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Growth Portflio 3 - October '23

October 2023

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Regular readers shouldn’t have been too surprised to see core inflation come down, helped by an easing of food prices, as I had suggested last month. Energy companies are also writing to customers to tell them their energy costs are lowering and the interest rate row back has seen five year mortgages slip below 6% for the first time in months as firms jostle for business. Despite policy uncertainty ahead of an election, away from the hubbub, my 30 or so meetings delivered mostly updates showing that even if sales of many GP3 companies don’t rise, gross margins are widening as costs go into ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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