Author: Michael Taylor
Shifting Shares (20 August 2019) – Bargain Bucket #ARB #RRE
There are certainly not many longs out there at the moment. It's tough, and those who are finding themselves overexposed are now hurting. Risk management ... Read More
Shifting Shares (14 August 2019) – Beware the ramp #XSG #VRS #BUR
The latest response by Burford was baffling, and in my opinion it makes the business uninvestable. "Evidence" of market manipulation - really? Spoofing can lower ... Read More
Shifting Shares (4 August 2019) – The Time is Ripe
4Imprint (FOUR) This stock literally broke out the day before the results, and on the day of those results gapped up and promptly dumped back ... Read More
Sports Direct – Ticking Timebomb #SPD
I take no pleasure in watching shareholders lose money (even when I am short) but this commentary from Mike Ashley, who has a fetish for ... Read More
Shifting Shares (28 July 2019) – Bottom Picking
I still remain keen eyed on shorts. This is because when key levels break, the falls can be steep. Punters wake up from their stupor ... Read More
RockRose Energy – Transformative returns #RRE
RockRose Energy is a popular stock. Unlike most popular stocks, this is 1) a real business and not a hope or dream, and 2) management ... Read More
Shifting Shares (21 July 2019) – Heightened probabilities #FUL
Audioboom (BOOM) Audioboom are still blasting their way through cash, but the recent HY report shows all the metrics going in the right direction. It's ... Read More
Shifting Shares (14 July 2019) – Raising cash #YGEN #TCG #SOS
YourGene Health (YGEN) This company recorded its first profit since its IPO. However, it had a near £5 million operating loss and received £9 million ... Read More
Argo Blockchain (ARB) – Bitcoin and profit
Bitcoin and profit - two words you seldom here in the same sentence. Yet profit is what ARB could be making, if Bitcoin holds above ... Read More
Shifting Shares (8 July 2019) – A new half begins
They say it's a game of two halves, and we now enter H2 of 2019. There have been opportunities to make money, but the market ... Read More
Shifting Shares (2 July 2019) – The Joy of June
The joy of June is that there are often profit warnings to be traded. Many companies leave their results until last minute because they are ... Read More
Shifting Shares (24 June 2019) – Sunset for risk-on #FUTR #IGR
Future (FUTR) It would not be right to not start this report without briefly covering Future plc. This has been a printer for me over ... Read More
Shifting Shares (17 June 2019) – Swinging the bat #ALT #KAZ #LVCG
The markets are still not very frothy and so cash remains by far my largest position. (more…) Read More
Shifting Shares (12 June 2019) – Dilapidated sites aren’t exciting #LGRS
I'm finding fewer stocks breaking out as the weeks go by. That tells me to flip my strategy around and start looking for breakdowns rather ... Read More
Live Company Group – Building for growth (LVCG)
Live Company Group is due to report its full year 2018 results in the next few weeks. As the last half-year results only covered until ... Read More
Shifting Shares (27 May 2019) – Follow the leaders #EYE #EVRH #FEVR #FUTR
News roundup Pets At Home announced that it was performing ahead of expectations, and the stock reacted in earnest. (more…) Read More
Shifting Shares (22 May 2019) – All about the As #ABDP #ALT #GRG
News roundup AB Dynamics (ABDP) has gone absolutely parabolic for holders a few weeks after the half-year update. (more…) Read More
Shifting Shares (14 May 2019) #ARC #BKS #BIDS
I've liked this stock for a while as the chart has been nicely uptrending. It's already a ten-bagger since 2015, but still almost nobody is ... Read More
Shifting Shares (7 May 2019) – Burford’s Breakdown
News Roundup Last week, Bushveld Minerals released what appeared to be a great RNS: I had suggested in a previous column that if it tested ... Read More