Alterian (LON:ALN) statement was boring. I will continue to hold for now but it's on alert for the boot.
Andor Technology (LON:AND) marks time. It did well in 2010 and I am hopeful for more in 2011 but I can see that the pace might slow.
Avia Health Informatics (LON:AVIA) was brought to my attention by a poster on ADVFN and I have bought a few.
Berendsen (LON:BRSN) (was DVSG) is now through the resistance at 440 and my new target area is 520-550.
Baillie Gifford Shin (LON:BGS) added back. Shamefully bought and sold lower; silly me for not getting back in sooner.
£CAPD has been added to portfolio. A new listing in drilling services. Poised to do well. My thanks to The Naked Trader for pointing it out
Carclo (LON:CAR) slips a bit after that huge rise but I'm not complaining about the 30% made so far this year!
Close Enhanced Comm Fund (LON:CED)2 would currently be worth 183p (RNS) and looks a good play on rising softs and oil. Not one to buy and forget tho' and there is some counter-party default risk.
Cairn Energy (LON:CNE) continues to hold nicely. Spring drilling + news of VED takeover of indian assets awaited.
Diamondcorp (LON:DCP) continues to be strong, up 26% on year (mid-mid). I wish I knew the time-line for the samples.
Dialight (LON:DIA) doing nicely.
Devro (LON:DVO) has been weak. Keep eating the sausages please!
£GCL NAV is estimated to be at about 146 (undiluted) and the price of Uranium continues to be strong. I have added and am happy to hold.
HRX (Canada) creeps up. Looks like a bid target to me.
Intandem Films (LON:IFM) is up nicely on the year. Patience required.
Impax Asset Management Group (LON:IPX) also up nicely. Just a buy and hold until market turns
Kryso Resources (LON:KYS) has now approved the BFS and the Chinese have 3 months to come up with the money. Not without risk.
Matchtech Group (LON:MTEC) is boring but moving in the right direction.
Northbridge Industrial Services (LON:NBI) came to my attention today from a poster on ADVFN. I like what I see and have bought a few.
£NG. has been weak and I'm not sure why. I hold for income.
Ocean Wilsons (LON:OCN) weakens slightly but it's not yet time for me to take profits.
Pinnacle Telecom Group (LON:PINN) disappoints but I will wait for the numbers due soon.
Royal Dutch Shell B (LON:RDSB) was added for an oil play. So far not really doing much. I wait.
Range Resources (LON:RRL) was bought back. I have a little fiddler's elbow with RRR, RGM and RRL. I need to sit down and really do some research.
£SL. was bought on a new trend TA setup I'm testing. Looking at the chart it will now either breakout from a downtrend or reverse....the TA set up suggests a breakout. I'm just testing so it's just a small position.
Senior (LON:SNR) is going nicely. I target 200p this year.
Starvest (LON:SVE) ticks up.
Telecom Plus (LON:TEP) gone quiet again. Unless the market changes it's just a buy and hold for me.
Vatukoula Gold Mines (LON:VGM) put out a disappointing statement but the story is still good if oil doesn't rise to much and gold doesn't fall too far. I'm not as happy as I was. At first I sold and now I have partly bought back.
Weatherly International (LON:WTI) is weaker on profit taking and I have banked half.
Zanaga Iron Ore (LON:ZIOC) going nicely and I have added to my position.
I am still short PUB.
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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.