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Graham’s Investing Diary (12 Dec) – Solving the puzzle
It has been a month since my last Diary article. Since then, one investment has been sacked from the portfolio, while another has made a ... Read More
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Cube Midcap Report (12 Dec 2019) – Danger for bulls and bears #OCDO #PZC #DC
Good morning! There are some minor political events today, but let's try to put them to one side. We have updates from: Ocado (OCDO) PZ Cussons (PZC) Dixons Carphone (DC.) Serco (SRP) Balfour Beatty (BBY) Finished at 2pm. Ocado (OCDO) Share price: 1210.5p (+1%) Market cap: £8.5 billion Ocado ... Read More
Cube Midcap Report (11 Dec 2019) – Changes in Edinburgh #EDIN #SGC #IGG
Good morning! Today, I'm planning to look at: Edinburgh Investment Trust (EDIN) Stagecoach (SGC) IG Group (IGG) 12pm: finished. Edinburgh Investment Trust (EDIN) Share price: 606.3p (+0.4%) Market cap: £1,078 million Half year report Change of Investment Manager This trust has been around for over a century, and listed since ... Read More
Cube Midcap Report (10 Dec 2019) #WOSG #CCC #JE
Good afternoon! I'm doing a later version of the midcap report today, to look at: Watches of Switzerland (WOSG) Computacenter (CCC) Just Eat (JE.) Finished at 4.30pm. I will cover AHT tomorrow, if news is quiet. Watches of Switzerland (WOSG) Share price: 320.2p (-1%) Market cap: £767 million Half year ... Read More
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Increasing my Google investment $GOOGL
I've just increased my exposure to Google's parent company, Alphabet, Inc ($GOOGL), but not in the way you might imagine. As noted previously, I've been a shareholder in Alphabet since the summer. As someone who spends the majority of every day online, and runs a website, my usage of Google products was ... Read More