Highlights from my Portfolio.

Ah yes, that was one of those 'can't every day be like today days'!

Alterian (LON:ALN) slipped back on fears of what we will hear tomorrow. I am comfortable but have everything crossed as you can never be sure.

Alliance Pharma (LON:APH) struggles to get passed 37p. I have much patience for that one.

Carclo (LON:CAR) heaved up on bid rumours and then heaved back down again. All noise to me; I'm not trading it.

Davis Service Group (LON:DVSG) updated the market with higher revenue, improved margins, strong cash flow and improvements in Norway and Sweden. Denmark isn't so good but UK and Ireland's textile maintenance performed well with linen continuing to drive a much improved margin. Thinking aloud, as one does, could sorting out that UK contract and closing the German plant alone add up to 10% pa to profits in the medium term? And does all that lovely lolly dropping into the profit column add up to an increased dividend. Questions, questions. All looking good, happy to hold. The price suggests the market liked the statement and that the investor day went well.

http://mediazone.brighttalk.com/comm/h2glenfern/280e4e3347-21768-4359-23015

Elektron (LON:EKT) has been a bit quiet but ticked up today.

Impax Asset Management Group (LON:IPX) performed nicely again. I bought on a chart signal, what does it do again? ;-)

Kryso Resources (LON:KYS) has regained much composure and I am now regretting only buying back half my holding.

Medusa Mining (LON:MML) heaved down but despite scanning the BB's and Google news I cannot fathom why. I'm not tempted to buy more but I am happy to hold.

National Grid (LON:NG.) heads towards £6. I suppose it will do what these stocks always do at round numbers and retrace a bit. I wish I…

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