Member Info for Dynamicmania

Afternoon to you. I have reduced my main ISA holdings to only six. Down from ten last month. I am also now around 60% invested and 40% cash, again down from 100% cash only a couple months or so ago. RNWH (Renew) and JD. (JD Sports) are the only ones that have risen. The rest including CLL have simply side lined. But all my long term investments pay out dividends so at least I get something for holding onto them. One that I just bought recently is PLUS which seems to fit all my criteria and risen 6% past few days. But who know if that will go back down. Everything else I have cut quickly. I do have a 2 or 3 open shorts on my spread bet account and also I trade now and again, but this is all a small percentage compared to my main portfolio. I have a self imposed rule not to mention my shorts due to general hostility to betting down a share. As always good luck to you.

Ex Dividend 1st October to be paid 7th November. Probably reason for small drop in sp.

A reasonable up date prior to the release of the preliminary results on the 25th November. I have topped up today. Forward PE about 15.7 which is about average for its sector.

Increase in profitability over the reporting period but decrease in revenues due to a cooling of prices, which the company expects to remain under pressure for the rest of the year. With some valuation metrics allowing produce to appear cheap, I have some concerned when free cash low is compared to earnings. Net debt is a little high too. I cannot see momentum on this share price going in our favour over the next 6 months or so, as such I sold out braking even (after trading costs), but will look come back to this company end of year to consider the outlook further.

CM your spot on with taken profits on speculative shares. Boom hit my 14p stop target so sold out taken a cumulative 46% profit on both transactions). The ramping on that board is becoming overwhelming now so it is time to move on from there!

Thanks Libero. I have been in recently at 273.00 on the zulu principle and naked trader type criteria. I am sure we will do well as always with such positive new on PIL.

Good morning CM, it is good to hear from you too and trust you got back from your adventures to the Alps safe and well. O certainly do not think you have missed much on the boards to be honest, nothing has really changed really. I have reduced my presence too and feel better for it.. Small caps are starting to see the light of day again thank goodness. CLL will soon be entering one of my holding categories called boring. But I guess boring is good The results were good, still cash generative and balance sheet improving from what I could see. But most importantly and as you rightly point out, dividends continue to increase over 5 years with the latest interim dividend increased by 25%. PE/PEG/EPS all confusing on the CLL reports depending whether one uses GAAP measures, non GAAP, forward earnings or reported earnings *getting a sore head here. But all in all I am still going to hold onto my investment of CLL at least until end of year is reported of I hit my stop loss, which is now 85p (I think). Rest of my shares been mixed. Most notably JD Sports, Renew doing well. A unexpected profit warning from NWRI (Networkers International) stopping me out on poor results due to currency fluctuations. but out with eternal exposure the business model is still sound so some may see it as a buying opportunity, but for me I am now staying out on that one. Oh and BOOM (AudioBoom).. high speculative punt I entered into at 7p.. sold out at 11p and was back in at 13p. It is now 16p, and my stop loss moved to 14. It is not often I punt but there was some interesting RNS;s. I best not go on about it on the CLL board and the RNS's can give you a good history on the company. I apologise to any readers who felt it unnecessary. Just to admit I know longer comment on the BOOM board, as it is now becoming like the rest of the highly speculative boards with too much one liner chatters. So all in all a mixed bag generally with my portfolio increasing slightly. I have a few others but none worth mentioning for now. good luck to you :)

IC VIEW: Cello's shares have risen a third this year, yet still trade on 12 times forecast earnings - a discount to the sector average of 16 times. That looks cheap given that both its divisions are growing steadily and attracting high-profile clients. Buy.

Good rise today on the back of stability from Scotland.

hopefully the markets will be more confident now and we see STVG gains. gl

Steve Moore's interesting article on CLL... Cello Group – interims, more to come from this big share tip winner to date? - See more at: http://www.shareprophets.advfn.com/views/7860/cello-group-interims-more-to-come-from-this-big-share-tip-winner-to-date#sthash.Mka17v15.dpuf

Well on first glance the headline figures look great. I have been in this share for a while and have done me well. Lets see what happens and good luck.

Nice results today. Operating Cash Outflow due to bonuses and like, But they had cash to do this plus increased dividend. All ok for me here, although I want to see price movement upwards soon to stay in.

Paul Scott thinks this may a buying opportunity. But for me I think it is too risky for my investment approaches thus I sold this morning. The market has reacted negatively to interim results to 30 Jun 2014 from this staffing company today, with the price currently down a rather harsh 17% to 51.5p, and it doesn't look to have bottomed out yet either, although I doubt it has much further to fall, looking at the modest valuation. The interim figures don't look too bad to me, although the narrative does seem to be trying to gloss over the downturn in performance, blaming it on the strength of sterling in H1. Whilst that might have had some impact, it's surprising how many companies still manage to do well, despite currency impact. Hence why I try to be a little sceptical about that particular issue - it will be swings & roundabouts in the long run anyway, with the pound having weakened against the dollar in the last few weeks, partially reversing the previous trend, which could present a buying opportunity perhaps? Profitability - dropped from £3,3m in H1 last year to £2.8m in H1 of this year, a drop of 15%, which they say would have been down 3% in constant currency. Business is done in 12 countries, but the overwhelming bulk is within Europe. So it must be the £:Euro exchange rate that has hurt them.

hmm will be interesting to see hwo this opens. Down i would think. Foreign currency exchanges impacted results. Ratios are cheap, especially price to sales at around 0.32 if i were to double the revenue to 162m Pe is 17 but in this sector is expected. But even at profits of 2.7m this is still high compared to market cap and net debt is very low. The balance sheet is also still strong and so is cash flow The BOD think they can make up some of the deficit.. here " Trading in all three sectors has shown growth in recent weeks and the business as a whole is up on last year over the past three months, even after taking into account the adverse currency effect. If this recent performance is sustained throughout the year we will be able to close some of the deficit caused by currencies compared to prior year and set us up well for strong growth in 2015 and beyond." But for me there is too much uncertainty in golbal markets that effect this company to hold onto this share. It is a sell for me

Hmmm my timing was wrong for the obvious reason I missed! I am close selling out to taking a quick loss

Anyone notice my mistake? That's what travelling does !

We'll done lookers for the excellent interim report. Revenues, profits and dividends up. I am travelling so not keen to type in my valuations for a few days but a welcome day.

Yep I looked at this company again today and bought in.. good luck to you Chan

More good news for Renew. I reached my 20% profit target of 300p and locked in 10%. I hope it goes up more of course. Current PE around 20 so getting a little expensive. But all in all most the fundamentals I look for in a GARP story is still covered here :)