Highlights from my Portfolio:
Last week ended with a fizzle; the first down week in over two months. This week has got off to a very good start.
Avanti Communications Group Plc (LON:AVN) continues to struggle. I had trailing stops and I let some stock go.
Close Enhanced Comm Fund (LON:CED)2 - continues to rise. It's easy enough to see what it's worth and at redemption the present discount has to close. Some way off. DYOR.
Davis Service Group (LON:DVSG) came out with an "all OK" statement saying that its improving operational efficiency and is delivering strong free cahs flow, which is benefitting interest, and maintaining a robust balance sheet. Good yield too.
Firestone Diamonds (LON:FDI) has finally been noticed. My timing for getting back in was good.
£GCL continues to rise. Everyone knows that wave, wind and solar are nice to have but back in the real world the only short-term solution is nuclear. Shame but there it is.
Intandem Films (LON:IFM) was not mentioned last week because I clean forgot I bought it ahead of last week's statement. Looking good and 2011 promises more of the same.
National Grid (LON:NG.) is another one with a good dividend. It collapsed (well, sort of) after hitting 600 but I am happy to hold.
Specialist Energy Group (LON:SEGR) holds up nicely. It ties in with the nuclear theme.
Senior (LON:SNR) is trying again for a break of 150. If it makes it then 200 is on for next year. A great recovery stock.
Weatherly International (LON:WTI) recovers from the pullback last week. Copper is running out but our need for it is not. I believe that if we continue to see a recovery in the US and we don't see a collapse in China (a possibiity), then Copper will be one of the dominant themes for 2011.
Gold fell through the late July trendline and hasn't regained it yet. The dollar is now getting stronger against a basket of currencies. I had a very good run on gold stocks this year, I'm now waiting to see what happens but as long as the dollar continues to look strong, I will remain wary of gold stocks. If gold weakens then my price target is circa 1280.
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.
Avanti Communications Group plc is engaged in the provision of satellite communication services. The services are principally provided through Ka-band satellites. On August 2, 2012, the Company launched successfully its second satellite, HYLAS 2. The Company sells satellite data communications services to telecoms companies, which use them to supply enterprise, institutional and consumer users. The Company’s Satellites include HYLAS 1, HYLAS 2 and HYLAS 3. HYLAS 1 can variably re-deploy power between beams and can change the frequency at which it operates. HYLAS 2 can switch power between beam pairs. Its subsidiaries include Avanti Communications Limited, Avanti Space Limited, Avanti Space 2 Limited, Avanti Space 3 Limited, Avanti Launch Services Limited, Avanti Broadband Limited, Avanti Broadband (Ire) Limited, Avanti (NI) Limited, Avanti HYLAS 2 Limited, Avanti HYLAS 2 Launch Services Limited, Avanti Communications Infrastructure Limited and Avanti Caledonian Broadband Limited. more »
Firestone Diamonds plc is a United Kingdom-based holding company. The Company is engaged in diamond exploration and mining in Southern Africa. The Company’s projects include BK11 Mine, Liqhobong Mine and Other Botswana Projects. The BK11 Mine is located approximately seven kilometers north-west and 20 kilometers south-east of De Beers' Letlhakane and Orapa mines, respectively, and is within five kilometers of the proposed new mine at AK6. The Liqhobong Mine is consisting of the Main Pipe and the Satellite Pipe, which cover areas of 8.5 hectares and 0.8 hectares, respectively. The Company controls 21 other kimberlites in the Orapa kimberlite field, of which 13 have diamondiferous, and 86 kimberlites in the Tsabong kimberlite field. In July 2009, it commenced work on the final phase of evaluation on BK11Mine. On September 29, 2010, it acquired Kopane Diamond Developments plc (KDD). In October 2010, Obtala Resources Plc disposed of its entire interest in the Company. more »
Intandem Films Plc is an international film company. The Company’s activities include film production, film finance, international sales and United Kingdom distribution. The Company operates in three segments: Executive producer fees, Sales commission and Recoverable project costs. The Company assists in script development and casting, source and structure film finance and create marketing campaigns to generate income from independent films worldwide. The Company’s subsidiaries include Intandem Pictures Ltd, which is engaged in film sales and marketing, and Intandem Film Distribution Ltd, which is engaged in film distribution. more »
