The day's highlights

Extremely good day today - up 4% on the portfolio, 2% on the pensions.

Portmeirion (PMP) was up 32.5p or 8.6%.  Results due Aug 10th.  With sales up 40% in H1 the total years sales growth is underestimated in broker forecasts imo.  As a small amout of sales growth adds far greater in proportion to the bottom line I think the results will be good.

Volex (VLX) rose 9.7% on the back of a good trading statement last week. Have now doubled my money in just over 2 months but these still look cheap imo.

XP Power (XPP) up 89p or 14% - cracking results, profits doubling, divi raised and brokers raising forecasts by 11.5% this year and 15% for next year.  Growth still oustripping broker forecasts - think there's more positive earning surprises to come.  PE 12 for monster growth and ISA-able.

BBA up 8p (4%) - results his Thursday

TTG up 5% and breaking out - results mid Aug.

FENR up 7.2p good t/s a week or so ago - testing the highs soon.

CIU up 4p

YULC up 3% - results Aug 24th - already said they'll be ahead.

GKN up a tad - results tomorrow - will b surprised if they don't smash forecasts.

ITN up 3.5% - results on Weds

A few other bits up here and there.  I sold the few ACE I had today - hit a mental stop I had in place.

Bought NXR - £8m property to sell will leave it debt-free.  Looks rather interesting after the last trading statement.

Others of interest - DWN - t/s mid Aug.  FCCN hitting 50p on the Ask - a big breakout level and FOUR - results Weds that should be extremely good imo.