Cube Midcap Report (3 April 2020) – London rents go missing #GPOR #ABF #SGC #XPP

Graham Neary- Apr 3, 2020 2

Good morning! The FTSE is only down by 1%. That's virtually unchanged, in the context of recent moves. In other news, we have just published a new premium article highlighting three cylical stocks which could benefit from a rebound. A huge thanks to Andy for sharing his views. That article ... Read More

Diamonds in the rough – three of the best cyclical stocks for the rebound

Andrew Ross- Apr 3, 2020 1

Like many other investors, my portfolio has plunged into the red over the past month or two. Even FTSE-100 shares bought since the market started declining, following the spread of COVID-19, have continued to fall. Although unless things rapidly deteriorate at any of the companies I own, I don’t plan ... Read More

Cube Midcap Report (2 April 2020) – Carnival shifts its debt chairs #CCL #EZJ

Graham Neary- Apr 2, 2020 3

Good morning! There is plenty to digest in midcap news today. I plan to start with two high-profile travel & leisure stocks: Carnival (CCL) Easyjet (EZJ) Finished at 5.30pm. I got a bit carried away with my analysis of CCL and EZJ, so I'll leave it there. Carnival (CCL) Market ... Read More


Joel’s Resource Report – Getting Trumped

Joel Deakin- Apr 6, 2020 1

(The Midcap Report is back tomorrow. In the meantime, here are some comments from Joel on recent action in the oil space.) A few weeks ago I wrote that I'd started to buy oil shipping tanker shares. The idea is that far too much oil is being produced and that ... Read More

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