Registered:
20/04/15
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Real Name: Graham Neary

Occupation: Fund Manager, Newsletter Writer, Private Investor

Interests: Stocks

Location: London, UK

Twitter: grahamneary

About Me:

Full-time investor and independent analyst. Prior to this, I spent seven years in the financial markets as an analyst and institutional fund manager. I'm CFA-qualified and hold an audited, FTSE-beating investment track record.

  Away from finance, my main interests are recreational poker and everything to do with China, especially Mandarin Chinese.



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Graham N's Latest Blogs

Good morning! Edit: This report is now covering Idox (LON:IDOX), Mincon (LON:MCON) and Allied Minds (LON:ALM). Best regards, Graham Idox (LON:IDOX) Share price: 62.375pNo. of shares: 405.2 millionMarket cap: £253 millionAcquisition IDOX provides software & related services, mostly to the public sector. I covered it last in December (link). There hasn't been any share price progress so far this year, and the dividend yield is…

Good morning! Paul is taking a well-deserved holiday for a couple of days, so it falls to me to keep this show on the road. Stocks on my radar today include Quarto Inc (LON:QRT), Lookers (LON:LOOK) and Epwin (LON:EPWN). I may also discuss yesterday's results from H & T (LON:HAT) (in which I hold a long position). Best regards Graham Quarto Inc (LON:QRT) Share price:…

Good morning, Thank to everyone who gave feedback yesterday about the formats of these reports. Paul and I each read all of the comments and we depend on feedback to help understand what works best for you, so your responses are invaluable. For today, company news looks very quiet at first glance. This is one of those moments when micro news gets overshadowed by macro…

Afternoon/Evening! Apologies for the late report, This is just a placeholder to say that Paul will be along later with a few updates. Kind regards Graham Thanks Graham. Profuse apologies for being so late today. I've been running round various Doctors & Hospitals in London today, dealing with medical problems (not me personally, but someone close to my heart). Anyway, that's all under control now,…

Good afternoon! Today I've covered:: Filta Group (LON:FLTA)Premier Technical Services (LON:PTSG)Taptica International (LON:TAP) (added following request)Cheers Graham P.S. It's Paul here - Graham has passed me the baton, and I have added some extra comments on the poor interim results from Telit Communications (LON:TCM) , plus additional comments on Graham's sections below. Filta Group (LON:FLTA) Share price: 134p (+7%)No. of shares: 27 millionMarket cap: £36…



Graham N's Latest Comments

Hi Collector, cheers for that. Honestly, I didn't realise the Marshalls mkt cap was quite so big, when I first thought to cover it. So I went for ALM instead. But yes, I'm interested in some big-caps and I do study them, so I might explore some ways I can cover them too. Interesting that you like your IDOX software too, every little bit of…

Hey fwyburd, I appreciate the suggestion but don't feel like I have any particular insight into IQE at the moment, sorry! I'm sure one of us will cover it on results day though. Graham

J, thanks very much for that comment. And I'm sure Paul is listening, wherever he is! Cheers Graham

Hi Sean, I was just going by the industry stats quoted in their report, Cheers

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