Fri 5:46pm


Real Name: Paul Scott

Occupation: Analyst, Blogger, Company Director, Entrepreneur, Event Organiser, Private Investor

Interests: Economics, Stocks

Location: Hove & Canonbury

Twitter: @paulypilot

Fantasy Fund: Beam me up Scotty

About Me:

I trained as an accountant with a Top 5 firm, but that was so boring that I spent too much time in the 1990s being a disco bunny, and busting moves on the dancefloor, and chilling out with mates back at either my house or theirs, and having a lot of fun!

Then spent 8 years as FD for a ladieswear retail chain called "Pilot", leaving on great terms in 2002 - having been a key player in growing the business 10 fold. If the truth be told, I partied pretty hard at the weekends too, so bank reconciliations on Monday mornings were more luck than judgement!! But they were always correct.

I got bored with that and decided to become a professional small caps investor in 2002. I made millions, but got too cocky, and lost the lot in 2008, due to excessive gearing. A miserable, wilderness period occurred from 2008-2012.

Since then, the sun has begun to shine again! I am now utterly briliant again, and immerse myself in small caps, and am a walking encyclopedia on the subject. I love writing a daily report for on most weekday mornings, constantly researching daily results & trading updates for small caps. Cheese!

Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
I search for fundamental value in smaller caps, especially companies which are overlooked, or where price has become irrationally low due to negative sentiment. I like businesses with decent cashflow, strong balance sheets, and like dividends. I tend to hold for 6 months to 10 years, but a typical investment is 2-3 years. Special situations, and situations where the market has not yet priced in an improving commercial outlook for a company particularly interest me, as do turnarounds. But above all, shares which are cheap!

Paul Scott's Latest Blogs

Good morning, it's Paul here! I'm making a guest re-appearance, as Graham's busy today (Monday). Graham's doing the main SCVR writing this summer, as I'm taking a sabbatical. However, I'll still pop up here every now & then, whenever Graham needs some cover, and to comment on stocks mentioned in Graham's articles. Premier Technical Services (LON:PTSG) Share price: 172.5p (unchanged today, at 08:33)No. shares: 104.5mMarket…

Good morning, it's Paul here! No more Italy comments, I promise! 2 days is enough. I've been stopped out of some of my hedge, at breakeven. As a reader correctly pointed out, it's very difficult to decide how much, and what stop losses (if any) to use on hedges. The ideal hedge is a Put Option, but they're far too expensive, in my experience. Still,…

Good morning, it's Paul here. Italy again Italy is being much more widely covered in the UK media now. Certainly it's the main topic that I'm reading up on, and thinking about. - in terms of how it may affect my portfolio. The political aspect of it all is only of passing interest. I'm more focused on how it could decimate my portfolio, and what…

Good morning! It's Paul here. Italy/ Euro It seems to me that we're entering a new phase of the ongoing crisis with the single currency. Previous measures, centred around Greece, were little more than papering over the cracks, of a currency union which is unworkable in the long term, in my view. The press are now picking up on the political crisis in Italy, whereby…

Good morning, I didn't get round to commenting on Marks and Spencer (LON:MKS) results yesterday, which a reader asked me to do. I haven't looked at MKS properly for a long time, so thought it would be interesting. So here goes, this is what I wrote last night; Marks and Spencer (LON:MKS) Share price: 307p (up 5.2% yesterday, on results day)No. shares: 1,624.8mMarket cap: £4,988m…

Paul Scott's Latest Comments

Aston Martin DB7 - I out-ran the rozzers! V12 6 iitre - say no more!

I have a second hand Mercedes 200 - it's quite nippy actually, 0-60 in 7.5 seconds, maximum speed 145 mph, I got caught by the rozzers unfortunately, doing flat-out, maybe 120+ mph.

Hi Chris,Best Of The Best (LON:BOTB) is a stock I would potentially be interested in, but echoing Paul's point about liquidity I simply couldn't bring myself to buy something with a £30m market cap and 15% free float. And buying back shares apparently!I think they need to open it up more if they're serious about the listing. I love the dividends from BOTB! Every time…

Footasylum (LON:FOOT) - when I saw that the share was down c.50% yesterday, I quickly read the announcement, and almost bought some. However, this urge to buy immediately after profit warnings has cost me dearly in the past, as it's usually a mistake. The trouble is, I tend to "anchor" to the old share price, and hence jump to the conclusion that the share must…

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