web analytics
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...

incadea

In a continuation of our shift away from a portfolio lopsided by speculative mining plays toward a portfolio lopsided by companies with a recurring revenue model, in early October we took on a bunch of incadea (the lower cap i in incadea is part of the branding), buying 1,237 shares at 98 pence. Here's the incadea company spiel: incadea is the leading provider of enterprise software solutions and services to the global automotive retail and wholesale market. With a proven industry focus and expertise, incadea is the vendor of choice for car manufacturers and their dealer networks around the world. So what exactly...

Bought: Getech Group, Sepura, Incadea, Avocet Mining, Supergroup, Dragon Oil and Gemfields

So enough of all of this stock screening malarkey, it's time to move on to some real market action. I've given the Investor Trader portfolio a damn good shake over the past few weeks and I've got lots of buys and spreads to report. I'll jump into the specifics of each company in the coming days but as a bit of a taster we've taken up shares in a bunch of companies, namely: Getech Group, Sepura and Incadea. We've also taken out a bunch of spread-bets, going long on: Avocet Mining, Supergroup, Dragon Oil and Gemfields. So drop by in the coming days...