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.

Turned out to be a very good day except for Centurion and I think the MMs have really overdone this one. Mind there is a lot of speculative talk going on about a take over. Lets see what happens.

cheers GF.

Some of your tips so far aint doing very well Goldfinger. I'm not having a go at you though.
Bema gold has fallen a lot and avocet mining are stagnant. I hold avocet and Oxus gold. Do you know why gold shares in general are doing so poorly cos i think oxus and avocet are good long term plays over next few years.

Never liked the sound of Zoo so wasnt surprised in their warning last week.

Some arent scotinvestor notably ZOO ( but I have confidence in it, in fact if you look on the ZOO thread you will see that Julie has pocketed two thousand quid profit in it last week when I said sell before the warning) but a lot are.

Gold shares have been affected by POG and the relationship to the dollar which as strengthened a little of late but I still think we are going to see a softening there and gold shares going back up.

I certainly wouldnt sell avocet or Oxus or any mining share until we see an interest rates rise in the US and what impact it as on POG.

Suprised your not in African Eagle. Good luck.

cheers GF.

Never liked Zoo either. Very overhyped, not surprised at it's warning.

Dow down 141, Zoo will slide from here.

Please remember board posters ThirdEye as had a warning from the board administrators and is being carefully watched.

What a lovely reply from a real lady..........................



disciple - 26 Jan'04 - 14:21 - 157 of 164


hi goldfinger, thank you for, as ever, your very informative reply, that clears things up for me. Had a giggle about the 'women are better at controlling money bit' I don't know if I fit that description yet! but I have banked about 2 grand thanks to zoo so far, and although that may be loose change to some people I am well chuffed I can tell you, as this is the first share I ever bought. I'll continue to hold zoo long term and wait and see, but I agree the dvd extra side of things seems more promising.
thanks again
regards julie.


cheers GF

Goldfinger,

Why is it necessary for you to personally attack "thirdeye" every time he posts?

If he has a contrarian view, that's fine, these are discussion boards after all, and if we all agreed, it would be terribly boring!

Your posts are good, although I don't agree with all your selections, but that's fine too, because who's to say you're right and i'm wrong, or vice versa?

If you have a problem with thirdeye on ADVFN, I think you should address it there, and not here.

Andy, if you check out his posts you will see that 90% are directed at me and are spoiling tactics. Its not a matter of who is right or wrong. Do you wish this board to become another advfn? because I can tell you this if you leave it to thirdeye it will.

cheers GF.

Andy if your still there heres one for you and your club.

Scott Tod, very similar to Cardpoint but as a few extras thrown in.

cheers GF.

Sorry forgot the price is around 42p and deals in change machines, cash dispensers and ATMS.

cheers Gf.

Code is SCD, think this one will be a real cracker.

cheers GF.

Scott Tod SCD already up 13% and bombing away.

cheers GF

Anyone any news on Incite (INC). Heavily marked down the past couple of days on VERY low volumes?

Rich

Goldfinger.

SCD do look interesting, and a decent rise today too, thanks.

ROS (Ramco) recovering nicely this morning, may have a quick spreadbet here.

I agree about ADVFN, but why not use the squelch button for thirdeye?

regards,

Andy.

Hi GF
I bought into CUC yesterday as it has bombed since the tragedy and your word "over reaction" struck a chord but its continuing to bomb - would appreciate your thoughts - I look at the posts on ADVFN (altho amusing at times, I agree that I would hate to see the aggressive unpleasantness migrate to moneyam) and there are constant references to the manipulative MM games - my description being a lot more polite! - I think the talk of their role is overdone and overinflated but in this instance, I wondered what your views on CUC and the MMs role in the price drop is ?
Regards
Anna

jf,

I don't follow CUC, but from what I have read since this tragedy, sadly, this guy WAS the company!

He was the driving force, and so his sad and untilemely death has caused the market to perceive CUC in a totaly negative way.

Until the dust has settled, I for one, wouldn't be a buyer. For those already holding, you would have to look at the possible downside from here onwards I think.

Thanks for your response Andy
Unfortunately I'm in at a loss already and have to decide whether to continue holding or not - on advfn, they are posting about CUC being bought and the value that would be put on the company.....

jf,

well the markdown has been savage, 30% or so, since the tragedy.



I guess it's hard to say, and dangerous to predict, but POSSIBLY most of the selling is now out of the way, and there must be a possibility of a buyout, which would no doubt add some value to the current shareprice, providing of course it doesn't fall too much more.

It would depend on the level of your current losses as to whether holding or selling is a good idea, only you can decide.

Strangely, I was going to buy some, but this happened before I could release the funds.

Good luck with your decision.

fj,

it has just bounced a fraction, an intraday chart is posted below, I suggest you keep an eye on it.

GF any views on why AFE has gone down by 10% today?

I was quite positive that Goldfields would take up the partnership with them...or is there rumours to the contrary?

I am still confident that AFE will do well in Mid-long term...

Your views on this one is much appreciated