Portfolio - Looking for opinions

Lexus1976

Looking for some opinions on my share portfolio.

Share
Aminex - High risk - ISEQ - Oil

Petroceltic - High risk - ISEQ - Oil

Norkom - Medium/High risk - ISEQ - IT Bank compliance

Siteserve - Medium/High risk - ISEQ - Infrastructure and Utilities

Sprint Nextel - Medium - NYSE - Telecoms

United Drug - Medium/High risk - ISEQ - Healthcare

Independent News and Media - High risk - ISEQ - Media. I was going to purchase this share when it was 10cents, bought it last week for 23cents its now 26 cents. Could'nt resist, I know its a gamble but I believe the management can turn this company around.

Sold AIB and Elan a few weeks ago will not be returning to these companies for a while. So far the above porfolio has brought in considerable profits. Will be purchasing shares next month from the sale of AIB and Elan, planning on investing a percentage of these in the following sectors:

1. Construction and material
2. Travel and leisure
3. Real estate

All advice and suggestions appreciated. Might be an idea for other board members to post their porfolio.

Thanks

MrMatisse

very high risk,

Would sell off the micro caps and throw some money into something like a dj euro stoxx 50 etf to spread the risk a little while you punt on things like INM.

Your likely to have very volatile returns with a big downside risk.

PYRO#1

I like Petroceltic, got them ages ago and im in profit with them should i choose to sell. Finding info is like getting blood from a stone though:mad:

Lexus1976

PYRO#1 wrote: »

I like Petroceltic, got them ages ago and im in profit with them should i choose to sell. Finding info is like getting blood from a stone though:mad:

Yes I'm in high double figure profits margins at the moment. I usually get my information from the following forums. Hope this helps.

http://www.iii.co.uk/investment/detail?code=cotn:GOO.L&display=discussion&it=

http://boards.fool.co.uk/Boards.asp?fid=5004&sort=lastdate+desc

Lexus1976

Really-Stressed wrote: »

very high risk,

Would sell off the micro caps and throw some money into something like a dj euro stoxx 50 etf to spread the risk a little while you punt on things like INM.

Your likely to have very volatile returns with a big downside risk.

Thanks for the reply.....i'm going to continue investing in micro caps for the moment. May ease off in late November and take a breather.

Yes I was looking at a few of the EFT's available, could be an option.

patbrady877

Ive been trading on NYNY (Empire resorts) for the last few months. I was got in at an average around 1.50, so was a big success story for me. Id be getting back involved around the 2.60 level- should be more of an upside.

Apple is a great stock- they have had a nice jump over the last 6 months - but there could be more to go...

Lexus1976

Just to clarify my starting point.

High risk portfolio

Aminex -bought in August 2009 at €0.09

Petroceltic -bought in August 2009 at €0.13

Norkom - bought in August 2009 at €1.08

Siteserve - bought in August 2009 €0.10

Sprint Nextel - bought in August 2009 at $3.89

United Drug - bought in August 2009 at €2.03

Independent News and Media - bought in August 2009 at €0.25
I have 2 holdings in this company main holding was bought at .25 so this is the price i'll record.

Aer Lingus - bought in August 2009 at €0.50

Lexus1976

patbrady877 wrote: »

Ive been trading on NYNY (Empire resorts) for the last few months. I was got in at an average around 1.50, so was a big success story for me. Id be getting back involved around the 2.60 level- should be more of an upside.

Apple is a great stock- they have had a nice jump over the last 6 months - but there could be more to go...

Thanks for the suggestion. Will look into it.

eclectichoney

I like Petroceltic too and have a feeling (DYOR ) that the SP might continue to early twenties if the news next week (the 4th I think) is good. Might be a good time to sell and rebalance a bit towards some index trackers? Fingers crossed!

Lexus1976

eclectichoney wrote: »

I like Petroceltic too and have a feeling (DYOR ) that the SP might continue to early twenties if the news next week (the 4th I think) is good. Might be a good time to sell and rebalance a bit towards some index trackers? Fingers crossed!

Its doing well at the moment, up nearly 500% since its 12 month low. Hindsight!

Lexus1976

Lexus1976 wrote: »

Just to clarify my starting point.

High risk portfolio

Aminex -bought in August 2009 at €0.09

Petroceltic -bought in August 2009 at €0.13

Norkom - bought in August 2009 at €1.08

Siteserve - bought in August 2009 €0.10

Sprint Nextel - bought in August 2009 at $3.89

United Drug - bought in August 2009 at €2.03

Independent News and Media - bought in August 2009 at €0.25
I have 2 holdings in this company main holding was bought at .25 so this is the price i'll record.

Aer Lingus - bought in August 2009 at €0.50

Just sold my holding in Aer Lingus after a 20% profit within 14 days.
Will probably reinvest the money in United Drug or Petroceltic.

Lexus1976

Just sold Sprint shares at $4. Going to reinvest this money in Norkom.

Bytheway

Did you ever think of Looking into the FTSE. You would be far better off in the AIM market IMHO. Its far more volatile but with good research and some neck its very possible to double your money in a short space of time.
My best earners have been Gulf Keystone, Provexis, Faroe Petroleum, Asian Citrus Holdings.
Irish stock brokers are a ripoff and stamp is only 0.5%.
I would invest in Afren (AFR.L) and San leon Energy (SLE.L) as i feel they could esaily dobule in the near future 3 -6 months.
I like to get involved in small oil explorers who are spudding (pre drilling). The shares usually double before drilling if you get in at the early stages (2p-10p).
But the AIM suits my needs as I'm 29 and looking for high risk high reward and I have reaped huge rewards. If i wanted a more cautious approach I would mix in the likes of BAE, BP, BG and BAT, Aviva and possibly FBD on the ISEQ. Aviva and BP have a dividend of 7% -8%.
Yes its is heavily oil foscued but for me the likes of PB and BG are steady as a rock and will be around for decades to come.

Good luck

Lexus1976

Bytheway wrote: »

Did you ever think of Looking into the FTSE. You would be far better off in the AIM market IMHO. Its far more volatile but with good research and some neck its very possible to double your money in a short space of time.
My best earners have been Gulf Keystone, Provexis, Faroe Petroleum, Asian Citrus Holdings.
Irish stock brokers are a ripoff and stamp is only 0.5%.
I would invest in Afren (AFR.L) and San leon Energy (SLE.L) as i feel they could esaily dobule in the near future 3 -6 months.
I like to get involved in small oil explorers who are spudding (pre drilling). The shares usually double before drilling if you get in at the early stages (2p-10p).
But the AIM suits my needs as I'm 29 and looking for high risk high reward and I have reaped huge rewards. If i wanted a more cautious approach I would mix in the likes of BAE, BP, BG and BAT, Aviva and possibly FBD on the ISEQ. Aviva and BP have a dividend of 7% -8%.
Yes its is heavily oil foscued but for me the likes of PB and BG are steady as a rock and will be around for decades to come.

Good luck

Hi Byth,

I've been doing a lot of research on the AIM index lately, specifically in relation to the Healthcare Sector as long term plays.

I already have exposure to the AIM Oil sector through Petroceltic and will be increasing my holdings shortly.

I agree with you about Irish Brokers, Im currently using TD Waterhouse.