Avoiding the Big Losers (July 2019) #SOM #BAG
Comment

Avoiding the Big Losers (July 2019) #SOM #BAG

Tony Boden- August 24, 2019

In a month that saw the FTSE All-Share up by 2%, there were 77 stocks which fell by 20% or more. This level seems remarkably ... Read More

Joel’s Resource Report (23 Aug 2019) – Not all bleak! #RRE #ARCM
Small Cap

Joel’s Resource Report (23 Aug 2019) – Not all bleak! #RRE #ARCM

Joel Deakin- August 23, 2019

Like Michael, who has a weekly Cube column, I’ve now agreed to do one – focused on resources. As I’ve been away for a while, ... Read More

Cube Midcap Report (21 Aug 2019) – Persimmon Performs #PSN #OSB #CCFS
FTSE 350

Cube Midcap Report (21 Aug 2019) – Persimmon Performs #PSN #OSB #CCFS

Graham Neary- August 21, 2019

Good morning! The midcap report is back this week. Today (Wednesday), I'm catching up on Persimmon from yesterday and then covering: One Savings Bank(OSB)  - ... Read More

Shifting Shares (20 August 2019) – Bargain Bucket #ARB #RRE
Small Cap

Shifting Shares (20 August 2019) – Bargain Bucket #ARB #RRE

Michael Taylor- August 20, 2019

There are certainly not many longs out there at the moment. It's tough, and those who are finding themselves overexposed are now hurting. Risk management ... Read More

Graham’s Investing Diary (19 August 2019) – My Disney Dream
Comment

Graham’s Investing Diary (19 August 2019) – My Disney Dream

Graham Neary- August 19, 2019

You may have noticed that my output was rather limited between mid-July and mid-August. This article explains where I was, what I was doing, and ... Read More

Cube Podcast #17: In-depth views on Rockrose & Sirius #RRE #SXX
Podcast, Small Cap

Cube Podcast #17: In-depth views on Rockrose & Sirius #RRE #SXX

Cube Investments- August 19, 2019

For this podcast, Graham was joined by Joel Deakin (@jmhdeakin). We discuss Rockrose Energy (RRE) and Sirius Minerals (SXX). Please note the important disclaimer which ... Read More

Tesla bulls versus NHTSA (and FTC, SEC, et cetera)
Comment

Tesla bulls versus NHTSA (and FTC, SEC, et cetera)

Graham Neary- August 15, 2019

The short thesis at Tesla has many dimensions. Beyond the arguments which rely on financial and industry analysis, and equity valuation, there are also a ... Read More

Shifting Shares (14 August 2019) – Beware the ramp #XSG #VRS #BUR
Small Cap

Shifting Shares (14 August 2019) – Beware the ramp #XSG #VRS #BUR

Michael Taylor- August 14, 2019

The latest response by Burford was baffling, and in my opinion it makes the business uninvestable. "Evidence" of market manipulation - really? Spoofing can lower ... Read More

Cube Midcap Report (13 Aug 2019) – #PLUS #TUI #CARD
FTSE 350

Cube Midcap Report (13 Aug 2019) – #PLUS #TUI #CARD

Roland Head- August 13, 2019

Good morning! It's Roland here with the Midcap report. Companies on my list for today are: Plus500 (PLUS) - interim results and share buyback programme ... Read More

Serabi Gold – highly leveraged gold play #SRB
Small Cap

Serabi Gold – highly leveraged gold play #SRB

Joel Deakin- August 12, 2019

I’ve been away in the US for over a month with work - sorry! Given recent political events and the rocketing gold price, covering a ... Read More

Cube Podcast #16: Burford bothers, Tesla troubles and Distil difficulties
Podcast, Comment

Cube Podcast #16: Burford bothers, Tesla troubles and Distil difficulties

Cube Investments- August 9, 2019

For this podcast, Graham was joined by Michael Taylor (@shiftingshares). We discuss Burford (BUR), Tesla (TSLA), Distil (DIS), Thomas Cook (TCG) and Fever-Tree (FEVR). Please ... Read More

Cube Midcap Report (9 Aug 2019) – #WMH #WPP #BUR
FTSE 350

Cube Midcap Report (9 Aug 2019) – #WMH #WPP #BUR

Graham Neary- August 9, 2019

Good morning! There has been more Burford news flow over the past 24 hours, which I might cover, but I also want to look at: ... Read More

Cube Midcap Report (8 Aug 2019) – BUR, HL, CCH, CINE
FTSE 350

Cube Midcap Report (8 Aug 2019) – BUR, HL, CCH, CINE

Graham Neary- August 8, 2019

Good morning! After a few remarks on Burford, I am looking at: Hargreaves Lansdown (HL.) - Final results Coca Cola HBC (CCH) - Half year ... Read More

Cube Midcap Report (7 Aug 2019) – Burford unravels #BUR
FTSE 350

Cube Midcap Report (7 Aug 2019) – Burford unravels #BUR

Graham Neary- August 7, 2019

Good morning! Today I'm looking at Burford. Later in the week on a quiet day, I may cover these companies: Flutter Entertainment - Half year ... Read More

Cube Midcap Report (6 Aug 2019) – DOM, ROR, RR
FTSE 350

Cube Midcap Report (6 Aug 2019) – DOM, ROR, RR

Graham Neary- August 6, 2019

Good morning! Welcome back to the Cube Midcap Report. Today I'm looking at: Domino's Pizza (DOM) - interim results Rotork (ROR) - half year results ... Read More

Shifting Shares (4 August 2019) – The Time is Ripe
Small Cap

Shifting Shares (4 August 2019) – The Time is Ripe

Michael Taylor- August 5, 2019

4Imprint (FOUR) This stock literally broke out the day before the results, and on the day of those results gapped up and promptly dumped back ... Read More

Sports Direct – Ticking Timebomb #SPD
FTSE 350

Sports Direct – Ticking Timebomb #SPD

Michael Taylor- August 2, 2019

I take no pleasure in watching shareholders lose money (even when I am short) but this commentary from Mike Ashley, who has a fetish for ... Read More

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