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).

Cube Midcap Report (2 July 2020) – Avoiding restaurant shares, all bar none
Midcap

Cube Midcap Report (2 July 2020) – Avoiding restaurant shares, all bar none

Graham Neary- July 2, 2020

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
Midcap

Cube Midcap Report (1 July 2020) – Hammering out debt & rent agreements

Graham Neary- July 1, 2020

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
Midcap

Cube Midcap Report (24 June 2020) – Livestream @ 12 Today

Graham Neary- June 24, 2020

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
Midcap

Cube Midcap Report (23 June 2020) – Rightmove plans a route back to normal

Graham Neary- June 23, 2020

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
Midcap

Cube Midcap Report (19 June 2020) – Easy-going Friday

Graham Neary- June 19, 2020

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
Midcap

Cube Midcap Report (18 June 2020) – Orderly transition at Hellenic Coke

Graham Neary- June 18, 2020

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
Midcap

Cube Midcap Report (17 June 2020) – Boohoo juggernaut rolls on

Graham Neary- June 17, 2020

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!
Comment, Small Cap

Rebuttal on RBG & an announcement – Tune in tomorrow at 12!

Graham Neary- June 16, 2020

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
Small Cap

Revolution Bars – Balance sheet is still ugly #RBG

Graham Neary- June 13, 2020

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
Midcap

Cube Midcap Report (10 June 2020) – The Big One

Graham Neary- June 10, 2020

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
Midcap

Cube Midcap Report (8 June 2020) – Plus500 can’t hide its true nature

Graham Neary- June 8, 2020

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
Small Cap

Pandemic difficulties at one of my holdings

Graham Neary- June 6, 2020

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
Midcap

Cube Midcap Report (5 June 2020) – Green shoots of many kinds

Graham Neary- June 5, 2020

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
Midcap

Cube Midcap Report (4 June 2020) – Still bullish

Graham Neary- June 4, 2020

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
Midcap

Cube Midcap Report (3 June 2020) – Housing market slows to a crawl

Graham Neary- June 3, 2020

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
Midcap

Cube Midcap Report (1 June 2020) – Primark gets ready to return

Graham Neary- June 1, 2020

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
Midcap

Cube Midcap Report (27 May 2020) – Few tears at Boohoo

Graham Neary- May 27, 2020

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
Midcap

Cube Midcap Report (25 May 2020) – Burberry is flying again in Asia

Graham Neary- May 25, 2020

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
Midcap

Cube Midcap Report (20 May 2020) – Experian is close to perfect

Graham Neary- May 20, 2020

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
Midcap

Cube Midcap Report (19 May 2020) – Thinking about the virus

Graham Neary- May 19, 2020

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

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