Most Recent Stingy News
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| Venezuela should be rich |
| 01/24/15 11:07 PM EST | World |
| "The problem with socialism isn't that you eventually run out of other people's money. It's that you eventually run out of oil money. Well, at least in Venezuela." |
| More World: The spectre of a Grexit |
| Harsh debt dynamics |
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| 5 triple play stocks to consider |
| 01/24/15 11:05 PM EST | Stingy Investing |
| "Investors can win with dividend stocks and they do even better with value. But triple plays are possible when the two are combined and momentum is added into the mix." |
| More Stingy Investing: Playing big-bank poker |
| Super savers, spend your money |
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| The Stingy News Weekly: January 18, 2015 |
| 01/18/15 7:37 PM EST | SNW |
| I'm pleased to present our free letter for the week ended January 18, 2015. This week we have when to retire, the despised, big banks, and more. |
| More SNW: The Stingy News Weekly: January 12, 2015 |
| The Stingy News Weekly: January 4, 2015 |
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| Buy the most despised company |
| 01/18/15 7:19 PM EST | Value Investing |
| "Between April 1983 and December 2007, the despised portfolio outperformed the admired one by more than 2 percentage points per year, on average. In addition, the professors found that increases in admiration were, on average, followed by lower returns." |
| More Value Investing: Pat Dorsey Lecture |
| Tobias Carlisle and Deep Value |
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| Claiming a loss |
| 01/18/15 7:13 PM EST | Taxes |
| "It makes sense, then, to segregate any day trading activity (sometimes considered on income account) into a separate account from your buy-and-hold securities." |
| More Taxes: Give to charity and get back |
| TFSA loophole for the rich |
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| When to retire |
| 01/18/15 7:11 PM EST | Retirement |
| "If you reach your mid-60s and feel you may not be able to afford the retirement you want, a simple solution can have a surprisingly large impact: keep working for another three years." |
| More Retirement: Can't stay retired |
| The best of Retire Rich |
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| Playing big-bank poker |
| 01/18/15 7:06 PM EST | Stingy Investing |
| "Last year, I challenged readers to pick the best, and the worst, big Canadian bank to buy in 2014. With only six of them to choose from, it seemed like a simple task. But no one got it quite right." |
| More Stingy Investing: Super savers, spend your money |
| Asset Mixer Update |
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| Dogs of The Footsie |
| 01/18/15 7:03 PM EST | Dividends |
| "The dogs are also well ahead over the past 13 years, growing by an average annual 16.3 per cent in total return terms, two-and-a-half times the 6.5 per cent total return figure for the index." |
| More Dividends: The power of share repurchases |
| Disbursing cash to shareholders |
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| Pat Dorsey Lecture |
| 01/18/15 7:01 PM EST | Value Investing |
| "What does it mean for a company to have a moat? What are the key drivers to valuation? Pat Dorsey will use examples to shed light on these, and more questions." [video] |
| More Value Investing: Tobias Carlisle and Deep Value |
| Patient investing |
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| The Stingy News Weekly: January 12, 2015 |
| 01/12/15 10:51 PM EST | SNW |
| I'm pleased to present our free letter for the week ended January 12, 2015. This week we have Greeks, spending, anomalies, shareholder value, and more. |
| More SNW: The Stingy News Weekly: January 4, 2015 |
| The Stingy News Weekly: December 28, 2014 |
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| MiB: Patrick O'Shaughnessy |
| 01/12/15 10:47 AM EST | Books |
| "O'Shaughnessy discusses that despite the difficulties of the economic environment, youth have tremendous advantages youth in terms of an investment horizon of up to half a century. This allows compounding to take place. In our conversation, we discuss active versus passive, why investors are their own worst enemies, and what they should - and should not - be doing." |
| More Books: The education of a value investor |
| Believing what you read |
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| Shareholder value is undervalued |
| 01/12/15 10:40 AM EST | Markets |
| "Those who say maximizing shareholder value is something like 'the worst idea ever' are essentially saying markets are wildly inefficient - disastrously and obviously so - at setting prices. Now, one is free to believe this extreme hypothesis. One can believe that markets are horrifically bad no matter how much I, and the legion of evidence, may disagree. One is free to cite the handful of exceptions that actually prove the rule here (exceptional managers and exceptional times for markets) and believe market prices consistently have no toehold on reality. But one must acknowledge that the trendy denunciation of 'maximize shareholder value' is exactly this self-same extreme radical denunciation of markets themselves. If you believe maximize shareholder value is the 'worst idea ever' you aren't simply cynical about how well markets function. No, you go much further. You directly claim they are utter disasters and that you have a better way. Good luck with that. Of course, you could temper your view, perhaps rephrase as 'maximizing shareholder value is a pretty good though imperfect idea and here are a few suggestions for improvement,' but those articles are way less exciting..." |
| More Markets: Value and glamour returns |
| The value convergence |
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| Institutional investors and stock return anomalies |
| 01/12/15 10:38 AM EST | Academia |
| "We examine institutional investor demand for stocks that are categorized as mispriced according to twelve well-known pricing anomalies. We find that institutional demand during the year prior to anomaly portfolio formation is typically on the wrong side of the anomalies' implied mispricing. That is, we find increases in institutional ownership for overvalued stocks and decreases in institutional ownership for undervalued stocks. Moreover, abnormal returns for all twelve anomalies are concentrated almost entirely in stocks with institutional demand on the wrong side. We consider several competing explanations for these puzzling results." |
| More Academia: Strategic news releases |
| Are cash flows better return predictors? |
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| The spectre of a Grexit |
| 01/12/15 10:37 AM EST | World |
| "Meanwhile the messages from Berlin are becoming louder: Greece should in principle stay in the euro, but Mr Tsipras's demands for a debt write-off and spending binge are unacceptable. The spectre of a Grexit, laid to rest while the Samaras government got on with its reforms, has resurfaced." |
| More World: Harsh debt dynamics |
| Canada finds oil route around Obama |
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| Super savers, spend your money |
| 01/12/15 10:32 AM EST | Stingy Investing |
| "It's belt tightening time for those facing mountains of unpaid holiday bills. But MoneySense readers often suffer from the opposite problem. That is, they save too much. They're part of a merry band of frugal folk who have bulging banks accounts. Some of them even have more money than they're likely to spend in several lifetimes. The super savers should resolve to ramp up their spending." |
| More Stingy Investing: Asset Mixer Update |
| Periodic Table Update |
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| Asset Mixer Update |
| 01/08/15 4:05 PM EST | Stingy Investing |
| We've updated our Asset Mixer to include nominal data for 2014. |
| More Stingy Investing: Periodic Table Update |
| Check out low-fee balanced funds |
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| Periodic Table Update |
| 01/08/15 4:04 PM EST | Stingy Investing |
| We've updated our periodic table of annual returns for Canadians to include nominal data for 2014. |
| More Stingy Investing: Check out low-fee balanced funds |
| Low oil prices could chill CWB |
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| The Stingy News Weekly: January 4, 2015 |
| 01/04/15 5:00 PM EST | SNW |
| I'm pleased to present our free letter for the week ended January 4, 2015. This week we have resolutions, surging, red tape, and more. |
| More SNW: The Stingy News Weekly: December 28, 2014 |
| The Stingy News Weekly: December 21, 2014 |
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| The education of a value investor |
| 01/04/15 4:52 PM EST | Books |
| "Guy Spier talks about his book at Google" [video] |
| More Books: Believing what you read |
| 101 Years on Wall Street |
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| Surge |
| 01/03/15 11:24 PM EST | Economics |
| "Suppose you just don't care about distribution and you favor price-rationing of scarce goods over alternative schemes full stop. Then you should still be troubled by Uber's surges, because Uber itself is a cartel." |
| More Economics: An astonishing record of complete failure |
| The law of demand is a bummer |
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| Red tape is strangling good samaritans |
| 01/03/15 11:24 PM EST | Government |
| "Regulations and rules are making it harder to do the right thing." |
| More Government: John Oliver: The Lottery |
| O Beholden Canada |
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