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.

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

Andy
Thanks again for the feedback - you must be pretty glad you ended up not buying - and regarding selling being out of the way, I don't have level 2 but from what I can see, there is pretty small volume being traded anyway - will just keep a close eye on this one

Hi Anna, yes its a tradgedy what has happened here as this company was looking very strong. I agree with a lot of what andy has said. Let it settle down and lets see what develops. I dont really think the next results or the ones after that are going to be affected, its the long term that could be a worry. I have added at the lower prices as I think the whole company could go up for sale, but sometimes these are lengthy jobs and patience will be required.

Hi Overman, well we were supposed to get news before the 31st of this month but thats going to be difficult now. Just wondering if the two parties are holding back for about three weeks when the sample results will be known and perhaps POG has risen again. Its obviously POG that is depressing the price of the small miners but I think we should see it rising again. A lot depends on the dollar relationship. By the way there is word that if goldfields do drop out there is a big miner waitng to take their place.

cheers GF.

Thanks GF for your info and opinion...I guess the lack of news on the partnership has panicked some holders. I personally am still quietly confident that the deal would go through and the RNs will be next Monday morning (fingers crossed). Either way I am gonna hang on to my holdings and like you said there are other partners waiting in the wings in the event that this doesn't happen with goldfields.

There are other drilling results expected in the next few weeks ?

Thx again GF and regards

Overman

GF - Thanks for getting back to me - will see what happens on Monday - given what's happened to the share price, I would have thought that a balanced statement of some sort would be forthcoming from the remaining management very soon, they have to be seen to be acting but without insensitivity too - my loss on this since Wed more than offset by the PXC gains, thank you for that original tip
Regards
Anna

Cheers Guys. Invested in a new company well swopped one of the established one for another one in the sme field. Scott Tod, SCD swapped for Cardpoint. Evolution Beeson Grgory had a Buy up to 119p on cardpoint and its gone through that. SCD is in the same field and as a lot of growth left in it I feel. Been watching it along with ambient another one in this fiels but SCD chart is fantastic and trendwatch and advfn chart/breakout are very positive. After again looking at it thursday evening I just had to have some of the action. More to come mid week, the day job with all this snow and floods is taking all my business time up.



Please have a good weekend.

cheers GF.

CUC bouncing back at the moment, lets hope it can sustain this.

cheers GF.

Added more Scott Tod SCD doing very well again and think results are the 11th of this month. CUC doing nicely anna, and Pipex carrying on from where it left off last week.

Nice start to the week after an up and down one last week.

cheers GF.

ps, looks like Zoo is staging a recovery aswell, early days yet.

Hi GF
Haven't had peace of mind since buying CUC and very happy and relieved to see it bouncing back but am wondering if I should just sell now - I risk losing further gains but I also avoid losses if price heads south again - how do you feel about CUC GF - are you holding and if so, do you intend to continue for now?
Regards
Anna

SCD looking very good. Results as you say on Feb 11th and investor presentation too suggesting confidence and hopefully new institutions will be attracted in.