Registered:
20/07/15
Seen:
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Comments
421

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.

Performance:

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

Some further thoughts on MySale (LON:MYSL) as it's something I've followed and briefly invested in in the past:One of the main issues has been the introduction of an online sales tax in Australia (its main market), although I would query if that is to blame for the drop in customers. Shareholders reacted slowly to that so there may be a possible buying opportunity if someone…

Good comments abtan. The issue of ethical fashion is growing. There's just been a Parliamentary inquiry into the wastefulness of fast fashion: https://www.parliament.uk/business/committees/committees-a-z/commons-select/environmental-audit-committee/inquiries/parliament-2017/sustainability-of-the-fashion-industry-17-19/ So there's a question about whether this sector will be affected by regulatory change at some point. I am not really clear what that might look like that - some kind of tax maybe. Also agree with you about rival brands. Sezane…

As a follow-up to Laughton, I'd like Sosandar (LON:SOS) to clarify how their high returns interacts with their KPIs - or maybe you know already Paul. For example, presumably their average order value includes returns which therefore means the real revenue per customer is potentially about half that being reported? p.s. there's obviously space for more than one online brand but Sezane seems to be…

I think Creightons (LON:CRL) looks like a possible MM style share. Fundamentals: small cap, very reasonable PE ratio, good growth coming through. Technicals: above 50 & 200MA, near 52W high, base arguably forming.

Some thoughts today on dotDigital (LON:DOTD): - Growth rates are still good. 15% organic growth and 33% overall growth with acquisitions. The 15% rate has been maintained now for 12 months which is good. - Overseas growth continues to be good. I think the US growth could further re-rate this share at some point. Organic overseas revenue at 37% although from lower base obviously. -…

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