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.

Posts carried forward from old thread...........



xmortal - 03 Jan'04 - 02:34 - 192 of 193


How about EXR for the short term??. I know they posted poor FY results, BUT few directors have purchased some shares, PLUS the trend and some decent buy volumes suggest there is an upward movement coming soon and quite steep too. I will purchase some in case. Thanks


Andy - 03 Jan'04 - 19:06 - 193 of 193


Motion Media is on the cusp I think.

Either they secure orders, and go on to become a sucessful company, or they will run out of funds around June 2004.

Any large orders would see a significant hike in price, although withour follow up orders it would more than likely fall back afterwards.

Not one for the feint hearted, IMHO!.

On Motion Media Andy, I have to say the Black Prince, Colin Blackbourne still has faith in it, but I cant see it doing anything myself unless there is a takeover. The company keeps coming back to market for further funding with big promises that never seem to materialise. Its been doing this now for about two years aswell. I for one will leave it for others.

cheers GF.

GF,

I agree, Motion are in the last chance saloon now, it's sell the product or else time.

As the downside is limited to 12 points, I may take a speculative long spreadbet, with a tight stoploss, and build into the price if it rises.

I wouldn't be a share holding investor in MMD at the present time, although I have a few from better days.

goldfinger..what are your thoughts on cyh and atl????

Hi nematode, CYH not for me because of the competion about. Telematics is big business now, but afraid Im not yet drawn ito that sector. Need to see a market leader emerging.

ATL, have held this software company earlier in the year as a momentum play and did really well. Not up to date on present business but will have a gander.

Many thanks and cheers GF.

HI, just like to say I enjoy your postings and am happy you've started a new thread. Of course DYOR and all that, but I like to put the selections through my filters - some interesting choices with good succinct reasoning. Good luck for 2004.

Hi all.... being thru some of old shares mag and looking at some shares which were feature for their potential.

TGM = looks very healthy. Take a look at their news too. Good acquisition I think this will go up steady for surely thru 2004.

GNC = Well position in its markets. Good growth prospect for 2004.

ARM = I think for the next have year will do well. Lets would like to know more about if there is a Tech revival. Have the feeling is just round the corner.

MNA = Possesses (100% ownership) of a very rich high grade copper find and many more prospects in Peru. So far the shares have rallied last year from its lows of 0.40p reaching 200p last month. Numis recommends this as a very strong buy. Target price 385p (not time scale given) Copper prices have been rising as the world economy requires more raw material. Peru plays an important part of rising copper prices together with Chile. (top five world producers and exporters).

CEL = A rapid diagnostic testing company. Signed GKS as a preferred vendor. Now is reporting in US$ which should be more beneficial. One of its main client is Coca Cola.

Hi GF, Many thanks for your new thread with the up to date list. Like many others looking forward to your new recommendations and thoughts in 2004.
A very Happy New year to you and everyone who posts of the Investors Board. Regards.

xmortal,

Illiterate.

ARM - historic PE of near 60 and a number of very competent, "low-power" competitors entering the market. You must be joking! Zero for credibility I'm afraid.

Telecolm Plus tipped as share for the year by Amanda Forsyth of Standard Life in the Observer today.

In brief she says it is easy and cheap to recruit new customers through the Business model. Also says as new customers join the firms buying power will improve.

Says both the number of customers and services taken per household are expected to grow steadily, delivering forecast earnings growth of at least 30%.

The likelihood of positive earnings looks high.

The company is on the brink of joining the FTSE Mid 250 index, which will widen its audience significantly and this should help the the price of the shares. ENDS.

cheers GF.

Some more good news out today Just Car Clinics tipped in the Penny Share Focus 2004 Yearly portfolio.

cheers GF.

Just seen on another board that Cardpoint as yet been tipped again by a tip sheet across the water.

cheers GF

Add cybit holdings(cyh) and atlantic global (atl) on your list gf.Thanks.

Techinvest tips Cardpoint cash as one of its tips for the year.

cheers GF.

TT Eelectronics moves further into blue sky going northwards this morning next resistance point 179p.

cheers GF.

Both Bema BAU and African Eagle gold stocks flying this afternoon.

Both have fantastic upside potential.

cheers GF

African Eagle AFE now really pushing on northwards. Drilling results due any day and if they are as good as the company are predicting this one could go balistic.

Heres the TA.



cheers GF.

fab call on african eagle gf. up 5% already.

when drill results out?.

Glad christmas and the new year are over, nothing like the buzz of being back on the boards with freinds, great stuff. Wheres Andy havent seen him today?.

cheers GF.