Real Name: Patrick Leahy

Occupation: Other

Interests: Property, Stocks

Location: London

Twitter: pmrleahy

About Me:

I am a private investor in my mid-thirties; it's a hobby for me. Full-time I am the head of a policy and communications team in healthcare.


2018: -8.8%

2017: 18.4%

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

You have to read some way down but QUIZ (LON:QUIZ) current trading is now flat year-on-year and even when you exclude the third party contracts it has terminated it is only 4% up. Not a disaster but surely only a matter of months until revenue starts falling. I note that despite saying they will better align the business to the customer base they are still…

I'm surprised no-one has picked up on this warning from Fulcrum Utility Services (LON:FCRM) which has sent the shares tumbling by over a quarter this morning. PE ratio is looking cheap but there have been a few issues here lately and this doesn't sound good so not sure I want to buy. Fulcrum Utility Services Limited, the UK's market leading independent multi-utility infrastructure and services…

Also worth noting that the Tricorn (LON:TCN) revenue growth of 2% implies stronger revenue growth in H2 as H1 was 0%. The main risk with this share is the level of debt which is around half the market cap. It's a bit disappointing that it's gone up slightly in these results.The main shareholder here is 72-years-old so he will surely be looking for an exit…

Agree Palace Capital (LON:PCA) is looking very cheap relative to NAV per share. On Strix (LON:KETL) one of the key issues for me is when their patents expire - I've never been able to get to the bottom of this but feel it's fairly key to making an investment decision.

The market seemed to have been pricing it for a much worse result so I think these results will be taken extremely well. Looks like its strategy continues to execute well and growth has been strong despite the market turbulence over the last 6 months. Disclosure: i hold and topped up further this morning.

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