Singing Pig

I'm mainly in cash,not due to market timing just other business opportunities,I am looking to buy for the next few years and will sell options(puts) on shares in sectors I'm after,so a fall would be good for me at the moment.

hi i am currently holding tsco bought 50000 at 375p, prty bought 1250000 at 47p and cfe 4000000 at 3p and got the options on the cfe at 2.5p the best one for very quick growth is cfe. I know the directors of this company very well and they are pushy guys this company is going places. I chose shares on what i can see happening ie good service, good products, opening new stores, etc . Not very technical but has served me well . Will sell tsco and prty soon to buy more cfe. Any thougths.

property flipper:

hi i am currently holding tsco bought 50000 at 375p, prty bought 1250000 at 47p and cfe 4000000 at 3p and got the options on the cfe at 2.5p the best one for very quick growth is cfe. I know the directors of this company very well and they are pushy guys this company is going places. I chose shares on what i can see happening ie good service, good products, opening new stores, etc . Not very technical but has served me well . Will sell tsco and prty soon to buy more cfe. Any thougths.

Hi property flipper. Interesting choice of cfe! By every measure this company has had a torrid time in recent years.  I had a quick look at the financials and the company has been steadily declining over the past few years with an operating loss for the past 5 years, assets decreasing, negative earnings, negative profit margin and a very poor return on capital.  Do you have any good reason to think that the company is going places as you say?  Maybe there is some news that I have missed as I do live 6,000 miles away but it seems highly speculative, especially compared to Tesco which should be a good long term hold.

 Hi overseas sorry  for delay i have sold tsco after the results hope to buy back on market weakness over the summer. Sold prty gaming for 53.5p will buy in sub 50p, daytraders dream that share no stamp duty and massive daily moves, more like a yoyo than a share. Now for cfe i think that after this rigths issue is sorted out the good news flow will restart more overseas deals etc. The directors have put a lot of money in and are still buying, they are taking no wage out of the company and are paid in options. A couple of banks have bought large numbers of  shares for clients, it is all pointing to a buy out or a recovery i think . Also like the look of jsp a  real gamble, bought a small number of shares will sell if it bounces ,hopefully soon. What are you buying. 

Its been a while so I thought I would update my current holdings.  Although things have calmed down a bit now the early part of the year was a bit volatile and so I have made a few changes.  Some of my shares triggered trailing stop losses and I took decent profits from others, noticeably SPI and CPL.  Still using a couple of strategies, the main one being the small cap one I outlined earlier.  That has given me at the moment:

 HTG, KLR, RWA, SDX, SFR and VTC.

I also hold RBS and INVP based on low PE, high yields and of course still have TSCO.

Finally have taken a bit of a punt on ERG of the basis that it may have turned the corner.   

Overall up 7.6% for the year so far as compared to 4.8% or so for the FTSE 100 so that's acceptable to me.

Question for Zulu or anyone else who uses TA seriously.  As you can tell from my username I live a fair way away at the moment but I would like to find out what decent TA software is out there.  Any suggestions would be welcome.

It depends on your data supplier,this is for the uk market

Metastock from equis International is light years away from UK software,more indicators (gives a large choice although you will definately not need them all)

The downside is stocksplits/rights issues etc,I have yet to find a UK data supplier that will update these,the solution is to buy a cd from john denham every 3-6 months which is fully updated

The other choice for me is sharescope gold (end of day data) which is fully edited for changes and also has a small ammount of fundamental data

On the shares front have a look at albermarle and bond (aim) and S&U both small cap but pretty recession proof