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.

GF

Bema Gold has crashed, what are your opinions on a bounceback?

Apple, dont worry too much its already up this morning and is a very volatile share. I was reading on some of the US sites late into the night yesterday that we may have another soft two weeks to come with gold stocks in general , but the word is dont panic. This one when it moves does move and I think we will see it regaining its former highs in the 240s and moving on as long as POG moves up. Stick in there.

cheers GF.

GF

I haven't got any shares in Bema Gold but I was thinking of buying.

Why did it crash so badly?

Up nearlly 4% this evening at close. Sorry apple it didnt crash, please look at the daily trading.

cheers GF.

GF

It went down from about 245 to 170.

Why?

It is now at 178.5p.

Before I am decide if this is a buying opportunity, I would like to know why it dropped so much.

The directors have been selling but why?

Apple because POG has been dropping. No problem with director sells, just like any other holders of the stock.

If you dont like the story not worth buying. I will add and add no problems.

I suggest you look at some of the earlier items on the thread refering to the stock, plus Shares Mag as a good write up on it this week.

cheers GF.

Have a look at citywire tip atlantic global(atl)it's a good unkown company.

Will do nematode, has it been featured this week?.

cheers GF.

goldfinger,
Do you have an opinion on Ffastfill (FFA)?

MONEYLENDER took the pluge and bought into TAD 1st this morning funny how many trades went through this morning before markets opened 7.45 onwards and soon as 8.00 came price up my 0.5p fiddling people (-: but in for the long term now.

HT.

B askin, yes its on my watch list. If you look at the RNS tonigh one of the directors wives has a big buy credited to her.

cheers GF.

Cheers GF.
I actually posted my question just before the news item came up on my stockwatch
closely followed by a rise of 10%.
Lets hope my next post has a similar effect.
BA.

Opened a new Position in Patient Line PTL, this morning hoping for good things from this monopoly within the NHS.

Added ZOO aswell, but I would keep a close eye on this one as I think it is just B/B hype that as pushed it up, we will see. Dont be afraid to take profits.

cheers GF.

Well Zoo up 27% and looking strong. Still havent come across any reason for this.

cheers GF.

Nice to see Telspec doing nicely this morning. A share which is still massively undervalued.

cheers GF.

Telspec was up just over 20% last time I looked. maybe its correct that there is some corporate action going on here.

cheers GF.

Well the DOW closed up over 100 ppoints and there was some good news for techs in after hours trades. Could be in for a good day tomorrow.

chers Gf.

Well a mixed morning and looks like the posr xmas and new year spike is gradually slipping away. Never mind it makes it more interesting seeking out winners and value, talking of which as anybody tuned into the prospects of Patientline, looks a gem of a business to me.

cheers Gf.

African gold is up 27% - why ? answers on a post-card...

Well done to African gold, lets hope african Eagle goes the same way.

Did anybody see tonights 10 oclock news/. Shipping is booming on the back of the expanding chinese economy. What stocks to look at? J fisher which I hold, Clarkson is another and what about Braemar Seascope, food for thought.

cheers GF.