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Incadea, Dunelm, Howden Joinery and Regus

A super quick trading update. We've sold off our Incadea holdings for no other reason than to lock in a little profit. We bought into Incadea back in November 2012 - 1,237 shares at 98 pence a share. Here's why. Today we sold out at £1.08. At the end of April 2012, Incadea hit all time highs of over £1.30 per share, but there's been a steady reduction in price ever since. It's an inherent risk of holding AIM shares - often there'll be a slide in price for no other reason than a lack of any tangible news. AIM investors are a...

Gold, Supergroup, Lavendon, Archipelago and Avocet

It seems like an age since I've put index fingers to keyboard and tapped out a bit of an update. It's not as though I haven't had a dabble on the markets here and there, it's just that I've been a little preoccupied with some of our other web ventures. But more on that in a later post. We dipped back into gold long at $5 per point at $1609 an ounce back in mid February. Since then - with a tug-of-war as China, Russia, et al. stockpile the stuff and fund managers offload it - it's traded in a range...

When Not to Sell

Despite investing at the more volatile end of the market I like to think I remove many of the elements of chance by doing my homework and remaining informed about any holdings in my portfolio. Information is a little like insurance, not home insurance or buildings insurance, rather portfolio insurance. When the markets are in turmoil it's even more important to stay informed. However it's easy to get sucked in by plunging prices. Potential entry points appear when prices are in flux and sometimes we go chasing the quick quid rather than staying to true to our long term investment goals. On...

OPG Power Ventures – We’re Back In

So we've top-sliced our PV Crystalox Solar holding (pocketing a handy 15% in five weeks into the bargain) and taken up a little OPG Power Ventures with the proceeds. After buying in to PV Crystalox Solar at 4.40, then again at 5.15 and yet again at 5.40 pence, even the optimist in me was saying, hang on there mate, slow up a bit. We're still holding 70K shares in PV Crystalox Solar - averaged in at 4.74 pence - and with interims due at the end of the month, I'm quietly optimistic that anything but catastrophic news (it can't get much...

Cherry Picking Profitable AIM Shares

A couple of weeks ago now - prior to a little mid-summer rest and relaxation - I penned a post (with one foot out the door) in which I fleetingly mentioned the fact we'd liquidated a number of holdings and topped up on one in particular I thought a little over-sold. There wasn't any great financial nous behind that decision, no fundamental or technical analysis. Charts weren't poured over, ratios weren't examined, calendars of upcoming financial events were not consulted. I got what's know in bad economic times as the heebee-jeebies, the financial jitters. It's a desire, neigh necessity, to take what...

Buys and Sells and Gold

Lots going on, but I'm heading off - on holidays that is. A midsummer week of island-hopping in Scandinavia. Now if that sun would just re-appear. I'm usually not one to scare too easily but today - with a week away from the keyboard coming up and the way things are heading on AIM - I've had a bit of a sell-off, turning four of our holdings to cash and dipping in for a cheeky top-up on one share, that - in my humble opinion - has been way over-sold. Time will tell. Believe it or not the four shares we've liquidated...

Sale – Entertainment One

After amassing some lovely gains in Entertainment One (ETO.L) over the past seven or eight months, we took a little off the top, selling 300 shares at £1.3912 for a return before costs of £417.36. It's the second trim we've given Entertainment One in the past couple of months, and although I believe there's a ton more left in it, I'm never too disappointed taking profits. Especially when a share has already returned well over 100%. In the case of Entertainment One, we bought in back in May 2010 for 61 pence. At close of trade yesterday (14th January 2011) ETO.L was...

Sale – PV Crystalox Solar

The 30th December 2010 marked a sad day for Investor Trader. Following the sale of our entire holding of PV Crystalox Solar (PVCS.L) it was the first time since we began our little project in April 2009, that our portfolio held no wind or solar energy shares. Over the journey at different stages a large percentage of our portfolio has been tied up in Renesola. That is until they packed up their AIM listing and took all their toys to the New York Stock Exchange in November. We also held shares in Clipper Windpower until they became a UTC takeover target...

Sale – Another Lot of Workspace Group

Early this week I wrote about the sale of part of our holding in Workspace Group - our London-based provider of space to small and medium-sized enterprises (SMEs) across the capital. I must admit, I told a little porky in that piece. Due to the fact that I tend to do most of my trading in little clusters - three sales and two buys at a time type thing - I write about transactions in advance and then set them free on the inter-web at pre-determined intervals. If I didn't follow this methodology you'd get a wave of posts in a...

Sale – Workspace Group

The second of our eight transactions for late December was the sale of part of our holding of Workspace Group - the London-based provider of space to small and medium-sized enterprises (SMEs) across the capital. We sold 2,300 shares at 23.78 pence a share on 17th December 2010 after buying in 4,300 shares at 22.87 pence in October 2010. After costs we've probably broken even. I still think that Workspace Group is undervalued and has great potential in the mid to long term - especially with the London Olympics on the horizon - but for the past six months it's been trading...

Sale – Hutchison China Meditech

The first of our eight transactions for late December 2010 was the sale of another tranche of Hutchison China Meditech. We bought in to HCM.L in July 2010, taking up 520 shares at £3.14 a share. We first took profit earlier in December selling 220 shares at £5.10 and then again with this more recent sale of 100 shares at £4.95. Our original outlay (excluding dealer costs) was £1,632.80 and our two December sales have netted £1,122.00 and £495.00 respectively or £1,617.00 in total. In effect we've re-couped our original investment and we still own 200 shares which are currently trading at five...

Sale – Asian Citrus Holdings

Another juicy little sale to report. This time it's Asian Citrus Holdings (ACHL.L), our vitamin C packed, Chinese agricultural friends. And again, after make considerable gains in just over 12 months, it's a slice off the top and we'll retain a nice little holding for the good times ahead. We bought into Asian Citrus back in October 2009 - here's why - at 42.7 pence (well actually £4.27 but that was before a 10 for 1 stock split) and sold off exactly half our holding for 82 pence on 13th Novermber 2010. In effect by the price doubling (we were 3 pence...