I dare say I am not alone in trading my own self-select ISA and thought it would be good to share some ideas. It is becoming aware to me that the majority of threads relate to shares that are not available in an ISA (ie Aim Stocks) or are short term opportunities. Hence I thought I would start a thread for longer term investments that can be held in an ISA.

I currently hold Retail Decisions (RTD), Skyepharma (SKP) and Dana Petroleum (DNX) within my ISA along with some cash which I am looking for a home for.

What do others hold in their ISAs, any recommendations? any opinions on my holdings (except RTD which has been discussed on this site at length)

Ruthie - if you don't like tax have you thought about doing a SIPP - not only do you not pay tax, but the Tax man will contribute to it too!

Hi all,

as i am in the process of reviewing my ISA shares I thought i would renew this thread.

My current holdings (% of portfolio) and views are as follows:

RTD (33%) Current price 17.75p. Hopefully consolidating before another push upwards. Share price climbed excessively prior to results and has since fallen back. Long term prospects still very good with good growth forecast.

SKP (26%) Current price 67p. One of the three promised deals (Depomorphine) has been announced with two still awaited. Results have been pushed back until end of April, where by the two deals are expected. Last year results expected to be terrible and a possibility of a rights issue. I plan to exit if the deals are not announced and/or poor results and a rights issue.

DNX (16%) Current price 275p. Recently announced a great set of results. Now cash positive and trading on a current PE of just 12. Wide net of current exploration with Mauritania looking optimistic. Currently at the top of its trading range and looking to breakout.

PTG (8%) A company in turmoil having ousted the CEO Iny. They have brought in May ( a recovery specialist) who is yet to announce his proposals. Potential still remains of a break up but this is a highly risky share at present.

The remaining 17% is in cash currently and looking for a home as might well be the money I currently have in SKP.


The shares I am currently looking at are LOOK, BYG and GFRD. Any opinions on these greatfully received or any other growth stocks which people think have potential.

got 80% of my isa in ptg other 2 are minorplanet bought for recovery and glencar mining a small gold stock with a good track record looking to add medisys and torotrack in soon have been in and out of these several times

Moggey - i see you have a healthy appetite for risk.

the investment club I am in hold torotrak - I sold all mine when it spiked above a 1 earlier this yr. Still a stock I watch but for me too risky until further news.

medisys is another i have watched (i have it in the stockpicker comp) but personally am waiting to see the futura situation pan out further ie a marketing partner or evidence that they have the capability to self market.

Will have a look at minorplanet/glencar. What are your thoughts on PTG? have you been holding since Wiggins days or a new holder ?

Been holding about 6 weeks now like the buissness plan but hope the rumours are true about the takeover.
Don't think they should bring back iny he had big ideas but never really got it the buissnesss going quick enough.
Even if there's no take over i'am confident the share will have a good run over the next couple of years.
Being researching eurodis (elm) taken a hammering seems to be turning the corner see artemis (excuse the spelling) smaller fund have been buying and that fund has a excellent track record.

It is good to see a pep/isa thread on here. The traders thread covers sipps too so there are a fair few aim stocks on there

I still hold about 55% cash as I am not convinced about ukx (divergence with cci on the daily)

My pot is slowly increasing but I have a mountain goat attitude and every so often I take profits in various stocks (albeit too early)and I`m happy with the bit from the middle

My holdings (all pretty recent) are HOF(target 135) PUB FGP(target 335) FBDU

Moggey - i totally agree - i have no interest in Iny returning though if he wants to make a takeover bid thats fine by me!!!

As for my holdings an interesting few days coming up:

SKP finally release results on Thursday and hopefully the two outstanding deals and hopefully not a rights issue. I have held these for a few years now but if the right noises aren't made thursday then i will be selling - i only have so much patience.

RTD have their AGM on friday and hopefully will make all the right noises about growth prospects and with a bit of luck announce some new contracts.

PTG - expecting Iny to outline his plans and also May to reveal the current strategy

One I am currently watching is Dart Group (DTG) who run the jet2.com from Leeds/Bradford and who appear to be cheap (theres a thread up and running)

Interested in holdings shown.

Lost money on Minorplanets but still think the idea is good. (Similar to a company called Tracker which was a management buy out some years ago.) I have it in a portfolio watch list but when will it recover and buy how much and will I live long enough. Also watching PTG, is this being hyped to-much.

Also watch the spread and market size. The Bs always seem to change just before I sell.

Bought in PEPS or ISAS yesterday and today Celsis, AZM, OXB Stop loss triggered on RTD. but I still have a large holding at no initial cost. May buy back after AGM

What sort of deals have you guys got on your self-select ISA's?
Such as the charges involved & easy of use etc as those issues have
always put me off opening one.
However I do not want to loose my ISA entitlement on the equities side,
and really don't want to go into any more unit trusts or funds, partly
due to charges and partly due to average performance in my opinion.
The bonds fund have performed well but I really don't want to up my
exposure on that front, as the best times for these I think are now historic.
Anyone really pleased with their provider and happy to voice who
they use for their self-select?
(This would NOT be taken as advise, so don't worry!)

Just bed and ISA'd my 70,000 british energy shares whilst the spread was 9.65/9.69....apparently it has only cost me 28.

Bunny

I use idealing.com and have had no probs so happy to recommend. 10 per trade dealing costs (online) and can use limit or market best. Always manage to deal inside spread. Ultimately it is no different to a normal online dealing account, just that any gains are tax free. Dont forget no AIM shares allowed.

Thanks Fundamentalist - will check it out!