We are fairly happy with our portfolio as it stands at the moment and made the decision to hold onto all our investments this month.
So with our Christmas lunch just around the corner, we have to save our pennies and only have £1000 to invest.
CRODA: Our decision to purchase more shares in CRODA last month proved the right one.
The share rose from 4078 to 4598, taking our total profit up to 58%.
Well done Dollies...........a brave decision when the share was being sold off.
AGRONOMICS: We were delighted to read an article by Ambrose Evans-Pritchard on Cellular agriculture in the Telegraph last week.
Titled:
Lab-grown food may be the next investment boom - and save the world in the process
He went on to say Cellular agriculture is where solar power was 20 years ago and EV batteries were 10 years ago.
Here is the whole article for anyone interested.
We had toyed with selling Agronomics a few months ago and relieved we didn't.
TRISTEL:
Good news on this share as the price has risen over the month from 390p to 400p.
In October Tristel reported a surge in profits. The company said its outlook was the strongest it has been in its 30-year history.
It is now shipping its disinfectant to USA after FDA approval.
Another positive article seen written by Robert Stephens on Tristel -
We invested further in this share last month - and used our £1000 available this month to increase our holding even further.
WARPAINT: Warpaint sells branded cosmetics under the lead brand names of W7 and Technic. W7 is sold in the UK primarily to major retailers and internationally to local distributors or retail chains. The Technic brand is sold in the UK and continental Europe with a significant focus on the gifting market, principally for high street retailers and supermarkets. In addition, Warpaint supplies own brand white label cosmetics produced for several major high street retailers. The Group also sells cosmetics using its other brand names of Man'stuff, Body Collection, and Chit Chat, each targeting a different demographic.
The China Dolls invested into Warpaint a couple of months ago and are already showing over 9% profit. As always, we started our initial investment with a small amount of £`1500 but will undoubtedly add to this shortly.
Legal and General: We invested into Legal and General a few months ago and it has proved to be a slow burner. However we are showing a small profit and will continue to hold this solid share. For those who are risk averse and looking for income, this company pays a whopping 8.95% dividend.
Unite Group: Provide a Home for Success building communities where students can belong and grow
The China Dolls have held these shares for a number of years and the company continues to perform. At the time of our November meeting the share price was sitting at 954 - it has now risen to 988 and London Brokers are rating it as a Buy with target 1030p. At the current time we are showing a 34% profit.
THERE IS NO FORMAL INVESTMENT MEETING NEXT MONTH - HOWEVER WE WILL BE ALL TOGETHER ENJOYING A CHRISTMAS LUNCH AT
THE JETTY,
CHRISTCHURCH HARBOUR HOTEL
MUDEFORD
DISCLAIMER
The China Dolls is a group of private individuals who meet regularly to discuss investment strategy and make investments based on the collective opinion of the the group.
The China Dolls is not in the business of offering any form of advice on investing or other financial matters.
The content of this blog is not to be considered an inducement to trade as we trade and is offered for illustrative purposes only.
Any use you may make said content is entirely your responsibility and The China Dolls will not be held liable for any losses you may incur as a result of using this blog to help you trade.
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