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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - August '19

August 2019

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

The TMI Trader Portfolio had pleasing news from Dunelm (trading at the top of guidance) and IG Design (eps +33%), while those hitting highs include Polypipe (454p) and Tritax Big Box (159p), ahead of results. Interestingly, Segro, 747p (a TMI write-up at 616p and similar to Tritax but not in the portfolio), is also flying so interest is high in big retail warehouse sheds due to online shopping logistics and possible Brexit stockpiling. Playtech is threatening to break out with an update due while two directors have just bought.  This month there’s one new addition: Diversified Gas & Oil (as highlighted last month) ahead of its move to the main list / promotion to FTSE-250 in H2. Consultancy, Wood MacKenzie now estimates ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X