Registered:
20/07/15
Seen:
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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

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…

With many shares on pricey valuations, I'm beginning to look at safe-ish ways of shorting the market. I have never shorted anything in my life and have generally been put off shorting due to the risks and complexity involved. More recently I've been looking at ETF products which short indices such as this product which shorts the FTSE 250: http://www.boostetp.com/Product/32/equities/boost-ftse-250-1x-short-daily-etp/Pricing-Exchanges#.WWTAklH9mM8 There are good reasons for…

  Is Fairpoint a fair investment?Fairpoint plc is currently trading at a P/E of 1 based on Stockopedia broker targets of an adjusted P/E of 14p for the current year. I’ve been a shareholder in this company before so I am interested in seeing whether the market is now overlooking potential value. Dividends are currently suspended here so ignore the Stockopedia estimated dividend of 50%!  Why…

I've been taking a look at Blancco Technology (LON:BLTG) recently as I spotted that it's growing quite fast with some further near-term opportunities for growth. It primarily does data erasure and, to a lesser extent, mobile diagnostics. This is not a sector I know a lot about although most investors will be familiar with the recent 'right to be forgotten' EU/Google case as a high…



Paraic84's Latest Comments

Dangersimpson - I have also been keeping half an eye on the number of properties for sale (excluding those sold) on the Purplebricks (LON:PURP) website for the UK: 3-Sep-2017: 16,187 21-Nov-2017: 16,071 That seems to suggest something similar to your conclusions even when keeping in mind your numbers suggest there are 2% fewer city properties for sale on Rightmove in November compared to September -…

Thanks dangersimpson. Very useful data you collect there.

Although not a REIT you may want to look at Palace Capital (LON:PCA) which pays a decent dividend and looks very undervalued compared with its NAV (I hold). The company has also executed very well, making rare purchases and getting good returns on its properties.

Norcros (LON:NXR) 's half year results are all the more impressive in the context of other home improvement companies issuing profit warnings. However, it looks like their revenue growth at constant currency is softening slightly: 15/16: +11% 16/17: +10.6% H1 17/18: +7.2% Fine for now in the context of a wider slowdown, but something to keep an eye on.

Hi Graham - really appreciate your thoughts on portfolio management. I think this latest EY report on profit warnings in Q3 2017 also makes interesting reading for us: http://www.ey.com/uk/en/issues/capital-and-transactions/restructuring/ey-profit-warnings Key points: - UK quoted companies issued 75 profit warnings, 21% more than the third-quarter post-credit crisis average of 62 - Profit warnings rose 10% year-on-year - Home Improvement retailers made up almost half of retail…

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