Author: Graham Neary

Stock market investor with a decade of experience as an analyst and fund manager. I've worked on the sell-side, at independent research houses, and on the buy-side as a portfolio manager for an insurance company. For the last few years, I've been building my private investment portfolio and my online assets. CFA (Chartered Financial Analyst).

Graham’s Investing Diary – Stocks get chopped in favour of home equity
Comment, Small Cap

Graham’s Investing Diary – Stocks get chopped in favour of home equity

Graham Neary- January 22, 2020

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
FTSE 350

Cube Midcap Report (16 Jan 2020) – Cider insider walks away #CCR #INCH #RNK #PSON

Graham Neary- January 16, 2020

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
FTSE 350

Cube Midcap Report (15 Jan 2020) – Emerging opportunity #ASHM #DPLM #PFG #PSN #VTY

Graham Neary- January 15, 2020

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
FTSE 350

Cube Midcap Report (14 Jan 2020) – Hammering the sceptics #GAW #GFTU #BOO

Graham Neary- January 14, 2020

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
FTSE 350

Cube Midcap Report (13 Jan 2020) – Not betting on William Hill #WMH #SPT #SVS #XPP

Graham Neary- January 13, 2020

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
FTSE 350

Cube Midcap Report (10 Jan 2020) – Expensive worms #TM17 #JD #BME #ABC #LIO

Graham Neary- January 10, 2020

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
FTSE 350

Cube Midcap Report (9 Jan 2020) – Tempted by Nichols #DNLM #NICL #TSCO #SHI #MKS

Graham Neary- January 9, 2020

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
FTSE 350

Cube Midcap Report (8 Jan 2020) – Vegan steak bakes #GRG #SFOR #SBRY #CLI #FIN

Graham Neary- January 8, 2020

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
FTSE 350

Cube Midcap Report (7 Jan 2020) – A very mixed bag 888 #AML #MRW #SAFE

Graham Neary- January 7, 2020

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
FTSE 350

Cube Midcap Report (6 Jan 2020) – The risks are priced in at #PLUS #NMC

Graham Neary- January 6, 2020

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
FTSE 350

Cube Midcap Report (3 Jan 2020) – Clarity on flavours #BATS #NXT

Graham Neary- January 3, 2020

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
FTSE 350

Cube Midcap Report (2 Jan 2020) – Enjoying the ride at Rightmove #IPO #RMV

Graham Neary- January 2, 2020

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
Small Cap

Graham’s Investing Diary (12 Dec) – Solving the puzzle

Graham Neary- December 12, 2019

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
FTSE 350

Cube Midcap Report (12 Dec 2019) – Danger for bulls and bears #OCDO #PZC #DC

Graham Neary- December 12, 2019

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
FTSE 350

Cube Midcap Report (11 Dec 2019) – Changes in Edinburgh #EDIN #SGC #IGG

Graham Neary- December 11, 2019

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
FTSE 350

Cube Midcap Report (10 Dec 2019) #WOSG #CCC #JE

Graham Neary- December 10, 2019

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
Comment

Increasing my Google investment $GOOGL

Graham Neary- December 9, 2019

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
Small Cap

In defense of short-term lending #HAT

Graham Neary- December 4, 2019

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
Comment

The bank account: a surprisingly complicated financial instrument

Graham Neary- November 29, 2019

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
FTSE 350

Cube Midcap Report (29 Nov 2019) – Decent stuff from the dolphin #BRW

Graham Neary- November 29, 2019

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

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