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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio 2 - April '26

April 2026

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.

After three successive months of gains during which TP2 rose from £152,500 to a high of £176,000, its momentum was only torpedoed by another rush of blood to the head by President Trump. His attempt at regime change in Iran from air strikes alone has seen Brent crude and UK gas rise 50% in a month and with no ending on the horizon, markets are roiled.  But my constituents remain in rude health. Soaring crude prices and strong finals drove Hunting to an intra-day high of 530p. EBITDA increased 7% to almost US$136m with margins climbing 1% to 13%. Impressively, it had net cash of US$59m after spending US$145m on acquisitions, share buy backs and dividends. Having completed one restructuring (shaving US$20m from costs) it has just an ...

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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

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