Cube Midcap Report (30 April 2020) – Shell gives up at last #RDSB
Midcap

Cube Midcap Report (30 April 2020) – Shell gives up at last #RDSB

Graham Neary- April 30, 2020

Good morning! We have some really interesting mid-caps and big-caps to look at today. In small-caps, we have also published two top picks from Andy ... Read More

Rising stars – two high-growth, quality AIM shares for uncertain times
Small Cap

Rising stars – two high-growth, quality AIM shares for uncertain times

Andrew Ross- April 30, 2020

For investors looking for income and growth from FTSE 350 shares, now is a tricky time. Dividends have been cut and the indices although they ... Read More

Cube Midcap Report (29 April 2020) – Business, interrupted #HSX #NXT
Midcap

Cube Midcap Report (29 April 2020) – Business, interrupted #HSX #NXT

Graham Neary- April 29, 2020

Morning! The FTSE continues to gain strength and is now approaching 6000 in the futures. Many of you will have seen at least a partial ... Read More

Cube Midcap Report (28 April 2020) – A flesh wound for HSBC #HSBA
Midcap

Cube Midcap Report (28 April 2020) – A flesh wound for HSBC #HSBA

Graham Neary- April 28, 2020

Good afternoon! Graham here with an evening edition of the Midcap Report. I'll be publishing the midcap report every day for the rest of this ... Read More

Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM
Small Cap, Comment

Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM

Joel Deakin- April 27, 2020

In a world of contracting economies, is the demand for copper, oil or commodities really going to be at the levels they were pre-coronavirus? Looking ... Read More

An unusual bull indicator
Comment

An unusual bull indicator

Graham Neary- April 25, 2020

The pandemic situation has forced all of us to consider "macro" conditions to a much greater extent than usual. In the midst of all the ... Read More

Cube Midcap Report (24 April 2020) – IG still strong as volatility persists #IGG
Midcap

Cube Midcap Report (24 April 2020) – IG still strong as volatility persists #IGG

Graham Neary- April 24, 2020

Good morning! The market has turned pessimistic on Gilead's new coronavirus treatment, after a Chinese trial reportedly failed. The FTSE is nearly 100 points lower. ... Read More

Cube Midcap Report (23 April 2020) – Recession in ice cream consumption
Midcap

Cube Midcap Report (23 April 2020) – Recession in ice cream consumption

Graham Neary- April 23, 2020

Good morning! The FTSE continues to tread water just below 5800. The lockdown in Europe is tentatively and gradually being curtailed. Small shops in Germany ... Read More

Cube Midcap Report (22 April 2020) – Rainy day for Hiscox #HSX #BEZ #JMAT
Midcap

Cube Midcap Report (22 April 2020) – Rainy day for Hiscox #HSX #BEZ #JMAT

Graham Neary- April 22, 2020

Good morning! Today I'm planning to look at: Hiscox (HSX) Beazley (BEZ) Johnson Matthey (JMAT) Antofagasta (ANTO) Finished at 13.45. Hiscox Market cap £2.4 billion ... Read More

Cube Midcap Report (21 April 2020) – Quality pays dividends #LSE #HLMA #ABF
Midcap

Cube Midcap Report (21 April 2020) – Quality pays dividends #LSE #HLMA #ABF

Roland Head- April 21, 2020

Good morning, it's Roland here with today's Midcap report. Today I want to take a brief look at dramatic events last night in the US ... Read More

Graham’s Investing Diary – A collection of fortresses
Comment, Small Cap

Graham’s Investing Diary – A collection of fortresses

Graham Neary- April 20, 2020

When the history books are written (or the Wikipedia entries), 2020 won't be remembered as a great year. The global health pandemic and the policy ... Read More

It adds up, so I’ve bought more
Small Cap

It adds up, so I’ve bought more

Graham Neary- April 17, 2020

My trading and investment accounts have been mostly quiet during the corona-crisis. While others have been buying and selling in huge volumes, I've been sitting ... Read More

Cube Midcap Report (17 April 2020) – An act of generosity by Auto Trader #AUTO #ABF #WTB
Midcap

Cube Midcap Report (17 April 2020) – An act of generosity by Auto Trader #AUTO #ABF #WTB

Graham Neary- April 17, 2020

Good morning! The market is abuzz with chatter about Gilead's new drug, remdesivir. Clinical trials show Covid-19 patients recovering very quickly after taking this. Combined ... Read More

Cube Midcap Report (16 April 2020) – Ashmore stumbles, easyJet mumbles #ASHM #EZJ
Midcap

Cube Midcap Report (16 April 2020) – Ashmore stumbles, easyJet mumbles #ASHM #EZJ

Graham Neary- April 16, 2020

Good morning! I've been looking at the RNS announcements from: Ashmore (ASHM) Easyjet (EZJ) (again!) Aveva (AVV) Keywords Studios (KWS) Happy to switch around this ... Read More

Cube Midcap Report (15 April 2020) – Jupiter insists on takeover despite 30% decline #JUP #NXT
Midcap

Cube Midcap Report (15 April 2020) – Jupiter insists on takeover despite 30% decline #JUP #NXT

Graham Neary- April 15, 2020

Good morning! Today we have: Jupiter (JUP) Next (NXT) 888 (888) Finished at 13.20pm. I didn't get to look at PPH, HSTG or FERG, but I ... Read More

Cube Midcap Report (10 April 2020) – Stelios on the warpath #EZJ #RTN
Midcap

Cube Midcap Report (10 April 2020) – Stelios on the warpath #EZJ #RTN

Graham Neary- April 14, 2020

Hi, it's Graham here with an evening edition of the Midcap Report. This is a catch-up report - I started writing on Friday, but didn't ... Read More

Joel’s Resource Report – Having your cake and eating it #YCA #GCL
Small Cap

Joel’s Resource Report – Having your cake and eating it #YCA #GCL

Joel Deakin- April 14, 2020

I hope you've all had a great Easter weekend after what I can only describe as a crazy week. The stock market completely disconnected from ... Read More

Volvere – In the right place at the right time #VLE
Small Cap

Volvere – In the right place at the right time #VLE

Graham Neary- April 9, 2020

Throughout this economic and financial disaster, I've taken solace from my conviction in my top 5 portfolio holdings. These 5 companies add up to nearly ... Read More

Cube Midcap Report (9 April 2020) – Spending slows down at Trainline #TRN #DGE #FLTR
Midcap

Cube Midcap Report (9 April 2020) – Spending slows down at Trainline #TRN #DGE #FLTR

Graham Neary- April 9, 2020

Good morning! Today we have updates from: Trainline (TRN) Diageo (DGE) Flutter Entertainment (FLTR) Redrow (RDW) Personal Note The FTSE is up 2% as fears ... Read More

Cube Midcap Report (8 April 2020) – Every little helps #TSCO #BAG #AV
Midcap

Cube Midcap Report (8 April 2020) – Every little helps #TSCO #BAG #AV

Graham Neary- April 8, 2020

Good morning! Thanks to Roland for doing a great job yesterday. A little story about that - we moved hosting server during the middle of ... Read More

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