image

Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

Latest issue now available

TMI Trader Portfolio 2 - July '25

July 2025

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.

Not even the spat between President Trump and Elon Musk could derail buoyant market conditions, with Trader Portfolio 2 shooting the proverbial lights out with a 12.3% gain. That’s the third straight monthly increase, and takes TP2’s overall gain to 45.4%.   There were two stand-out performers. H&T received an agreed offer of 661p (including 11p final dividend) from FirstCash, a Texas-based operator of over 3,000 US pawnbroking stores. The 78% premium to the past six months average closing price is generous in today’s world and I’ve sold half to lock in gains of 76%.  The other red-hot performer was Babcock, which spiked after Trump turned the screw on NATO countries to spend 3.5% on defence by the mid-2030s, while the ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

Related Articles

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

LIMTED TIME OFFER

SUBSCRIBE TODAY AND SAVE £30 USING OFFER CODE 30OFFTMI

To access our archive of articles and receive current issues you need to subscribe