Market Comment

Sectors on the move - July

July 2003

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.

This section should be viewed as raw material for investment ideas, rather than recommendations. Comparisons in sectors are based on the period between 26/05/03 and 20/06/03 Onceagain the FTSE-100 has continued in its bullish vein, hitting higherhighs (4,207) and higher lows (3,980) for the third month running,before eventually finishing up 180 points on the month at4,160. This was an excellent performance considering that many commentators had written off its chances of staying above the psychologically important 4,000 mark. However, the FTSEs 4.5% rise was eclipsed by the 8.5% gain posted by the Small Cap index (from 1,971 to 2,139) and 8.4% gain in the Techmark 100 (from 741 to 803) ...

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TMI Trader Porffolio - July (July 2005)

TMI Trader Portfolio - June (June 2005)

TMI Trader Portfolio - May (May 2005)

TMI Trader Portfolio - April (April 2005)

TMI Trader Portfolio - March (March 2005)

TMI Trader Portfolio - February (February 2005)

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TMI Trader Portfolio - December (December 2004)

TMI Trader Portfolio - November (November 2004)

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Armour Group - In-car and home entertainment group beating forecasts (August 2004)

Havelock Europa - Education supply business to benefit from hike in government spending (August 2004)

Ultimate Leisure - Jewel in struggling section (August 2004)

Begbies Traynor - First insolvency practice to go public (August 2004)

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Public Recruitment Group - CEO outlines "buy & build" strategy (July 2004)

Hardman Resources - Huge oil & gas finds in Mauritania (July 2004)

Nelson Resources - Oil E&P hopeful eyeing production of 60,000 bopd by 2008 (July 2004)

Dana Petroleum - Broker price target: 335p (July 2004)

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Omega International - Fast growing kitchen manufacturer (June 2004)

PKL - New play on NHS infrastructure growth (June 2004)

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TMI Trader Portfolio - May (May 2004)

Tarsus - Exhibitions group sells loss-maker; eyes growth in China (April 2004)

Antofagasta - Copper mines boosted by price surge (April 2004)

Centaur - Promising new B2B publisher (April 2004)

TMI Trader Portfolio - April (April 2004)

Sectors on the Move - March (March 2004)

Edinburgh Oil & Gas - Updates to reserves in prospect (March 2004)

Forth Ports - Scottish ports operator with property treasure trove (March 2004)

SDL - Translation solutions provider trading well (March 2004)

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TMI Trader Portfolio - March (March 2004)

Sectors on the move - February (February 2004)

Primary Health Properties - Lets properties to GPs; NHS plan underpins prospects (February 2004)

Detica - IT consultancy benefits from buoyant defence spend (February 2004)

Aricom - Poised to unlock value from titanium dioxide deposits (February 2004)

TMI Trader Portfolio - February (February 2004)

Sector Watch - January (January 2004)

ITE - Event organiser enjoying Russian economic renaissance (January 2004)

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TMI Trader Portfolio - January (January 2004)

Sectors on the move - December (December 2003)

Big Food Group - Finance director in fine form (December 2003)

Celsis International - Leader in fast contamination detection (December 2003)

Business Post - Parcel carrier eyes rich pickings from forthcoming deregulation (December 2003)

UK Coal - Vast landbank should trigger re-rating (December 2003)

TMI Trader Portfolio - December (December 2003)

Sectors on the move - November (November 2003)

Ted Baker (November 2003)

Spring - IT staffing group now the leader (November 2003)

Big Food Group - Iceland chain recovering (November 2003)

Datamonitor - Director buying and boker upgrades at market research group (November 2003)

SDL - Leader in translation solutions beating expectations (November 2003)

TMI Trader Portfolio - November 2003 (November 2003)

Sectors on the move - October (October 2003)

Finsbury Food Group - The next Inter Link Foods? (October 2003)

Ben Bailey - Highly successful niche housebuilder (October 2003)

French Connection - Quirky advertising still working (October 2003)

Devro - Sausage skin maker sees better trading (October 2003)

TMI Trader Portfolio - October (October 2003)

Sectors on the move - September (September 2003)

Recruitment stocks surge on recovery hopes (September 2003)

Motor Dealers rise ahead of changes to block exemption (September 2003)

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TMI Trader Portfolio - September (September 2003)

Sectors on the move - August (August 2003)

AGA Foodservice - Cooker group on acquisition spree (August 2003)

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Ideal Shopping Direct - Explosion in sales of home shopping products to digital TV viewers (August 2003)

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StatPro - Strong recurring revenues (July 2003)

First Technology - Growth in car safety equipment (July 2003)

Charles Stanley - Cash rich play on FTSE recovery (July 2003)

Thomson Intermedia - Media monitoring group launches National News Index (July 2003)

Barratt - Fast growing house builder (July 2003)

Avesco - Director buys £2.5m shares (July 2003)

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Sectors on the move - June (June 2003)

Bodycote - FTSE-250 group has excellent record (June 2003)

Leeds Group - New focus on niche financing leasing (June 2003)

Giardino - Restaurant group's shares poised for breakout (June 2003)

Luminar - Prospective PE just 6.8 (June 2003)

Parkdean - Gears up for more acquisitions (June 2003)

TMI Trader Portfolio - June (June 2003)

Sectors on the move - May (May 2003)

SCS Upholstery - Prospective PE only 7.7, but growth story still intact (May 2003)

DRS Data - Date capture group on mend (May 2003)

BPP - Leader in professional training (May 2003)

Alexandra - Another to abandon UK manufacturing (May 2003)

Burndene Investments - Surge in holiday home sales (May 2003)

Games Workshop - Trading ahead of expectations (May 2003)

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Sectors on the move - April (April 2003)

Paddy Power - Fast growing bookmaker (April 2003)

Blacks Leisure - Ungeared outdoor sportswear retailer (April 2003)

Aero Inventory - Close to signing big customer (April 2003)

Parkdean Holidays - Acquisitive caravan park owner (April 2003)

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Sectors on the Move - March (March 2003)

Havelock Europa - Education labes sell well (March 2003)

Cordiant - Break-up could see uplift in value (March 2003)

Edinburgh Oil & Gas - Big discovery in Noth Sea (March 2003)

TMI Trader Portfolio - March (March 2003)

Sectors on the move - February (February 2003)

Filtronic - Prospective PE of 5.3 for next year (February 2003)

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Medisys - Chief executive buys 2m shares (February 2003)

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Sectors on the move - January (January 2003)

Telecom Plus (January 2003)

ITE (January 2003)

Greene King (January 2003)

Aggressive value investors buy into former Â£1 billion companies (January 2003)

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Sectors on the move - December (December 2002)

Project Telecom (December 2002)

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Character and Hornby shares could gain from Christmas best-sellers (December 2002)

IT Staffing Stocks showing first signs of recovery (December 2002)

Freeport (December 2002)

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Sectors on the move - November (November 2002)

SSL (November 2002)

Clinton Cards (November 2002)

Hercules Property (November 2002)

Harvey Nash (November 2002)

Albemarle & Bond (November 2002)

TMI Trader Portfolio - November (November 2002)

Sectors on the move - October (October 2002)

HPD Resources - Dirt cheap (October 2002)

Two property plays outperforming their sector (October 2002)

PZ Cussons (October 2002)

TMI Trader Portfolio - October (October 2002)

Sectors on the move - September (September 2002)

Management Consulting Group - Sarbanes-Oxley Acts boosts non-audit financial services (September 2002)

TMI Trader Portfolio - September (September 2002)

Sectors on the move (August 2002)

Office Photocopier distributors hitting highs (August 2002)

TMI Trader Portfolio - August (August 2002)

Sectors on the move - July (July 2002)

Associated British Foods - Primark driving expansion (July 2002)

New Economy Stocks fighting back (July 2002)

TMI Trader Portfolio - July (July 2002)

Sectors on the move - June (June 2002)

Lookers - Acquisition hungry car retailer (June 2002)

Investors find safe haven in food producers (June 2002)

TMI Trader Portfolio - June (June 2002)

Sectors on the move - May (May 2002)

Transport Groups Recover (May 2002)

Clothing Retailers continue to shine (May 2002)

TMI Trader Portfolio - May (May 2002)

Market Comment - April (April 2002)

Sectors on the move - April (April 2002)

Deregulation in the gaming industry - Rank and Stanley Leisure in the Limelight (April 2002)

Signet - US superstores driving growth (April 2002)

Daily Mail and General Trust ("A" Shares) - Low risk play on advertising upturn (April 2002)

TMI Trader Portfolio - April (April 2002)

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

Sectors on the move - July

July 2003

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