Author: Graham Neary
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
Cube Midcap Report (28 Nov 2019) – Cash machine #PAY #VMUK
Good morning! Today's report will primarily cover the results at Paypoint (PAY) and Virgin Money (VMUK). Finished at 2.20pm. PayPoint (PAY) Share price: 992p (+1%) ... Read More
Cube Midcap Report (27 Nov 2019) – #BVIC #BATS
Good morning! Finished at 2.15pm. Britvic (BVIC) - Final Results British American Tobacco (BATS) - H2 trading update Other news (not covered in detail here): ... Read More
Cube Midcap Report (26 Nov 2019) – #PETS #CWK #CPG #ITRK
Good morning! Sorry for the recent hiatus in coverage. For the rest of this week, you can look forward to Midcap Reports every day and ... Read More
Making your own parachute: the merits of self-insurance
This article will be a little different to our usual material. I want to talk (in very broad terms) about whether more of us should ... Read More
Burberry delivers again #BRBY
This is a catch-up report for the interim results published by Burberry last Thursday. Burberry (BRBY) Share price: £20.78 Market cap: £8,501 million Interim Results ... Read More
IFRS 16 – a practical guide to lease accounting
Those of you who can't make it to Mello can still view the slides for my IFRS 16 talk, scheduled for later today. Indeed, I'm ... Read More
Graham’s Investing Diary (8 Nov 2019) – Into the breach #GAW
I've already written a Diary note this week, but here's another one. I want to let you know about my latest investment, and inform you ... Read More
Graham’s Investing Diary (4 Nov 2019) – Bricks and Mortar $TSLA $BRK
There has been a severe lack of trading in the portfolio since my last missive, but my portfolio has changed in a noteworthy way. A ... Read More
Cube Midcap Report (31 Oct 2019) – 888 rejoins big league #888 #LLOY #SN
Good morning! Quite a few things for us to look at today. This report covers: 888 (888) - Changes in FTSE UK Index Series Lloyds ... Read More
Cube Midcap Report (30 Oct 2019)- EPS gains are next at #NXT #CTEC #STAN
Good morning! Some interesting stories for us to look at today. This report covers: Next (NXT) - trading statement ConvaTec (CTEC) - Q3 trading update ... Read More
Cube Midcap Report (29 Oct 2019) – Cash surplus at Plus500 #PLUS #HTG #AHT
Good morning! Tuesday's Midcap Report will cover: Plus500 (PLUS) - Q3 trading update Hunting (HTG) - Q3 trading update Ashtead (AHT) - Notes offering Plus500 ... Read More
Cube Midcap Report (28 Oct 2019) – Bank botheration #HSBC
Good morning! We have an entire week of midcap reports coming up for you. Today, I'm going to take a look at HSBC. HSBC (HSBA) ... Read More