Registered:
20/07/15
Seen:
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Followers:
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Comments
365

Real Name: Patrick Leahy

Occupation: Other

Interests: Property, Stocks

Location: London

Twitter: pmrleahy

About Me:

I am a young private investor; it's a hobby for me. Full-time I am the head of a policy and communications team for a medical royal college.

Performance:

2017: 24% (at 4 Nov 2017)

2016: 4.8%

2015: 4.2%

2014: 25.2%





Paraic84's Latest Blogs

IMImobile (LON:IMO) popped up on one of my screens recently. It's got reasonable growth (albeit mostly through acquisitions), the PE ratio isn't too crazy, and the chart setup for Minervini lovers looks of interest trading above the 50 and 200 day moving average and arguably in a period of consolidation. I thought I'd generate a discussion thread to hear views as I am considering buying.In…

QUIZ (LON:QUIZ) clothing looks interesting to me. I was first attracted to it as a share because it has strong Boohoo.Com (LON:BOO) style advertising everywhere on the London Underground and I noticed more women in my office were browsing the site at work. This is a retailer towards the budget end of the highstreet with around 70 physical stores, primarily in the UK, around 170…

The new Google Finance update has lost the portfolio and live prices (for UK stocks anyway) feature. In fact it's a terrible update - I don't see why I'd use the website anymore. Can anyone recommend a website that has live prices for free? I use the mobile app Webull but its portfolio feature is a bit basic and I try and avoid using my…

I’ve recently been going over Innovaderma (LON:IDP) a share I’ve held on and off this year, so thought I’d share my research with Stockopedia users. I currently hold it and topped up recently after it fell nearly 50% from its high earlier in the year. Graham Neary has also written about it a few times and it was Graham that originally flagged it to me.…

Do Stockopedia readers have a personal view on the outlook for the UK economy at the moment? I appreciate it's all educated guesswork but it's obviously important for considering what to do with one's portfolio. For me there are some contradictory signals. E.g. Safestyle UK (LON:SFE) recent update made me nervous that we're on the verge of a recession if a big ticket item like…



Paraic84's Latest Comments

Sounds like they will have to do another fundraising at some point although, as Paul has pointed out before, it probably won't be at a significant discount this time round. This was also buried in the RNS and sounds promising: "Sales in the US continue to grow strongly, and we expect to have surpassed last year's entire US new business sales figure by the time…

City of London Investment (LON:CLIG) is a great company. I particularly love how transparent it is with regular updates outside of RNS announcements about its funds under management on its website. See here: https://www.citlon.com/investor-relations/funds-under-management.php I guess the bear case at the moment is about the negative sentiment towards emerging markets. As they say today, only 18% of funds are for non-emerging market assets. But I…

In case anyone stumbles across this old post: I've since become worried about Quiz's exposure to Debenhams (LON:DEB) and have included some commentary here: https://www.stockopedia.com/content/small-cap-value-report-tue-11-sep-2018-placeholder-ampampamp-jd-bry-luce-upgs-mai-blv-sbiz-397619/?comment=29#29

Hi Paul - superb analysis from you since you've come back. I continue to be amazed at your ability to type out detailed high quality thought in such a short space of time! I would like to add some further thoughts to your commentary on Debenhams (LON:DEB) yesterday. The current media speculation is obviously not just relevant to that retailer but companies with concessions. I…

In case it's helpful here are the online growth figures for QUIZ (LON:QUIZ) - clearly going down but that's what you'd expect as it grows from a low base. Interestingly the H2 17/18 was faster than Xmas 17.   Online revenue growth  Sept 2017 (6m)  Xmas 17  H2 17/18  FY 18    204.6% 119% 127% +158%  

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