Small Cap Value Report (Wed 13 Dec 2017) - placeholder

Wednesday, Dec 13 2017 by
20

Good morning! It's Paul here.

It's going to be a more relaxed writing day today. I'm still reeling, after having to write 6 sections by 10am yesterday, which nearly killed me! I'm 50 next birthday, so maybe it's time to slow down a bit, on several levels?!

As you know, I'm not a morning person. I have a London meeting after lunch. So the plan for today is to write a couple of sections here in the morning, then a couple more sections in the later afternoon/evening.

Hope that's OK. Best wishes, Paul.


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As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested. ?>


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72 Comments on this Article show/hide all

cholertonandrew 14th Dec '17 53 of 72
8

Would be good if someone could just put up a notice early afternoon to let us know what to expect. Otherwise you don’t know whether to keep checking back or not.

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eyeofhorus 14th Dec '17 54 of 72
2

not sure if the daily report is part of the subscribers' services: I get to read it for free as I am not a subscriber. My impression was Paul doesn't get paid to do it so it is a bit optional hence the no-shows but I could be wrong

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InvestedGeordie 14th Dec '17 55 of 72
2

In reply to post #253888

My personal view is Paul & Graham's work should be available for subscribers only, for two reasons:

1) I believe we could then have a more in depth offering, with more interaction and both could dedicate more time to the offer, having been paid for, in part, by subscribers
2) I think it would help Paul keep focus / purpose / whatever. I know a lot worry about him, as do I.

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Banzii 14th Dec '17 56 of 72
7

In reply to post #253893

I'm a paid up member now but I was attracted to Stockopedia by Paul's small cap report and read it without joining for a number of years. I know there is a two week trial but I don't think I would have convinced myself to join with just a couple of weeks access.

Maybe restrict it to read only for non-members thus denying them the ability to post comments or ask for specific coverage?

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InvestedGeordie 14th Dec '17 57 of 72

In reply to post #253918

I think that would be a good first step, for sure

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ISAallowance 14th Dec '17 58 of 72
5

In reply to post #253918

Yes, that's exactly how I came across Stockopedia, and eventually became a paying subscriber, after reading the SCVR, and the accompanying comments, for probably at least a year with a guest registration.

I also probably wouldn't even have taken the free trial without the constant exposure to Stockopedia through the SCVR - in general I'm very sceptical of any paid-for "systems" that claim to beat the market. Now I can't imagine being without it!

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jonesj 14th Dec '17 59 of 72
25

The SVCR is free.

I kept reading the SVCR free for quite some time before recently taking out a subscription. So as a marketing tool, it's worked fine in this case. (Reciprocation tendency?)

I suggest the SVCR should remain free. The moment it's in the subscription, people will expect it delivered without fail, which may have unintended consequences.
That would be a mistake as I think it's preferable to retain the existing high quality reports, rather than get an author who will show up every day but write inferior reports (which most of the work published elsewhere is).

Or to put it another way, do you want an ordinary report on time, 5 days a week, or 10 baggers like Boohoo, complete with the reasoning to back it up ?

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Fishcake 14th Dec '17 60 of 72
19

I'm the same as above, got used to reading the SCVR and thought it so valuable that I convinced myself to pay the subscription - and the improved access to data this gives has proved useful.

I'm quite happy to have the odd 'duvet day' in the record - in some way it adds to the charm and makes it more personal. We all have sick days and time off for holidays after all, and the mention of 'cheese' is normally a giveaway that the next day's report may be a little brief.

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mammyoko 14th Dec '17 61 of 72
2

I agree. I subscribed to Stockopedia through reading Paul's and Graham's SCVR. The more people who read it the more interest is generated in the shares that are covered. I am glad that I did so as you can only properly understand Paul's commentary if you have access to the underlying data and Stockopedia provides that in a neat and easily accessible format.

Formalising the arrangement with Paul and Graham would make sense. I find it hard to understand why they would continue to produce something without getting paid. If they left to write somewhere else I would probably follow them,as might others, with consequent loss to Stockopedia

Shareprophets now has a paywall and one of their more respectable writers, Chris Bailey, tried to set up his own personal service but I see he is now writing again for them. As with MFIDII there is and ought to be a cost to quality research. It is up to Stockopedia to work out a way to pay for it


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InvestedGeordie 14th Dec '17 62 of 72
1

In reply to post #253943

"Or to put it another way, do you want an ordinary report on time, 5 days a week, or 10 baggers like Boohoo, complete with the reasoning to back it up ?"

I don't think I'm being too ambitious in this case by suggesting we could have both, am I?

I do accept that quality over quantity is a must, but I don't necessarily see how next weeks reports, for example, will be of a dramatically increased due to this weeks missed reports?

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cholertonandrew 14th Dec '17 63 of 72
6

My view is that Paul and Graham’s writing are a great asset to Stockopedia and I think Paul often goes above and beyond such that the occasional miss of a report is not a problem (basically I agree with jonesj). I think it’s certainly helped having the placeholders the night before so that readers can post comments in the mornings and we can continue during the day even if there isn’t a report.

Regards
Andrew

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Johnny2509 14th Dec '17 64 of 72
1

Maybe better to do a couple of SCVR's each week (say Tuesday and Thursday), quickly collating the most popular requests and adding a few personal choices. I'd certainly go for quality over quantity.

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FoolishBen 14th Dec '17 65 of 72
12

Paul does get paid for writing these reports but given I doubt he needs the money, I am personally quite happy for him to have the occasional off day if it means he is willing to continue writing for several years to come.

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sharmvr 14th Dec '17 66 of 72
1

Guys, its Christmas! I'm at the pub drinking while getting paid, not doing my scvr equivalent, buy an ETF, take the santa rally, have fun! Trading small caps in a thin market is dangerous to our collective wealth! Maybe I ought to get back to work (perhaps it would be more sensible to get in early tmrw!)

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kenobi 14th Dec '17 67 of 72
6

wow still no report , must have been a heck of a lunch after the meeting !!!

hope you're well ! Merry Christmas !

K

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fwyburd 14th Dec '17 68 of 72
3

One more reminder for readers about my Investor Sentiment survey.

Do take part, it'll take less than a minute
link is here: https://voxpops.typeform.com/to/j2nOfY

cheers

Francis

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peterg 14th Dec '17 69 of 72
1

In reply to post #253793

I got out of Bowleven in Feb, as I thought the whole Crown Ocean deal pretty questionable. I know a lot of people thought it was a good thing, and that value would be created for shareholders. There's no real sign of that so far (and I would not get what I sold my shares for now), and any deal that effectively leaves the company controlled by a single "activist" investor, who have shown no real interested in letting anyone else near the board, strikes me as a recipe for small holders and PIs to end up losing out. Maybe they will get pulled along on CO's shirt tails if they are lucky, but if CO can find a way to divert a lot of any value created into their pockets I'd be fairly sure they will take it.

Peter

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IGotPoesJacket 14th Dec '17 70 of 72
4

I'm firmly of the opinion Paul writes these to share with others his sheer passion for finding winners and exposing the shysters. I don't think he does it for the money or the glory.
Thus, if it becomes a straight choice between giving up his, what appears to be, a bon viveur lifestyle or not being beholden to writing a report, I think I know which loses. And I don't want that to happen as Paul has helped significantly increased my wealth (he got me out of Quindell, and led me into Boo - and that's just a start).
Thanks for all you share with us Paul. Keep doing what you enjoy.

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dgold 14th Dec '17 71 of 72
3

Absolutely - we greatly appreciate Paul's and Graham's reports whenever they come. So we're all looking forward to them whenever they arrive and of course have absolutely no complaints when they don't appear. No-one is making any pressure. Thanks very much once again. I personally have greatly benefited.

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shine66 14th Dec '17 72 of 72
3

I wonder if Paul can keep up producing daily reports indefinitely, however much he loves doing them.

Reminds me of a writer on art photography reviewing NY exhibitions on-line five days a week. A couple of years back he wrote he was pretty much burnt out and was on the verge of throwing the towel in, but, fortunately, on reflection cut back to only writing one in-depth piece per day, about the favourite thing he'd seen, and (similarly to getting Graham on board here), he got one or two contributors to help out.

I think the very least we can do (apart from us all sending him a birthday card for his fiftieth!) is to cut him some slack - and the best of luck to him if he needs to take time out sometimes, or decides to call it a day altogether.

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About Paul Scott

Paul Scott

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 Stockopedia.com on most weekday mornings, constantly researching daily results & trading updates for small caps. Cheese! more »

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