Phillip Woolgar

General Information

Phillip Woolgar
Fool Since:
July 6 2012

Investing Basics

Investing Experience:
Risk Tolerance:
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Medium (4-12 Stocks)
Types of Investments:
Stocks: Energy, pharmaceutical, emerging markets, technology, construction, agriculture, financial
Stocks I Own:
Silicom Ltd. (SILC), Anika Therapeutics Inc. (ANIK), 3D Systems Corp. (DDD), Cervus Equipment Corp. (CVL), Vermillion Energy Inc. (VET), Bank of America Corp. (BAC)

Investing Favorites

Small Cap
Emerging markets
The Motley Fool Investment Guide. The Warren Buffet Way.
Motley Fool
David and Tom Gardner, Warren Buffet

Investing Expertise

My Area of Expertise:
Small- and large-cap stocks.
Greatest Investment:
Cervus Equipment Corp. (CVL).
Worst Investment:
Hanwaii Energy (HA)
Money I Manage:

Education And Work Information

School(s) Attended
Capilano University, Langara College, University of British Columbia
Job Title
Founder CEO
Company / Organization
Former Jobs
Newspaper editor


Personal Quote:
Picture where you want to be in one, two, five years from now, and break down what it is you need to do to get there.
My Interests:
Philosophy, finance, writing, film, sports.
Person(s) I'd Like To Meet:
Matthieu Ricard, Johnny Depp, David Letterman, Heath Ledger.
Favorite Restaurants or Foods:
Favorite Vacation Spots:
Montezuma, Costa Rica.
Favorite Sports or Teams:
Vancouver Canucks
Favorite Movies:
Edward Scissorhands, Donnie Darko, Fear and Loathing in Las Vegas, Fight Club, The Matrix
Favorite Board Games:
Settlers of Catan
Favorite Video Games:
Favorite Music or Musicians:
Beirut, Wild Beasts.
Great Books Read Recently:
The Monk and the Philosopher
Book Currently Reading:
The $100 Startup

PhiWoo is following 1 Fool

An Interview with PhiWoo

Last updated: 4/5/2013
The Fool:
Are we alone in the universe? If not, where is everybody?
Oh boy. That's a tough question. If by "we" you mean, mankind, well... Maybe...
The Fool:
What's your favorite movie, and why?
Fight Club, because it really made me think about the unimportance of material possessions.
The Fool:
What's the best advice you've ever received?
Make a budget.
[Read the full Interview]

My Story

I have been investing since 2007, and I have supplemented my income as a student and journalist since that time. I recently quit my job as a newspaper editor to start my own website I write content for various websites, The Motley Fool, and I tutor students and edit their assignments.

How I Invest

I have about 12 steps that I follow when choosing a stock. First of all, I purchase seven or eight stocks for my portfolio. The majority are small to medium cap - about three are large cap. I also short one stock. When choosing each, I go through the steps, which includes investigating the year-over-year earnings, the profit margin, cash flow, money put into research and development, and PEG ratio, for example. I would require a book to tell you my exact process. However, "The Motley Fool Investment Guide," (the original), sums it up.