JUNE 4, 2020
Top of the milk to you
BEGINNER/IMPROVER SEMINAR: SPEND A DAY WITH ME AND LIVE MARKETS
**Best Financial Educational Provider, International Finance Awards.**
NEW OVERFLOW DATE: JUNE 24TH Online Zoom seminar! Venue: Your place!
If you want more than the book and see me do it live, come and spend a day with me and live markets online! (beginners and improvers welcome). If a beginner there is guaranteed no jargon! See trades from my own accounts, research, level 2, and finding great shares from scratch and tons more. All you need is a computer at home to join in.
Mail me at robbiethetrader@aol.com with "June 24 overflow seminar interested" and I'll send you details.
NEW follow up date June 10th. *Follow up sold out*
For those who've been to a starter hotel or online seminar before - more in depth, lots
of live trading, research, virus thought, supply and demand
plus your ideas - 10am-5pm from your place! email me
at robbiethetrader@aol.com with "follow up interested".
****
Spreadbetting seminar: now sold out
Website update delivered to your email plus an extra
exclusive higher risk trade or two made for my sipp on update day , mail
me at robbiethetrader@aol.com with "email interested" in subject
line and will send you details.
Thanks very much for your feedback to the NT Radio show 4. Glad you
enjoyed it! If you haven't heard it yet it is here:
https://soundcloud.com/thenakedtrader/radio-show-4
Plenty of shares chat and some fun too. Entries are starting to come
in for the £100 comp - worth having a go as not many have bothered
and it remains open for a few weeks. Good luck it is not easy!
Lovely to meet another lot of you virtually last week - the great thing about the
Zoom online seminars is people can "come" from all over the world.
Well done to the furthest delegate from New Zealand who with the time difference was pretty much up all night! We also had visitors from Hong Kong and Singapore.
Congrats David for winning the competition - and you have booked the follow up next week as have some others so see some of you again on Wednesday for another day where we go into things in more depth. Sending you all some homework over the weekend!
I think we ended up with lots of interesting ideas and thanks for all the amazing participation - and well done to Elizabeth for her sterling work on the chat forum and getting all the questions through to me as well as ensuring everyone stayed online
and it all worked. So glad it worked for you all and see some of you again shortly or even in a hotel one day!
Hope you all got the notes from the day I sent the day after and found them useful, keep them for reference.
May 27th got sold out and so set up another overflow date for
June 24th If interested mail me at robbiethetrader@aol.com with
"June overflow interested"
That follow up seminar got sold out but there is an overflow
follow up on June 10th (next week) - mail me at robbiethetrader@aol.com with
"follow up overflow interested". (You must have been to a starter seminar to
qualify). Great trades often come out of these.
Finally as there seems demand there is a spreadbetting only seminar
on June 17th, Mail me at robbiethetrader@aol.com with
"SB seminar interested" for details. You can also quiz SB firms live!
Thanks for all the feedback on the online ones, latest
from David:
"Well it doesn't happen often, but I am absolutely speechless! I don't think I have ever spent a more worthwhile day nor spent money more wisely and gladly.
I for one was practically at the point of orgasm all day in my enjoyment and appreciation of what you were presenting! Even though I have read NT time and again, to see you going through the process of stock assessment over and over was incalculably useful and I managed to take six A4 pages of notes during the day. I was fascinated to learn about (and see) Level 2 in action and learn more about Spread "˜Betting'.
I thought the presentation balance was perfection, and Elizabeth was a complete star with her very well-judged handling of the questions....
.....This is a rather long-winded way of saying thank you so much to both of you - today was one of the top five most enjoyable days of my life, and I greatly look forward to joining you again in June!"
We've had a proper milkman for years - and apart from the bliss of glass milk bottles
is - the wonderful "top of the milk" wholemilk bottles - remember those?
The lovely gold liquid that sits in the first quarter of the bottle. I love those mornings.
Lovingly putting some of the top into the milk frother. Then the espresso. Then spooning
the amazing "top of the milk" over the espresso. Then a sprinkling of chocolate. And then..
OMG. It is two minutes of heaven. Don't even think of talking to me during these minutes.
Indeed we have an unspoken rule in this household. If anyone has a top of the milk
coffee in their hands you must stay quiet even if the house is burning down.
Everything else can wait. Nothing else matters.
Even if Kylie Minogue was there naked
saying "Give it to me big boy" - top of the milk coffee would still come first.
If I was still running my cafe I would be selling top of the milk cappucchinos for a fiver
each. Bet I could sell them. Worth it!
PS if you run a cafe and nick my idea I expect a 10 per cent kickback. Fair?
And if you want a disgusting but delightful treat (spoilers: please note
extremely unhealthy) try Frosties with ice cold top of the milk. This would
be my request for last meal should I end up on death row.
Top of the milk reminds me of the brilliant Seinfeld episode where Elaine sets up a
"top of the muffin" shop. On the basis that it's the best bit and the bottom of
muffins are rubbish which is true.
Highlights here! https://www.youtube.com/watch?v=_z9NyQnDdz4
Who's enjoying coming out of lockdown?
What? No? I hear that a lot! You've got to go back to work? But "working
from home" was so great! Do I HAVE to go back to the office and pretend to
talk to Jeff who I know HATES me?
Do I have to TALK to people again. Are they going to go on and on about bloody
Dominic Cummings?
Do I have to say stuff like "Isn't it great that Liverpool will
get the premier league trophy" when frankly I could care less? Am I going to have to wear
a mask? How will I know someone hasn't "borrowed" my mug and put dirty great
virus ridden hands all over it?
At least the two meters thing is good. Meetings will be difficult and I don't have to smell
Jeff's terrible BO.
Right I can now invite six friends to my garden. Right, six friends, that should
be easy... hang on.. SIX !!
Erm.... maybe the guy who mended the oven might
like to come and sit in the garden?
From parents of all teenagers. "We want the schools to open! When do we
want them to open? NOW ! Please !!!"
Naked Rambling
it going to be?
I'm in the strange position of probably not wanting my team (Fulham)
to do well! That's because if they do there is promotion to the premier
league and all that means is losing most games and trying to stay
up which last time was exceptionally boring!
The Championship
is much more fun, lots of wins, and surprises and no prima donnas!
Anyhow I'm saving tons of loot! Hundreds in fact taking into account
all the train fares, tickets etc for me and my son.
I suspect a lot of the results in the last few games will be down to luck:
who can adapt best to no crowd noise, who gets injured, how quickly
a team can play together. I think we will see some strange results!
As virus fears fade a bit we keep passing Brasserie Blanc with
longing.
The one near us has massive outside space and we are ready to be
the first to book to get our hands on the beef stew even if we
have to wear hazard suits.
Frankly there is some upside - no longer asked ten times "Is
everything ok?"
To which it is so tempting to say "No it's sh1t, I want a refund."
Actually I have said that once or twice (I didn't say sh1t though
being a polite person).
It would be terrific if the new lead in the Madeleine McCann case
proved to be a real one after all these years.
These poor parents need to know, wouldn't you?
TV reviews;
The First Team (*) BBC 2
Drat! I was hoping I could watch this with my teenage football son as it's about
young players at a pro club. But oh dear. I know it isn't aimed at my age group but
I still think The Inbetweeners can be funny and this is from one of the team.
There's nothing to cheer here - lazy racial stereotyping, seen it all before dick jokes,
and worse the references to instagram and dating seem out of date and felt like
an adult writing what he thought was cool for teens. I looked up
the writer's age which is late 40s. That figures. Even worse most young footballers
and I have met a few are clever, focussed and hard working. This terrible football series needs relegating.
Now a comedy worth shouting about!
Upload (*****) (Amazon TV)
I haven't found anything even remotely funny since Curb ended
and the first two episodes of this very inventive comedy are full of
fun, twists and surprises. Set in 2033 there is a lot of fun with
self-driving cars and just see how the mobile developed! And
now if you die you can pay to live on, virtually.
Our poor hero has to decide whether to just die or get himself
uploaded to a foreever version of a luxury Marriott complex. By the
first day he already figures dying was a better option. I won't say any more
to spoil it but watch!!
It's like Black Mirror but better written. There is so
much wit and invention here - congrats to all concerned here. Excellent work!
Upload.. erm.. Upload now!
Killing Eve (**). Ok, it is nowhere near as good as it was but
still a bit entertaining - without the amazing Jodie Comer it couldn't work.
But I think it is time to end it now! Let's kill Eve, and in fact all the characters
and call it quits. It all ends as a bit of a damp squib. Shame.
McMillions (****) (Sky Documentaries)
Great entertainment here as this pieces together the great
McDonalds competition scam where strangely relatives and
friends seems miraculously to win all the prizes.
Throw in some seemingly crazy FBI guys out for fun, the mysterious
fixer "uncle Jerry" and there is a lot of entertainment here.
Little Fires (****) (Amazon)
A soapy but highly entertaining series. You can't help feel sorry for
the series lead character. She is only trying to do her best. Why does Izzy burn the house down? We'll keep watching to find out!
Of course we all hate Amazon (they give me F all for selling my books the greedy
bastards) but I have to say its original TV offerings are so much better
than Netflix. So well done whoever does the commissioning.
Netflix seems to just chuck money at the wall and hope for the best.
The French government is looking at putting taxes on unhealthy food with high
fat, salt and sugar levels.
Mon dieu! Surely that is exactly what a delicious croissant is full of! Good luck
to them to tax those if they want to stay in power. Pas de merde, Sherlock!
Posh Spice was paid £1 million NOT to sing at the reunion
gigs.
A very sound decision. Indeed whenever she tries to sing it is a question
of politely saying: "Stop right now, thank you very much..."
Lots Of Lovely Discounts Here
For 30pc discount on Naked Trader 5 Code is: NT5ROBBIE
(harriman-house.com)
spreadbet book edition 2
https://harriman-house.com/nakedtraderspreadbetting2
And add code RobbieNTSB2 to get it for £12 and free posting. (Paperback
only but you get the e-book free with it). For discount on NT
5 use discount
To buy Trade Like A Shark at £12.25 plus p and p use this link
https://harriman-house.com/tradelikeashark Use code NTSHARK at the checkout.
***
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 £ 638.88 direct from advfn so this deal saves you £176.88!
Level 2 gives you access to all the market maker positions and the order book and I would not trade without it! More on level 2 in my book and I spend hours on it at my seminars.
ADVFN's bronze subscription - normally £97.53 pa - available from me for only £66! (inc vat) That's a saving of £30! You get ADVFN's premium top lists which I think are a must for finding great stock picks. That includes great lists like ex dividend dates, plus chart breakouts and downs. All as explained in the book.
ADVFN's silver subscription - for those of you who want all the benefits of Bronze AND always on real-time prices.. no more using the back button and getting frozen out!
The deal is via me you can save nearly £40 for your first year by paying just £186 inc vat via me instead of £229.30
Just mail me at robbiethetrader@aol.com if you'd like any of these with "advfn offers" in the subject line. Please note if you want to discontinue the sub you need to give a month's notice by post. L2 offer includes silver and bronze.
This Site To Your Mailbox
Website to your email PLUS extra trades which do not make it to the
website for my pension
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.
****
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.
Markets
New Naked Trader Radio show featuring lots of virus bounceback
share ideas, plus tips for newbies for beginners plus a
£100 competition and lots of fun, click here:
https://soundcloud.com/thenakedtrader/radio-show-4
(The one before that is here)
https://soundcloud.com/thenakedtrader/radio-show-the-third
I've read the brilliant book on the guy who helped to cause the flash crash
in 2010 - the book is "Flash crash" by Liam Vaughan
What a read especially if you're a trader of any kind. It's like a thriller with lots
of twists and turns.
I want to be careful not to give too much away in case you know little of the story.
But it's all about how a mummy's boy with no social skills ended up partly causing the
biggest fall in shares ever from one computer in his bedroom.
Indeed part of the reason the crash happened was his mum called him down for tea.
In the end it's a lesson if you let machines and algorythms take control the only
winner are the robots and the rest of us can get lost.
Overall it is a fascinating tale of a lad who didn't even want the money and never
spent any of it and thought he was simply doing what bigger players were
up to: winning money by ensuring they couldn't lose and taking on little risk.
So after reading you will feel sympathy for him. Anyway especially if you use level 2 you
will be amazed at how it was all done and the main markets so easily
manipulated with very little real money put at risk.
Indeed if you are going to be attending one of my online zoom seminars I
will even show you on level 2 exactly how he did it.
The end of the story and what happened to him is incredible - I won't say
in case you don't know.
Inevitably this is going to be a movie - and absolutely inevitably you know who will
be playing the role of the trader - Dev Patel !
Enjoy the read!
Manipulated or not the markets appear to have decided the virus is no
big deal anymore and they continue higher. (For how much longer?)
We'll discuss this at the follow up seminar on Wednesday (June 10th)- still small virtual
space if you want to come. Also there is a spreadbetting virtual seminar
on June 17th with appearances from high ups from spreadbet
companies taking questions live. and a beginners/improvers session on June
24th. Mail me if interested in any of those and spend a day with me
on Zoom !
The higher markets go the more likely it is a big crash is coming and it could well
be just a matter of when.
Because even if we are getting virus clear the damage to the economy has already been
done and a lot of companies will go bust.
Anecdotally - markets often go up when people think they should go down
and down when people think they should go up, it is that contrary!
The last couple of days has seen an amazing rally as if the virus
is done and dusted.
Anyhow, I continue to follow the market trading wise but I am very wary about what to buy
and continue to only be interested in companies with low debt or cash.
A high risk strategy would be to buy airlines and holiday companies etc in the
hope summer holidays are still on. Thing is, I can't imagine getting on a plane this year - if you think you would, buy the shares!
Recent trading has been super with some major gains across the portfolio. The
real problem now is when to take the profits and how much to let them run up.
Usually a good idea is to sell a few after say 25% plus gains.
Remember, current market bullishness can give way to fear again,
just like that.
I've been stacking up with computer game sector - it seems to be hot!
I bought a lot of Codemasters (CDM). At the recent online seminars we kept comparing
this to T17 and Frontier Dev, and this kept coming up as the cheapest.
So I have bought quite a few as they are very liquid and easy to buy and sell a lot.
It's releasing a new Fast and Furious game in August and it has just announced a likely
lucrative deal to produce FIA world rally championship games.
And today it has announced Cars 3 will be available from August. I'd be
targetting up to a fiver in time on these shares.
I also bought a trust which has exposure to worldwide gaming
the Vaneck Esports Gaming ETF. (ESGB)
A share that popping up on a lot of the share screens I used at the seminars was
D4T4. And it was highlighted also at the follow up online seminar.
So we examined it a lot online and came to the conclusion it looked cheap. It
wasn't going bust and it looked like in a good area of the market.
Its Celebrus machine learning solution looks interesting and it has won
three major contracts - looks like it has potential for a re-rating a lot
higher.
Construction is not my area but the pick looks to be Morgan Sindall
(MGNS).
I chatted about this one in the recent podcast, actually the first share I
talk about I think so you should find me talking about it early on. To save
me writing about it more here you will just have to find it on there, about
13 mins in - the
link is here: https://soundcloud.com/thenakedtrader/radio-show-4
The problem with this one is volatility and I got in at the sell price using
direct market access. There is plenty of risk but return could be high too.
It has a massive cash pile though so unlikely to really tank more.
One of my favourite riskier stocks is ITV which I have been in and out of.
I'd like to be in it because at some point it will be bid for by one of
the giants. Just a question of when I feel, and the lower the share
price the more likely!
Anyhow I have bought back in. I would like to stay in but as usual
it is safety first for me, and would exit should markets turn ugly as it
will follow the FTSE down.
I have bought some Stock Spirits (STCK) which we examined at the last online
seminar and I got some at the sell price using DMA.
It has recently made a very bullish statement citing robust demand (fairly obvious people are drinking more!) and it has even been producing hand sanitiser.
Already up a lot when I bought but they still look cheap after recent rises and I am targetting up and over 300.
I topped up on Elecosoft (ELCO) - you can't ask more than the statement
it came up with today.
Despite the virus profit before tax was up 25% up to end of April and
a decent few million in the bank of net cash.
Given it is a software provider the company said it managed to switch
everything away from offices in just a couple of weeks so with a few
more it remains a nice isa tuckaway for probably some time.
Volvere (VLE) is a small one - the smallest I could ever go to because
of liquidity. Bought some a while ago for the high risk sipp (those that
get the email know about that one) but have added a few
to the isa as well.
It's a turnaround and investment company so it should be doing well. It has
swung into a profit and has cash - potential under the radar decent future!
Top ups: as you know I like averaging up, buying more of a winner and
two of those - Concurrent Tech (CNC) which has been flying and old
favourite Avon Rubber (AVON) which only seems to bounce up!
Ab Dynamics (ABDP) still looks a long-term winner and you can imagine
it being double this price in 2-3 years given its car testing niche.
After selling some Zoom, I bought back and despite how expensive
it looks the Americans just don't care - for now!
I've shorted (trying to make money from a share fall)
one of the fashionable virus shares Novacyt. (NCYT)
is not my area but this one now has a massive valuation and any
question markets would see a massive de-rating.
However it is a risky short no doubt and if you can get a guaranteed
stop might be worth it in case!
Onto some sales.
With markets rising some spreadbet shorts were closed out using trailing stops.
As those of you who've come to or done virtual seminars with me know from seeing
the spreadbet accounts I put stops into profits when poss and then scale down to let
the market decide the final profit once in one. So as markets rose a lot of unemotional
short profits were banked.
In one or two cases some profits were banked as there
was more than one position. It means I'll never take a profit right at the best time
but that is impossible anyway. It means I lock in part of a ride. EG the FTSE short was closed out with a decent profit. Anyhow, lots of shorts were auto closed as the
markets shot up.
So, Easyjet profit was £1,560. AO World £1,150 - with the other banked profit
on that total profit for that is £4,050. Half of Carnival went for a profit of
£6,580 and Train for a profit of £2,500. Greggs went for a small profit after sticking stop into break evenish. RTN went for a profit of £3,480.
I'll be back in shorting shares once the market has definitely turned back down.
What happens next? Who knows but beginners should be aware markets
are much more of a gamble right now then it would appear. Caution all
round!
ONLINE SEMINARS LATEST 10am-5pm Your place!
June 24th Online Zoom seminar - beginners and improvers
June 10th Follow up - for those who have been before.
June 17th Spreadbetting
Beginners and Improvers:
If you want more than the book and see me do it live, come and spend a day with me and live markets online! (beginners and improvers welcome). If a beginner there is guaranteed no jargon! See trades from my own accounts, research, level 2, and finding great shares from scratch and tons more.
Follow up:
For those who've been
to a starter hotel or online seminar before - more in depth, lots
of live trading, research, virus thought, supply and demand
plus your ideas.
Spreadbetting:
How to use spreadbetting like an extra tax
free ISA. How to short shares and make money from companies
going down. How to long/short the FTSE. Understanding margin,
different kinds of bets, costs, how to run longer-term positions,
different strengths/weaknesses of the companies and talk
direct to a firm! To qualify, you must already know how to buy
and sell shares normally and be reasonably confident with that
or you have been to one of my seminars.
Mail me at robbiethetrader@aol.com with "June seminar interested" "follow
up interested" or "spreadbetting interested" and I'll send details.
As usual at the online spreadbet seminar I used my three fave accounts live:
IG which is great all round - this is a "refer a friend" link
so if you go via I suspect I get something! (It also does isas
and a normal dealing account and you can switch money say
from SB account to ISA)
https://www.ig.com/uk/refer-a-friend-ig?QPID=3402843086&referralID=31f24fe5952ad7961f6876dc4f510499
If you are thinking of A ftse trade try https://www.spreadco.com/nakedtrader
as their spread is the tightest at 0.8. Also very
pleased with execution - FTSE cos the cheapest spreads
there too. It also offers 2% interest on cash balances.
It is hard to find a firm that does prices on the very small companies but this company does: https://www.spreadex.com/nakedtrader
Trades made for my sipp are exclusively available on my
email service (this is the website stuff plus exclusive trades mailed
to you earlier on update days). For subscription details mail me
with "email interested"
Podcast With Dj Naked Trader
New
The Naked Trader Radio Show number four
https://soundcloud.com/thenakedtrader/radio-show-4
Show three is here:
https://soundcloud.com/thenakedtrader/radio-show-the-third
The second show was here:
https://soundcloud.com/thenakedtrader/christmas-newyear2019
The first show: https://soundcloud.com/thenakedtrader/radioshow2018
Stockopedia as ever is SO useful. It really
is a must have! And some fantastic talented writers/commentators too like Paul
Scott.
Brilliant stats on all shares, amazing stock screens and even
discussion boards that are actually sensible and not barmy
blokes having a go at each other as if they were pissed in
a pub. Or weird obsessives.
https://www.stockopedia.com/nakedtrader/
gets you a big discount
and 14 days free trial.
If you are thinking of A ftse trade try spreadco.com/nakedtrader
as their spread is the tightest at 0.8. Also very
pleased with execution - FTSE cos the cheapest spreads
there too.
It is hard to find a firm that does prices on the very small companies but this company does: https://www.spreadex.com/nakedtrader
Website to your email PLUS extra trades which do not make it to the
website (a bit higher risk)
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.
25% off Stockopedia sub and free trial
Stockopedia is indeed like a stock market encyclopaedia and a great place to scan for new shares to buy, check out fundamentals, discuss on a sensible bulletin board. Each share gets a ranking, you can use "guru" screens to find shares, there is even a stock screen loosely based on my criteria! There are strategies based on ideas from top investors.
There is lots more really fantastic material and I believe access should help investors and I now use it myself.
For your 25% discount off any sub (eg £56 discount off UK sub) and free 14 day trial you need this link:
http://www.stockopedia.com/nakedtrader/
Extra Income From Home
When I left my full-time job to trade it really helped having another income: this I got from part-time selling energy and phone services to people and getting a cut of their use of their home services forever! I still get enough from it now to pay all my bills. I am a great believer in multiple incomes and this is a great one in my opinion as anyone could do it.
If you'd like a second part-time income click here
http://www.utilitywarehouse.org.uk/237058/opportunity
This will explain what you can expect to earn and how it all works. If you sign up there you'll be under my wing. Any questions just mail me and if you sign up please let me know.
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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.