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 (3 April 2020) – London rents go missing #GPOR #ABF #SGC #XPP
FTSE 350

Cube Midcap Report (3 April 2020) – London rents go missing #GPOR #ABF #SGC #XPP

Graham Neary- April 3, 2020

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
FTSE 350

Cube Midcap Report (2 April 2020) – Carnival shifts its debt chairs #CCL #EZJ

Graham Neary- April 2, 2020

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
FTSE 350

Cube Midcap Report (1 April 2020) – Dividend cuts galore #AUTO #BARC #RBS #STAN

Graham Neary- April 1, 2020

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
FTSE 350

Cube Midcap Report (31 March 2020) – Puffing value for shareholders #IMB #WPP #RDSB

Graham Neary- March 31, 2020

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
FTSE 350

Cube Midcap Report (27 March 2020) – Next shuts up shop #NXT #DOM #CCH #RMV

Graham Neary- March 27, 2020

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
FTSE 350

Cube Midcap Report (26 March 2020) – CFO Musical Chairs #WMH #SMDS #DC #SNR

Graham Neary- March 26, 2020

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
FTSE 350

Cube Midcap Report (25 March 2020) – Creepy update from Rentokil #RTO #PSN

Graham Neary- March 25, 2020

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
FTSE 350

Cube Midcap Report (24 March 2020) – Warhammer takes a break #GAW #888 #JD

Graham Neary- March 24, 2020

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
FTSE 350

Cube Midcap Report (20 March 2020) – Forward buying juices Ocado’s result #OCDO #AUTO #PTEC

Graham Neary- March 20, 2020

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
FTSE 350

Cube Midcap Report (19 March 2020) – IG hits it out of the park #IGG #NXT #BRBY

Graham Neary- March 19, 2020

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
FTSE 350

Cube Midcap Report (17 Mar 2020) – A better day? #CPG #FERG #SCT #AV

Graham Neary- March 17, 2020

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!
Comment

The Seminar is Back!

Graham Neary- March 16, 2020

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
FTSE 350

Cube Midcap Report (13 March 2020) – Enjoying the bounce #BT.A #PMO

Graham Neary- March 13, 2020

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
FTSE 350

Cube Midcap Report (12 Mar 2020) – The plunge continues #CCR #TRN #FIN #CINE #SMWH

Graham Neary- March 12, 2020

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
FTSE 350

Cube Midcap Report (11 March 2020) – BoE gets to work #NMC #ERM

Graham Neary- March 11, 2020

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
FTSE 350

Cube Midcap Report (10 March 2020) – The bear roars #MNG #FUTR #TCAP #CBG

Graham Neary- March 10, 2020

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
FTSE 350

Cube Midcap Report (6 March 2020) – Cineworld gets shaken and stirred

Graham Neary- March 6, 2020

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
FTSE 350

Cube Midcap Report (5 March 2020) – Loss of Jeremy Kyle bites for ITV #FLYB #ITV #SDR #AV

Graham Neary- March 5, 2020

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
FTSE 350

Cube Midcap Report (4 March 2020) – New schedule at Wizz #INTU #WIZZ #SMDS #LGEN

Graham Neary- March 4, 2020

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
FTSE 350

Cube Midcap Report (3 March 2020) – Greggs brings home the bacon #NMC #GRG #DLG

Graham Neary- March 3, 2020

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

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