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.

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.

Sigora, all over depends which office Im working at.

SB, like your Oil tips, but am more inclined to have a punt on Sondex an industry service group. Their technology helps firms wring the last few drops of oil out of the mature wells and in these days of high prices I just have a feeling this one might be a winner.

cheers GF.

Well glad this week is over. Seems to me that the newbies to this business have taken a hiding and may have learnt a valuable lesson, DONT PANIC.

The stock market is a cyclical beast by nature and nothing at the moment stands out and says to me we arent still in a Bull market. I havent sold any shares this week, I beleive in the reasons why I first purchased them, ie, solid sound growth businesses. If anything I would be buying rather than selling, but my liquidity is coming under pressure from a couple of bricks and motar businesses I am investing in.

I am sure we will see stocks back up again as we march onto spring and summer.

Please have a good weekend.

cheers GF.

GF if you are ever in our nieghbourhood, pop in for a bite the wife is an excellent cook.

Sigora--why aren't you an excellent cook?? equal rights these days you know.
ps. who else is invited- some of could do with a free meal after last week.

Moneyplus my doors are always open, pop in whenever, the missus has banned me from the kitchen, said something to the effect as much good as a choclate fireguard nuff said.

Cheers Sigora-MP

Hi GF:
I have come across this from Trendwatch.I have never bought shares before and as you know am mainly a s.bet and Index person -but want to try other things aswell.
Can you give me "idiots Guide" as to how i go about buying this share.

The Select Media Group (TSMG) -they plan an AIm float in late may or june this year.The shares are selling at present around 67p and proposals are that the TSMG will list on the AIM at a multiple of this price.

My questions are:
How and where can i buy these shares NOW. and who should i use.
What is the normal buying size usually.(max/min)

Sorry to ask such dumb questions but am sure u will help.

rgds
zarif

Zarif, if you really want them now, not in a week's time the simplest thing is to see if your bank has a share dealing service. Some have no t cheap commissions, others better but you probably won't get too close to some of the on-line commission rates. Otherwise set up an on-line broker.

Oh and btw make sure they can deal in this stock as it sounds like ofex and you may find some brokers won't deal in ofex shares.

Cheers SC, really helps out and Im glad you can give that excellent advise.

At the moment I am getting 0ver 300 e- mails a day on the subject of shares not just from this sitebut from others.

Please remember I am not FSA registered and then have no right other than posting my own thoughts on the shares I have brought to the attention of the board. Having said that Im not trying to get out of giving my view. Please remember mny list is a diary of events but I will be pleased to help anyone out with general enquiries as long as some dont get silly and spoilt it for the rest.

Cheers GF.

Zarif
TSMG They had a presentation via the guild of shareholders(Tom Benyon)on the 9th Feb at which they sought a further 200,000 of funding at which stage the busines was valued at 3m. As far as I am aware all the equity offered was snapped up.Following from here they intend to list on the Aim market as you have seen on trendwatch site. For more information go to www.guild.org.uk
On a more personal note and without prejudice I attended the presentation and although initialy sceptical of the product was hugely impressed.The management enthusiasm was extremely convincing and I have taken a punt.
If you want chapter and verse let me know otherwise go to the meeting at the RAC club on the 29th.

Many thanks philj66 -I have sent u and internal mail.

rgds
zarif

Not a bad day at all today though I guess a lot would argue against that. Caldwell Investments up another 10% and I bought in at 18p well over bagger status.

Telspec the only one really holding me back but never mind as I see this as a long term value stock.

Looking forward to the budget on wednesday, lets hope our Gordon as some goodies awaiting investors and small business.

cheers GF.

philj66:
i sent u an email via mam -did you recieve it?

rgds
zarif

GF
Did you see the update on PTL? I finaly dipped a toe in on Friday at 1.21 and felt a little foolish as they went down to 117 but todays news has perked me up no end. Thanks

Yes good news Phil. Caldwell investments is up another 13% aswell. Looks like a bad day though so far for small caps.

cheers GF.

GF

did you have a HCEG thread going or was it cancelled when you closed 2003
stock picks


thanks cath.

Cath the thread should be still going I will try and bring it back up.

Good luck cheers GF.

ps, only last weekend Michael Walters put out a very bullish note on these on his web site.

Flaming heck GF, Michael Walters. What the hell does he know!