Tue 11:50pm


Real Name: Paul Scott

Occupation: Analyst, Blogger, Company Director, Entrepreneur, Event Organiser, Private Investor

Interests: Economics, Stocks

Location: Hove & Canonbury

Twitter: @paulypilot

Fantasy Fund: Beam me up Scotty

About Me:

I trained as an accountant with a Top 5 firm, but that was so boring that I spent too much time in the 1990s being a disco bunny, and busting moves on the dancefloor, and chilling out with mates back at either my house or theirs, and having a lot of fun!

Then spent 8 years as FD for a ladieswear retail chain called "Pilot", leaving on great terms in 2002 - having been a key player in growing the business 10 fold. If the truth be told, I partied pretty hard at the weekends too, so bank reconciliations on Monday mornings were more luck than judgement!! But they were always correct.

I got bored with that and decided to become a professional small caps investor in 2002. I made millions, but got too cocky, and lost the lot in 2008, due to excessive gearing. A miserable, wilderness period occurred from 2008-2012.

Since then, the sun has begun to shine again! I am now utterly briliant again, and immerse myself in small caps, and am a walking encyclopedia on the subject. I love writing a daily report for on most weekday mornings, constantly researching daily results & trading updates for small caps. Cheese!

Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
I search for fundamental value in smaller caps, especially companies which are overlooked, or where price has become irrationally low due to negative sentiment. I like businesses with decent cashflow, strong balance sheets, and like dividends. I tend to hold for 6 months to 10 years, but a typical investment is 2-3 years. Special situations, and situations where the market has not yet priced in an improving commercial outlook for a company particularly interest me, as do turnarounds. But above all, shares which are cheap!

Paul Scott's Latest Blogs

Good afternoon, it's Paul here. It's quiet for news today - good thing too, as it's far too hot to be working! We've got the plumber in, so there's no water - so I can't even make a cup of coffee. Hopefully the lack of caffeine won't affect my writing too much, although I do feel duty bound to flag up the risk of impairment.…

Good morning! It's Paul here. I'm heading into London shortly for an investor seminar, so will rattle off a few comments on today's news, more briefly than usual. De-listings - Interquest & Fusionex This is becoming a big issue. Companies which decide to abandon their stock market listing are usually hopeless cases - tiny, loss-making, and strapped for cash. So they're pretty easy to avoid.…

Good morning, it's Paul here! I'll be writing all 5 reports this week, as I've given Graham the week off, since he was such a superstar covering for me last week! Isn't this heatwave marvellous! That was part of the reason that my report on Friday fizzled out, sorry about that. I tried to shock my Mum, by disclosing that I'd been nude sunbathing on…

Good morning! I'm keeping a very close eye on announcements from retailers, after recent concerning economic data, and the profit warning from DFS yesterday. Tesco (LON:TSCO) put out its Q1 (Mar-May 2017 inclusive) trading update today, which was surprisingly good. Its UK LFL sales performance rose to +2.3% in Q1, which was stronger than any quarter last year. So that seems to have placated the…

Good morning, it's Paul here! Many thanks to Graham for covering Mon-Wed SCVRs here. That allowed me some time off, to relax with family, who visited me for a couple of days. A few overview comments, before I get stuck into some companies reporting on trading, and results. Growth companies & BMUS The extraordinary bull market which we have seen in growth companies seems to…

Paul Scott's Latest Comments

You've got to remember that internet is just mail order, by a new name. So businesses that were good at mail order, are actually quite good at internet. So at some point, I reckon Next could be a really good investment. But they seem all at sea at the moment??? Cheese, Paul.

Hi les toro, Intereting article from Phil Oakley. It's his usual style - poring over lots of historical data, and explaining why the stock is cheap (it was 204p when the article was written a few months ago). The trouble is, he didn't spot the upside potential. So the share is now 50% higher, on the back of positive more recent trading trends. Also, he…

Sure, there are some circumstances where a private company can do well, and deliver a return for investors. However, I'd be very doubtful whether an AIM-listed Malaysian company is likely to fit into that bracket. To my mind Fusionex looks similar to the Chinese AIM stocks - where the clear purpose of listing on AIM was to extract cash from gullible investors in an effectively…

zho, Ah but the trouble is, there was a boom under Brown, which led to unsustainably high tax receipts. He spent the lot, and managed to run a deficit on top, in the good times. So when bust inevitably came in 2008, a gigantic structural deficit appeared. So taking the average over Labour's 13 year period in office overlooks the fact that trouble was brewing…

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