Hightlights from my portfolio:
Beximco Pharmaceuticals (LON:BXP) did the dirty on me and heaved up after I sold. I didn't spot the shake. Never mind.
Davis Service Group (LON:DVSG) had a weak start and then powered back over £4. We get closer to the investor day in November.
Jubilee Platinum (LON:JLP) price fell on FY results and I added as next year could be very interesting.
Haynes Publishing Group (LON:HYNS) reported weakness in Europe and signs of growth in US. This is the reverse of last year. I took a small loss on the chin. I bought last year for the dividend and recovery but I suppose in this day of the internet it's an outdated notion that people are going to buy a book to find out how to fix their car.
Lees Foods Plc (LON:LEE) ticked up a little; I just need to hold and I think, subject to rising commodity prices, it will deliver.
Monitise Plc (LON:MONI) another day, another contact. My buy was well timed.
Ortac Resources (LON:OTC) persuaded me to take a little profit. Sold roughtly 20%.
Ram Investment Group (LON:RAM) has won a super contract but the price remains rather obstinate. No matter; 2011/12 look to be rather exciting. Time will tell.
Weatherly International (LON:WTI) continues upwards, a well timed buy there too.
And that ends my H1. I start my year 6th April as it makes sense to follow the tax year for CGT/Dividends. I had a weakish 1st Qtr but a quite staggering 2nd QTR and am on targt for full year. So what's the target? Well, it's a sum of money that allows me to spend quite freely and still alllows me to end up with more money than I started. I think that's the best sort of target!
Filed Under: Stock Picks,
Disclaimer:
Please keep in mind that all comments made by Susan Marmor are for educational purposes only and should not be construed as investment advice regarding the purchase or sale of securities, options, futures or any other financial instrument of any kind. Consult with your investment advisor before making an investment decision regarding any securities mentioned herein. Susan Marmor assumes no responsibility for your trading and investment results. Susan Marmor does not warrant completeness or accuracy for any observations made herein, or warrant any results from the use of the information. Susan Marmor may have a position in the securities and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies. There is a very high degree of risk involved in any type of trading. Past results are not indicative of future returns. Securities, options, futures and any other financial instruments can go down as well as plunge.
Beximco Pharmaceuticals Limited is a manufacturer of pharmaceutical formulations and active pharmaceutical ingredients (APIs). The Company is engaged in manufacturing and marketing of pharmaceuticals formulation products including life saving intravenous fluids and API’s. The products of the Company are sold domestic and international markets. The Company also provides contract manufacturing services. As of December 31, 2011, Beximco Pharmaceuticals Limited produced more than 400 products in different dosage forms covering broader therapeutic categories which include antibiotics, antihypertensives, antidiabetics, antireretrovirals and anti asthma inhalers. The Company’s products come in a range of dosage forms including tablets, capsules, dry syrup, powder for suspension, cream, ointment, suppositories, metered dose nasal sprays, large volume intravenous fluids, metered dose inhalers. more »
Jubilee Platinum plc is a mining exploration to metal development company with a focus on platinum group elements (PGE) and nickel. The Company operates in five segments: evaluation and development of PGM smelters utilising exclusive commercialisation rights of the ConRoast smelting process, located in South Africa (evaluation and development); evaluation of the reclamation and processing of sulphide nickel tailings at Leinster in Australia (nickel tailings); development of Platinum Group Elements (PGEs) and associated metals (PGE development) in South Africa; Base metal smelting, and Electricity generation. The Company’s 63% owned Tjate project covers 5,140 hectares on three farms and the area has been independently judged to contain a potential net 65 million ounces of platinum group elements (PGEs) and gold. more »
