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 10/16   The Stingy News Weekly: October 16, 2017 
 10/16   Value in the soda aisle 
 10/16   Low vol in perspective 
 10/16   Atul Gawande on being mortal 
 10/16   A smartphone dystopia 
 10/16   CAPE ETFs 
 10/07   The Stingy News Weekly: October 7, 2017 

Most Recent Stingy News

The Stingy News Weekly: October 16, 2017
10/16/17 10:10 PM ESTSNW
This week we have soda, low vol, dystopia, death, and more.
More SNW: The Stingy News Weekly: October 7, 2017
The Stingy News Weekly: October 1, 2017

Value in the soda aisle
10/16/17 9:08 PM ESTStingy Investing
"Putting a price on something holds a fascination for me. That's why I paid attention when I recently wandered into a drugstore looking to quench my thirst. I was taken aback to discover that they were selling the same brand-name pop in six different sizes and at nine different prices."
More Stingy Investing: A succulent value strategy
The state of dividends

Low vol in perspective
10/16/17 9:04 PM ESTIndexing
"The superior performance of low-volatility stocks (as well as low-beta stocks, which are closely related) was initially documented in the academic literature in the 1970s, before even the size and value premiums were 'discovered.' The low-volatility anomaly has been found to exist in equity markets across the globe, and not only for stocks but for bonds. In other words, it has been pervasive."
More Indexing: CAPE ETFs
Protection money

Atul Gawande on being mortal
10/16/17 9:02 PM ESTHealth
"Surgeon, public health researcher, and MacArthur fellow Atul Gawande discusses his NY Times bestseller, 'Being Mortal: Medicine and What Matters in the End.'"
More Health: Overcoming your demons
Extend life for a nickel

A smartphone dystopia
10/16/17 9:01 PM ESTBehaviour
"Google, Twitter and Facebook workers who helped make technology so addictive are disconnecting themselves from the internet."
More Behaviour: Mourning news

10/16/17 9:00 PM ESTIndexing
"Shiller's CAPE ratio looks at how current stock prices compared to the company's average inflation-adjusted earnings over 10 years. As described in the BMO prospectus, the indexing process for its ETF involves identifying the top 100 securities with the highest 10-year CAPE yield based on price and sector. A momentum filter is then applied to remove 20 securities with the lowest price momentum over the last 12 months. The remaining securities are equally weighted."
More Indexing: Protection money
ETF ratios

The Stingy News Weekly: October 7, 2017
10/07/17 8:39 PM ESTSNW
This week we have Warren, cats, whales, value stocks, and more.
More SNW: The Stingy News Weekly: October 1, 2017
The Stingy News Weekly: September 23, 2017

Warren Buffett interview
10/07/17 8:27 PM ESTBuffett
"Warren Buffett, Berkshire Hathaway chairman and CEO, speaks with CNBC's Becky Quick about his outlook on markets, tax reform and his new investment in Pilot Flying J." [video]
More Buffett: Warren's pension
I negotiated with Buffett

Safely withdraw funds in retirement
10/07/17 8:18 PM ESTRetirement
"If you're planning to quit work in your early fifties and think there's a good chance that you or your spouse may make it into your nineties, all bets are off. In such a case, it makes sense to begin your retirement by being even more cautious than the 4 per cent rule would dictate. Conversely, if you're 90 and still have a hefty portfolio, it's not clear why you should stick to a 4-per-cent annual cap on your spending."
More Retirement: Rule of 300
Retirement makes you miserable

The cat ETF
10/07/17 7:34 PM ESTMarkets
"I was rich. Right? I mean, that's what my Bloomberg said. I'd just entered in an index built from companies with 'cat' in their names -- yes, the furry felines -- hit a button and watched it back-test to an 849,751 percent return. Forget the internet, I thought. Cats are about to take over smart beta."
More Markets: Forward returns
Bubble territory

Tax-avoiding whales swim free
10/07/17 7:32 PM ESTTaxes
"We know for certain, however, that when it comes to tax neutrality, owners of private corporations are mere tiny fish swimming among the tax-avoiding whales. Millions of Canadians use equivalent passive-investment vehicles to duck billions in taxes on personal and investment income every year. They're called pension plans."
More Taxes: Tax bill higher than 90 per cent
A 93% tax rate

Value stock returns
10/07/17 7:29 PM ESTValue Investing
"Examining the 5-year and 10-year results, one finds similar (but much more pronounced) results as in the mid/large-cap stocks. At a 5-year level, there are more Growth stock losers (highly negative returns) and at the 10-year return level there are more big winners from the Value stocks."
More Value Investing: The death of value
Value in the value factor

A succulent value strategy
10/07/17 7:26 PM ESTStingy Investing
Summary: Picking low multiple stocks (book value, earnings, cash flow, sales) from the S&P/TSX Composite worked over the last 15 years. Book value provided marginal gains vs the market while the others fared much better. Low-P/CF fared the best. [$]
More Stingy Investing: The state of dividends
Top dividend stocks

The Stingy News Weekly: October 1, 2017
10/01/17 9:28 PM ESTSNW
This week we have the Dividend All-Stars, Warren's pension plan, and more.
More SNW: The Stingy News Weekly: September 23, 2017
The Stingy News Weekly: September 17, 2017

Forward returns
10/01/17 7:36 PM ESTMarkets
"We are now in the 93rd percentile of valuations."
More Markets: Bubble territory
A great trade

The death of value
10/01/17 7:20 PM ESTValue Investing
"Clearly, value investing, as proxied by a portfolio that buys cheap stocks based on price-to-book ratios, ate crow over the past 10 years. Why?"
More Value Investing: Value in the value factor
Value investing is difficult

Bubble territory
10/01/17 7:15 PM ESTMarkets
"It's tough to get away from the idea that the market is getting a bit ripe."
More Markets: A great trade
Adaptive markets talk

The state of dividends
10/01/17 7:12 PM ESTStingy Investing
"find out about where the Canadian dividend stock market stands and how it has changed since last year."
More Stingy Investing: Top dividend stocks
Strategy Lab ends

Warren's pension
10/01/17 7:07 PM ESTBuffett
"We're all equities....We don't have any bonds in our pension funds"
More Buffett: I negotiated with Buffett
Warren Buffett on Harvey

Top dividend stocks
09/25/17 2:51 PM ESTStingy Investing
"We're pleased to present you with the eleventh edition of the MoneySense Dividend All-Stars. It serves up a new crop of the best blue-chip dividend stocks in Canada while harvesting a decade's worth of gains."
More Stingy Investing: Strategy Lab ends
Not a single loser

The Stingy News Weekly: September 23, 2017
09/23/17 10:52 PM ESTSNW
This week we have the end of Strategy Lab, a great trade, adaptation, and more.
More SNW: The Stingy News Weekly: September 17, 2017
The Stingy News Weekly: September 11, 2017

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Defensive Graham Stocks
+15.8%/yr (CAGR)

2017: New Picks
2016: Up 1.6
2015: Up 2.2%
2014: Up 5.1%
2013: Up 19.0%
2012: Up 26.6%
2011: Up 4.1%
2010: Up 2.3%
2009: Up 2.2%
2008: Down 6.5%
2007: Up 34.4%
2006: Down 3.8%
2005: Up 46.6%
2004: Up 32.2%
2003: Up 56.8%
2002: Up 28.2%
2001: Up 20.2%

MoneySense Top 200
+15.8%/yr (CAGR)

2015: New Picks
2014: Up 2.3%
2013: Up 55.0%
2012: Up 13.4%
2011: Down 4.2%
2010: Up 19.7%
2009: Up 41.0%
2008: Down 32.9%
2007: Up 16.2%
2006: Up 37.6%
2005: Up 57.6%

Stingy Stocks
+13.9%/yr (CAGR)

2016: New Picks
2015: Down 1.4%
2014: Up 6.9%
2013: Up 37.8%
2012: Up 10.9%
2011: Down 16.1%
2010: Up 69.4%
2009: Up 64.5%
2008: Down 40.1%
2007: Down 5.5%
2006: Up 28.9%
2005: Up 29.2%
2004: Up 29.8%
2003: Up 33.8%
2002: Down 1.9%


Asset Mixer
Periodic Table

More Stingy Investing

A succulent value strategy
The state of dividends
Top dividend stocks
Strategy Lab ends
Not a single loser
Low-P/E value
The return of the cats and dogs
Dining on value
The time travelling manager
Stocks with room to grow
Small value stocks
Deep value
A big dividend bonanza
Top 1000 Preview
Top 1000
Top 1000 list
The tail of the bond bull
Not dead yet
The Safer Dogs of the TSX
A long-term return guess
Branching out in search of value
Chasing dividend growth
A Hot Potato update
Ben Graham MBA contest for 2017
A dividend growth downer
The market timing myth
Fairfax Valu-palooza
The permanent portfolio
Bad behaviour or bad math?
Simple asset allocation
The Climbing CATS
Valeant's rise and fall
Your personalized rate of return
A hard pill for savers to swallow
The enemy of investment returns
The brain-bending world
Doing better than you think
More wishful thinking than rule
Value by sector
Speculating on 2017
Asset Mixer Update
Periodic Table Update
Pick winning stocks for 2017
A word from a portly gentleman
Low P/E stocks unlock value
Long-term losers
A Hot Potato feast
Books for the holiday season
Slice and dice
Top 200 total returns
Top 200 Canadian Stocks for 2017
Top 500 U.S. Stocks for 2017
The value of momentum
MoneySense goes all digital
2 Graham Stocks for 2017
The salary class
The price of financial advice
Dividend All-Stars 2016
Let's talk about salary
The trouble with 4 per cent
Buyback yield
Top dividend stocks of 2016
Learning to live with low returns
The power of incentives
Boost returns with low P/E stocks
The pleasures of the bargain bin
The lost decade
Be careful what you wish for
Fixed income needs a fix
Brexit-proof your plan
Tips for novice investors
Inflation and the 4% rule
Equally weighted
Bonds bomb
The Top 200 Canadian Stocks for 2016
The Top 500 U.S. Stocks for 2016
Retirement 100: Fall 2015
3 Stingy Stocks for 2016
5 Graham Stocks for 2016
Springtime for value?
Active vs. passive
More ......

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