View Full Version : Another nugget needed for the US

05-11-2013, 02:48 PM
I have sold all my longterm holdings in the US which were mainly APA, IGT, MGAM & NBR. I'm currently looking into a good growth portfolio and have purchased so far

Portfolio Recovery Associates, Inc., a financial and business service company, engages in the purchase, collection, and management of portfolios of defaulted consumer receivables in the United States and the United Kingdom

Century Casinos, Inc., a casino entertainment company, develops and operates gaming establishments and related lodging, restaurant, and entertainment facilities worldwide.

On my watchlist are
TiVo Inc., together with its subsidiaries, provides software and service technology that enables the distribution of video content on digital video recorders (DVRs), non-DVR set-top boxes (STB), computers, smartphones, and tablets in the United St

Lenovo Group Limited, together with its subsidiaries, engages in the manufacture and distribution of IT products, and provision of IT services in worldwide.

I would appreciate any pointers or tips for any other worthwile shares to buy.

06-11-2013, 10:04 AM

are looking just at the US or others like UK...... plenty of possibilities on FTSE and AIM ...

what industries/ sectors are no go for you

06-11-2013, 07:14 PM
I have never looked passed NZ, OZ & US for investing. I have made good money with debt collection companies and retailers. But currently I'm buying stocks in the agecare sector & casinos. Where's the best start for FTSE investing? TIA

23-11-2013, 03:21 PM
sorry for the late reply Silu been busy

unfortunately don't know much about the sectors you mention above apart from some retailers - would check out Next and perhaps Debenhams - supermarkets both Tescos and Sainbury are ok but have historically only held Tescos

my focus has been on niche tech stocks - for industry and banking, oil technology stocks (quadrise fuels see other posts) and stocks with a high entry cost.

I have both AIM and Footsie listed interests

Check out some of these which I have some interest in or am close to investing in
Quadrise Fuels International
Seeing Machines
Fenner PLC
ARM Holdings

tell me what you think - ps the two I like the most are Quadrise and Seeing Machines hold both and looking to add more


01-01-2014, 03:13 PM
update below to the selections I suggested on 23rdNovember

01-01-2014, 03:21 PM
Hi all thought I would update the selections I suggested on 23rdNovember and have shown their performance until 31st December. Those noted above have done reasonably well. Ironically of the ones listed I only currently hold QFI and Seeing Machines and I have several others not listed that have done well recently (eg Quindell and Tertiary Minerals)

Share, Nov23 price, Dec 31 price, return, recent peak
QFI, 34.75p, 45.25p, +30.22%, 51.5p
Monitise, 52p, 67.25p, +29.33%, 74p
Seeing, 7.42p, 8.75p, +17.92% 9.95p
Fenner 435p, 484p, +11.26%, 486.4p
ARM 990.5p, 1098p, +10.85%, 1109p
IQE 25p, 23.75p, -5.00%, 26p

There are several exciting prospects that I am researching and will post in due course. I consider QFI, Seeing Machines and Quindell to have the potential to be game changers in their respective industries whilst Monitise, Fenner, ARM, & IQE offer long term growth with dominant market positions.

Good luck all and DYOR


21-02-2014, 12:11 PM
A little update from one of my favourite US holdings PRAA

Full Year 2013 Highlights

Cash collections of $1.1 billion, up 26% from full year 2012, with estimated remaining collections of $2.7 billion.
Revenues of $735.1 million, up 24%, including $71.6 million in fee income, up 15%.
Net income attributable to PRA of $175.3 million, up 38%.
$3.45 diluted EPS, compared with $2.46 for 2012, up 40%.
22.2% return on average equity, exceeding PRA's full year 20% target.

"Our fourth quarter results in 2013 contributed to our strongest year ever. As the global debt buying industry continues to evolve at a rapid pace, 2014 promises to be a year of extraordinary opportunity and challenge. PRA is well positioned to sustain itself as a dominant, global player," said Steve Fredrickson, chairman, president and chief executive officer, PRA.

PRA Agrees to Acquire Aktiv Kapital for $880 Million

And I in particular liked this statement:
"In Aktiv Kapital, PRA has found a true partner, an international acquirer of consumer debt with a conservative balance sheet, a deep and diverse data set, and remarkable analytical and operating capabilities. With Aktiv Kapital further diversifying our portfolio, PRA expects to meet or exceed our twin goals of 20% ROE and 15% EPS growth, delivering long-term shareholder value through the years ahead," Fredrickson said.