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:

Former institutional fund manager. CFA-qualified. I hold a fully audited FTSE-beating track record.


Investment Strategy
I trade... a few times per year
I tend to buy... after much research
I hold for... years
Diversification is ... a hedge for ignorance
I treat the stock market as a place to buy shares in great businesses. The quality of the business is more important to me than the earnings multiple. Selling anything is usually a mistake (or the admission of a mistake).

Newsletter

People who appreciate my work can stay in touch by signing up for my free newsletter at grahamneary.com. You can also drop me a line on twitter @grahamneary.

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Graham N's Latest Blogs

Good morning!Paul is off today. I'm planning to cover Rightmove (LON:RMV) and anything else that pops up or is requested in the comments. Let me know what looks interesting to you.Best regardsGrahamRightmove (LON:RMV)Share price: 4065p (-4.2%)No. shares: 93.1mMarket cap: £3,785mFinal ResultsThe market was more than a little disappointed with this announcement at first.It's obviously a highly rated stock, which makes for volatility even when results…

Good Morning,Today, I intend to cover:Tracsis (LON:TRCS)Animalcare (LON:ANCR)Hargreaves Services (LON:HSP)Qinetiq (LON:QQ.)Koovs (LON:KOOV)Cheers,GrahamTracsis (LON:TRCS)Share price: 402.5p (-13%) No. shares: 27.8mMarket cap: £112mTrading UpdateThis is a profit warning that's not a profit warning - an announcement that there might be a profit miss, depending on H2, after a tricky H1.But the market's reaction tells us that plenty of investors think that the risk of a H2 miss…

Good afternoon!I'm planning to cover a couple of today's trading updates, plus the full year results from Spectris. Feedback is very welcome as usual - especially in helping me to understand which companies are most in demand, which will influence future reports.Cheers,GrahamSpectris (LON:SXS) Share price: 2500p (+3%) No. shares: 119mMarket cap: £2,980mI'll keep this brief since everything seems to be going pretty well for Spectris…

Hi,Paul has sent in comments on four companies, which I've pasted below.GrahamCloudcall (LON:CALL)Share price: 84.5p (+10%)No. shares: 20.1mMarket cap: £17mUpdate on Bullhorn Strategic Partnership(PS: at the time of writing, I hold a long position in this share)Looks a bit of  a non-announcement. We already know that Cloudcall (LON:CALL) has a close relationship with Bullhorn. So announcing that it is expanding that to cover Bullhorn's US…

Good morning,It looks like a  quiet news day in terms of the universe of stocks we usually cover here. I'll see what I can come up with - or let me know if you have any suggestions.Cheers,GrahamElectrocomponents (LON:ECM)Share price: 499p (-1%)No. shares: 441mMarket cap: £2,200mTrading Update (for the four month period ending to 31 January 2017)Revenue growth looks like this:This company has always seemed to…



Graham N's Latest Comments

Thanks very much for the request but I can only afford to focus on stocks with recent news. Cheers! Graham

Thanks for the suggestion Tony but I need to prioritise shares with recent news flow. Apologies!

Hi Phil, great question. When I say small I mean as a percentage of my portfolio - my individual positions can range from anywhere between 2% to 25% of my portfolio, so for me a small position would be about 2%-4%. You're right to ask me to specify, because other people would have a different perspective on this.

Thanks for the suggestions! Investegate is the source I use and link to in all the reports here so I recommend that everybody goes there for the primary material. I'll make a few comments on Purplebricks (LON:PURP) later but it is a stock I've commented on before. I didn't claim to know what it was worth then, sorry! Here's my thoughts in December: http://www.stockopedia.com/content/small-cap-value-report-5-dec-2016-pla-purp-rxb-161039/ Thanks…

Graham N's Top Awards 93


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