Tag: brby
Cube Midcap Report (20 July 2020) – Burberry asks for patience
Good morning! Thank you for your kind reactions to my announcement on Saturday. The FTSE is flat today, approaching 6300 and the Dow is off ... Read More
Half-time 2020 – Scores on the Doors
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
Cube Midcap Report (25 May 2020) – Burberry is flying again in Asia
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 (24 April 2020) – IG still strong as volatility persists #IGG
Good morning! The market has turned pessimistic on Gilead's new coronavirus treatment, after a Chinese trial reportedly failed. The FTSE is nearly 100 points lower. ... Read More
Graham’s Investing Diary – A collection of fortresses
When the history books are written (or the Wikipedia entries), 2020 won't be remembered as a great year. The global health pandemic and the policy ... 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 (7 Feb 2020) – Coronavirus takes its toll #BRBY #HYUD #NCYT #ADM
Good morning! As a reminder, you can read my stream of consciousness every morning in the Chat Room, which is free to access. Today we ... 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
Reflecting on those Burberry numbers #BRBY
Recent travel commitments, followed by a brief (and thankfully non-fatal) illness, have left me behind in terms of covering some of my portfolio holdings here. ... Read More
Graham’s Investing Diary (5 March 2019) #BRBY #NXT #PCF #CMCX
While my complete portfolio is available on my Twitter feed, I'd like to talk through what's happening with the portfolio in detail and lay out ... Read More
Burberry (BRBY) – How exactly did it grow H1 EPS by 48%?
It's not every day of the week that a FTSE-100 company grows its earnings by almost 50%. And yet that's what Burberry (BRBY) has just ... Read More