Skip to content 
In the latest trades section, I share my personal stock trading activity – the buys and sells that I make based on my own research and analysis. Please be aware that these trades are only for entertainment purposes and should not be copied. However, I believe that by following along you can gain valuable insights into my trading style and gain a deeper understanding of the stock market.
Date 10/10/23
I talk a lot about fear in the markets and that was evident with last weeks drop in all the major indices, however it doesn’t take long for greed to make a return, it’s always difficult to know how to react when your shares are continually dropping in price,
I generally have a good look at my portfolio and cut anything that’s been recently added and underperforming and keep hold of anything that looks quality. We are also lucky as retail investors that we can now trade like the big hedge funds,
which I mean, we now have the tools available to make money in a down market, by shorting or reducing your losses via hedging, this means instead of selling your favourite shares you can take a position in the opposite direction or short the indices as a whole,
you can do this via options in the US or spread betting in the UK. You also have the option to buy an inverse ETF, which rises when markets decline, using the same
process as buying a stock. This is not for complete beginners and you also have to get the timing right, but definitely worth considering in a meltdown.
Moving on to the buys
Knights Group (KGH)
I have re-bought, this legal practice after I sold out for a nice profit and now looks great value after some over selling, especially compared to it’s peers. And one that could well be a bid target.
Yougov (YOU)
I also bought some Yougov (YOU), a research and data company today, with revenue, profits and eps all up as well a big cash pile, with opportunities in the north American market, I didn’t get the best price as my order kept getting rejected. This is a good sign as it generally means the market makers don’t want to sell, as there is strong demand for the shares…which usually results in a big price increase. honestly. Gutted I didn’t buy some years back, (You), has a been a rare gem, it has ten bagged from 75p to £7.50 and you could have bought at an any time over the last ten years and been in profit.
Date: 01/12/23
In the latest trades section, I share my personal stock trading activity – the buys and sells that I make based on my own research and analysis. Please be aware that these trades are only for entertainment purposes and should not be copied. However, I believe that by following along you can gain valuable insights into my trading style and gain a deeper understanding of the stock market.
ME GROUP (MEGP)
This was a top-up with my usual, get ahead of the crowd, strategy, the last update was very positive and I could see they updated on the 14th this time last year. So on 15th, they did release, but just a NOTICE OF AN UPDATE which was to be on the 30th November
Seemed a bit unusual, anyhow Revenue came in at the lower end of the target, however PBT was at the top end of the guidance, It seems any negatives and the markets get spooked, with the conclusion of getting stopped out for a loss of £152.00. Am keeping a close eye for a re-entry point.
Facilities by ADF. (ADF)
This was another top-up, a company that provides hire facilities to the film industry like make-up trucks and the actor’s trailers and the much-needed honey wagons (toilets), etc.
They made a very strategic acquisition last year by buying out Location One, another hire company that concentrates on the smaller nitty gritty items like water bowsers, make-up mirrors, lighting, radios etc.
This seems to complement their already existing business and provides a one-stop shop for film productions. If you’ve read my about page, you’ll probably know I’m a little biased as I work in the industry, however, one I hope to keep locked away in the ISA for a few years.
WATCHES OF SWITZERLAND (WOSG)
I bought back into WOSG, after making a previous profit, the price dropped somewhat after Rolex announced they were planning on selling their own watches, however, their Q2 trading statement remained positive.
With increasing sales in the US and a plan to double sales and profits by 2028! As I am up on the trade, I have brought the stop loss up past break even, which unless something drastic happens, should generate a profit.
Date: 16/01/2024
Well, A Happy New Year to All… would you believe it’s the middle of January already,
Not a lot of trades were made in December, after some advice, I rebuilt and transferred the site to a self-hosted
server and took time out for a family Christmas holiday in the Canary Islands, however, I did have a crack at the
Christmas rally and bought into the FTSE, which made around $1011/£800. Which paid for a nice chunk of the vacation.
Buys
Bought some ME Group International (MEGP), as explained in the last update, was waiting patiently for a good entry,
so jumped at the chance when the price hit 117 and accepted a quote of 117.60.
Sells
I sold Knights Group, again for another fantastic profit of nearly 40%, the second such like trade made on KGH
over the last 5 months, this time for a profit of £1495.00 / $1899,00
Spectris (SXS) also sold at 3677.2, giving a profit of £453.36 /$576.00
Holds
After 4 months of strikes In Hollywood, it seems that a deal has been struck, and we can finally all get back to work.
First production after returning from the Christmas holidays? You guessed it – a Christmas movie!
One company I hope will benefit from the reopening is Facilities by ADF, although short-term
revenues I’m sure, have been affected, It should do well long term.
Games Workshop is on its way back up, after an exclusive deal was made with
Amazon to develop Warhammer into films and a television series.
BAE, still going strong and received an extra boost from a tip in one of the national newspapers.
Yougov, just keeps on giving and Bytes is heading back up after a short-term sell-off.
Next update hopefully 24th January!
07/02/2024
Well it’s been a hectic few weeks, the film industry is back in full force,
To the point where I have turned work down, nice to be in demand I suppose!
This included a commercial with an Arsenal and England footballer, no names…plays right wing??
A new, no name as yet, Pilot… with the wonderful Joanna Lumley and Lucy Punch
And a Netflix series with the clue noir and reflection. All answers on a postcard, ha ha.
My son was asked to choose a share as part of a competition on his Business course,
That they thought would increase the most over the week and after some research and screening, came up with Qinetiq (QQ),
It was an obvious choice with all the unfortunate conflicts currently going on in the World.
Which means countries increasing their defence budgets. So I bought after the statement the following day at 331.2,
Which is now the second defence company in the portfolio along side BAE Systems.
My son also won the comp and enjoyed a luxury hot chocolate with all
The trimmings using the $5 voucher that he won. “hang on where’s my share”?
I also like the look of 4imprint a company that seems to underpromise
And over-deliver, they supply printed promotional products to the US,
Canada and the UK, with a lot of their products made from sustainable material.
Revenue has increased by 16% and pbt no less than $140m with net cash
Of $105m, which means no debt. One to keep for a while unless any bad news materialise.
One of my favorite strategies is buying within a trading range, this is where a
Stock will bounce from a support to a resistance level and vice versa, the
Market thinks a stock is worth a minimum and a maximum price,
Until some news gives it a re-rating or a drop. A Utility company called
Telecoms Plus (TEP) fits this strategy and currently has support around
1415 and starts to dip around 1750. unbeatable from a risk/reward
Scenario, as if it drops much past the support you can get out at a small loss.
Holds
Markets are generally still on the rise with the s&p 500 at an all-time high
This does make me a bit nervous as some of the tech companies are
running on ridiculous price-to-earnings ratios, with Nvidia currently
168. couple this with escalating conflicts,
I wonder if we are on course for a correction, I plan on holding for now,
However any turn in the tide, I would consider shorting the market, this can
Be done with a spread bet in the UK and options in the US.
Yougov – has been a fantastic buy and is currently sits at its 52-week high, wish I had bought it a few years back as this would have been a multibagger.
Games Workshop – Climbing its way back up.
Me Group – forming a nice chart after bouncing off 117.
YU Group – still looking fantastic value after another positive statement.
Date: 16/02/2024
A wobbly week for the markets, The CPI in the US was higher than expected, which sent markets tumbling. so I opened a short in the ftse and the dow., it was nicely in profit, but fear
Didn’t last long and bounced back, so closed out at break even. whoever said we humans were indecisive!
The UK is now in “Recession”. To be expected I suppose after high inflation and cost of living etc, didn’t make a lot of difference as the ftse kept heading higher, reminds me why I try and follow rather than second-guess.
Picked up some watches of Switzerland (wosg) after a negative statement, Christmas trading was challenging, and less spending by tourists, wasn’t all bad, luxury watch sales increased and they are gaining market share in the US.
The uk government is also reviewing VAT free shopping. Looks oversold After a 25% drop, I’m hoping for a climb back to around 450.
Bought Dominos Pizza ( DOM) which seems to have support around 340, they have just finished a share buyback, last update said sales were up despite delivery slowdown, the full year update is on 12th March, taken advantage of
the tight spread and bought using a spread bet. will try and hang on unless there is a drop much below 340 and have a stop loss in place. you can check the buy date on the twitter account for clarity.
Bought Hollywood Bowl (BOWL) on a breakout, you’ve probably been in one of these if you have ever done bowling, the family and i have been a few times as there is one local, also
Serves well as an office event where they collect extra revenue with a bar, catering and arcade machines etc, I will be keeping a close eye on this just in case it is a false breakout, and if so will get out quick.
.
Date 01/04/24
Pinch Punch First Day Of The Month
A Happy Easter to all. Apologies for the delayed update, as some of you know. I also work in the film industry, which has gone slightly crazy since the strikes ended, I’ve worked
On quite a few commercials with a recurring theme of professional footballers, I left a clue to one of those in a previous update… well done to those who guessed the Arsenal player. Saka, The other two legends of the sport were Ian Wright and Jamie Redknapp.
I have also been, creating content and writing guest posts for other financial blogs, but this has left me with exhaustion and little motivation and not wanting to write another sentence.
While taking a well-earned break, I started reading a book called Feel Good Productivity, written by the doctor/YouTuber Ali Abdul, in which he talks about scheduling what matters and the importance of saying no.
So from now on, I will be taking a step back and a selective approach to any upcoming productions. Even if it is with a footballing hero!
The Trades
Not many trades were made over the the month, the markets are heading higher and bargains are less to be had, this does bring some concerns and reminds me of a Warren Buffet quote, buy when people are
fearful and sell when people are greedy, I do wonder if we are at the latter. One company that still looks good value and topped up on is ME Group, this time at 136.1, If you have ever used a booth for your
passport photo, it’s likely to be owned by them, they also have a vending machine and a laundry business Wash.Me with installations of approximately 90 a month, with each unit’s revenue around £14000 a year. It has lots of cash, no debt, and a forward p/e of 9.8. Up almost 50% on the first lot.
Holds
All the holds have increased with the market, notably YU Group which released another fantastic statement, I am now up around 200% on my original buy and would imagine another top-up will be had. BAE has also taken off after adding more military contracts, and TEP now heading higher also.
Sells
WOSG bounced back and almost hit my target, but then reversed and i sold out at break even, and DOM went for a loss of £84. Yougov sold at 1030.3 for a profit of £1400.
Welcome To Bollywood
02/05/2024
Iv’e always wanted to work on a Bollywood movie, so I jumped at the chance when I was offered one, can’t say what the film is due to an NDA, though It was based on the younger years of an
important political figure at the start of 20th century in India, It was an all Indian crew, with a British location team. It was fun , energetic and also surreal seeing all the supporting artists/extras
dressed up in their period costumes, with horse and carts, and sawdust laid to cover the modern London streets. The director was exactly how I imagined, young, loud and slightly brash with oversized Hollywood
sunglasses, and impeccable manners. lunch was of course a tasty curry, with home made samosas in the evening. They certainly know how to put on a show. I also put in to the mix, a day on a music video,
for an ex girl band member gone solo, again can’t mention the group name, but there is a clue in here somewhere. It was filmed on Deptford High Street, not the most ideal place to shoot, the locals don’t seem very keen and
can get slightly aggressive and at times confrontational when you politely stop them going about their day. The location was under a train bridge and had to use umbrellas for protection, needless to say it wasn’t from the rain.
The Trades
It’s been a volatile time for the markets, with everyone second guessing if there was going to be a war between Israel and Iran. I decided to
hedge by shorting the ftse using a spread bet, which was in profit , until the market decided there was no panic after all, and started to
recover, and I was happy to get out with a small loss.
Bought Severfield (SFR), a global steel provider, after a positive trading statement, results ahead of expectations with record order book for UK
and Europe, reduced debt, and a forward P/E of 6.5. they have also announced a share buy back, that should support the share price.
A trading range is a strategy I wrote about in this post, a company called Volex (VLX) came on my radar when it was bouncing between 270
and 340, so I bought at 284, It then came out with a profit ahead of expectation statement, which has helped push the share price up, it says its engaged in manufacturing
performance cables and Electric vehicle charging components. all boring stuff, however these are the ones that normally make you money. hoping for a return to the 340 mark and possible re-rating.
Spire Healthcare (SPI) is a company that owns private hospitals, with a p/e ratio of 20 it’s not cheap, however they are estimating Earnings
per share growth of 38%, which gives it a PEG of 0.8, it’s also broken out of a stagnant range, so I have bought at 247.
Knights Group (kgh) is a company I have made quite a lot of profit on recently, and Iv’e bought back in, there business model seems to be
attracting some talented employees and have also made some good acquisitions
and a joint venture, they are also due to release a trading statement, with a P/E of 5.5, I can’t see much downside. It doesn’t owe me anything and
will get out with a small loss if the statements negative.
Sells
The telecom plus trade, worked a treat and looked like it was going to break out of resistance, but fell back and hit my raised stop
loss, for a profit of £539.00. 4imprint went at 6088.77 for a profit of £627,00. BAE went at
1314.7 resulting in a profit of £650.00. and the second ME Group sold at 156.2 for £464.2.
Date: 10/05/2024
Back To Bollywood
I worked another few days on the Bollywood Series, which was in King Charles St, which runs parallel to Downing St, the first day was just the art department prepping the set with all the period bits and the sawdust etc, then the following was the shoot day with a full road closure and giant green screens to hide the outside modern streets, however this didn’t stop all the tourists going to great lengths to try and find out what was going on.
unfortunately, film sets sometimes attract unscrupulous types, and at the end of the day, found myself faced with a racist, that wasn’t happy with all the indians and started ranting on about the BNP, ironically the man seemed of Asian origin himself, after getting rid, he then returned and said he worked there to get past security and was suddenly back in my face again, at this point the black security guard, cottoned on to what was happening an proceeded to escort him from area, to which he then received a barrel of racist abuse, I have a feeling if the guy wasn’t at work he may have do said he ne the guy some damage.
The street is based between the treasury and the home office and although we have full permission from the council to close the road, one guy was unhappy and thought he had the right to come in, because he was visiting David Cameron
I also worked on another commercial in which they had drones and remote control cars and exploding confetti staring a youtuber called Max Fosh, if you haven’t watched his videos, look for the one where he pretends to be a supermodel and bluffs his way in to London Fashion week wearing cheap unusual clothes and a pair of marigolds, worth a watch and very funny.
The Trades
I bought some Watches of Switzerland (WOSG), the last update, wasn’t the best, but with support around 320 the downside seems in the price for now, they have also made an acquisition of a branded jewelry company for a reasonable price of $130m with a pbt of 30.1m. I expect there to be some pushing and shoving between the buyers and sellers, but am hoping we get a push up, at least until the next statement is due.
I also bought back into BAE Systems, after making some fantastic short term gains, in the past, I’m hoping to hang on to them long term, unless any real problems appear,
| STOCK | VOLUME | PRICE | BUY DATE | STOP LOSS | SOLD PRICE | DATE SOLD | PROFIT/LOSS |
|---|---|---|---|---|---|---|---|
| Telecom plus (TEP) | 188 | 1446.6 | 01/02/24 | 1350 | |||
| Qinetiq (QQ) | 900 | 333.09 | 16/01/24 | 315 | |||
| 4imprint (four) | 57 | 5175 | 19/01/24 | 4855 | |||
| ME International (MEGP) | 2500 | 117.6 | 03/01/24 | 110 | |||
| ME International (MEGP) | 1400 | 142.56 | 13/11/23 | 130 | 131.67 | 28/11/23 | -£152.46 |
| Facilities by ADF (ADF) | 4500 | 56.98 | 09/11/23 | 49 | |||
| Watches of Switzerland (WOSG) | 650 | 551.4 | 07/11/23 | 405 | 687.3 | 12/12/23 | £883.35 |
| Spectris (SXS) | 80 | 3110.5 | 31/10/23 | 2800 | 3677.2 | 03/01/24 | £453.00 |
| Begbies Traynor (BEG) | 3050 | 114.51 | 26/10/23 | 102 | |||
| BYTES (BYTS) | 500 | 468.37 | 25/10/23 | 448 | |||
| Oxford Metrics (OMG) | 2000 | 85.9 | 25/10/23 | 77 | |||
| BAE Systems ( BAE0) | 250 | 1054.6 | 20/10/23 | 900 | |||
| Telecom Plus(TEP) | 176 | 1475 | 18/10/23 | 1375 | 1475 | ||
| Yougov (YOU) | 500 | 750.2 | 10/10/23 | 675 | |||
| Knights Group (KGH) | 5000 | 79.05 | 06/10/23 | 71 | 108.95 | 14/12/23 | £1495.00 |
| Renew Holdings (RNWH) | 360 | 708.05 | 25/09/23 | 630 | 670.6 | 09/10/23 | -£136.44 |
| Games Workshop(GMW) | 18 | 11270.7 | 15?09/23 | 10000 | |||
| KIER (KIE) | 2500 | 92.3 | 14/09/23 | 82 | 103.64 | 09/10/23 | £283.00 |
| Hollywood Bowl ( WOOD) | 1600 | 225.29 | 27/07/23 | 205 | 251.62 | 22/09/23 | £421.28 |
| Knights Group (KGH) | 5000 | 68.64 | 10/07/23 | 62 | 101.14 | 26/09/23 | £1625.00 |
| Watches of Switzerland (WOSG) | 480 | 624.1 | 10/07/23 | 588 | 699.2 | 02/08/23 | £360.00 |
| YU Group (YU) | 585 | 682.49 | 24/07/23 | 620 |
