Member Info for JollyJack

Hi guys. My last post gave stockopedia as Stock Opera. Predictive spelling at its best,. Sums up the markets, don't give up until the fat lady's stock has sung. Better day today,Lighthouse the only one of mine not to rise,phew the last few days even as a LTH have been frustrating. Sticking with Dotd even if has met my 20% stop loss. Such a point is for reassessment and selling I find hard. CM Am still wth BOO but don't post there. Leave the ****ging off to others, however some posts are useful. Another site has 200 or more, only look at last few and again leave to others Regards and GLA. JJ

I have seen the odd trade of mine given the opposite status. What is happening here at the mo is not easy to fathom. Maybe a retrenchment from the high of 101p or thereabouts,profit taking and now hitting various stop loss points. For this share it seems unusual for all to be given as sells. At the present all my shares are down. Not what we want . Trust you are over the flu CM and the time out has come up with some useful pointers. Thanks for the stock opera guru link. Interesting and hopefully useful in the near future. Regards and GLA. JJ

Page keeps crashing,b-----,4 attempts. Good job staying indoors on this bleak,snowy day. Where was I ! Many thanks CM for the shoosmiths link. Having just read it picked up my monthly finance mag to find also a 5 page assessment of it and would have skipped it without your link. Texted my son who has a small busy stonemasons business in the Peak District. Yes he was subject to the Data Protection Act, and no he was not aware of the change ,could he have a summary please. So far as Dotd is concerned, like you, don't think it is a problem, a slight hiccup to revinue as businesses assimulate its ramifications to them. As part of their product innovation Dot has launched additional features to support customer GDPR compliance. Apparently many of the main tenets are currently in the DPA but even so ,thank you EU ,will require a lot of work to update to the GDPR. JJ

Well reasoned comment CM as always and as you say who knows. I am surprised at the size of the sp drop when expecting the opposite. Must hold up my hands, I should not have tempted fate ( the mms ,but I doubt they have time to read BBs) on Friday with my positive view . There were ,however, this am two decent six figure buys and if correct at the mo today twice as many buys as sells. So tree shake or/due to the apparent small % free float. Who knows. Certainly the more respected fund gurus like skin in the game. Having had about 15 months steady gains here I may have got complacent. EMEA also made me pause when I read it but your thoughts made me think further ,who knows,we shall see. Patience. Trust all works well for your future retirement. Nowadays I am finding voluntary work at a couple of rather special woodland areas satisfying. Just in from a glorious session in a snowy but sunny woodland Clough enjoying a hot coffee. Helps when there is a hiccup on the markets. Fingers crossed GLA JJ

Tempting fate to say it , but it is pleasing to see only blue buys here now for the third day while others have been falling . Don't think there's been a dot sale. Yet there has been only a small uptick in the SP encouraging. Like you CM "The Zulu Principle " by Jim Slater was my first investment book. Haven't read Robie Burns "The Naked Trader". Yet. Tempted to get a copy. At the moment don't have any spare investment cash,makes me figity wanting to go into this or that. Am mulling over blockchain ( definitely not Bit Coin )as the new kid on the block and on the basis those who made during money in the gold rush were those who sold shovels. JJ

What a good set of final results to follow on from January's affinity contract win. Gross profit up 32%,net cash �8.7m,Divi up 55% fo this year. What is there not to like. As a LTH shall be reinvesting my dividends this year. Surely the SP will continue to steadily rise. JJ

CM have everything crossed,even my eyes when not looking at the markets. It is so hard trying to outguess the it and can be stressful with a major life changing event ahead. Over the years have sold several shares that went on to be multi baggers, ASOS,HL,Yu & others. Now try to be a lazy long term holder,it's less stressful ( if I've got it right !). Taking Buffetology as guide and having just read interviews with some of our leading investors,Slater ,Lindsell Train,Smith ( of Fundsmith),and others this seems to be their approach , puts my mind at rest (somewhat ). I tend to use the pyramid approach using trusts as the base with just 4 or 5 direct holdings in AIM shares at the top. Interestingly over the years some of my so called riskier trusts have performed better (could be where we are in the current cycle). Regarding DOTD it was satisfying to see in the interview with Slater ( forget his forname not trying to be rude) it was one of the 2or 3 shares he mentioned,he also mentioned Liontrust Asset Management. This led me to check DOTDs major share holders as of 4 January 2018. As follows:- Liontrust Asset Management. 20.2% Joint co founders/ Presidents. 16 % Slater Investments. 5.9% Cannaccord Genuity. 4.6% Herald Investment. 3.5% Highclere International. 3.4% Franklin Templeton. 3.2% JO Hambro. 3.1% And DOTD directors. 18.0% So will remain long term holder. And just ploughed back in my Divi. Which was not much. Wishing you all the best. JJ

As ever CM a reasoned post. For some reason I have not been able to post for a couple of days. Don't think I have been excluded as I am not a troll ! On Friday was about to post the bones of an article from Forbes " Why I am still bullish on Britain and British stocks ".in short - reasonable economic growth,low inflation,generational low unemployment and a pound that is stable and helpful to exporters without import based inflation add up to a constructive environment for the UK stock market. However I am still (now very) cautiously bullish. This seems a market correction ( yet the FTSE100 only gained 6.8% last year ). Shall hold my nerve ,if I had any spare dosh would be looking to add and decided to keep a couple of risky shares. Am encouraging my son to add to his SIPP. Hope I am right as no more fingers to keep crossed ! GLA JJ

Although, due to other concerns, a bit late CM ,thanks for your kind response and a healthy rest of the new year to you. An excellent trading statement with Compani speedily integrated with their existing staffs expertise retained. �10m still in the kitty as well. Shall look forward to the interim results due on 27th Feb. Shall be ploughing my Divi back in modest as it is Most commentators seem cautiously bullish on the year ahead. Like you I have some trepidation,but always have been an optimistic pessimist ,hoping for the best first but expecting the worst. It is so difficult to guess the market's future. Thinking hard on selling my couple of very speculative shares but no way do I include Dotd in this .remain an LTH here Most commentators seem cautiously bullish

Yes and what a good update makes . Just what an LTH likes to see and a quiet board also has to be encouraging. All the best and a profitable new year to all.

Always found your sage comments on BOO balanced in the face of the doomsayers ,good to have you on board. I too came across Dotd on growth company investor and am happily sitting on a 100% and hopefully as an LTH. The impact of Comapi will be interesting with the retention of their existing expertise. Happy and prosperous New Year to all. JJ

Certainly the close of play trades are all buys with �70k max , make it look tempting after the high of 450p. May even add a few. But as always do your own research. GLA JJ

Have to agree guys,great business and good helpful posts on this board. Been in just over a year ago at 51p as a LTH so am well pleased. Divs will be plowed back in for sure. JJ

Another acquisition in the NFC style of Elvis Communications for £5.5m cash. A digital agency focussed on consumer brands clients Cadbury,Honda,Stella Artois ,Budweiser,Corona and Kenco. Again debt free and earnings enhancing. As a long term growth investor I shall sit back and enjoy the ride.

As also a growth investor I too will sit back and watch,relaxing is a little harder! Reading the latest RNS I have never come across the term "side sell analyst" before,what planet have I been on and thought heck! Wikipedia tells me such guys work for brokage firms and determine the buy,sell or hold ratings. Can now relax. With strong ye results expected following the positive July trading update I would be surprised if there is not now a steady up tick in SP which has recently been pretty static .

Welcome Metis. Apologies for delayed response. I too am surprised by the lack of reaction to the positive July trade update. Look forward with interest to the full year results in October and a tick up in sp. having briefly scanned a board with 700/800 posts a day the peace here is appreciated if a little quiet!

Almost embarrassed to be the only one posting here! But what a cracking trading update on 18 July. Revenue up 19% to £32m. Average revenue per client up 24%. Revenue growth outside the UK up 48%. No debt. Cash £20m Recent appointment of experienced CFO to release Min Patel from both CEO and CFO to concentrate on his CEO role. To quote him "the building blocks are in place for a strong performance over the next 12 months". For me a definite long term hold.

Good to know d. NFC have been doing a bit of their own fishing. Recent RNS have been interesting:- 11July17-acquisition of B2B digital agency Velocity Partners Ltd,with their founders and their expertise remaining,70% revenue from US clients,debt free,and earnings enhancing for NFC this financial year. 12July17 - acquisition of B2B market research consultancy Circle ResearchLtd, again founders remaining . Clients include Vodaphone,Google,Masrecard,BSI,SITA,Maersk and Facebook. Debt free. And earnings enhancing this financial year. Must trawl through my funds to see if NFC lurks beneath the surface

Decided to catch this one. Just seen my modest buy is given as a sell ! Never mind ,Harry Nimo,the veteran guru of the Standard Life UK Smaller Companies fund keeps buying NFC shares on the basis that NFC is orientated towards the tech giants such as "Google,Facebook and Amazon which are growing quickly and should boost Next 15's future returns". So as ever in this game fingers crossed. GLA. JJ

I am also am puzzled. Could speculate,but as is my wont would usually be wrong. The Finance Director is leaving,but this is announced well in advance , for later in the year. Any views ?