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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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2023 New Year NAPS - 11 selections

January 2023

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.

With the kitchen sink thrown at investors in 2022 my NAPS lost an average 13.8% in spite of a remarkable doubler from Menzies. No one has a crystal ball but I’m anticipating that  global deflationary forces (falling shipping, gas, lumber prices, more chips for cars) will cause inflation to fall sharply, which would boost shares geared to a consumer recovery (such as Marstons, Reach, ITV and On The Beach). I’m also throwing in some special situations, such as CAML (with copper prices rising in anticipation of China easing restrictions) and Babcock (increasing defence spend after Ukraine). Therefore, my 2023 NAPS are as follows: On The Beach (OTB; 119p) I’ve just come off a results call with online travel age ...

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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