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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - May '26

May 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.

Although last month was volatile, the hope is that Iran peace talks will thrash out a compromise and we will see a return to “risk-on” trading.  TP2 enjoyed notable successes with Playtech, Luceco and Helios Towers all beating forecasts.  Extraordinarily, Playtech, originally expected to make EBITDA of €169m, ultimately posted €197m but the shares actually fell, before later spiking to 392p. The lemmings that sold aren’t aware of its Aladdin’s Cave of investments such as Caliplay and Hard Rock Digital, potentially worth £3-£5 a share when conditions improve. Luceco finally woke up, hitting 195p after operating profit rose nearly 17% to £33.8m while this year will  exceed previous guidance of £37m “with potential for further ...

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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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