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.
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.