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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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Stress Free Value Investing in Cancun (Video)

Stress Free Value Investing in Cancun

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.  

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Why Investing for Myself? (video)

Why invest for myself

Two videos covering four great reasons why I invest for myself. Compares mutual funds, etf’s and stockpicking. Do it yourself investing does not have to be hard and even using low cost etf’s can help returns.     Story on why invest for myself

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Welcome to StockStory (video)

Welcome to StockStory

  Introduction to Doug and experience in value investing with an overview of value investing learned from experience and from reading resources like Intelligent Investor book. References included to Warren Buffet, Benjamin Graham and David Tepper Lessons learned and about site.

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Apple Computers: Time to be Greedy While others are Fearful

Apple iBook and iPhne

It appears the market is afraid of a possible slowdown in Apple’s (AAPL) growth in their next earnings and has dropped the stock from the $130s in 2015  to below $94 in Feb of 2016 for a drop of 20%. In my opinion this is shortsighted and speculating rather than investing. It is time for […]

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Retirement Planning is not All Financial

plan your retirement activities

Deciding to retire is a big step. One has to make sure there is enough money to live on and afford to do things one wants to do once they are not working. I have talked to retired people who do not know what to do with themselves and the extra time they have. It […]

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Portfolio Allocation Decision: Diversify, Diworsify or Concentrate

portfolio strategy

From the time I have started investing I have been diversifying my portfolio significantly holding 40 to 50 stocks with all positions under 5% of the portfolio. This is what they tell you you should do and this is what I did. Diversification is supposed to protect downdraft but what about upside? I really needed […]

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5 Savings and 1 Revenue Changes to Meet Retirement Income


Earlier, in the website I wrote on saving money to have money to invest. I recently retired from a six figure job and now have to spend according to my income. There is a decrease of $1,850 from my working after taxes income. Here are 5 savings I initiated. Cutting Cable TV – I used to […]

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