Looking to invest 150000 has anyone got any ideas on what to invest in.
looking at Pipex and Healthcare enterprise group

Eric, heres my list don't think it fits perfectly into your criteria though.

FTSE

TSCO 20,000
RSA 20,000
CNE 10,000

MKT CAP 100m +

HRN 20,000
AZM 10,000
NLR 20,000

SMALL CAP

MPH 12,500
ASC 12,500
CCN 12,500
ACE 12,500

cheers

capa

Domnick Hunter has yield 2.6% and P/E of 16. Don't forget the "n" in the middle. Please also note spelling of Imprint. Many thanks. Have dealt since 1972 and probably had more blue days than red, made some money, lost most of my hair and had a lot of fun!

Partridge
IMP FWY yields.
What are these figures?

Justmoney - have you thought about looking outside of equities? If i had 150k spare i would look to a) pay off my mortgage; b) buy property; c) invest in fixed term bonds (you can get 5.5% to 6% guranteed over 1 year); d) buy gold.

If I had 150K I'd buy a brothel. Load's a money!

MS

Is that the going rate for a brothel then ? Seems cheap !

How do you advertise when selling. "room with a screw" perhaps

capa

poacher45, capa

Thanks for input. We seem to have lost 'justmoney' though! Realised that its not sensible for me to log the portfolios - the major problem is formatting the wretched things to post the result. Happy to do a monthly report on ER and PR, as that is a variant on my own. Hope you put yours on a spreadsheet and post it: first, the initial shares bought and then a portfolio evaluation based on end-of-month prices. I think the results should be informative for ourselves plus any new investors. If mickeyskint can include the figures (or vital statistics!) for his brothel, so much the better!

Eric

50K on mary 36-24-36
50K on suzie q 40-24-36 (Inplant job)
49999.50p on bald headed sally ( Keep's her teeth in a jam jar next to the bed)
50p on me, management & consultancy fee and general tester.

MS

mickeyskint

I like it (sorry, them)! Will look forward to your end of month trading account!

Eric

Torquay - yield on IMP is nil (although I hope that will soon change now they are profitable/cash generative) and negligible 0.4% on FWY (again they should be able to afford more on 2004 result if half year bullishness and recent trading update prove well founded). Sorry for error above ( don't want to blame Eric as he has done all the work!).

I have 250000 to spend which i have decided to purchase 4 buy-to-let flat/House (Deposit - 100000/25000 each flat/house) i already have two but-to-let properties and rest is going to be invested in shares.

So far shopping list looks like this:

Tesco
Pipex
Healthcare Enterprise Group
Alizyme
Colt Telecom
Medical Solutions
Sterling Energy
Yoomedia
HSBC - Maybe

What do you guys think?

A big YES for SEY (mirror symmetry - how odd. A good portent?)

I also like Tesco - their move into the Chinese market will increase shareholder value over the next few years. And do you notice the number of Tesco Express outlets that keep apperaing in small towns and villages. They always seem to be full of shoppers and always advertising job vacancies. These boys are growing and the housewifes seem to like them. I remember the old days of 'pile it high, sell it cheap'. But now quality seems to be their thing.

Any ideas on any others that i should add my list

Forget Pipex it's going nowhere. Looks good but it seems one of those under achievers. Too many shares issued. I think the only way this will do anything is if a take over bid is made. Oil is running out so I would look at a major like BP and an exploration company like SEY. 2006 will be their time but is a little risky. I think equities will struggle during 2005 and into 2006. I am reshaping my portfolio taking a more defensive position in the FT100 but leaving a little fun money for the AIM market.

LOL

MS

I agree forget Pipex,but Yoo and HCEG could be a long time coming good but have good prospects. I like GMC which is just coming to life, SBT and best prospects in my opinion are with NLR which is motoring up and likely to continue so buy on weakness also PAY which has not yet taken off but figures due in Dec may change that and then I hope they rocket. Also HMY is very undervalued. All my opinion do your own research!!

justmoney

Your list is looking pretty good. Medical Solutions has come back a long way. Charles Stanley produced projections which were far too optomistic so that share was down-graded. I was in for a while but got out with a small loss. Their postion in the market though is excellent, as they should be in the vanguard of the movement of treatment via the genome. Prof Sakora is Medical Director and that gives immense prestige value. Timing could be good but I am not watching the share that closely.

Yoomedia is currently suspended whlilst they complete an acquisition which could is effectively a reverse takeover. In my view, one of the best medium term prospects in the market - presumably you are watching the bb. Be careful, as the price could jump on return to the market, probably next week. Alizyme, definitely. HCEG probably, although I am suspicious of their management - why issue billions of shares? Is Ebiox the winner they claim for MRSA. Was looking but turned away: be careful.

Sterling Energy timing is probably good as they have just cleared a funding and could now move ahead. Petrel Resources for some risk funds but with a very high upside. Petroceltic has positive support on tehir bb.

ASOS, I think the biggest mover this year, is still cheap and a must (its my heaviest holding).

I have argued above for Tesco and HSBC. First time I had looked at Pipex and liked what I saw; an acquisitive company like YOO in the market and unencumbered by history. Suspicious of Colt Telecom which is encumbered by a history.

Your list though is taking shape well. One approach is to make initial purchases at about the 5K level. Once you hold a share, you follow it that much more closely. Sometimes you start to see, or feel, the warts. Then back the winners; not only run the profits but accumulate. Don't stay on the sidelines too long!

Eric

Justmoney

I think you would be wise to just view this thread for 3mths and leave your money in a high interest account.

You could start off a phantom portfolio with the advice and reflect.

DYOR DYOR DYOR DYOR At least then you can only blaim yourself or bask in your own Glories.

I still suggest getting Martin Prings bookd and CD on TA and reading the last few chapters if nothing else. It would have or may have saved me a couple hundred thousand.

These chapters are simple and to the point.

And remember the Trend is your friend, if your trade against it you are lucky if you suceed and stupid if you don't.

I like Fred1new's "trend is your friend". Modify with a cautionary note: "but not when it is running out of momentum". Add "run your profits and cut your losses". Add: "the shares you know best are the ones you hold; so if you want to buy, sell the one you already have, which is a dog, to make room".

Any other pow's? (that's pearls of wisdom, stupid!)

Eric

my favourite pow

shares can go down as well as down.

and just when you think it can't go down any further it will collapse!