Next week is crucial for my SIPP portfolio. My main holding, RC Group will announce their interim results on Tuesday 26th Sep and I’m hoping for some good growth figures and signs that they are going to be a main player in the ever expanding biometric security market.
However, I am a bit worried that I am overexposed to them but I’m going to let it run due to previous guidance stating that they are significantly ahead of expectations. I would ideally like to own around 9 stocks instead of my current 3, but it’s so hard to find them at keen prices.
Over the coming weeks, other stocks I’m going to look at are Flying Brands, PZ Cussons and Premier Foods. They all have a good story, but I need to do analysis of their financials to really judge their worth.
Hi
I am a Buffett type investor through PEPs and ISAs. I looked at your small caps list and could not see a franchise company. Do any of them have 10-15 year track record?
I only invest in FTSE100 and FTSE250 companies and these elephants canter even if they dont gallop.
I am based in Dunstable why not give me a ring and perhaps we can get together to share ideas. 01582 602662
Colin Farrier