Tag: GOLD

Duke Royalty – Q&A Session #DUKE
Small Cap

Duke Royalty – Q&A Session #DUKE

Cube Investments- June 11, 2019

These are notes taken during a Q&A session with Neil Johnson, CEO of Duke Royalty (DUKE), which was attended by Graham Neary and a Cube.Investments ... Read More

Graham’s Investing Diary (4 June 2019) – Neglect bordering on sloth
Comment, Small Cap

Graham’s Investing Diary (4 June 2019) – Neglect bordering on sloth

Graham Neary- June 4, 2019

I must begin this article with an apology, for it has been nearly two months since my last diary entry. It's time to bring you ... Read More

Shifting Shares (14 May 2019) #ARC #BKS #BIDS
Small Cap

Shifting Shares (14 May 2019) #ARC #BKS #BIDS

Michael Taylor- May 15, 2019

I've liked this stock for a while as the chart has been nicely uptrending. It's already a ten-bagger since 2015, but still almost nobody is ... Read More

Tekcapital’s miniature tech portfolio (in-depth report) #TEK
Small Cap

Tekcapital’s miniature tech portfolio (in-depth report) #TEK

Joel Deakin- May 7, 2019

Tekcapital (TEK) is an IP investment company that I first saw at a Proactive event several years ago. I’ve followed it ever since. There are ... Read More

Soul-searching after strange events at my quirky fixed income holding
Small Cap

Soul-searching after strange events at my quirky fixed income holding

Graham Neary- April 29, 2019

Regular readers will know that I have a few fixed income holdings in my personal portfolio. My primary holding is the iShares $ Short Duration ... Read More

Mountfield Group – Picks and Shovels for the Data Centre Boom
Small Cap

Mountfield Group – Picks and Shovels for the Data Centre Boom

Simon Hedger- April 25, 2019

Data, data, data – it’s everywhere and growing rapidly as more businesses ‘go digital’ and new technologies emerge on a daily basis. According to “The ... Read More

Graham’s Investing Diary (6 April 2019) – Slowly, Slowly
Comment

Graham’s Investing Diary (6 April 2019) – Slowly, Slowly

Graham Neary- April 6, 2019

It's been just over a month since my last update, so it feels like a good time to give you an update on my recent ... Read More

The Dirty (Half) Dozen – Simon’s updates for 2019 YTD
Small Cap

The Dirty (Half) Dozen – Simon’s updates for 2019 YTD

Simon Hedger- March 20, 2019

What a year 2019 has been so far! I wont mention the 'B' word that has occupied much of the news and social media airtime so ... Read More

Graham’s Investing Diary (5 March 2019) #BRBY #NXT #PCF #CMCX
Comment, Small Cap

Graham’s Investing Diary (5 March 2019) #BRBY #NXT #PCF #CMCX

Graham Neary- March 5, 2019

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

Copying Warren Buffett’s structural advantages – including his “secret” one
Comment

Copying Warren Buffett’s structural advantages – including his “secret” one

Graham Neary- February 25, 2019

Over the weekend, Berkshire Hathaway published its latest annual shareholder letter. While Buffett's views on the American economy and the latest accounting rules might be ... Read More

Arc Minerals – Cashed up and ready to drill! #ARCM
Small Cap

Arc Minerals – Cashed up and ready to drill! #ARCM

Joel Deakin- February 22, 2019

Since I covered Arc Minerals earlier this month, there have been a number of developments: a placing at 3p, splitting of the Zamsort acreage and ... Read More

NewRiver REIT (NRR) – Special report on investor presentation (2/2)
FTSE 350

NewRiver REIT (NRR) – Special report on investor presentation (2/2)

Paul Hawkins- February 19, 2019

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

I like to be in America – Top 20 US shares for UK/Euro investors (Part 2)
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I like to be in America – Top 20 US shares for UK/Euro investors (Part 2)

Graham Neary- February 16, 2019

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

NewRiver REIT (NRR) – Special report on investor presentation (1/2)
FTSE 350

NewRiver REIT (NRR) – Special report on investor presentation (1/2)

Paul Hawkins- February 13, 2019

NewRiver REIT is focused on the ownership of retail shopping centres, retail warehouses, pubs and high street locations. What differentiaties it is that it focuses on ... Read More

Haynes Publishing (HYNS) – Nostalgic Publisher to Data Duopoly (3/3)
Small Cap

Haynes Publishing (HYNS) – Nostalgic Publisher to Data Duopoly (3/3)

Simon Hedger- February 5, 2019

This is Part 3 of Simon's research into Haynes Publishing. This is Gold content! Not logged in? Log in/Register. If you're logged in, you can ... Read More

Haynes Publishing (HYNS) – Nostalgic Publisher to Data Duopoly (2/3)
Small Cap

Haynes Publishing (HYNS) – Nostalgic Publisher to Data Duopoly (2/3)

Simon Hedger- February 4, 2019

This is Part 2 of Simon's research into Haynes Publishing (HYNS). For Part 1, click here. This is Gold content! Not logged in? Log in/Register. ... Read More

Haynes Publishing (HYNS) – Nostalgic Publisher to Data Duopoly (1/3)
Small Cap

Haynes Publishing (HYNS) – Nostalgic Publisher to Data Duopoly (1/3)

Simon Hedger- January 31, 2019

When pondering this write up on Haynes Publishing Group (HYNS), I was conscious that I had already covered this interesting business back in May 2017 on Stockopedia. So ... Read More

I like to be in America – Top 20 US shares for UK/Euro investors (Part 1)
Comment

I like to be in America – Top 20 US shares for UK/Euro investors (Part 1)

Graham Neary- January 21, 2019

The USA accounts for something like a third of total stock market capitalisation - worth more than all of the major European markets put together. ... Read More

My New Year’s Resolution (with the help of a business visionary)
Comment

My New Year’s Resolution (with the help of a business visionary)

Graham Neary- January 8, 2019

My New Year's Resolution is to move up the quality spectrum with my investment portfolio. But what does this really mean? I'm going to answer ... Read More

GoCompare.com (GOCO) – Some fascinating share price comparisons
Small Cap

GoCompare.com (GOCO) – Some fascinating share price comparisons

Graham Neary- December 21, 2018

As the stock market has shuddered in recent weeks and months, I've been eager to find companies on my watchlist whose share prices have been ... Read More

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