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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio 2 - March 2026

March 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.

Being under indexed on tech shares meant TP2 could afford a popcorn moment amidst the AI inspired selling elsewhere, rising 4.4% to an all-time high of £176,167. That represented its third straight gain, with seven constituents registering new highs. Luceco announced trading ahead of expectations with an H2 acceleration leading to operating profit of “at least £33.5m in FY25, up 15% year-on-year.” I will update more fully next time. Deutsche has upgraded FY26 and FY27 EPS by 3% and 4%, respectively, to 14.4p and 16.3p, leaving the shares still cheap on a prospective PE of 12.2 and then 10.8. ASA’s earnings are now expected to double off a 37% loan book rise. Cavendish has upgraded FY26 profits by 12% (see page 2). Pl ...

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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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