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.

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 ??

Thanks goldfinger - nice to have a bit of experienced insight

IDD seems to be doing well over the last few days pity the general market is having a stinker.

Couldnt beleive my eyes when I looked at some of the drops today, been out on business all yesterday and today and got a real shock.

Still it would be really boring if we just went up in a straight line. A market like this sorts the men out from the boys lol.

Good luck.

cheers GF.

Cheers GF, and good morning to you

Lots of 'ifs' in IDD (I'm in)

check the price on CDW today the cows have come in 50p only few days ago
my first 6 bagger

GF,

Didn't you have an interest in OST?

I seem to recall last year talking about it (in at .6p). Todays AGM statement really outlines the future for me - the movement of Alan Watkins (ex CISCO UK MD) from non exec to Chairman is a key move IMO.

Talks with Vodafone also sound promising.

Along with CWV this is my pick for 2004.

HKF.

GF,
Do you have an opinion on CRB?
BA.

GF any idea on the CDW move ?

I think it could be tipped soon !!!!

Caldwell Investments, brilliant. It was Evil K who contacted me on these and the revolutionary clip, mind at the time I thought he had one too many. But then looking into it I thought perhaps he has got one hear, remember it is always the simple things in life that bring in the money. Bit like me.

Now up cica of 80% since I brought it to the boards attention, beats the 3% you get in a good banks savings account, mind as I say I deserve it on this one as I had so many PMs from investors questioning my thoughts on this one when I brought out my original list above.

Please stick with me this week a lot of business on. Buying up an old mill at the side of the canal in west yorkshire and turning it into luxury flats etc, etc. Thats the best part of living in a dump like this , there so many property opportunities you southerns only dream about. Not only that theres loads of them. Great stuff.

You will notice Im on a bit of an upper after my contract deal today, my appologies.

Anywat another bummer day in generalalthough when I looked at lunch time BPRG and PTL were heading in the right direction.

On a general note I would advise investors to certainly get some Oil exposure ( should have said this 6 weeks back). I have to say this area as been a complete flop for me in the last 21 years, so Im going to ring one of my city top nobs up in the morning and ask for some advice. Somehow oil and me dont go together unless its been embrasing chips.

Good luck for the rest of the week but I think its gong to be tough.

cheers GF.

Goldfinger,

JKX looks a good one to me, it's now my largest holding after a further purchase yesterday! Results are out on Wednesday. Technically, it has solid support just above 60p and no real resistance until 1.00.

At 70p it's a fairly safe buy and I'll leave you to check out the excellent fundamentals!

Another good one is Sibir Energy (SB), it's in a tight trading range at the moment (25p-30p), but news over the next couple of months should help it break out to the upside. If you want, I'll send you a very encouraging brokers note from Canaccord (18 pages) which came out on Tuesday.

The summary of which is posted below:

09 March 2004 09:25
Subject: Sibir Energy ; Recommendation: Speculative Buy

Sibir Energy (SBE : LN : 27.5p : Speculative Buy)

The Moscow Oil & Gas Company is a cornerstone of Sibir's future - MOGC is
owned by Sibir (45%), and the Central Fuel Company of Moscow (55%), which
itself is wholly owned by the City of Moscow. MOGC has upstream reserves of
668 mmbbls, and a 38% interest in the Moscow oil refinery and distribution
network, making it a powerful new integrated company. Crucially, MOGC has
the right to provide 50% of the refinery's crude, enabling it to act as
principal in the refining process. MOGC should provide Sibir with around
$55 million pre tax cashflow per annum soon, although conditions this year
are expected to result in pre-tax cashflow closer to $35 million.

Shell JV for the Salym development is moving forward - The commitment by
Shell to develop the Salym oilfields has been an important boost for Sibir.
Initial development drilling by Shell is anticipated on West Salym in Spring
2004, with full-scale development drilling from 2005 onwards. The pipeline
infrastructure will be completed in 2005 with first oil by Q3 2005. Sibir is
effectively carried by Shell until mid 2004.

Upstream production is growing rapidly - The historic core production from
the Magma fields of around 5,000 boepd, combined with the development by
Shell of the Salym fields (Sibir 41%) should see average production rates
climb to over 40,000 boepd net to Sibir by 2007

The interest in the Moscow oil refinery and retail network has increased our
valuation for Sibir by 30% to nearly 36p/share - Sibir is trading at only
77% of our 'fair value' of 35.8p/share. However, until certain milestones
are achieved - the start of drilling on Salym, the finalisation of financing
for Sibir's obligations on Salym, and the demonstration of cashflows from
MOGC - we believe that a discounted target price of 29p/share is
appropriate. Consequently we recommend the stock as a SPECULATIVE BUY.

I'm also in two more Oil plays which are a little more speculative, but could turn out to be undiscovered gems!

They are Melrose Resources (MRS) and Sterling Energy (SEY)

Regs,

Mike (SB)

Hi gf whereabouts are you in west yorkshire ? Batley/ Dewsbury, if so might pop in.