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.

thanks gf

gf what are your thoughts on ivs,seems to be a lot of action going on today,results due on 10th march.

A really quite morning obviously people areawaiting the employment data news fronm the US due out at I believe 1pm here.

cheers GF.

tshires, no present position on ivs although I have heard some good news on D Smith re- to aquisition. Now might be the time to get into paper before the herd. Think Evil K is doing just that.

Text from IC:

Like rival Armour Trust, Centurion is booming, thanks to the craze for in-car DVD players, which keep kids and in-laws entertained during car journeys. But the company's spectacular 2002-03 results and this year's bumper expectations have been clouded by the sudden death in late January of founder, chairman, chief executive and 46 per cent shareholder Steven Cunningham, aged 36, in a road crash.

Up until now, some 80 per cent of Centurion's turnover has come from its 'Plug & Play' boxed kits, which have velcrose or suction-backed screens. In the 12 months to end-July 2003, the number of in-car vision units sold via retail outlets such as Halfords, Argos and over 400 car dealerships, almost doubled. Since September, Centurion has introduced a cheaper Plug & Play product and a thin roof-mounted screen. So, not surprisingly, motor manufacturers are now starting to fit DVD screens as optional extras.

By far the most significant customer to date for such products is Toyota, which signed a pan-European deal that could see in-car vision units fitted in eight new models over the next three years. The first contract for the Toyota Avensis consists of a twin-screen system (with screens in both headrests), a DVD player in the car boot and games-compatible sockets for a PlayStation.

Last April, Centurion signed a contract to supply the 2003 Nissan Micra with an in-car DVD system available via its 229 UK dealerships. Similar agreements have been signed with Mazda, Kia and Fiat. Not surprisingly, Centurion believes that original equipment sales could rise from 20 to 30 per cent this year. As a result, its share price has been climbing.

Company broker Charles Stanley reckons that turnover this year will more than double to 12.92m as profits jump to 2.08m and earnings to 6.3p. A dividend of 1.1p is also forecast.

Gold will go up when terrorism increases -- and it will increase.
rgds aj

thanks for the reply gf

Wow what a finish to the week, Caldwell Investments come up trumps..........

LONDON (AFX) - Caldwell Investments PLC said it has been granted a patent in
the US for its Ninaclip product.
This is in addition to the 58 NinaSun/Ninaclip patents, trade marks and
registered designs already granted in relevant countries, the company said.
It added that PCT patent applications are still being processed covering 123
countries.
bam
cheers GF.

up 34% at the moment.

gf interesting post that gives us all something to look at ans see how others work...nice to see and also glad to see some of mine here.all the best and thanks for the insight

Thanks for that KA, please stay in touch.

cheers Gf.

GF,

Looks like you mis-timed your Avocet sale, price has been rising since!

I have a lot of faith in them, and feel they will come good later this year, once production problems in Tajikistan have been sorted out, and possibly additional assets confirmed at Penjom.

Could be right there Andy, you've got to remember though I have been in them since the Bear market at 19p and had tranches all the way up. Still hold a few and needed some beer money for the weekend lol.

Have to say I got spooked a little when I saw them go under 60p and felt that increasing interest rates especially the EC ones were going up on Friday, DRAT they kept them on hold. The dollar has started to strengthen aswell, its just one of those things, you have to take a kick in the teeth now and again and forget your ego. I see EV Bee Greg have a round a quid target on them so theres still time to pick up a few more, or will I go for Medoro Gold, watch this one very closely looks like a massive seller is nearly out and they should be at least 65p and thats before even a BUY note goes on them. If you want more on this one let me know and I will PM you the details someone sent me.

Good luck and have a nice weekend.

cheers GF.

GF are you interested in NMS? A lot of buying going on and a friend in the City thinks a bid might be coming. Even without it has good investments and a lot of cash!

Without looking up the code that must be New Media Spark??????????????.

Blimey MP, is that one still going after the dot com crash.

Mind must have bags of money as in them days I remember it being an investment company/incubator releasing would be cos onto the market.

Might be a little too speculative for me , but certainly will have a look if its got loads of cash.

cheers GF.

GF,

Thanks for that, yes please PM the Medoro information, and thanks in advance for that.

I found an article on Medoro that you may or may not have seen;

http://www.minesite.com/archives/features_archive/2004/mar-2004/medoro050304.htm

Once again, thanks, and let's see what this week brings for AVM.

Andy, thanks for that will have a look, the PM is on its way.

cheers GF.

Hello goldfinger

I am just getting used to the boards and branching out from those concerned with my own shares.

I am also learning the hard way as I have only really bee an active investro fro about a 12 month. Sold too early on both RTD and PDX

I am currently invested in Cybit holding (CYH) and Debt Free Direct (DFD)

I have seen DFD increase a fair bit. However I bought in to CYH at what then became their 12 month peak of 4p+ peak expecting substantial short term gains. This was on their aquisition history and nes of new contracts.

The newsflow has remained positive and Atemis fund has purchased a 10% stake in the company. Despite this the price remains at 2.8 - 3p.

Would you be able to give me your thoughts on the stock and why positive newflow does not seem to be being reflected in share price increases

PC, sorry but dont have a specific idea on that one stock. I always felt that market place had too much competition so I keep out.

My aim in ivesting is always try to find monopoly stocks where they have signed up legal agreements to stop the competitors getting in.

I know these days it gets harder and harder but you may be able to even find these on the London stock exchange, eg, GBG group still worth a punt, Sage, now overbought, BPRG long term, Stanley Gibbons - no special excitement but then again a solid stock and defensive stock.

Look for market monopoly stocks and keep well away from the software stocks we see banded about day by day on the b/bs, remember this they are ten a penny and can quite easily change from one business to another. If you do go for software try and make sure you know the competition.

cheers GF.

GF,

Thanks for the mail, very interesting!

Good morning GF todays IDD RNS
good news surely ??