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
Joel’s Resource Report – Looking for a Santa Rally! #SDX #EML #RBD
Small caps appear to be suffering a dearth of capital, and my portfolio continues to take a hammering. Fingers crossed next week will see some ... Read More
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 ... 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: ... 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 ... Read More
Shifting Shares (9 Dec 2019) – Bad smells #TLW #BIRD #D4T4
I tried to trade this stock a few weeks ago after a large fall but it just didn't bounce - it smelt bad. It turns ... Read More
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 ... Read More
Joel’s Resource Report – Behemoth Resources #ATM #ARCM
Earlier this week I watched an interview with the CEO of AfriTin (ATM). This caused me to run some calculations and then buy some shares. ... Read More
Cube Midcap Report (5 Dec) – Softer results put dividend on hold #VCT #IGG #AJB #DNLM
Good morning, it's Roland here with the Midcap Report. There's a lot of news from our sector of the market today. Here's a list of ... Read More
In defense of short-term lending #HAT
Many of you will know that I'm a long-term shareholder in H&T (HAT). These shares recently got whacked by the news that the FCA was ... Read More
Shifting Shares (2 Dec 2019) – Pass the dynamite #TSTL #TRT
Many private investors are suckered in to story stocks, which sadly have a large chance of loss. You can still trade these, as what they ... Read More
The bank account: a surprisingly complicated financial instrument
This topic isn't related to any particular share, but I thought it might be worth a blog post nonetheless. It's a topic which most people, ... Read More
Cube Midcap Report (29 Nov 2019) – Decent stuff from the dolphin #BRW
Good morning! There are no news announcements of interest today, so I'm going to scroll back for a look at Brewin Dolphin (BRW). By the ... Read More
Joel’s Resource Report – as clear as mud #EML #KRS #SML
In the space of one day I’d heard three different opinions. If due to rules outside of a company’s control, their statement of fact can’t ... Read More
Cube Midcap Report (28 Nov 2019) – Cash machine #PAY #VMUK
Good morning! Today's report will primarily cover the results at Paypoint (PAY) and Virgin Money (VMUK). Finished at 2.20pm. PayPoint (PAY) Share price: 992p (+1%) ... Read More
Shifting Shares (28 Nov 2019) – One way or t’other #RBG #WOSG
I attended the Revolution Bars Group (RBG) AGM this week, as I think it's a binary play. Either there will be a big placing, or ... Read More
Cube Midcap Report (27 Nov 2019) – #BVIC #BATS
Good morning! Finished at 2.15pm. Britvic (BVIC) - Final Results British American Tobacco (BATS) - H2 trading update Other news (not covered in detail here): ... Read More
Cube Midcap Report (26 Nov 2019) – #PETS #CWK #CPG #ITRK
Good morning! Sorry for the recent hiatus in coverage. For the rest of this week, you can look forward to Midcap Reports every day and ... Read More
Making your own parachute: the merits of self-insurance
This article will be a little different to our usual material. I want to talk (in very broad terms) about whether more of us should ... Read More
Joel’s Resource Report – early bird gets the worm #KRS #RBD #ARCM
Keras (KRS) & Calidus Resources - fastest fingers! I covered Keras very positively for Cube due to seeing a bright future for both companies and ... Read More