Will only cover stocks bought in the present month the last thread was getting too big and weighted down by one argument on one company. seperate threads are set up for each company from the old thread.

Buys this Month.

Telecolm Plus Results due Friday and has made an excelent start as a new buy. Now through the important 350p resistance barrier.

Sci Entertainment Another company which has an update coming and is up on the buy price. Latest trading update mentioned sales well above budget.

Bema Gold A little gem of a gold miner and has surged on the back of the increasing POG, star of the Month.

Thistle Mining A speculative punt and one which leapt 41% in one day on back of new drilling results. I lopped the top of this one when increase from buy was circa 34%. Rest left in as a gamble on POG.

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.

CardPoint Latest buy and just ahead of buy price. Been tipped by the Red Hot Penny Shares and also Citywire.

Stocks On The Watch List

Wolfeson Micro, Radstone Technology, Proteome Sciences, Fulcrum Pharma, Severfield Rowen, Deltex medical, M L Labs, NAP - Porvair.

Any comments on the portfolio welcome.

cheers GF.

goldfinger,

Happy New Year to you too!

cybit holdings(cyh) and atlantic global(atl).Both look set to roar in 2004.

Quite start to the day. TT Electronics now gliding in a gap up and Centurion slightly up. Hoping cardpoint stays above 100p.

One to have a look at, Vanco the telecolm specialist. Now broken above 300p and looks strong. Will be doing further research on this one.

cheers GF

Sold Bond today and it was a hard decision, probably will be proved wrong, but Ive made a nice return on this one and Im looking for more solid plays at the moment.

The terror threat in the US and indeed all over the World means I will be going out of the few momentum plays I had and high beta stocks, into more solid and some defensive situations.

cheers GF.

Vanco seem to be a popular choice at the moment, as well as Telecom Plus, and i may pick a bombed out tech for a pure punt.

The one that may come good i feel is Motion Media, and a couple of orders would convince me, so keeping a beedy eye on this one.

Another one to watch in my opinion, is Wolfson Microelectronics, again a pure punt, as not too much is known about their long term prosects yet.

Hope you all had a good new year!!!

I aimtrader, yes Vanco does look like an excelent growth stock.

Motion Media, sorry not for me too many ifs and buts.

Wolfson, on my watch list above and damd I missed it at 148p, thought it would go lower after a analyst said he thought it was overpriced. Never mind you cant win them all.

cheers GF.

How about EXR for the short term??. I know they posted poor FY results, BUT few directors have purchased some shares, PLUS the trend and some decent buy volumes suggest there is an upward movement coming soon and quite steep too. I will purchase some in case. Thanks

Motion Media is on the cusp I think.

Either they secure orders, and go on to become a sucessful company, or they will run out of funds around June 2004.

Any large orders would see a significant hike in price, although withour follow up orders it would more than likely fall back afterwards.

Not one for the feint hearted, IMHO!.

THREAD CLOSED PLEASE USE THE NEW 2004 THREAD. LAST TWO POST CARRIED FORWARD ONTO THERE.