Dr m discussion board


@share_123_maiden, I mentioned Future some time ago. Did you buy? It posted a good trading update and is up 20% today.

Also dotDigital doing nicely


@mememe, well done with your holding in Future, I did not buy. I did buy some D4T4 which you mentioned at the same time and hold with some reservations. It came up under two screen for short selling on Stockopedia, relating to earnings manipulation. However, it also came up on four other screens relating to quality, value and momentum. I had looked at this share in the past but had not bought before. Their celebrus product looks interesting.

DOTD is another one I have held twice in the past, but don’t currently hold. I made a large profit on my first entry and then proceeded to make a small loss on my second foray. I’ve read quite a lot of positive feedback about their product, but it still looks a little pricey to me at the moment.


Thank you for that reply share_123_maiden
I looked at not sure what to make of stuff like radio chat but glad i scrolled down and saw list of trades .
I have a few of course .
By the way if you down load a pic you will get that as an avatar ( someone here kindly pointed that out to me )
I did not have a photo or anything more suitable then this badge i found .
This naked trader seemed a fairly genuine guy with photos and nice comments about his young son .
Worrying thing i noted is he seems to trade less then me if its all there .
And he has no shorts listed ?
What is your background if you do not mind sharing ? :smile:


I should have said scroll down to the bottom for the ‘Markets’ section. The naked trader does not record all his trades on the website and he does short stocks and indices. His books are well worth a read as they are quite easy to digest and explain his philosophy. Here is a link to his amazon page which shows you his books and gives a bit of background about him.

I have been investing for many years now having got my first shares as part of an employee share scheme at Beecham Pharmaceuticals, as it was back then (ended up as GSK). I have added to my portfolio since then whenever funds have been available. Over the years I have tried to put as much as possible in tax efficient wrappers, starting with PEPs and now ISAs. I would describe myself as an investor rather than a trader, although I do have an account with a set amount of capital which I use for my more risky or experimental ‘trades’. If they come off they may get moved into my ISA as and when funds become available there. I try to run my portfolio in a tax efficient manner by utilising my CGT allowance each year and I have moved most of my high dividend paying stocks into my ISA so as not to incur additional tax liabilities on those dividends. I work part-time and so I do use automatic stop losses in my ‘trading’ account as I am not in a position to trade every day (half-term this week though). This is a double-edged sword however, as there are often quite large swings early in the morning and you can get stopped out of a share only for it to stage a complete recovery later in the day.


@share_123_maiden, thanks. D4T4 up 6% today so fingers crossed.
Stroke of luck, yesterday I bought Attunity and today Qlik has made a bid.


@mememe, I just had a quick look at the Attunity chart and can see why you liked it. It’s a bit of a shame that if the bid goes ahead the company will be taken private.


@share_123_maiden, quite happy with the one day investment return. There are lots more good players in the US market.


PHE information to read.

Some interesting item from the PHE web site to read.

In around 3, or 4 moths They should have there first DMG running and new orders coming in. Let us hope they can manufacture DMGs quickly enough. By then the share price will be going up. Remember PHE also produce electricity to be connected to the main supply, as well as hydrogen.



@mememe, more good news from Future today I see!


@share_123_maiden, yes but counterbalanced by ZOO Digital. D4T4 and EKT doing nicely.
Are you still in BKS and SOM?


@mememe, I’ve never been in BKS.

SOM I continue to hold and they will be due to give their Q4 results later this month. SOM is a long term hold for me and in the past they have under promised and over delivered, so I’m hoping this will still be the case. A relatively large volume seemed to affect the share price yesterday, which has recovered a bit today. They also pay a decent dividend (was yield currently about 3.5%).

ZOO seems likely to have been caught up in the general sell off in the e-games sector (I only have a very small holding in ZOO relative to the rest of my portfolio).

Volatility seems to be quite dramatic in some of the small caps in particular lately. Have a look at VRS, down yesterday but up over 15% today, this is all on no official news.

I was looking at the performance of my portfolio since 1 January yesterday and noted that several holdings had shown fairly dramatic improvements over the 2 month period. IQE is up about 40% and still rising, indicating a recovery in the semiconductor arena. AGL, INS, PANW and Boeing (BA, I recently added to my holding here) up 35%, SCT, TER and WD up 30%, BBH, HOTC, LGEN, MU, STM, TOMO and III up over 20%, EA and SWKS up 20%, ISRG and ABC up nearly 20%, ADBE, BWY, CHKP and FEVR up 17% ACN, ASML and ISPY up 15%, to name a few.

Obviously some of these are up having suffered previous large drops, but impressive all the same over a relatively short period.

Fortunately I have not had too many disasters (apart from MOTFB, which was always a two horse race).


@share_123_maiden, thanks for the detailed information.

I heard on Bloomberg that the e-games market was saturated that is why I sold ATVI even though I made a loss. It’s recovered but is still 10% below my sell price

Many of the stocks you mentioned I hold but not sure what INS, TER and TOMO are can’t find them in Search. BBH is back to where it was 6 Sep 18 (I bought that day), and STM is showing a loss (perhaps not looking at the correct one).

Some that I hold are DOMO, LSCC, MEET, Everbridge, Match, Paycom Software, RingCentral, Okta, Fisher&Paykel, Intuit, Netflix, Roku, Cronos. I hold a limited number of stocks (got rid of several dogs) I’m sure far less than yours. Good luck


Good morning @mememe
INS - Instem Life Science Systems (listed on AIM)
TER - Teradyne Inc (listed on NASDAQ)
TOMO - Tomra Systems (listed on CBOE-OSL)
STM - STMicroelectronics (listed on NYSE)

I’ve mentioned Tomra before as it involved in various recycling operations, including reverse vending machines. I think at the time you said that the platform you use doesn’t allow you to buy on the Oslo exchange. Tomra used to be one of the top ten holdings in the Impax Environmental Markets (IEM) Investment Trust but was no longer there when I checked this morning, which is slightly surprising.

Thanks for sharing some of your holdings (several of which are on my watch list). I’m going to embark on my final end of tax year review and reorganisation this week, so I will be ready and waiting for the new tax year and ISA contributions. I need to decide whether I am going to do Bed and ISA transactions or whether I will just transfer in cash and make new investments. I am currently still sitting on quite a lot of cash in my portfolio.


Dr M has done a bunk


My Christmas Song for 2019 backing track singer will do soon


I hope someone who knows him can confirm hes ok :wink:


Good morning @nonhebel11, I did think Dr M might return as the market has picked up since the dip at the end of last year.

I hope your wife’s health continues to improve.

Did you buy Melrose (MRO) in the end? Good set of results out today with one of my favourite statements too “The results for 2018 are ahead of the Board’s previous expectations”. I have always thought the management do a good job here, I was just slightly concerned about the size of the GKN acquisition.


This is one of my fav high risk bet


Yes bought Melrose have not added yet. Margaret is walking unaided in the house/ is v weak as her stroke symptoms from a few years back have returned to a degree. Police have divulged insurance info which we should have had day one / they gave us an incorrect reg no so we thought they had their own data base in fact they are using the same one Motor Insurance Data Base The driver has not yet been interviewed they intend summonsing him / I give up!!! You can get away with murder with them in charge - the Paakistani driver may have done a runner for all they know or care!!! He could have been using a foreign driving licence. Their report will reveal this at some point. Will be complaining again when i know the facts. My complaint is still open anyway as we thought the vehicle was uninsured and they had not followed procedures.


it is just a matter of time before platinum blasts off to the upside. The pressure from gold, palladium, and rhodium is just too intense for the metal that can be both a financial and industrial substitute for its precious cousin and sisters.

The most direct route to the platinum markets is via physical bars and coins for through the NYMEX futures contract. However, the Aberdeen Standard Physical Platinum Shares ETF (PPLT) provides an alternative. The ETF holds 100% of its assets in physical platinum bullion and does a good job replicating the price action in the metal. The price of platinum has moved from $755.70 in mid-August 2018 to its current level at $845 per ounce, a recovery of 11.8%.