospect here is Miyabi.

African Eagle are carrying out a joint venture with the giant Miner Gold Fields. Drilling results are to be given to Goldfields by 31/January this year.

If results are expected what the management of Goldfields want, African Eagle retain a 30% stake in one massive deposit.

This is an exciting investment but one that is HIGH RISK like any other gold explorer.

We should have news very early on two fronts.

If this news is positive we are looking at one hell of an investment.

Please Dyor and remember your buying and selling actions are in your own hands.

Cheers GF.

ps, up 19% today waiting for the results.

Profit taking going on this morning. Bit of a damp squib after such a fantastic day in the US yesterday. Never mind it looks like its a GOLDEN day.

cheers gf.

LONDON (AFX) - Healthcare Enterprise Group PLC ("HCEG") said it has sold
its entire interests in five private healthcare/biotechnology companies to The
Empire Group Fund, LP, a Delaware chartered limited partnership.
The Empire Group Fund is managed by Empire Asset Management, LLC, an
Orlando-based advisory firm that works with small enterprises to develop their
business and marketing plans and strategies, attract investment capital, and
structure exit possibilities, including public listings in the US.
Executive chairman Stuart Bruck said the disposals represent a
rationalisation step for HCEG as it concentrates on plans to develop a
substantial healthcare services business focusing on the wholesale and consumer
markets of the UK, Continental Europe and the US.
HCEG said it has sold the companies for a 5-year loan note secured by the
interests being sold, principal amount of 2.65 mln usd, bearing interest at 5
pct per annum; 20 pct of the realised increase of each of the portfolio
interests above their base amounts; and a 20 pct limited partnership interest in
the Fund.
The loan note also provides for acceleration of all or a portion of the
repayment obligation in the event of a realisation of the underlying interests
into cash or marketable securities, depending upon the amount so realised.
HCEG said it intends to apply the proceeds from the loan note when it is
repaid for general working capital and business development purposes, and
intends to retain the limited partnership in the Fund.
The interests being disposed of are minority equity interests, equity
related securities, and the right to receive certain deferred advisory fees and
fees dependent upon fundraisings and/or certain business development activities
in the five underlying private healthcare/biotechnology companies.
newsdesk@afxnews.com
slm/

Cheers TJ, interesting news.

Just opened a new position in TELSPEC TSP. There are big rumours going around that there is some big corporate news in the background, just what we will have to see. I do beleive the share is massively undervalued anyway and have always been put off this one due to its past poor management. Will do a further update later on.

cheers GF.

Well theres been some big volume for Telspec today and the buys havent managed to move it too much. Im sure the MMs know of the rumours circulating.

cheers GF.

Another fantastic day. My top three, by strength,

TT Electronics

Centurion Electronics

Carsdpoint

From now on other than telspec, I am looking at value companies and going back to what I know best.

Cheers GF.

Telspec up, Cardpoint up African Eagle up, not bad on a lousy day.

More to come on Telspec, got the 'lousy flu and feel like a wet saturday night'.

cheers GF.

Nice tip update on the HCEG thread.

cheers GF.