Cube Midcap Report (3 April 2020) – London rents go missing #GPOR #ABF #SGC #XPP
FTSE 350

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

Graham Neary- April 3, 2020

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 ... Read More

Diamonds in the rough – three of the best cyclical stocks for the rebound
FTSE 350

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

Andrew Ross- April 3, 2020

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 ... Read More

Cube Midcap Report (2 April 2020) – Carnival shifts its debt chairs #CCL #EZJ
FTSE 350

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

Graham Neary- April 2, 2020

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 ... Read More

Cube Midcap Report (1 April 2020) – Dividend cuts galore #AUTO #BARC #RBS #STAN
FTSE 350

Cube Midcap Report (1 April 2020) – Dividend cuts galore #AUTO #BARC #RBS #STAN

Graham Neary- April 1, 2020

Morning! I have to leave out the "good" again. The FTSE continues to show signs of manic depression, and is down over 200 points. Today ... Read More

Cube Midcap Report (31 March 2020) – Puffing value for shareholders #IMB #WPP #RDSB
FTSE 350

Cube Midcap Report (31 March 2020) – Puffing value for shareholders #IMB #WPP #RDSB

Graham Neary- March 31, 2020

Good morning! Covered briefly today: Imperial Brands (IMB) WPP (WPP) Royal Dutch Shell (RDSB) I'll be back tomorrow with fuller coverage. Cheers! Graham Imperial Brands ... Read More

Cube Midcap Report (30 March 2020) – Livin’ on a Prayer #SONG #HMSO #EZJ #SN #SIG #JMAT
FTSE 350

Cube Midcap Report (30 March 2020) – Livin’ on a Prayer #SONG #HMSO #EZJ #SN #SIG #JMAT

Roland Head- March 30, 2020

Good morning, it's Roland here with today's Midcap report. The FTSE 100 closed down by more than 5% on Friday. Early indications are that Monday ... Read More

Joel’s Resource Report – Force Field Analysis #RRE
Small Cap

Joel’s Resource Report – Force Field Analysis #RRE

Joel Deakin- March 30, 2020

Good morning all, I hope that readers are keeping well both mentally and physically. I've found see-sawing markets incredibly difficult to navigate, such is the ... Read More

Cube Midcap Report (27 March 2020) – Next shuts up shop #NXT #DOM #CCH #RMV
FTSE 350

Cube Midcap Report (27 March 2020) – Next shuts up shop #NXT #DOM #CCH #RMV

Graham Neary- March 27, 2020

Good morning! On the menu today we have: Next (NXT) Domino's Pizza Coca-Cola HBC (CCH) Rightmove (RMV) The FTSE is off by nearly 4% to ... Read More

Two excellent defensive shares for a falling market
FTSE 350

Two excellent defensive shares for a falling market

Andrew Ross- March 26, 2020

After December’s Boris bounce and a positive start for shares in 2020, nobody saw this bear market coming. Least of all, as the result of ... Read More

Cube Midcap Report (26 March 2020) – CFO Musical Chairs #WMH #SMDS #DC #SNR
FTSE 350

Cube Midcap Report (26 March 2020) – CFO Musical Chairs #WMH #SMDS #DC #SNR

Graham Neary- March 26, 2020

Good morning! The FTSE is now at 5600 - what an extraordinary relief rally we've seen over the past few trading sessions. Everyone is different, ... Read More

Cube Midcap Report (25 March 2020) – Creepy update from Rentokil #RTO #PSN
FTSE 350

Cube Midcap Report (25 March 2020) – Creepy update from Rentokil #RTO #PSN

Graham Neary- March 25, 2020

Morning! The FTSE is up by nearly 5% as I type - it was up 6% a few minutes ago. There are huge moves in ... Read More

Cube Midcap Report (24 March 2020) – Warhammer takes a break #GAW #888 #JD
FTSE 350

Cube Midcap Report (24 March 2020) – Warhammer takes a break #GAW #888 #JD

Graham Neary- March 24, 2020

Good afternoon! Welcome to the evening edition of the Midcap Report. The Midcap Report is scheduled to happen every day for the rest of this ... Read More

Can you keep your head on the wall of worry?
Comment

Can you keep your head on the wall of worry?

Tony Boden- March 23, 2020

It has been fascinating over recent weeks and months to track investor sentiment. If blogs and bulletin boards are anything to go by, then there ... Read More

Cube Midcap Report (20 March 2020) – Forward buying juices Ocado’s result #OCDO #AUTO #PTEC
FTSE 350

Cube Midcap Report (20 March 2020) – Forward buying juices Ocado’s result #OCDO #AUTO #PTEC

Graham Neary- March 20, 2020

Good morning! I wrote this on Thursday night, to catch up on some of the announcements I failed to cover during the day. Ocado (OCDO) ... Read More

Cube Midcap Report (19 March 2020) – IG hits it out of the park #IGG #NXT #BRBY
FTSE 350

Cube Midcap Report (19 March 2020) – IG hits it out of the park #IGG #NXT #BRBY

Graham Neary- March 19, 2020

Good morning! The FTSE has temporarily stabilised above the 5000 level. Could there be some value in the US now, too? The median P/E ratio ... Read More

Cube Midcap Report (17 Mar 2020) – A better day? #CPG #FERG #SCT #AV
FTSE 350

Cube Midcap Report (17 Mar 2020) – A better day? #CPG #FERG #SCT #AV

Graham Neary- March 17, 2020

Morning! Markets are a little happier today. The FTSE is up 5% at 5350. In normal times, the FTSE jumping 5% in a single day ... Read More

Joel’s Resource Report – High Risk Hedging
Small Cap

Joel’s Resource Report – High Risk Hedging

Joel Deakin- March 16, 2020

Morning all. Given global and macro events we’ll no doubt be in for another interesting week – albeit somewhat lacking in sport. I have no ... Read More

The Seminar is Back!
Comment

The Seminar is Back!

Graham Neary- March 16, 2020

With equity markets crashing all around us thanks to a global virus pandemic, this might not seem like the greatest timing to launch a new ... Read More

Cube Midcap Report (13 March 2020) – Enjoying the bounce #BT.A #PMO
FTSE 350

Cube Midcap Report (13 March 2020) – Enjoying the bounce #BT.A #PMO

Graham Neary- March 13, 2020

Good morning! That feels more genuine today as the FTSE is up 1.7%, giving us a little bounce after a week from hell. The FTSE ... Read More

Joel’s Resource Report – Everything Must Go! #RRE #SO4
Small Cap, Comment

Joel’s Resource Report – Everything Must Go! #RRE #SO4

Joel Deakin- March 13, 2020

Well that escalated rather quickly! It was less than two weeks ago that I started dramatically altering the construction of my portfolio in light of ... Read More

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