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LoxleyCapital @LoxleyCap

UK based private investor. I manage a portfolio of high return on capital stocks with growing free cash flow. Father of princesses United Kingdom Joined February 2011
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LoxleyCapital @LoxleyCap

6 days ago

Week: -1.6% YTD: +4.3% Poor week with 🇺🇸 holdings and in the 🇬🇧 #WISE #FNX #QQ leading the way down. Damage limited by a couple of others hitting ATHs No trades My prediction is for an up week next week Top 5 #MSI $AMZN #BMS $GOOG #KEYS 20 holdings TTM div yield: 2.9%

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LoxleyCapital @LoxleyCap

2 weeks ago

Week: +1.8% YTD: +6.0% Gains from an ok week (not as good as many others🙌) likely to be undone tomorrow. Trimmed $AMZN to add to #JNEO. #W7L continues to make progress. #KEYS tipped in Times today. Top 5 holdings #MSI $AMZN #BMS $GOOG #FNX Divis rec’d: #FNX #GDWN 20 holdings

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LoxleyCapital @LoxleyCap

2 weeks ago

#KEYS Keystone Law Share tip: The case for investing in Keystone Law thetimes.co.uk/article/bce901…

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LoxleyCapital @LoxleyCap

3 weeks ago

#W7L FY 24 already judged to be ahead of expectations. It’s only April! Coupled with investment in stock in preparation all bodes very well 👍

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LoxleyCapital @LoxleyCap

3 weeks ago

Week: -0.2% YTD: +4.2% #BMS dividend recycled into yet another #BMY top up (great opportunity here?). Continued progress from US tech takes $AMZN to my number 1 position. Top 5 holdings $AMZN #MSI #BMS #FNX $GOOG Divis rec’d: #BMS $PEP $ICE 20 holdings

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LoxleyCapital @LoxleyCap

4 weeks ago

Week: -0.7% YTD: +4.4% A backward step in an uneventful week. Retraces in #FNX and #BMY baffle me but what do I know🤷 No trades. US open looking strong for this afternoon. Enjoy the end of the Easter weekend folks👍 Top 5: #MSI $AMZN #FNX #BMS $GOOG 20 holdings

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LoxleyCapital @LoxleyCap

a month ago

Week: +1.7% YTD: +5.1% Ok week as it turned out, helped by GBP weakness. #JNEO is my prediction for most progress over short term. Good weekend to all👍 Top 5 holdings #MSI $AMZN #FNX #BMS $GOOG Ex-d: #FNX #GDWN 20 holdings No trades

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JohnM @JohnM_AIM

a month ago

#BMS #CKN - worth noting.

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TraderMark @tradermark72

a month ago

#BMS #CKN - worth noting.

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LoxleyCapital @LoxleyCap

a month ago

#BMS in line and future looks good. 😊 The Group entered FY25 with a total forward order book of US$83m, a substantial increase of 47% on the prior year (FY23: US$56m), providing the board with confidence for the year ahead. And dividend up too🙏👍

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LoxleyCapital @LoxleyCap

a month ago

Week: +0.5% YTD: +3.4% US tech and #GDWN weakness limited upside from a number of my UK small cap holdings. #QQ topped up. Lack of share price progress at #BMY a headscratcher 🤔 Top 5 holdings #MSI $AMZN #FNX #BMS #KEYS 20 holdings

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LoxleyCapital @LoxleyCap

a month ago

Portfolio ATH today. Last one was November 2021 so that was quite a wait! The years 2019/20/21 were exceptionally generous to me so just pleased to have regained that ground. Stay in the game.

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LoxleyCapital @LoxleyCap

2 months ago

Week: -0.5% YTD: +2.9% Solid from US holdings, esp. $PLTR, but strong GBP/USD held overall pf return back. #MSI weak. #BMS going nowhere fast - but happy to wait. No trades. Top 5 holdings #MSI $AMZN #BMS #FNX #KEYS Divi rec’d: $V 20 holdings

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LoxleyCapital @LoxleyCap

2 months ago

Week: +0.6% YTD: +3.4% Pf lifted by steady progress from likes of #WISE and #KEYS (now in top 5). Only trade was to add to #BMY to make full size position. In US, $AMZN continues to drift higher. Top 5 holdings #MSI $AMZN #BMS #FNX #KEYS 20 holdings

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LoxleyCapital @LoxleyCap

2 months ago

Reality of inflation easily overlooked. From the Times today:

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LoxleyCapital @LoxleyCap

2 months ago

#WISE I bought in early Feb. Nice bounce up this week off the back of ongoing upgrade cycle

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LoxleyCapital @LoxleyCap

2 months ago

Week: +0.7% YTD: +2.8% Top sliced 20% of #AT. Ashtead Tech at start of week but now tempted to re-buy on the pull back. US holdings all moving ahead nicely. Sold some $ICE too. Top 5 holdings #MSI $AMZN #BMS #FNX #GOOG Ex-d: #BMS 20 holdings

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LoxleyCapital @LoxleyCap

2 months ago

#KEYS Keystone Law FY24 update: revenue and PBT slightly ahead. New holding for me so good to see

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LoxleyCapital @LoxleyCap

2 months ago

Week: +0.1% YTD: +2.1% I’ve taken a toehold in Bloomsbury Publishing #BMY following the stunning upgrade. Market seems to be saying earnings not repeatable but 2025/26 upgrades will surely follow. Top 5 holdings #MSI $AMZN $ICE #BMS #GDWN Divis rec’d: #BMS $MA 20 holdings

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