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Exploring Making Money on Discounted Debt!

Exploring Making Money on Discounted Debt!

I am wading in on investing in discounted debt to make solid money on funds while equities appear expensive. I have followed David Tepper and Prem Watsa who both use discounted or distressed debt at times for impressive returns and look to make similar investments to get great returns on what would otherwise be idle […]

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Sold My Canadian Bank Holdings, Here’s Why!

Sold My Canadian Bank Holdings, Here’s Why!

  Real Estate bubbles in Toronto and Vancouver, high debt to GDP, high housing prices to median incomes and bank news have spooked me. As a result I have sold all my Canadian Banks and Home Capital Group. Debt/GDP-http://business.financialpost.com/news/economy/canadas-record-household-debt-is-threatening-its-financial-stability-global-bankers-fear Percentage of median income to afford real estate: https://opentextbc.ca/geography/chapter/case-study-2-2/ Median Real Estate Price to median incomes: […]

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Bundling Mortgage backed Securities in Canada?

Bundling Mortgage backed Securities in Canada?

After watching the movie the Big Short I heard all about mortgage backed securities. It makes me nervous to learn that a major Canadian bank is putting together a similar type of product. I am not saying it will be filled with bad mortgages but it does raise a question for me is why now […]

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Check out Stock Market Crash History Documentaries (video)

Check out Stock Market Crash History Documentaries

Stock market bubbles burst. Check out this playlist of documentaries on stock market crashes. It shows how market bubbles form and how markets crash. Follow this link to a youtube playlist of videos about stock market crashes.

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Portfolio Summary March 11th, 2017

Portfolio Summary March 11th, 2017

A look at the StockStory portfolio asset allocations and holdings for March 11, 2017   Slide show is available below without narration.  

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Stock Market Risk and Valuations are High (Video)

Stock Market Risk and Valuations are High (Video)

From Key West on vacation, my opinion of stock market valuations. Nobody can predict when the stock market might crash but there are valuation levels I believe are more dangerous than others and we are there now. Market cap to GDP is at it’s second highest total and the Schiller price earnings is third all […]

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7 points of Due Diligence (videos)

7 points of Due Diligence (video)

Here I outline the 7 points of Due Diligence when selecting a business to invest in. It goes over the 7 points which are financial health of a companies balance sheet, cash flow generation of a company, stock valuation ratios, fair value of a companies stock, dividend evaluation, qualitative information and technical analysis. The full […]

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StockStory 2016 performance (video)

StockStory 2016 performance (video)

A look back on the performance of 2016 and the last five years in comparison with the S&P 500 as well as the Toronto Stock Exchange TSX composite.  

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