Thought Id start this one going because its rather dead on this board at the moment and I suppose all my usual muckers are either at the Stella tennis event watching Dim Tim (lose again) or at Henly Regatta eating cucumber sandwiches (they wish,...NOT).

Anyway please feel free to just talk to yourself blast away and let it go on any company or subject you wish. Just wish Id thought of this one before.

cheers GF.

Al, I do sympathise as I've had a few teething difficulties myself when it comes to that slippery concept known as profitability (aka why didn't I just keep my assets as cash and invest it by sticking it under the mattress?). However, it beats me why you say you don't invest in oil companies and/or metals miners. Given that the product is certain to sell and you can find the prices published just about everywhere, I'd have thought you'd see some of these plays as dead cert multi-baggers . . . ??

Mr. Smug Traders has been holding/adding NOP for a couple of years, just did a bundle on SBE, plus am currently riding VOG and expecting great things from BLR. Am into some miners too. I won't bore you with the details - you'll have seen my name on the threads. As usual, DYOR and Don't Blame Me :o)

Anyway, Happy Easter one and all, and more successful speculating in the spring!!

ST.

Twas a worse year than I suspected. After accounting for cash injections to my portfolio I am just 8.4% up on the year. :-((
As usual, there are 3 groups of shares. The flyers, the plummeters and the I aint going nowheres.
You all know that SEO is a large(ish) holding of mine and that has done nowt for me in the last 12 months which is probably my own fault for failing to trade it, and just sitting on it. ITV did much the same till I got shut of them, as have BBC, but I still have them for the divi, as my entry point was very low and years ago.
WIL is quiet, but this will not remain that way, and the same can be said for CTG (worth a look for when the hostile takeover nonsense is sorted).
HYC continues to serve me well, as does BRW (may be time to leave after a 500% + rise since purchase some years ago) and CSB (showing double bagger +).
MKS has given me a good year, with more to come (7 next year) and BGY did well till I sold out.
I was in NOP prior to the consolidation so i am showing good on that.
BRY was a major brainstorm for me. Lost a mint, sold out, then lost some more buying back in, but it will rise again this year. I'm not actually that heavy on YOO, but its an easy target for my frustrations after I saw it drop like a stone. Still in there though.
Most of my newer acquisitions have changed so little through the year that they have had little impact on my results. PCM, DCD etc.
Funny thing is, had I calculated the 12 months as Mar - Feb, I would be about +28%.
Stranger still, the last 2 years have seen my returns fall, coinciding with a shift in weighting from blue chip dividend payers to smaller cap bets. Perhaps the larger spreads are what i am reflecting, and now the transition is complete, my margins will return.
That also explains why I get nervy about hole-in -the-ground companies. I am fairly new (2 years) to the smaller companies and less used to buying on potential.
Rules for the coming 12 months;
1) Do not increase the weighting on small caps
2) Be quicker to sell if it goes tits up
3) Unless you have money to burn, ignore everything I say.

I commend this budget to the house.
Alan

bos
Nice to see Pat out in front.

Al
Not a bad budget and good points for the next twelve months If you keep to them, If PCM comes good it will wipe out all your loses and more heres hoping.

Al it's good friday , what are you doing up at 7 am ?

Can't sleep, jimmy.
I'm in the middle of a fairly big (by my standards) land purchase and redevelopement deal.
I'd been lying awake since 4am, and I'll probably be working on it over the weekend cos the proposal and budgeting has to be done by Tuesday!!
Driver,
I feel so good about SEO, DCD and PCM for the next year I am very confident of the best year since 2002. Spookily, I feel BRY will double over the next year cos it was over sold.
HYC, WIL and CTG are other bankers, but I will be avoiding anything too risky and reverting back to my normal stance of 80% blue chip/mid cap and 20% risky(er)
Catch you all later, and have a good Easter (or new year for any Siekh's out there).
Alan

Who the hells that bugger with the squint????

Al
His one of your Siekh's, glad to see some one else is working I'm working all over easter.

OOps. Post 4479 may rank alongside "The Satanic Verses".

Im bloody well fed up already.

This easter break for me is crap.

No horses, no markets, bloody short hours for the pubs and the swines are checking them about here. Bring on next tuesday, I might buy a top hooker in the gap. Thats how bored I am.

CHEERS GF

gf, save yerself some cash ......... rent a porno instead :)) a bit of diy never hurt anyone ;)

.

driver

thats just the sort of day i've had

You gotta take your hat off to these inventive yanks.
In the face of adverse publicity about health surrounding McDonalds, the burger chain have somehow invented a chicken salad that contains more fat than a Big Mac, and now are offering exercise DVD's at the counter.
Let me get this right.
To stay fitter and healthier while filling your mouth with a meal that tastes like a carpet, you can save yourself the effort of going to the local video shop and collect an exercise disc from the takeaway, which you put in your player and use the remote control to start. You then sit there eating a salad thats about as healthy as a Chernobyl pork dripping sandwich, and watch impossibly thin and athletic models doing simple exercies in the belief that eating such low value food and watching a video will make you as impossibly (and surgically enhanced) thin and athletic as they are.
And if you think that is ridiculous and unbelievable, the great population of the world will be taken in by it. Incredible!!!!
Here endeth todays observation in the power of branding.
Alan

dcb
I was posting a vid but it didn't work, next time, have you got any DCD it would fit well with your name.

alan, you can come down now .

lol

I've no room to talk, Bos.
Just got back from the Pizza Hut and am feeling (and looking) like a suckling pig!!
It just amazes me that the least nutritious food in the entire world, ever can find affinity with a fitness video!!
Alan

Feeling good this morning!!!
A watery sun is shining, I'm looking out of my office at a tree in full cherry blossom and its only 69 days to my hols and only 48 hours to the new cricket season.
Life don't get any better than this!!!