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.

Telspec up, Cardpoint up African Eagle up, not bad on a lousy day.

More to come on Telspec, got the 'lousy flu and feel like a wet saturday night'.

cheers GF.

Nice tip update on the HCEG thread.

cheers GF.

Gf,

Cardpoint is going from strength to strength, I'm going to recommend my shareclub top up next week.

I don't see a good Xmas for them, as many people use credit cards rather than cash from their bank to fund purchases, and most bank cashpoints are in the town centres, whereas Cardpoint terminals are in alternative locations.

Andy, Evo Bees Greg have put out a buy note today and update will follow in next few days. Will report back on it.

cheers GF.

GF,

OK thanks, I wondered why Cardpoint was marked up so much at the open!
it's settled down now.

Have you seen a copy of the buy not from EVO?

CARDPOINT ALSO FEATURED IN TODAY'S SHARES MAG SMALL SHARE OUTLOOK FOR 2004 (PAGE 27)
ERIC BURNS OF HORTON FINNEY RATING THE STOCK "HIGHLY ATTRACTIVE"

Cheers BishopJ, will get a copy.

Andy yes, if you want a copy set up a new e-mail eg, with lycos or another free one and I will send it on. Its in pdf format so cant load it to word.

cheers GF.

More on Telspec now. Bought at 20.4p.
The company is valued at just 7.8 million, but yet it has cash well over 3 million on the books.

There is a cylical Global Recovery going on in the telecolms markets and ultimatly I am sure we will see this filter down to Telspecs order books.

The 2nd half of last year was not good and even after spending around 6 million on research and development the company should achieve close to break even.

This company in my opinion should be capable of generating sales of around 45 million and profits after R@D of about 3 million, but after excluding cash it is valued at just 3.5 million, yes just 3.5. million.

Its a long term buy in my books, speculative.

Please DYOR and remember you are responsible for your own timing of buying and selling actions.

cheers GF.

JUST CAR CLINICS now up 36% and bombing.

cheers GF.

GF just seen and read this thread keepup the good work

cheers.

HT.

Cheers HT.

I see that Tom Winnifrith and colin Blackbourne the 'black prince' feel that there is corporate action going on behind the scenes at Telspec TSP. Strange beacause there was an afx message this afternoon saying that Siemens who have a contract with Telspec, were looking at making acquisitions!!!!!!!!!!!!.

Make of it what you will. It could be just pure speculation, time will tell as usual.

cheers GF.

CRC has gone on the watch list. I dont like the poor margins at this company circa of 8% but there is no denying that it looks in recovery mode and has had a good last three days.

cheers GF.

Hi all

Old time favourite of mine is Tadpole Technology, TAD.
Been having a bad time for some time now but has turned it all around.
Has risen quite a bit lately but this is only starting to be relised, A long way to go yet.
Tipped in Share Mags as well.

M

I like TAD to but just dont know when or if to jump in being tipped in shares mag means that 10 days time could be back to 12p but will more action when they get that 2M payment but that wont last for ever !!

HT.

It was revealed on www.WatsHot.com that Colin Blackbourn - the ace small cap investor known as the Black Prince had started to accumulate shares in Tadpole Technology (up 1p at 15p). The Black Prince is rumoured to reckon that the shares could top 100p within a year.

Lots of press and tipping going on now especially since "The Company Transforming" deal with EDS.

M

We may be on for a GOLDen week.

cheers GF.

Rather a grey day today.

Cardpoint keeps going up as does TT Electronics, but the gold shares look like they are taking a breather.

Roll on tuesday.

cheers GF.

Fantastic news for Datacash this morning, opens the door for a multitude of contracts. Just added in a big way to my holding.

Profit taking going on at cardpoint but TT Electronics continues its run upwards.

cheers GF.

Hightone....reckon your right.....Tad back to 12p.......best to wait me thinks.

I just getting ready to jump in and it comes back that is just the problem when a share sticks at a low point it gets good news but seems to fall on death ears, okay to try and day trade but i like LTBAH.

ANYONE here any thoughts on AFD being in since 10p now 20p if all goes well very good news round the corner.

HT.