MARKETS
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Ok? Just saying !
Despite various fears - nutters about to let off nukes, big baby nutter leading the free world, and various other nuts about the market has held up.
Onto the French nut department looks like they are going to vote for Macron - but if La Penne has a shock victory expect the markets to sink. An outside risk but it is there.
Trump's tax cuts didn't go down that well last night as was short of detail (what did you expect?) .
Well, after a splurge of buying last time because of finding so much stuff at the seminar I have reverted to laziness.
I suspect will be buying stuff after I hopefully find it when forced to work for a day at the May 12th event, and the May 19th follow up.
With the portfolio going well I've had to concentrate on doing my "job" and my wife's real job after she fractured her wrist.
So not a lot to report this time save for a couple of things.
I do like Ten Pin Bowling companies - I am already in Hollywood Bowl and I've bought a new entrant to the market, Ten Entertainment (LON:TEG).
This one is an easy decision to tuck it away with Hollywood in the ISA and leave it for a couple of years.
Fundmentally it looks sound - it's the second largest Ten Pin operator with 40 sites. It generates lots of cash. As a bowler myself I know how busy they are! Try any weekend and you will find these places rocking.
They have multiple income streams, it isn't just the bowling. The crap food these places sell are high margin winners and the rip off "amusement" machines generate tons of revenue.
I'm in both these companies as it would be no big surprise if somewhere down the line one doesn't bid for the other, it would make a lot of sense. So I expect to tuck away with one morning a nice surprise and a 30% uplift.
At the moment I could buy at the same price the institutions paid - but I would expect the price to rise as and when it should get into the FTSE Small cap index in June where the fund managers should start to take note. Downside looks minimal. Looks like a strike to me.
I've bought some Eddie Stobart (LON:ESL) which floated on the market this week - again I got the price paid for by institutions. I don't think for a minute it is the most exciting company ever but it looks pretty solid.
And it seems to be growing. So while this isn't exactly the most exciting prospect, downside looks limited again and there is upside potential and another isa tuckaway to hold onto unless question marks appear. Steddie Eddie?
I have bought some Yu Group (LON:YU) I bought these at under 200p around a year ago and very happy with progess so far with the price pushing over 350 so every chance will double my money on the first lot.
Most investors are scared to add extra money to things already doing well and generally they lose (or make less than they could) because they average down instead of average up. So averaging up in this one as long-term prospects look good.
After making losses it is forecast for a big profit next year and it has a good cash balance too. Nice and another one to shove away.
If you think the shares above look boring I am sorry. I know I'd get more readers by chatting about oil and Forex.
But there are loads of sites out there for you... and over the years the more boring the share, the more money I made out of it.
I also added IG Group (LON:IGG) to the isa after getting some as a spreadbet last time. Main reason is the thought that if regulatory intervention due is not as bad as thought, they could head over 600. However of course it is a risky trade.
Bagged a few profits here and there. Taken the profit in Motr and banked a profit of £752. Profits on PHD had started to really stack up and sold well over target to bank
£4,123. And a final profit of £5,900 banked on Cer taking total profits banked for the website this time of £10,775.
Unbelievably just scanned down the isa positions and not one loser sitting there at the moment. I guess I think of that as a reason to be wary. The market loves to kick you the minute you think you are a Game of Thrones like King and deservedly so.
So the moment you feel smug about yourself, sell a few things and bank some profit!
I'll be looking at doing some more profit taking soon as I don't want to join the Queen and end up having an annus horriblis. Which sounds like what I am having done by the hospital to my bum next week...
Some good moves higher for some of the portfolio. ITV went ex dividend for a massive amount today, so it isn't really down... a huge credit is on its way!
Somero continues to charge up Xafinity has surged up as has Convatec and Redrow. Xeros is on the up. Safecharge is charging higher. Recent buy Science goes nicely.
Burford has proved a fantastic trade, and I wonder whether I can end up doubling my money on that one. Microgen has now pretty much doubled for me!
You want high risk? I've bought a few for fun in one that in five year's time
will either be worth ten times more, or will have gone bust!
I guess I would hope to be out before it went bust though. Not likely to go bust yet though as it still has cash.
Graphene could be the next big thing. Indeed Richard Branson is looking to make his planes out of it. It's thin and light. They make some condoms with it now.
So Applied Graphene Materials (LON:AGM) looks interesting. It is starting to get orders.
Fishing rods could be big! First orders for those.
Big money possibly could come from collaboration with Airbus Space and Defence . There are a load of other areas where contracts could be made and materials used. One decent win could see the share price way higher.
But of course, it is possible too, progress might not be made. Hence the risk. While it has cash though it won't go to zero suddenly. Anyway, high risk for small money! Bought 2,000 earlier today at 189.
Looking around the riskers, Concur Tech maintains recent rises well. With a decent order book and possible new markets could be a nice one for this year. Good statement from LPA this morning, it remains under the radar but could edge up to nearer 200p.
Recent buy Ergomed (LON:ERGO) goes well. Positive noises from its development partner and the chairman bought 100,000 shares.
But even better is recent buy ECSC which has boomed higher! High risk Purplebricks is struggling to get over 300p for now.
Cambridge Cognition (LON:COG) holds well as does Benchmark (LON:BMK). And Fevertree (LON:FEVR) continues to fizz higher. I suspect someone is going to buy it sooner than later?