My buying activity has noticeably picked up over the last few days with several top ups & new positions opened and I am beginning to feel that I might be overcooking it at this level. Sure the shares I have bought seem to have good upside but there have been fat gains gathered already this year and I do slightly get the feeling that I should actually be reducing rather than adding and am perhaps pushing my luck in the final quarter of the year. However the fruitful market conditions (& greed!) is winning out for now. There could be a sudden reversal of strategy at some point though.

All that said I’ve bought 3 shares today & done just one small top slice on a holding. First I’ve taken a small amount off the table in Dialight (DIA), this one has zoomed up this week and there have been some very interesting chunky trades today. On balance I’ve decided to exercise some caution and sold £5 per pt @ 190p to bank £265 (20%). A break over 200p would be a very bullish move but it’ll will need some more strong buying to breach that level, fingers crossed.

The new trades… First thing this morning I bought Platinum Australia (PLAA), getting 7500 shares @ 46.89p. This share is (rather obviously) a platinum play, dual listed in the UK and Australia and recently completed a placing at the 44p level. With that now out of the way I am looking for the shares to quickly move back up towards May levels, around 60p.

Next was a further purchase of Geong International (GNG), another company that has recently done a share placing. There were some sellers from the placing but the buying today has hopefully mopped those shares up leaving the path clear for a good run into the interim results due at the start of December.

Lastly I couldn’t resist buying some more Laird (LRD) shares on the big fall today (down 6.5%), I missed getting some under 200p but managed to get £20 per pt @ 204p. Couldn’t see any reason for the fall and have simply put it down to selling pressure. There is an interim management statement due this month, going by last year towards the end of the month. I expect that to confirm the improving trend of increasing orders.

Overall the portfolio edged up today and is back at a high, just short of a 100% gain for the year. Results season is kicking off over in America tonight with Alcoa, hopefully the results over the next few weeks will overall continue to surprise on the upside and help push the markets towards yet another leg up.