JULY 25, 2024
Parties and hotels
Site updated every other Thursday afternoon.
Next update Sept 5th after hols.
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*Best Financial Educational Provider, International Finance Awards.**
Shares Seminar Online September 27Th
Includes: How to use your isa allowance- Share screening - Level 2- Trade hunting - Trade planning-Shorting - DMA - psychology - stop losses - taking profits - which websites to use -live examples from the market and lots more.
All live and using my own accounts to place trades on the day.
Interested? For more details mail me at robbiethetrader@aol.com with
"Sep online seminar interested". EARLY BIRD DISCOUNT AVAILABLE
**Weekend In Person Seminar, Palma Oct 11Th-13Th **
Majorca, including one to ones, portfolio review, your own trading plan. Lots of access to me on your own and we go out for dinner and have a laugh too.
Mail at robbiethetrader@aol.com for details with "weekend seminar".
Nt Podcast Ai, Strategies And Love
Get My Books On Audible
You can listen to my books including the new one The Naked Trader's Guide to Trading Strategies.
Audible offers a freebie for a trial so hear my words for free.
Click here for details:
Hope you enjoy listening to my books maybe in the car!
Link to the paperback of my new book The Naked Trader's guide to Trading Strategies:
Link is here https://amzn.to/3Q16Tli
Or how about some holiday reading?
Lots of tales of investors going wrong and lots on psychology and a nice
one to dip in and out of, maybe keep it by the loo!
Link: https://amzn.to/3SlrRf7
This Site To Your Mailbox Plus Extra Trades And The Us
I've added coverage of one or two US shares to my sub email. You also get higher risk trades not on this site, and the site material sent before it is updated here every other Thursday.
For details mail me at robbiethetrader@aol.com with "email" in the subject line and I will send you details on how to subscribe.
Because of the retreat in Spain in mid September the next seminar online seminar will be Sept 27th, see above for details.
Afraid the 3 day retreat is sold out, if interested in one for next year, mail for details.
Now we don't have a school age son to take on hols, we're going away to far flug places in the winter instead and my shares retreat in Spain in September.
Covid came then went at least I can't get it for a bit (can I?)
It was the nasty headaches and auras (flashing lights in the eyes) that got me this time round.
Nothing much you can do except lie in a darkened room.
But it's gone now! and it's lovely to be out and about again but it was annoying to have missed Kylie in Hyde Park.
As soon as it went it was back out and about with relief.
Went to a top notch party in town.
It's lovely when you go to a well organised event.
Amazing canapes! Super speeches, great DJ.
Food from pizza to curry and more. Poker table, pool, and so many interesting people.
Very life enhancing.
We also spent a night at a brilliant hotel in the City, the Montcalm East.
Super modern hotel with lots of nice touches, great room and lots of places to walk to.
We wandered around Jeremy Corbyn territory in Islington.
Frankly not a lot to see there - lots of beards on display and plenty of posters for Marxist gatherings.
However they seem a bit miserable. The coffee was a bit rubbish too.
One or two of you have bought the coffee machine we got and love it too!
As one email I got "It's made me excited about coffee again."
"Much better than coming down to a so-so Nespresso."
We've exchanged a few tips and we are happy with our grind.
It's crazily exciting hearing the beans being ground fresh, the smell and the taste!
Meanwhile the Nespresso algo is deeply pissed off and offering bigger and bigger discounts to re-order.
Just now I got a "Free £10 to spend"! Sorry Nespresso your time is up.
I want to hear beans being ground, rather than using coffee ground months ago.
Link to machine we bought is here:
You will definitely not regret it.
If you are off for the summer, I hope you all have a good time.
Lots of people trying side hustles at the moment.
Actually it was side hustles that helped me quit work for good in 2001.
My best was and still is Telecom Plus which trades as Utilities Discount Warehouse.
You can sell energy, sim cards, mobiles, broadband and insurance wfh.
You get commission per customer plus an ongoing commission every time they use
a service for as long as they remain a customer.
No stock needed, all done online. If you're good with people and don't mind a lot of
"no thanks" could work for you.
My young son is doing it and is roaring away with 20 customers already.
You're backed by a billion plus FTSE 250 company and it's rated well by Which Magazine for good deals and excellent customer service.
If you think this could be a good side hustle for you, mail me with "side hustle" at robbiethetrader@aol.cpm and will send you some info.
Thanks for the feedback from recent events.
Gary:
" The arrangements and agenda were first class, delivered with Elizabeth's charm and efficiency and Robbie's natural charisma. The drill down on all the stock trading ideas
really cemented the knowledge received from the beginners seminar and all
merited the further investigation Robbie and the group undertook.
Having a look at Level 2, DMA and Spreadbetting was very much appreciated.
The day flew by and finished far too soon. I'm convinced I am now a better stock picker and trader as a result of both days with Robbie."
Anne:
My husband and I had a lovely time. We learned so much, the hotel was great and the lunch fantastic. We didn't leave the bar till midnight!
Dave:
"I've been a teacher for the last 30 years and I'm not sure I could have kept a group of pupils so captivated for so long. Humour and in-depth subject knowledge go a long way!
I loved seeing your thought process in deciding which shares to trade and level 2 was also an eye opener."
Phil:
"The seminar was delivered with huge integrity (there was Zero hidden agenda/ulterior motives, it was simple and open with some great laughs thrown in)
As much as I found myself trying to complicate the process and make it more sophisticated in my own tiny brain.
You also took the time to answer "every" question anyone posed. And it was every question. Loads of shares ideas to boot, but more importantly the process to find your own. Brilliant!
Naked Rambling
It was getting really embarrassing and if you were his family you'd really want him to step down.
Be interesting to see whether this will damage Trump or not.
Let's hope the new Government gets off to a flying start and can improve things.
One thing I like is the idea of tapping in and out for all trains rather than the complicated ticketing system.
We'll find out a lot more in September's budget.
But expect tax rises sooner than later.
We're already being prepared with Sir Lord telling us public finances are in a worse state "than we thought".
This can mean "well we did say we weren't going to put up taxes but we didn't know then how much trouble we are in."
This is a bit like being caught out in a lie but "I mis-spoke".
Pensions will be first off, I guess then capital gains and then just about anything else.
Just have to keep fingers crossed for Isas.
The left-wing think tank kept going on about a £100,000 cap for Isas and one of them from that tank is now an MP.
I just hope commonsense prevails.
Oh dear, yet another tech meltdown but it's a great laugh for someone like me who likes cash.
"Cash only!" says the store.
Oh no, meltdown!
But a reminder we're heading towards a cashless society which means no back up.
Perfect for Putin to down the systems and cause chaos. Use cash if you can!
Like other countries insist, cash should be taken by law, perhaps up to £100.
The Treasury says it doesn't need to make any more 1 and 2p coins.
I bet like me you have loads of these knocking about the house.
Call me sad, but my mission is to dump as many of these coins as I can on the local greengrocer.
Lucky because a lot of weighing goes on, totals are often £4.53 etc.
I especially like totals such as £6.89 as I can dump 9p worth of copper and a load of 5ps.
And it feels an accomplishment to get rid.
But the owners of the shop I'm not sure are happy with me.
I am sure they say "Here comes that bald
with a load of 1ps."
I think the owner's son does support me.
"Yes, but he does bring 10ps and 5ps which are handy".
Fyi, to ensure an odd amount buy loose cherries! Which are fantastic and cheap right now.
Talking money it's been announced Gary Lineker is still getting £1.3m off our licence fees.
Don't renew his contract, let him to to ITV. It is crazy money for a few match to match links.
The surprise was Zoe Ball - nearly £1m!
Surely she could be replaced by AI.
"Just programme the AI to talk loads of showbiz drivel and tons of smalltalk drivel.
"Actually just tons of drivel"
I tried to get an AI robot to talk drivel in my last podcast - find 33 mins in where we have
an argument about whether AIs have a sense of humour:
https://soundcloud.com/thenakedtrader/nt6
TV companies are pushing out all the dire stuff they've been holding so hardly anything to see.
Also the writers' strike now coming home to roost with so many productions delayed.
Turbulence: How Safe Is Your Flight? *** ITV
VERY safe! Just don't watch this if you are about to fly off on hols.
Terror At 30,000 Feet Ch 5 ***
Definitely don't watch this if you are about to fly off on hols.
(Moral of both tales: Keep your seatbelt fastened at all times)
Happy flying!
Spent **** BBC 2
Model returns home to Brixton after spending all the money she made in the US as a model.
Nice portrayal of what can happen to anyone that had money but now doesn't.
Douglas Is Cancelled **** ITV
After a poor start which seemed a bit of a W1A rip off the "comedy" turns into a drama.
Ends up like a stage play with the message it's the person who turns a blind eye to abuse
who's just as bad as the abuser.
The Boys (new series 4) **** Amazon
Never thought this series would be up my street but I did enjoy this.
It's alt right superheros trying to win an election in the US.
It's fun and there are some witty lines in it.
Headline: BA pilot videoed himself spanking a crew member.
I guess that's what you call a hard landing.
Lots Of Lovely Discounts Here
Sharescope/SharePad It has lots of great research tools, it is well laid out and it has pre-tax profit forecasts which I find very handy. You can also upgrade to level 2 and real time prices.
For more, including a video on what's offered plus a no quibble 30 day money back guarantee and a month or two months free go to this link:
https://sharescope.co.uk/nakedtrader
NEW: 20 per cent off Research Tree
Research Tree is a site that offers broker notes on shares, indepth with all the financials and target prices. So if a company reports, you can see what the brokers think - and you can also see the upgrades and downgrades. Plus the top shorted shares, a news feed and lots more.
Discount link: https://www.research-tree.com/code/nakedtrader
25% off Stockopedia and free trial
Stockopedia is indeed like a stock market encyclopedia and a great place to scan for new shares to buy, check out fundamentals...there is even a stock screen loosely based on my criteria! You can try it for free too.
For your 25% discount off any sub (eg £56 discount off UK sub) and free 14 day trial you need this link:
https://www.stockopedia.com/nakedtrader/
ADVFN offers
This compares to £702.77 direct from advfn so this deal saves you �194.77
Just mail me at robbiethetrader@aol.com if you'd like any of these with "advfn offers" in the subject line.
Note: I get commission from the above but do use all these sites personally and believe they are of huge benefit to investors. I always turn down approaches from those I don't use.
This Site To Your Mailbox
Website to your email PLUS extra trades which do not make it to the website for my pension
and new is coverage of some US shares.
If you'd like the website material sent to your mailbox so you get everything before the site itself is updated every other Thursday plus one or two exclusive extra higher risk trades not featured on the site mail me at robbiethetrader@aol.com with "email" in the subject line and I will send you details on how to subscribe.
Markets
EMAILS: I do beg you not to send me emails asking me for advice on a particular share. It isn't legal for me to give you individual advice and all I do is send you a mail saying that, which wastes a lot of my time and yours too.
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COPYING TRADES: I can't stop you from copying a trade I made but remember the price may already be a lot higher than I paid indeed I hope it is as buying at good prices is what I do for a living. You may be buying at the top and could easily lose money. Also I can make terrible mistakes and have done in the past. I could also sell before you or before the share tanks. I may still be holding in a year when you sold at a loss. Always do your own research, don't jump in blindly. Market makers are very clever at knowing how to make you pay top dollar and then push you out at a loss. This site is about sensible investment and learning how to trade sensibly and is not a tipping site. Beware. Never push buy on anything till you've done proper research and got yourself a sensible price.
***
Naked Trader Radio Show:
https://soundcloud.com/thenakedtrader/nt6
Includes lots of chat about shares, scams, how to be a dragon to make money. Plus I am joined by AI robot Eli.
August is nearly upon us and I don't tend to do much trading during the month.
Liquidity can become an issue and often wider spreads it's best to steer clear of very small ones.
It's going to be an interesting second part of the year.
Will inflation be beaten? Is it ok for Trump to be head cheese?
Will Labour revert to type and tax us to oblivion?
Have tech companies been overrated?
Will the Ukraine war be resolved... all these things we know not but will all have some effect.
For August probably things will be calm as the movers and shakers disappear into a cocktail or two.
But this week it's been pretty volatile again and today the UK has followed the US into a bit of fear.
This has been sparked by average results for some top US cos and a feeling they may be overvalued.
This has hit shares today and much has been marked down.
But do remember if you are holding quality, it should come back up.
In the meantime check your stops are in a sensible place.
At least then if there is a meltdown in August you won't suddenly be bankrupt.
Over years of meeting people at seminars online or at the hotel one thing I always hear
is "I can't buy that it has already gone up"
Or "Damn! I missed that one, if only I had bought it lower!"
I am perfectly happy buying companies that have already risen, after all they have risen for a reason.
And if I am buying at the top then a "get out quick" will get me out... quick!
But if it keeps going up I am still in.
One such is Marks and Sparks! I've bought in despite missing an already big rise.
On the same day, the Mrs bought some clothing from there which she hasn't done ever I think.
And the 91-year-old lady I speak to every week for Help The Aged also bought some
clothes from M and S.
And quite a basketful, she told me!
Well, if both these women are buying from different age groups something must be right!
Indeed, if I still wore pants, maybe I'd be going there myself....
The turnaround story could easily continue here but if I am buying at the top I'm not giving it much of a leeway and will be out if it heads back down.
(If you fancy giving some time to talk to lonely old people let me know and will put you in touch but you must commit to a call every week).
I bought some Renew Holdings.
This company could benefit from the new Government's keeness on all things infrastucture and building.
It provides infrastucture services in all kinds of areas including the railways.
The shares were re-rated upwards recently and have been sitting there for some time.
However I can imagine potential for anothe re-rating and it could be a decent isa tuckaway maybe for a year or two.
I found this one on my "dash for cash screen" on Sharepad.
This is a screen I set up to find super companies with lots of cash.
Renew is using its cash to buy up others and it has just bought Excalon Holdings.
To get the screen it's on the home page of sharepad.
Link here with discount and free trial: https://sharescope.co.uk/nakedtrader
I bought more LBG Media.
Excellent statement yesterday and could be worth a lot more in time.
This digital entertainments outfit which focusses on youth (inc Ladsbible) is seeing excellent
growth.
In particular it had a very good "Euros"!
Its audience now up to 490m from 410m and it keeps building.
Potential here as a bid target I reckon, looking at all its parts there is a lot of hidden value.
LBG reports on September 18th so that's right in the middle of the shares retreat in Spain.
So those of you coming for a few days in Spain with me, we shall be giving this the once over!
Talking hidden value I think there might be some in Advanced Medical Solutions.
The shares aren't cheap but I wonder if a bigger company might eye up its various
tissue healing technologies and key surgical product areas.
Its Liquibrand has sold very well.
Its combination with Peters Surgical is spoken in bullish terms, one worth sticking in the
isa I think and awaiting developments.
Despite the high rating of nearly 20, this one might well be justified.
Card Factory trade worked a treat and I nearly took profits.. but a massive seller has gone so instead I bought some more.
Apparently an Aussie billionaire has bought an over 8pc stake in it.
You'd have thought he'd have kept his cards closer to his chest.
If it can properly break out over 113p ish, then 125p is on the cards.
Perhaps even more, on fundamentals, 145p seems more reasonable.
I've shorted shares in Trustpilot.
Nothing exactly wrong with the company, it has good net cash and rising profits.
But.. it's on a pe of a massive 77 and after some big rises a 3% stake was sold to bag profits.
I wonder if more selling is to come in time?
I've had a bit of a summer clearout and banked some profits and losses,
I parted ways with FRP for a profit of £930 after results, wasn't sure there was much more to come for now. 132.5
I've taken final profits in my bid share Iqgeo, my best profit of the year with well over £100,000 bagged personally.
I've taken 10p odd under the bid price as I don't wait to wait what might be some weeks for the full price.
So for the website that's a profit of £15,885 and a total overall profit from the Iqgeo bid of
a marvellous £27,908. My trade of the year!
I took a loss of £189 on the Polar Tech Trust.
With superb timing I bought just before the tech markdown. Master trader me.
Sold the other part of the Cab trade for a profit of £567 - it just kept going down and hit a trailing stop.
I took some profits on Yu a month ago after a good run as reported here and more day before results (profit £4,733) as chances of a downturn on results day was almost certain as always.
And indeed like always it did come down.
But I kept the ones bought under the 500p area for longer-term.
Happens to a lot of shares, wait for the comeback then buy 2-3 days later.
Looks well oversold and about to turn up so my finger is hovering over the buy button at the moment.
Rs hit the top of the trading range and profit of £564 banked.
The Bellway short was closed for a profit of £535.
Right with all losses and profits taken into account that's a total profit of £21,926 for the site.
Elsewhere good report from Alpha Group International, will continue to hold even though profits for the site are over £10,000.
I think more to come if it can break over 2500.
ME Group Int continues a nice gentle climb higher after its fab statement and increase in laundries.
Bloomsbury tracks higher and went ex div today for about 11p. (Hence the fall).
Cohort reported and lifted its dividend 42% as geopolitical tension lifted profits.
I do think Cohort is under the radar (as a defence share) and it's getting to the top of my list as a potential bid target. I reckon a target of 1200p is about fair.
A bit of patience with Cohort could pay off nicely.
Telecom Plus goes ex dividend for 47p next Thu (Aug 1) so beware it might start the day down 50p or so and stops might need to be adjusted.
Holiday Tips
They have some noise protection technology in them and they help with plane noise, ambient outside noise (say if the outside of your hotel is noisy). Keeps out loud music, helps with crying kids, and even a bit of snoring!
The buds come in lots of different sizes and easy to sleep with and are only £39!
A no brainer and the first thing to be taken on holiday list. Thank me when you return.
Also do place tracking tags in your baggage and your car!
You may remember our car was stolen and we got it back in just an hour because we hid a tag in a manky glove which the thieves missed.
It's good to know where your bag is if it goes missing but one in your car is even better.
If you left the car at home, or left it at the airport it's good to be able to check on it
Here's a link: https://amzn.to/3zVOwZf
And finally how about my Trade Like A Shark as a holiday read?
It's my favourite - full of real horror stories from trading going wrong and I keep a copy by the bath.
Link: https://amzn.to/3SlrRf7
Need someone to talk to about your trading?
Get fed up or worried or emotional. Are you struggling but don't want to give up?
Interested?
Mail to elizabethburns2@aol.com for details, her website is
coachingwithelizabeth.co.uk
Sessions are online but it can also be arranged to meet face to face at Elizabeth's office in
Hammersmith, West London.
I'm getting quite a few winners from my "Dash for Cash" screen on Sharepad.
To access that get a free trial there on this link, you can pay monthly.
Shares Seminar Online September 27
Includes: How to use your new isa allowance- Share screening - Level 2- Trade hunting - Trade planning-Shorting - DMA - psychology - stop losses - taking profits - which websites to use -live examples from the market and lots more.
All live and using my own accounts to place trades on the day.
Interested? For more details mail me at robbiethetrader@aol.com with
"Sep online seminar interested". Early bird discount.
Sub Email With High Risk And Us Trades
I've added coverage of one or two US shares to my sub email. You also get higher risk trades not on this site, and the site material sent before it is updated here every other Thursday.
For details mail me at robbiethetrader@aol.com with "email" in the subject line and I will send you details on how to subscribe.
I've now finished reading The Trading Game.
Boy, what a gripper!
Definitely makes me glad I never ended up on a trading floor.
The cast of real-life characters there is not a pretty one!
Full time traders seem to be either alcoholics, drug abusers, loners, weirdos, passive-aggressive alpha males, know it alls or just a bit barmy.
And they are all certain of their own brilliance...
Frankly just check any of the discussion forums, all these characters are there..
Anyway, super read and a must buy for anyone interested in trading!
Link here: https://amzn.to/3QNhAHY
GET MY BOOKS ON AUDIBLE FOR 99P
For a short time you can listen to my books including the new one The Naked Trader's Guide to Trading Strategies for just 99p!
Audible offers three months membership for only 99p.
Click here for details:
Hope you enjoy listening to my books maybe in the car!
I've enjoyed reading "The Psychology of Money".
It's a best seller deservedly with 19 stories exploring how people think about money.
if you want to better with how you invest, trade or spend money it's a very worthwhile read!
Amazon link here:
Please note I get commission from any amazon links on the website.
Spreadbetting
Just a 0.6 spread for the FTSE which is fantastic and the best I've found.
Spreads on FTSE 100 and 250 stocks are really tight, I shop around SB sites when I am about to trade for the best spread and this one keeps coming out the best.
Here's the link if you want to sign up, on this link the lovely Lorenzo will help out if you run into trouble or make a fat finger trade.
https://tradenation.com/en-gb/naked-trader/
I've finished the book on AI - "The Coming Wave".
It's a must read for any investor - I've learned a lot, the writer co-founded Deepmind, one of the world's leading AI cos.
It's fascinating, some of the conclusions are scary and it's good to try and understand it, though in the end he concludes AI will being a lot of benefits. It will also drive some shares down and some up.
Buy and read! Amazon link: https://amzn.to/46v2hcg
One or two of you asked about how we got our car back after it was stolen, we used apple airtags, hide them in your car or under your bike seat and get your car or bike back, amazing.
Amazon have them, link here: https://amzn.to/460qjeY
The steering lock we were recommended and bought you can get from amazon, link here: https://amzn.to/3Z4VALw
I love companies with decent cash piles and I've developed a screen for shares with cash with Sharepad to go with my new book.
The screen goes with one of my strategies from the new book "Dash for Cash".
The idea is it picks up sensible shares with a cash pile for further examination.
I don't mean it to be "just buy any share on the screen." My idea is it's a start for further research as just because a company has a cash pile doesn't necessarily mean it's a great company.
If you don't have Sharepad you can try a free trial using the link below, if you think it is useful after the trial you get a decent discount on the link and can pay monthly if you want.
High Risk Sipp
Want my website email - that's all this stuff delivered to your mailbox on update days a little early plus one or two exclusive trades not shown here? Plus trades in the US market.
E-mail for details at robbiethetrader@aol.com with "Website and exclusive trades email offer."
Stockopedia has some decent screens, start for example with the quality screen.
For a 25% discount , a free trial and access to lots of great screening tools and lots more go to https://www.stockopedia.com/nakedtrader/
20% discount for research tree.
Research Tree is a site that offers broker notes on shares, indepth with all the financials and target prices. So if a company reports, you can see what the brokers think - and you can also see the upgrades and downgrades. Plus the top shorted shares, a news feed and lots more.
To access the discount, go to
https://www.research-tree.com/code/nakedtrader
Spreadco has tight spreads for FTSE 250 shares.
https://www.spreadco.com/nakedtrader to open an account under Dymitry.
For small caps try http://www.spreadex.com/nakedtrader. Spreadex say for the moment they will carry on with most of the shares so that could be another place to deal in shares IG won't.
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Trade tables follow! Trades are current open and recently closed trades. Closed trades feature the closing price and the amount I won or lost. All others are open. Trades get updated a little later than the narrative. Trading costs are ignored, however I also do not add in dividend payments and with the kinds of companies I buy, dividends tend to equal or outweigh costs. Spread rollovers ignored for web purposes. Tables as accurate as poss however a mistake or two can creep in and very occasionally if I forgot I sold or bought something it will be added at a later time. Trades first reported in the diary under Markets every other Thursday afternoon.