Author: Graham Neary
Cube Midcap Report (3 April 2020) – London rents go missing #GPOR #ABF #SGC #XPP
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
Cube Midcap Report (2 April 2020) – Carnival shifts its debt chairs #CCL #EZJ
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
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
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 (27 March 2020) – Next shuts up shop #NXT #DOM #CCH #RMV
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
Cube Midcap Report (26 March 2020) – CFO Musical Chairs #WMH #SMDS #DC #SNR
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
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
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
Cube Midcap Report (20 March 2020) – Forward buying juices Ocado’s result #OCDO #AUTO #PTEC
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
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
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
The Seminar is Back!
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
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
Cube Midcap Report (12 Mar 2020) – The plunge continues #CCR #TRN #FIN #CINE #SMWH
Good morning! Another rough day in equities. The FTSE was down 5% when I checked, first thing. It is currently down 265 points, sitting at ... Read More
Cube Midcap Report (11 March 2020) – BoE gets to work #NMC #ERM
Good morning! Macro news flow is to the fore today, with a surprise rate cut by the Bank of England to be followed this afternoon ... Read More
Cube Midcap Report (10 March 2020) – The bear roars #MNG #FUTR #TCAP #CBG
Good morning! The FTSE is up 150 points as I type, which takes some of the pressure off my long FTSE trade (still heavily underwater). ... Read More
Cube Midcap Report (6 March 2020) – Cineworld gets shaken and stirred
Good morning! Or is it? The FTSE is down over 200 points currently, which is more than 3%. Stressful times out there. I'd love to ... Read More
Cube Midcap Report (5 March 2020) – Loss of Jeremy Kyle bites for ITV #FLYB #ITV #SDR #AV
Morning! Stocks on my radar today: ITV (ITV) Schroders (SDR) Aviva (AV.) I didn't get around to Admiral (ADM) or GVC (GVC). Airlines - Having ... Read More
Cube Midcap Report (4 March 2020) – New schedule at Wizz #INTU #WIZZ #SMDS #LGEN
Good morning! Today we have announcements from: Wizz Air (WIZZ) DS Smith (SMDS) Legal & General (LGEN) Elementis (ELM) Hill & Smith (HLS) In small-cap ... Read More
Cube Midcap Report (3 March 2020) – Greggs brings home the bacon #NMC #GRG #DLG
Good morning! The FTSE is looking chirpy at 6800 this morning. After hitting a low in the 6400s, we've had quite a rebound. A dead ... Read More