TomWinnifrith.com

I offer no comment on this weekly feature it is a simple matter of observation. The two tables below show the most active discussions on the ADVFN and iii Bulletin Boards as of a Thursday morning. I exclude discussions about the FTSE or blue chip stocks as in those cases private investor sentiment and trading has little influence on the share price. I include the odd fully listed stock were Private Investors can drive the price at the margin.

Robert Sutherland Smith is again proving that he is still alive with another guest post. Robert started his City career the year before I was born and is, I think, 157 years old. Fear not. He is very much alive and kicking. He and I have worked together for almost eight years at t1ps.com . He is my friend and he is a very funny and intelligent chap. He is now branching out to celebrate his 158th by doing some freelance writing over  at various places ( including Shareprophets.com naturally) on FTSE 350 Income stocks. Robert is a speaker at the UKInvestor Show on April 5th 2014. He is a great one for focussing on yield. RSS today looks at Legal & General. RSS writes:

The Legal & General (LGEN) share price is at the top of its game and the  top of its trend pathway. It has risen 55% over a year in which the FTSE100 rose  by only 16%. That gives scope for the share price to fall back again on profit  taking. In Q1 the wind was decidedly in the Company’s favour. And the quarterly  reports of insurance companies like winds are variable too. If you wish to by  L&G shares for dividend yield, I dare to suggest that you may get a higher  one in due course at a lower price.

It is the maturity of its more traditional UK markets as well as the  catatonic state of the UK economy that is propelling the Legal & General to  search for expansion in the business of fund management services both in the UK  and internationally. Legal & General’s first quarter results were strikingly  indicative of that

I will try to make this the last Quindell (QPP) piece of the week but I have slept on it and the statement of yesterday threw up far more questions than it answered. I am afraid that I must again start with that £15 million loan AIM Cesspit listed Quindell has advanced and which appeared on the year-end balance sheet.

The company says that its share price is driven down by misinformed press speculation. Such speculation abounds when a company declines to answer a simple question or two. To whom was the loan made, why and when and on what terms? I put the question to foxy PR bird Bex (via her assistant) on Monday morning. On Monday Afternoon I put the question to Twitter obsessed CEO Terry via his assistant. In both cases I was promised a call back with an answer. I have to tell you that no such call has been received.

And I am not the only one asking this question. Why the refusal to explain and to answer?

But I move on.

Robert Sutherland Smith is again proving that he is still alive with another guest post. Robert started his City career the year before I was born and is, I think, 157 years old. Fear not. He is very much alive and kicking. He and I have worked together for almost eight years at t1ps.com . He is my friend and he is a very funny and intelligent chap. He is now branching out to celebrate his 158th by doing some freelance writing over  at various places ( including Shareprophets.com naturally) on FTSE 350 Income stocks. Robert is a speaker at the UKInvestor Show on April 5th 2014. He is a great one for focussing on yield. RSS today looks at BP. RSS writes:

One quarter’s results, usually gives an indication and little more about a  company’s progress in a particular year; particularly a company as large,  complex and international as BP  (BP.). But these are not usual times by any definition, so far as BP  is concerned. The accounting is complex; the headline figures dominated by a  massive exceptional item. Read more at

AIM Cesspit listed Quindell Portfolio has yet again put out a statement saying that there is no reason for its share price tanking other than wicked shorters and the press getting it wrong. Sorry fellows here is a good reason “you do not fxxxxxg well answer valid questions.”

My top question has always been “To whom was the £15 million loan on the year-end balance sheet made and why?” There is no reason why Quindell should be making loans so what the hell is going on. I contacted Quindell via its foxy PR bird Bex this morning and was told I would get a call back with an answer. I have had no such call. Others have asked broker Cenkos. No joy. I tried the company direct. No joy.

And that is the problem with Quindell.

Robert Sutherland Smith is again proving that he is still alive with another guest post. Robert started his City career the year before I was born and is, I think, 157 years old. Fear not. He is very much alive and kicking. He and I have worked together for almost eight years at t1ps.com . He is my friend and he is a very funny and intelligent chap. He is now branching out to celebrate his 158th by doing some freelance writing over  at various places ( including Shareprophets.com naturally) on FTSE 350 Income stocks. Robert is a speaker at the UKInvestor Show on April 5th 2014. He is a great one for focussing on yield. RSS today looks at Admiral. RSS writes:

Despite the above average gambling aspect of its unusual business model and  payout policy, my instinct is to add the shares to my ‘shares for buying list’,  on the limited ground (not too hasty I trust) of first quarter trading; the  explicit confirmation of continuing financial strength and an estimated ‘super  normal’ prospective dividend yield of  6.9%.     

I would rather not have arrived at Moreton last Thursday at 11.30 PM. But there is always a thrill in being on a train on a warm but blacked out summers night as it hurtles through the countryside. Let down the window between the carriages and some cooler air rushes in as you speed along. But this morning it is the 4.47 from Bristol, the first train of the day and the only one before 8.30 where you avoid paying the GDP of Guatemala as your fare.

As we speed past Swindon and up towards the capital no-one outside the train seems awake. The sun is just starting to appear but still you cannot see the detail on buildings or on trees – they appear in start silhouette only. The street lamps are still turned on and the, largely empty, train is the only noise in town.

Having a whole bank of four seats and a table to myself is a rare treat. My partner is not so keen on me taking this train as it involves a 3.30 alarm call, something that in deluded lefty world is hard to imagine. I gather that it is a breach of her human rights under some European treaty. But I love this train. The shock of a 3.30 alarm call, a hasty shower and 10 minutes with an opinionated cabbie is not a great start to the day.  But thereafter the space to work, think and stretch your legs is a rare treat on Great First Western. And the English countryside at this time of day, before it is invaded by cars and populated by people is a delightful distraction from my laptop and the acres of train space I currently enjoy.

As we approach Didcot the fields are now clearly green as the Sun emerges from behind a cloud. Less than an hour to the hell hole that is London.

Incidentally the ticket collector bears a remarkable resemblance to the late Fred West. He sounds as if he might be from Gloucestershire. Would it be impolite to ask if they were related by any chance? I suspect that it would be and shall keep that thought to myself.

Robert Sutherland Smith is again proving that he is still alive with another guest post. Robert started his City career the year before I was born and is, I think, 157 years old. Fear not. He is very much alive and kicking. He and I have worked together for almost eight years at t1ps.com . He is my friend and he is a very funny and intelligent chap. He is now branching out to celebrate his 158th by doing some freelance writing over  at various places ( including Shareprophets.com naturally) on FTSE 350 Income stocks. Robert is a speaker at the UKInvestor Show on April 5th 2014. He is a great one for focussing on yield. RSS today looks at BAT Industries. RSS writes:

My last review of BAT Industries was a bullish one, having examined  the management strategy of this large and important international business  geared as it is, by common consent (entirely reasonably so) to a long term,  irresistible decline demand for its products. I noted at the time that analysts  estimated on a consensus view that sales revenue would grow by 20% over the two  year 2013 and 2014 to an annual sales figure of £16.7 billion by the end of next  year along with a 20% increase in earnings and dividends to 248p and 162p  respectively estimated for the year to 31 December 2014. 

Just a reminder that my Tomograph Newsletter goes out bi-weekly with its Weekend edition set to go out late on Sunday evening.

And of course the Wednesday edition is the only way to get an alert to my free share tip of the week.

The weekend issue this time is a Two more reasons to despise David Cameron/AIM cesspit edition.

The only way to get all of that is to REGISTER HERE

Planned delivery time is late Sunday evening

What a week. I feel that I have given David Cameron both barrels in the Tomograph and so what else to feature in this week’s caption contest? The retirement of that miserable old toad Sir Alex Fergie? Nope I have sworn to leave that alone since the mainstream media is obsessed by it? The looming bankruptcy of Spain? Prince Harry in the US? Nope it has to be the tragedy come comedy that is US Oil & Gas (USOP).

The prize for this week’s caption contest? Rather like the prize for owning USOP shares there is none.  But feel free to post whatever caption you feel appropriate in the comments section below for this little picture.

For what it is worth my entry is

On Thursday I sent a letter by email to Sefton Resources (SER) boss Jim Ellerton asking him to apologise to me for his company's smear campaign against me and to make a small personal donation to the excellent Woodlarks Charity. I have yet to gain a reply or even an acknowledgement. As such I have sent a second letter and at the same time ask a couple more questions which either Sefton has neglected to answer or I have neglected to ask.

This letter is sent via Sefton’s lawyers at Pinsent Masons since I do not know whether Jim is currently in residence at his multi-million dollar Hawaii mansion or is in London, maximising shareholder value.