Peter Lynch Portfolio September 2023
The Free Peter Lynch Portfolio for September has some new names… let’s take a look at this month’s entrants: A quick glance at Magic Software’s (MGIC) key […]
The Peter Lynch Investor » Newsletter
Rising oil prices are good for these cyclical energy stocks
As I write this oil is rising again with WTI crude nearing $89/barrel. Oil producers make more money as prices rise. Here are a few […]
Delayed Gratification and Investing
You’re probably aware of the Stanford Marshmallow Experiment by Walter Mischel. In a room, he would present a kid with a marshmallow. He told them they would […]
Generational wealth or a university degree?
My best friend and I were drinking beers the other night. He told me about saving for his kids university tuition. His wife and him […]
This boring stock is up over 160% this year
When company’s are growing at over 40% usually it’s a tech stock that’s being touted as the next big thing by famous investors like Cathie […]
Not all spinoffs are sucessful
In One Up on Wall Street, Peter Lynch describes spinoffs as having great potential for being successful investments. A few of the qualities he likes […]
Portfolio Performance so far in 2023
I thought I’d take a quick look at how the Free Peter Lynch Portfolio was doing so far this year. Six months in and the […]
Peter Lynch Portfolio June 2023
The Free Peter Lynch Portfolio, has a few new names in June. Some, like Boise Cascade, we’ve seen before. However, companies like Brasilagro – Cia Bras […]
Why is Michael Burry buying bank stocks
In the first quarter of 2023 Michael Burry bought New York Community Bancorp Inc (NYCB), Capital One Financial Corp (COF), Wells Fargo & Co (WFC), […]
Three Fast-Grower stocks up over 75% in 2023
Peter Lynch put stocks into one of six categories. According to Lynch, “Fast Growers” were the types of stocks where you might see gains in […]
Peter Lynch Portfolio May 2023
Here’s the update for the model Peter Lynch Portfolio for May 2023. There’s a few new names on the list. There’s a few names that […]
Is crypto a good investment?
I’m not sure and I even know the guy who created Ripple. The internet is filled with stories of ordinary Joe’s who got rich buying […]
Imagine buying Netflix in 2004
I don’t have to because I did. It’s true. I bought Netflix in 2004. However, this isn’t my “rags to riches” story. Why? Because I […]
Essentially there’s two roads to take with investing.
I’ve been investing for myself for awhile and one thing I’ve learned is that there’s essentially two paths you can take. The first path is […]
Investment letters are boring. James Bond is not.
Nick Sleep is no James Bond but his investment letters are actually entertaining! Yes, it’s true. The Nick Sleep letters are packed with wisdom. Plus, […]
Stocks to Avoid: Diworseifications
In One Up on Wall Street, there’s a chapter dedicated to six types of Stocks to Avoid. Today I wanted to look at what Lynch […]
Stocks to Avoid: Beware the Next Something
In One Up on Wall Street, there’s a chapter dedicated to six types of Stocks to Avoid. One of them is “Beware the Next Something.” […]
Stocks to Avoid
In Chapter 9 of One Up on Wall Street, Lynch talks about stocks he’d avoid. There are six altogether. Pssst… Check this out!Personally, I’ve done […]
What’s going on with Bitcoin?
It’s November 2022 and Bitcoin investors are suffering. One year ago Bitcoin traded at $67,616.02 USD. Today it trades at $15,742.44. The skepticism around Bitcoin […]
Why do low P/E ratio cyclicals make bad investments?
This is a question I’ve been asking myself lately. I’ve seen many people make this comment on #FinTwit, especially when it comes to energy stocks. […]
Two competing beliefs on the price of oil
What happened to the best performing index in the S&P 500 over the last month? The S&P GSCI is down over 15% and the TSX […]
What to do when the stock market crashes
It’s May 9, 2022 and the stock market is… crashing? The Dow Jones Industrial Average has dropped -2% and the Nasdaq about -4%. Over the […]
Warren Buffett’s thoughts on inflation
A couple of weeks ago I wrote an article about inflation. It’s a hot topic. I figured it would be a good idea to get […]
How I got scared out of a great turnaround stock
Anyone who has lived in the western world in the last 20 years has heard of Chipotle Mexican Grill. The restaurant chain with 3000 locations […]
Beware the whisper stock
There’s a chapter in One Up on Wall Street where Lynch describes stocks he’d avoid. Among them is the whisper stock. This is the stock […]
Can anyone be a good of a stock picker?
One of the best things about Lynch’s book One Up on Wall Street is that it undoes the myth that successful investors need special training […]
Lynch’s thoughts on inflation
As I’m writing this people are concerned about inflation. Inflation is that event that makes everything more expensive. Businesses don’t like inflation because it chews […]
Balancing life with investing
When Lynch said, “invest in what you know” I think he meant it as a suggestion for how to front-run the typical Wall Street analyst. […]
When insiders buy their own stock
When people who work for a company buy their own stock, it’s worth noting. At the time of this writing, I’m looking at a company […]
Sometimes a stocks story changes
When I first started investing after reading One Up on Wall Street, one of the things that I noticed was how the story behind a […]
Diversification – Good or Bad?
If you read books on investing like One Up on Wall Street you’ll hear about diversification. Peter Lynch has expressed his dislike of companies who […]
Ignore predictions of the future
People are always trying to predict the future. Wall Street professionals love sharing their predictions. You’ll hear Wall Street professionals and economists make predictions about […]
Stocks you know make great investments
If you’re like me you probably don’t have a lot of extra time to spend researching stocks. There are thousands of stocks to choose from. […]
Nick Sleep letters – Chapter 4
The next chapter in the Nick Sleep letters, he talks about investing in Weetabix and Lucent. However, there are some interesting points he makes before […]
Nick Sleep letters – Chapter 3
There are some excellent insights in the third chapter of Sleep’s letters. Sleep talks about investing in Stagecoach and Costco. With Stagecoach he highlights how […]
Charlie Munger recommends three books
I believe that there’s a lot of wisdom for investors that comes from listening to the recommendations of great investors like Charlie Munger. Here are […]
I’m an amateur but I still make money investing
The idea that a person with no background in economics, business or finance can make money investing seems crazy. However, I am proof that it […]
How is investing different from gambling?
I had a friend of mine ask this question. It’s a great question because when you start to think about it, it forces you to […]
Nick Sleep letters – Chapter Two
The second chapter of the Nick Sleep letters is good. In it he discusses two investments, Monsanto and Xerox. He also gives us a book […]
How to get rich with $150
It’s a pretty sensational headline – I know. However, I want to get you thinking about a simple formula for wealth creation called compounding. I’m […]
My portfolio is down $15,000 today
Yeah, it happens. For some investors that amount would seem insignificant but for guys like me, it’s a lot of money. One of the hardest […]
Nick Sleep letters – Chapter One
It’s interesting to see how successful investors like Nick Sleep think through their analysis for investing. At the very outset, he states his higher-level rules […]
How to invest in cyclicals
If you’re interested in making money in the stock market, investing in cyclicals can be a great way to do it. Last year when the […]
Buy good companies when they’re down
A simple rule for making money in the stock market that I’ve learned over the years is to buy good companies when they’re down. In […]
Cyclicals outperform tech
If you’ve ever read One Up on Wall Street, you’ll know how Peter Lynch talks about cyclicals being great investments. The trick with cyclicals is […]
Lynch’s advice on timing the market
I saw this interview of Lynch and thought I’d share it. He talks about trying to time the market. Always the straight shooter, he says, […]
Basic Accounting
It really blows my mind how we don’t learn about accounting in school. I grew up in Canada where we have a pretty good education […]
Nick Sleep letters
I started reading the Nick Sleep letters. For those of you who’ve never heard of them, they are letters written to the investors in the […]
Warren Buffett speaks about Peter Lynch
This is a great clip from a Berkshire Hathaway annual convention where Buffett talks a little bit about Peter Lynch.
Three lessons I’ve learned after investing for myself
If you’re thinking of doing your own investing, then here’s a few things I’d suggest you do. One, start small. You don’t need to invest […]
Canadian cyclical stocks
As Peter Lynch suggests in One Up on Wall Street, timing is everything in cyclical stocks. In April of 2020, I started selling my tech […]