The Peter Lynch Investor » Newsletter
fireworks display wallpaper

Portfolio Performance in 2023

Darcy Paterson

Jan 10, 2024  
Portfolio

It’s now 2024 and so it’s a good time to look back and see how well the free Peter Lynch portfolio performed in 2023. The […]

two gray bullet security cameras

Is it time to buy Napco Security Technologies

Darcy Paterson

Dec 12, 2023  
Fast Growers, Turnarounds

Napco Security Technologies (NSSC) is a US based company that specializes in security and protection services. Since November 1st, or just over a month, the […]

a photo of island reef of a surrounding lagoon

One undervalued African energy company

When I think of energy, the usual suspects come to mind – the United States, Russia, and of course Saudi Arabia. However, the oft-overlooked continent […]

road with u turn in mountains

Two turnaround candidates for your watch list

Darcy Paterson

Oct 4, 2023  
Turnarounds

If there’s one thing I’ve learned in my many years of investing it’s that turnaround stocks can be great investments. In 2013, I bought Activision […]

marketing businessman person hands

Peter Lynch Portfolio September 2023

Darcy Paterson

Sep 19, 2023  
Portfolio

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 […]

industrial machine during golden hour

Rising oil prices are good for these cyclical energy stocks

Darcy Paterson

Sep 15, 2023  
Cyclicals, Oil and Gas

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 […]

graduate

Generational wealth or a university degree?

Darcy Paterson

Sep 7, 2023  
Advice, Education

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 […]

colorful high voltage power transformer

This boring stock is up over 160% this year

Darcy Paterson

Aug 25, 2023  
Cyclicals, Fast Growers, Tesla

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 […]

speed trap

Not all spinoffs are sucessful

Darcy Paterson

Jul 28, 2023  
Spinoffs, Stalwarts, Turnarounds

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 […]

stock exchange board

Portfolio Performance so far in 2023

Darcy Paterson

Jul 19, 2023  
Portfolio

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 […]

person holding a smartphone

Peter Lynch Portfolio June 2023

Darcy Paterson

Jun 25, 2023  
Portfolio

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 […]

Michael Burry

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), […]

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Three Fast-Grower stocks up over 75% in 2023

Darcy Paterson

May 29, 2023  
Fast Growers, Portfolio

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

Darcy Paterson

May 25, 2023  
Portfolio

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 […]

Netflix

Imagine buying Netflix in 2004

Darcy Paterson

May 1, 2023  
Advice, Compounding, Education

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 […]

Woman at the beach between two paths

Essentially there’s two roads to take with investing.

Darcy Paterson

Apr 22, 2023  
Advice, Compounding, Education

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 […]

James Bond Goldfinger

Investment letters are boring. James Bond is not.

Darcy Paterson

Apr 17, 2023  
Nick Sleep letters

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: Beware the Next Something

Darcy Paterson

Jan 4, 2023  
Education, Stocks to Avoid

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.” […]

Tesla 1-year price chart.

Stocks to Avoid

Darcy Paterson

Jan 4, 2023  
Education, 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 […]

Chipotle Mexican Grill 10-year chart

How I got scared out of a great turnaround stock

Darcy Paterson

Apr 26, 2022  
Advice, Education, Turnarounds

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 […]

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

Darcy Paterson

Dec 20, 2021  
Advice, Education

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. […]

Ignore predictions of the future

Darcy Paterson

Sep 2, 2021  
Advice, Education

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

Darcy Paterson

Sep 1, 2021  
Advice, Education

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

Darcy Paterson

Jul 18, 2021  
Books, Charlie Munger

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

Darcy Paterson

Jul 17, 2021  
Advice, Books, Education

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?

Darcy Paterson

Jul 13, 2021  
Advice, Education

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 […]

S&P 500 40 year chart

How to get rich with $150

Darcy Paterson

Jul 10, 2021  
Advice, Compounding, Education

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

Darcy Paterson

Jul 10, 2021  
2-Minute Drill, Advice, Education

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 […]

Arc Resources

How to invest in cyclicals

Darcy Paterson

Jul 8, 2021  
Cyclicals, Education

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 […]

Activision chart

Buy good companies when they’re down

Darcy Paterson

Jun 12, 2021  
Advice, Earnings Line, Valuation

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 […]

SP500, Nasdaq, XEG.TO

Cyclicals outperform tech

Darcy Paterson

Jun 4, 2021  
Cyclicals

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

Darcy Paterson

May 28, 2021  
Advice, Video

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

Darcy Paterson

May 21, 2021  
Accounting, Advice, Education

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

Darcy Paterson

May 20, 2021  
Advice, 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

Darcy Paterson

May 14, 2021  
Video

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

Darcy Paterson

May 12, 2021  
Advice

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 […]

Arc Resources

Canadian cyclical stocks

Darcy Paterson

May 9, 2021  
Cyclicals, Members Only

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 […]