Most Recent Stingy News
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| The Stingy News Weekly: July 25, 2014 |
| 07/25/14 7:00 PM EST Permlink | SNW |
| I'm pleased to present our free letter for the week ended July 25, 2014 |
| More SNW: The Stingy News Weekly: July 19, 2014 |
| The Stingy News Weekly: July 12, 2014 |
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| Dirt-cheap value ETFs |
| 07/25/14 6:51 PM EST Permlink | Stingy Investing |
| "Index investors are partying like it's 1999. The bull market is giving them reason to cheer, and fund companies are slashing their fees. It's now easy to build a portfolio stuffed full of dirt-cheap exchange traded funds." |
| More Stingy Investing: Best by buyback yield |
| Top 10 dogs of the TSX |
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| Long-term returns boosted by illiquidity |
| 07/25/14 6:50 PM EST Permlink | Markets |
| "The less liquid a stock is, the better it will perform in the long run, compared with more liquid stocks." |
| More Markets: Technical market indicators |
| Booming until it hurts? |
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| Valuing community banks |
| 07/25/14 6:44 PM EST Permlink | Value Investing |
| "There isn't one way to value a community bank, but multiple ways. Each way could yield a different value, but ultimate all methods of valuation should somewhat agree on a potential value." |
| More Value Investing: Value combo |
| Price to sales ratio backtest |
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| The voodoo of lobster economics |
| 07/25/14 4:49 PM EST Permlink | Pricing |
| "There is a voodoo to lobster economics. What used to be poor man's fare, the fallback meal of people too impoverished to afford anything else, is now a billion dollar business and a universal mark of luxury - with the result that a lobster that sells for $3.50 on the wharf can cost $60 and more on a restaurant plate in New York or Toronto or Shanghai, regardless of how many lobsters are pulled from the sea. How this happens is the life story of Larry the Lobster." |
| More Pricing: People really like free stuff |
| Consumers are hopeless at math |
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| Best by buyback yield |
| 07/25/14 4:46 PM EST Permlink | Stingy Investing |
| "Investors love companies that pay dividends. But dividends aren't the only way firms send money to shareholders. They can also buy back their own stock." |
| More Stingy Investing: Top 10 dogs of the TSX |
| Relative value in the TSX |
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| The Stingy News Weekly: July 19, 2014 |
| 07/19/14 6:00 PM EST Permlink | SNW |
| I'm pleased to present our free letter for the week ended July 19, 2014 |
| More SNW: The Stingy News Weekly: July 12, 2014 |
| The Stingy News Weekly: July 5, 2014 |
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| Why the M-B test is meaningless |
| 07/19/14 5:54 PM EST Permlink | Behaviour |
| "This isn't a test designed to accurately categorize people, but a test designed to make them feel happy after taking it. This is one of the reasons why it's persisted for so many years in the corporate world, despite being disregarded by psychologists." |
| More Behaviour: Moral behavior in animals |
| Portfolio tracking is for losers |
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| The importance of being solvent |
| 07/19/14 5:24 PM ESt Permlink | Thrift |
| "What is wealth? To me, it isn't a particular sum of money. Rather, it's the freedom to spend your days doing what you're passionate about and what you think is important." |
| More Thrift: Tiny houses for economic freedom |
| When the messenger is worth shooting |
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| Technical market indicators |
| 07/18/14 9:40 PM EST Permlink | Markets |
| "Current evidence on the predictability of technical analysis largely concentrates on price-based technical indicators such as moving averages rules and trading range breakout rules. In contrast, the predictability of widely used technical market indicators such as advance/decline lines, volatility indices, and short-term trading indices has drawn limited attention. Although some market indicators have also become popular sentiment proxies in the behavioral finance field to predict returns, the results generally rely on using just one or a few indicators at a time. This approach raises the risk of data snooping, since so many proxies are proposed. We review and examine the profitability of a wide range of 93 market indicators. We give these technical market indicators the benefit of the doubt, but even then we find little evidence that they predict stock market returns. This conclusion continuously holds even if we allow predictability to be state dependent on business cycles or sentiment regimes." |
| More Markets: Booming until it hurts? |
| U.S. stocks will be very disappointing |
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| Booming until it hurts? |
| 07/18/14 9:39 PM EST Permlink | Markets |
| "Those who warn of grave dangers if speculative price increases are allowed to continue unimpeded are right to do so, even if they cannot prove that there is any cause for concern. The warnings might help prevent the booms that we are now seeing from continuing much longer and becoming more dangerous." |
| More Markets: U.S. stocks will be very disappointing |
| Never buy expensive stocks. Period. |
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| The FBI pump-and-dump scam |
| 07/18/14 9:36 PM EST Permlink | Crime |
| "So the main lesson here is, if you want to run a pump-and-dump scam, the FBI is not a great partner. That or "just don't run a pump-and-dump scam," I guess, take your pick. There are other lessons, though. One is how strangely close this all was to being legal." |
| More Crime: Cynk and short selling |
| Stock promoters make inroads |
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| The Stingy News Weekly: July 12, 2014 |
| 07/12/14 9:00 PM EST Permlink | SNW |
| I'm pleased to present our letter for the week ended July 12, 2014 |
| More SNW: The Stingy News Weekly: July 5, 2014 |
| The Stingy News Weekly: June 29, 2014 |
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| Cynk and short selling |
| 07/12/14 8:25 PM EST Permlink | Crime |
| "If you spot what you think is a penny stock pump-and-dump scam, don't short it! It might be a trap!" |
| More Crime: Stock promoters make inroads |
| Optimism and credibility of stock spam |
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| U.S. stocks will be very disappointing |
| 07/12/14 8:13 PM EST Permlink | Markets |
| "'I can say with high confidence that investors are going to get very disappointing returns from U.S. stocks over the coming 10 years,' says Rob Arnott, chairman of Research Affiliates" |
| More Markets: Never buy expensive stocks. Period. |
| Good businesses at good prices |
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| Why Canada isn't immune |
| 07/12/14 7:40 PM EST Permlink | Real Estate |
| "History has shown, time and again, that 'this time' is not different. We believe the same is true for the future of Canadian residential real estate." |
| More Real Estate: How much did your house cost? |
| Canada's mixed blessing |
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| Tiny houses for economic freedom |
| 07/12/14 7:33 PM EST Permlink | Thrift |
| "The 57-year-old schoolteacher's tiny house near Providence, Rhode Island, cost $28,000 - a seventh of the median price of single-family residences in his state." |
| More Thrift: When the messenger is worth shooting |
| Our number-one tax shelter |
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| Top 10 dogs of the TSX |
| 07/12/14 7:27 PM EST Permlink | Stingy Investing |
| "Welcome to the inaugural edition of the Value Hunter investment blog at MoneySense.ca. The focus of this blog will be on dividend investing and other conservative stock strategies. I hope it will help you become a better investor." |
| More Stingy Investing: Relative value in the TSX |
| Diversify with Warren Buffett |
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| Relative value in the TSX |
| 07/12/14 7:24 PM EST Permlink | Stingy Investing |
| "Thirty-one of the 60 stocks passed Mr. Graham's test at the end of 2008 when the financial system was in acute distress. But that number has been getting smaller and smaller ever since. This week, only six stocks passed the test." |
| More Stingy Investing: Diversify with Warren Buffett |
| Perils of too much information |
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| The Stingy News Weekly: July 5, 2014 |
| 07/05/14 9:35 PM EST Permlink | SNW |
| I'm pleased to present our letter for the week ended July 5, 2014 |
| More SNW: The Stingy News Weekly: June 29, 2014 |
| The Stingy News Weekly: June 20, 2014 |
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| Never buy expensive stocks. Period. |
| 07/05/14 9:25 PM EST Permlink | Markets |
| "One can't even simulate a scenario where a diversified portfolio of 30 expensive stocks can beat the worst performing portfolio of 30 cheap stocks. Why investors allocate to expensive, or "growth," stocks is beyond me." |
| More Markets: Good businesses at good prices |
| A critique of John Hussman's Ccart |
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