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 […]
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.
A look at the StockStory portfolio asset allocations and holdings for March 11, 2017 Slide show is available below without narration.
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 […]
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 […]
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.
Markets overshoot both to the upside and the downside. I re balance my portfolio allocations of equities and cash depending on which side they are on. I do this to preserve capital and have cash for corrections or crashes that give me better stock prices. As Buffet says I want be greedy when others are […]
Enjoying a vacation south of Cancun. Do it yourself value investing’s long term approach and margin of safety make vacations stress free. Plus the stock market has had big gains this week. Love it.