But please give me yours!

Thought I would get in early for 2006 - as I'm sure there will be a few similar posts. Sorry to have missed the London lunch (and for being so quiet this year). Did anyone get in the vintage Krug. If they did, I want their tip for 2006 (since they obviously know a thing or two).

IMHO the mining and oil stocks will continue to dominate the equity markets in 2006. For miners I like the look of BHP at the top end and Griffin, Tanzanite one, Golden Prospect and Galahad at the smaller end. For oils I am sticking with Burren and Dana (med caps) and Victoria, Emerald and Oilexco at the smaller end.

Internationally I go South America and India.

But I think 2006 may not be great for equities and I think the real action will be in commodities. Gold, silver, lead, zinc, palladium and the agriculturals are looking interesting too - sugar, oats - maybe even wheat, and soyabean (been reading Jim Rogers lately)! Never a finer time to open a spreadbetting account and get in on the action IMHO.

If the US hits recession I am ready to short everything that moves.

Have a great 2006 everybody - i'll be at the London lunch next year - thats a threat!

Gf - what do you reckon to a bounce-back in DGM!!

Cheers
gk

ng. 544 - 571.5 +5%, mrw 182 - 194.5 +7%, cs. 59 - 63.25 +7% *risky play azm 129-134.25 +4% a slow but steady start any other updates??????????

Sropped out of VED for 20% gain over 4/52

Think it was probably wrong to sell think there is more in this share. May go back.

NLR approaching it's high--trading update next week I think.

VED dropped on Friday and again to-day early on about 6% down, Partially due to market drop and partially due to statement of financing future development. I think over done re-bought early this am about 994p. Expect it to wander a little before returning to Trend up.

I have a better tip

TFC, watch the TV tonight, Trafficmaster all over it with trevor mcdonald on avoiding congestion ;-)

May be. But check the news and accounts for the last ten years and see how many times it has promised or just look at its graphs.

Just had a look at the charts. Better than I thought. I did make a fair bit on TFC before selling at about 500p. But has only showed a profit about 3 years in in 14. When it shows a profit it will be interesting again.

BGF and GFM are both miners on my portfolio. Anyone else hold these or maybe have sold now?

starting price when tipped - price now - percentage rise or fall
ng.......................... 544 - 584 +7.2%,
mrw........................ 182 - 190 +5%,
cs.......................... 59 - 73.75 +23%

*risky play
azm........................ 129-146.25 +13.2%
looking good so far. any other updates???????????

WRN 20.5p then, now 22.5p (sales of properties imminent making good cash shell.)

CHP 6.9p then, now 12.1p (action has only just started here, awaiting news Feb.)

GFM 67.5p then, now 62.25p (zinc price has strengthened considerably so no reason for the weakening other than boredom/better opportunities elsewhere; this will recover well when the company feels like giving more info.)

Not much movement on any of my tips except the one I put as a sily gamble.
PCM up 100% since I put it on here.
Was 0.07p now 0.14p.
The rest will come.
Alan

Date of first price = 31/12/2005
Date of second price = 21/2/2006

This has been good for discipline.

Sold out Vedanta and re-bought gaining 50 shares.
Sold out WLF far too early and bought AML.
Sold VAN at about 580 and bought more rtd at about 150p
RTD, 134 150.75 +13%
PDC, 68.5 68 -0.7%
CSN, 155 168 +7.3%
AMT 154 200 +32%

VED, 871 1040.5 +20%
CHG, 736 1066.5 +44%
KGN, 9240 1120 +17%
AHT, 182 205 +13.5
VLK, 41.5 49.75 +21%
WLF, 339 383 +15%
HHR, 344 381.25 +10%
VAN. 502 572 +15%

Riskier Bets with larger than sensible stakes:
SEO, 14.5 14.75 +0%
AZM, 125 156 +23%
BPRG, 58 49.25 -14.5%
MDW 12.8 10.5 -19%

Risky but small stakes only
EOP, 42.3 42.75 +1%
NMT, 56 58 +3.5%
CRX, 8 8 0
VER, 61.2 77.5 27%
DGP 14.25 13.75 -2% (the last must come good sometime)


Expectation is that the majority will continue growth for next month or two and that RTD and SEO and probably BPRG will spurt ahead.

Hope is a wonderful emotion!

one of my tips morrison (mrw) has started to move quite well today, i expect much better after the next set of results which include the last of the safeway takeover.

starting price when tipped - price now - percentage rise or fall
ng.......................... 544 - 616P...........+13%
mrw........................ 182 - 211.5P.........+16%
cs.......................... 59 - 71P..............+20%

*risky play
azm........................ 129- 162..............+25%

Only 2 months in and not doing bad, a lot more to go imoh

Sold Vedanta for 1032 on 19/1/2006 rebought at 995p sold at 1116 3/3/06 at 1116p overall about 12% since 16/12/2006. Still think there is more in Vedanta. Perhaps later again.

Stopped out of AZM yesterday. Out with a 20% profit, there may be more in AZM yet but I am glad to get out with a profit, which for a while I didn't think I was going to get.

Bought more AHT and Chemring on the slight drop.

I think VLK is going to move again on the following.

"Vislink says current sales and orders significantly ahead of last year
AFX


LONDON (AFX) - Vislink PLC said it has made a strong start to the current year with sales and orders significantly ahead of last year.

The company, which supplies microwave radio and satellite transmission products, said it has won significant contracts including contracts worth 11.2 mln stg at MRC, its US business, while its UK satellite communications business has won a 1 mln stg order in Asia.

Vislink said it will announce 2005 preliminary results on March 29, 2006.

newsdesk@afxnews.com

ks

Also bought some Autologic (ALG) this I think is risky but although the charts and the stars are doubtful I think there is a glimmer of light based on projected future earnings etc. and also the following may give SP a boost. It is a gamble at the moment.

Autologic to offload French subsidiary
Date: Monday 06 Mar 2006
LONDON (ShareCast) - Transport firm Autologic travelled higher today after agreeing the sale of its subsidiary Walon France to existing members of the businesses management team for an in initial 8.2m.

The group will receive 6.8m in cash on completion and 1.4m in cash by 31 December 2006. A further 5.5m cash is payable no later than the sixth anniversary of completion, with additional payment dependent on future performance.

Autologic, which acquired Walon France as part of the acquisition of the Axial Group in May 2001, said the sale was prompted by particularly challenging trading conditions in the French finished vehicle logistics market.

Chairman John Merry said, By selling the business to some of the management team, and continuing to keep a strong relationship with them, our view is that the business, its customers and employees will be better served.

Sold about half my holdings in RTD. (some bought at about 5p) Very Good Profit but annoyed at myself being to greedy. Should have sold much higher and moved on. (Big Head)

Bought More Verdanta (VED) and another tranche of Amlin.

Living in hope.


PS

I still don't know better than the market.

.

Bought these yesterday and to-day.

Good Fundamentals and TA. Expect a positive return.