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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - January '20

January 2020

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 emphatic Conservative General Election victory saw shares surge as we went to press, with the FTSE-250 registering its biggest one day points gain in a decade. This helped the TMI Trader Portfolio increase 2.5% over the month. “Share spike Friday” saw four TMI constituents hit new 52-week highs including ITV, Polypipe, B&M Retail and Dunelm. The latter surged over £3 after its forecasts were upgraded thanks to stronger than expected gross margins while IG Design’s coffers are stronger with debt falling again. Stock market folklore has it that investors look ahead 12-18 months, “pricing in” anticipated good news ahead of the event. This is the “science” behind the post election surge in cyclical sectors l ...

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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