Category: Comment

Cube Report (17th Nov 2020) – Tesla graduates to the big league
Comment

Cube Report (17th Nov 2020) – Tesla graduates to the big league

Graham Neary- November 17, 2020

Good afternoon! I'll talk to the camera again today, at 2pm. Interested in Tesla and some UK share news. Here's the location: Imperial Brands Market ... Read More

Daily Share Show – Markets go wild after vaccine promise
Comment

Daily Share Show – Markets go wild after vaccine promise

Graham Neary- November 16, 2020

As promised, I spoke to a camera today with my thoughts on the markets. Shares mentioned: #TND #GAW 888 #CCR #APP #DPEU #VLE #RDL $TWTR See ... Read More

How are your spreadsheet skills?
Comment

How are your spreadsheet skills?

Graham Neary- November 14, 2020

I'm launching a brand new, standalone seminar in time for Christmas - in fact, before the end of this month! After my most recent courses, ... Read More

I might have mentioned Hospitality before
Comment

I might have mentioned Hospitality before

Tony Boden- November 12, 2020

Once more I have been overtaken by events in preparing this article. On Monday (9th Nov) I was sat down to review what had happened ... Read More

Two Sectors to avoid (for now)
Comment

Two Sectors to avoid (for now)

Tony Boden- October 31, 2020

A week (as they almost say) is a long time in pandemics. I wrote the bulk of this article a few days ago, before the ... Read More

One Quality Metric that won’t help you through the crisis
Comment

One Quality Metric that won’t help you through the crisis

Tony Boden- October 24, 2020

As regular readers will know, I have adopted three tests for potential investments in the current crisis times. They are all qualitative in nature, and ... Read More

A quick reflection
Small Cap, Comment

A quick reflection

Tony Boden- October 10, 2020

This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post by upgrading to Gold Membership. Read More

Blindfolded Monkey on the Oche
Midcap, Comment

Blindfolded Monkey on the Oche

Tony Boden- October 4, 2020

One theoretical test of your portfolio performance is whether it beats one selected by a blindfolded monkey throwing darts at the share listing page of ... Read More

Think of a number!
Comment

Think of a number!

Tony Boden- September 3, 2020

As a bit of a detour from individual stock analysis, I have spent some time recently revisiting my databases and some of the three-quarter baked ... Read More

Swords to Ploughshares – Buffett & Gold, UK Jobs Collapse, Tesla goes to the Moon
Comment

Swords to Ploughshares – Buffett & Gold, UK Jobs Collapse, Tesla goes to the Moon

Graham Neary- August 19, 2020

(Wizards of the Coast owns the copyright for the featured image above.) Hello there! I'm still here and just as committed to this website as ... Read More

Gold is now high yield! (versus Euros)
Comment

Gold is now high yield! (versus Euros)

Graham Neary- July 25, 2020

One of the strongest historical arguments against gold has been that it doesn't offer a yield. To counter that, gold bugs have pointed to the ... Read More

An exciting new hire at Cube.Investments
Comment

An exciting new hire at Cube.Investments

Graham Neary- July 18, 2020

Hi everyone, Apologies for my absence last week - I was under the weather. Normal service resumes on Monday. Thank you so much for your ... Read More

A good performance by the entire team – How I beat the FTSE by over 10%
Comment

A good performance by the entire team – How I beat the FTSE by over 10%

Graham Neary- July 12, 2020

As promised, here is the complete analysis of how my holdings have performed in H1 2020. It has been a rough stock market for UK-focused ... Read More

Mello Virtual – An online conference
Comment

Mello Virtual – An online conference

Graham Neary- July 8, 2020

Good morning folks, I've been working on some side-projects here, which has taken my eye off the ball as far as the Midcap Report and ... Read More

Half-time 2020 – Scores on the Doors
Comment

Half-time 2020 – Scores on the Doors

Graham Neary- July 4, 2020

What a crazy H1 that was! It's time to review how my top holdings have performed during one of the strangest periods in stock market ... 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

Is it buying time now?
Comment, Small Cap

Is it buying time now?

Tony Boden- June 10, 2020

My diversified, broadly market neutral long-short portfolio means that I do not have to get overly concerned about the level of the market overall. Nor ... Read More

Joel’s Resource Report – where are you invested? #SO4 #CAI #LGO #HUM #WAF
Small Cap, Comment

Joel’s Resource Report – where are you invested? #SO4 #CAI #LGO #HUM #WAF

Joel Deakin- June 1, 2020

A slightly different take on the Resources Report - where are you invested? Resource investors often find themselves investing in countries which bear little resemblance ... Read More

Cube Podcast #25: Central bank madness and economic dislocation
Podcast, Comment

Cube Podcast #25: Central bank madness and economic dislocation

Cube.Investments- May 21, 2020

Graham talks about the latest economic data and central bank outlook, and what it all means for investors. The upcoming events can be viewed here: ... Read More

Cube Podcast #23: Survival tips as darkness falls on our economies
Podcast, Comment

Cube Podcast #23: Survival tips as darkness falls on our economies

Cube.Investments- May 8, 2020

In this podcast, Graham talks about the economic and jobs collapse and some of the key concepts when figuring out the survival prospects at companies. ... Read More

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