Author: Graham Neary
Cube Midcap Report (2 July 2020) – Avoiding restaurant shares, all bar none
Good morning! I'm back today with another live-streaming video, as I'm going to try to do them on consecutive days and see how it goes. ... Read More
Cube Midcap Report (1 July 2020) – Hammering out debt & rent agreements
Good morning! This is the first midcap report since last week - sorry about that! The next live-streaming video is today at 12, in which ... Read More
Cube Midcap Report (24 June 2020) – Livestream @ 12 Today
Good morning! Please tune in at 12 today for the latest live-streaming commentary video: The FTSE is wobbling today over "second wave" fears. In mid-caps ... Read More
Cube Midcap Report (23 June 2020) – Rightmove plans a route back to normal
Good morning! Announcement - the live stream is back tomorrow. If you have suggestions for what you want me to cover, let me know in ... Read More
Cube Midcap Report (19 June 2020) – Easy-going Friday
Hi folks, Not much on the RNS today, but I will briefly look at: Learning Technologies (LTG) Wood Group (WG) All done. Learning Technologies Market ... Read More
Cube Midcap Report (18 June 2020) – Orderly transition at Hellenic Coke
Good morning! Thank you to everyone who took part - viewing and chatting with me - on yesterday's live stream. I'm planning to do these ... Read More
Cube Midcap Report (17 June 2020) – Boohoo juggernaut rolls on
Good morning! I'm going to be live-streaming my thoughts on the markets here at midday. I feel woefully unprepared but I guess that will add ... Read More
Rebuttal on RBG & an announcement – Tune in tomorrow at 12!
I've been away for two days. Sometimes I need to take a break, so that I can come back stronger. Tomorrow, I'm coming back with ... Read More
Revolution Bars – Balance sheet is still ugly #RBG
Is RBG's balance sheet now fixed? Have all concerns around its solvency now disappeared? Most of my Twitter followers think not: Let's see if we ... Read More
Cube Midcap Report (10 June 2020) – The Big One
Good morning! I missed yesterday (apologies!), so this is going to have to be a big report to catch up. Today's stories: Restaurant Group (TRG) ... Read More
Cube Midcap Report (8 June 2020) – Plus500 can’t hide its true nature
Good morning! Can you guess which company today's featured image is a reference to? Today I'm looking at: Plus500 Frontier Developments easyJet S4 Capital On ... Read More
Pandemic difficulties at one of my holdings
Regular readers will know that I've only made one stock purchase this year: in an obscure, US-based lending fund, that is winding down and realising ... Read More
Cube Midcap Report (5 June 2020) – Green shoots of many kinds
Good afternoon! Do you find that your mood fluctuates? Yesterday, I was experiencing a lot of frustration about the pace of re-opening from lockdown. Today, ... Read More
Cube Midcap Report (4 June 2020) – Still bullish
Good morning! If you had told me six months ago that extremely bullish markets would have pushed the FTSE back to almost 6400, I would ... Read More
Cube Midcap Report (3 June 2020) – Housing market slows to a crawl
Good morning! I'm very pleased to report that my difficulty in recent days - overheating in the hot weather - has now been fixed. Firstly, ... Read More
Cube Midcap Report (1 June 2020) – Primark gets ready to return
Good morning! Welcome back - you can look forward to a full week of midcap coverage here. Today I'm interested in: Associated British Foods There ... Read More
Cube Midcap Report (27 May 2020) – Few tears at Boohoo
Good morning! Firstly, I'm sorry about yesterday's report. At this early stage of the website's development, I'm still responsible for lots of the "odd jobs" ... Read More
Cube Midcap Report (25 May 2020) – Burberry is flying again in Asia
Good morning! I hope you're enjoying the long weekend despite the ongoing lockdown conditions. This Bank Holiday edition of the report will catch up on ... Read More
Cube Midcap Report (20 May 2020) – Experian is close to perfect
Good morning! The FTSE is stable around 6000, and I'm still long, looking for a recovery to 6400 (breakeven price for the trade I placed ... Read More
Cube Midcap Report (19 May 2020) – Thinking about the virus
Good morning! Apologies for the lack of service yesterday. I've found myself increasingly distracted by the virus - I want to know as much data ... Read More