Author: Graham Neary
Graham’s Investing Diary – Stocks get chopped in favour of home equity
The day finally arrived when I needed to raise cash for an upcoming house purchase. On Tuesday, I swung into action and chopped three companies ... Read More
Cube Midcap Report (16 Jan 2020) – Cider insider walks away #CCR #INCH #RNK #PSON
Good morning! Today, I've taken a look at: C&C Group (CCR) Inchcape (INCH) Rank (RNK) Pearson (PSON) 2pm: I'll be back tomorrow and may look ... Read More
Cube Midcap Report (15 Jan 2020) – Emerging opportunity #ASHM #DPLM #PFG #PSN #VTY
Good morning! These are the shares on the list today. Ashmore (ASHM) Diploma (DPLM) Provident Financial (PFG) Persimmon (PSN) Vistry (VTY) 1.50pm: report is finished. ... Read More
Cube Midcap Report (14 Jan 2020) – Hammering the sceptics #GAW #GFTU #BOO
Good morning! Quite a lot to look at today. I'd also like to mention that we have published Vivek's outlook for 2020 - an excellent ... Read More
Cube Midcap Report (13 Jan 2020) – Not betting on William Hill #WMH #SPT #SVS #XPP
Morning folks! I'm a little short on time this morning, but will do a brief roundup of midcap news for you. Finished at 1.20 PM. ... Read More
Cube Midcap Report (10 Jan 2020) – Expensive worms #TM17 #JD #BME #ABC #LIO
Good morning! We have some fresh updates to look at today. Team17 (TM17) - trading update JD Sports (JD.) - trading update B&M European (BME) ... Read More
Cube Midcap Report (9 Jan 2020) – Tempted by Nichols #DNLM #NICL #TSCO #SHI #MKS
Good morning! It's a a very busy day for updates - let's see how much I can cover by lunchtime. Dunelm (DNLM) Nichols (NICL) Tesco ... Read More
Cube Midcap Report (8 Jan 2020) – Vegan steak bakes #GRG #SFOR #SBRY #CLI #FIN
Morning! The stocks I plan to cover today are as follows. Please check back throughout the morning for updates! Greggs (GRG) - trading update S4 ... Read More
Cube Midcap Report (7 Jan 2020) – A very mixed bag 888 #AML #MRW #SAFE
Good morning! A nice mix of updates from Midcaps today, including 888, Aston Martin (AML), Morrison's (MRW) and Safestore (SAFE). 12.20pm: this report is now finished. 888 (888) Share ... Read More
Cube Midcap Report (6 Jan 2020) – The risks are priced in at #PLUS #NMC
Good morning! The Midcap Report will be here every morning for the rest of this week. This morning, there are updates from Plus500 (PLUS) and NMC ... Read More
Cube Midcap Report (3 Jan 2020) – Clarity on flavours #BATS #NXT
Good afternoon! Today we have updates from two FTSE-100 constituents which I own in my personal portfolio: British American Tobacco (BATS) - Response to FDA ... Read More
Cube Midcap Report (2 Jan 2020) – Enjoying the ride at Rightmove #IPO #RMV
Good morning and welcome to 2020 at Cube.Investments! We've already had full-year reviews and annual round-ups by Simon, Joel and Vivek, and I will publish ... Read More
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
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
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
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
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