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

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.

starting price when tipped - price now - percentage rise or fall
ng.......................... 544 - 601.5P...........+11.5%
mrw........................ 182 - 213.25P.........+17.5%
cs.......................... 59 - 78.5P..............+20%

*risky play
azm........................ 129- 172.25..............+34%

average 20.45% rise. Corus (one of my favs for the long term) bring out their results tomorrow. Ill be looking out that restructuring is working and prospects for further deals particulary in China.

Corus offered great results today the price continues to rise. Sorry to bore you with all these money making rising tips, along with this mrw, ng. wlf, asc, azm, kmr, we wont mention cybit (cyh).

Right you lot back to where the interest is, tag, mrp, sey, yoo, dmr.etc etc ill back and find me some more winners. im not bitter.

Sold my Helphire (HHR) for 17% profit since 7/11/2005 bough some more AHT.

Bought a few more EPO yesterday notice institutional interest over the last few months.

Earthport swings into H1 profit helped by debt restructuring
AFX


LONDON (AFX) - Earthport PLC, which provides a secure internet payment infrastructure for banks, telecommunications companies and trade exchanges, swung into profit at the interim stage thanks mainly to a debt restructuring.

For the six months to Dec 31 2005, the company posted a pretax profit of 468,000 stg compared to a loss of 2.8 mln a year earlier. Sales fell to 395,000 stg from 511,000 stg last time.

The company reorganised its debt reducing its obligations by 2.6 mln stg and extending the maturity of the debt.

Its net liabilities have been reduced by 60 pct to 3.9 mln, from 9.7 mln at June 30 2005.

Chairman Mike Harrison said he is optimistic that the second half will show an improvement over the first both in terms of revenue and operating profit.

'We are now beginning to see the benefits of the strategic review and the refocusing and reorgoanisation of the company,' he said.

newsdesk@afxnews.com

congrats kivver with corus. great buy

congrats kivver with corus. great buy

Cheers saintserf, very suprised to see national grid (ng) going down, brought out a very positve statement yesterday another one to watch from these prices. mrw looks a bit of a wash out until at least 2007.