Registered:
20/07/15
Seen:
Fri 10:53pm
Followers:
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Comments
438

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 excellent comments on QUIZ (LON:QUIZ) today - thanks everyone! I have been in and out of this share (currently out) and I like to keep a close eye on its marketing. Towards the end of last year (when the recent problems started?) a lot of its marketing was focused on associating the brand with TOWIE: https://fashionunited.uk/news/retail/quiz-announces-collaboration-with-tv-show-towie/2018102439602 Over the last month I've noticed TOWIE associations…

One other point about Tricorn (LON:TCN) - the major shareholder is a 72-year-old NED with 33% of shares. He's surely going to want an exit soon. So I think there is a bigger chance of a decent sale here rather than a de-listing.

Pete- Sosandar (LON:SOS) on a racy rating (6x next year's sales) and has lost momentum, plus backdrop of retail uncertainty. Such shares tend to be volatile. Simple as that I think! I have held off from buying them before but 3x expected 2020 sales is not an absurd price to pay if it keeps up the performance - Boohoo (LON:BOO) is on 2x 2020 sales…

Hi sharw, I hold Tricorn (LON:TCN) I think it was sold off because of concerns that revenue were flatlining after experiencing stronger growth in early 2018. In my opinion that kind of missed the point as the share is all about the turnaround in operating margin and falling debt - hence why today despite only a 2% rise in revenue there is still a 30%…

I would have preferred Fulcrum Utility Services (LON:FCRM) to be a bit more up front about why EPS targets are missed and why, in effect, they are producing a below expectations trading statement. I regard obfuscation by companies as a bad sign but I think at c.32p there's a bit of upside on this share because: 1) They have said the order book is up…

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