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 05/29   The Stingy News Weekly: May 29, 2016SNW 
 05/29   Why humans run the worldBehaviour 
 05/29   We haven't cracked the code yetBuffett 
 05/29   Cleaning up La PazBehaviour 
 05/29   Why Americans don't trust governmentGovernment 
 05/27   Retirement 100: Fall 2015Stingy Investing 
 05/27   3 Stingy Stocks for 2016Stingy Investing 


Most Recent Stingy News

The Stingy News Weekly: May 29, 2016
05/29/16 9:02 PM ESTSNW
This week we have value lists, the newspaper code, groaning government, and more.
More SNW: The Stingy News Weekly: May 22, 2016
The Stingy News Weekly: May 15, 2016

Why humans run the world
05/29/16 8:09 PM ESTBehaviour
"We often look for the difference between us and other animals on the individual level. We want to believe that there is something special about the human body or human brain that makes each individual human vastly superior to a dog, or a pig, or a chimpanzee. But the fact is that one-on-one, humans are embarrassingly similar to chimpanzees. If you place me and a chimpanzee together on a lone island, to see who survives better, I would definitely place my bets on the chimp."
More Behaviour: Cleaning up La Paz
The danger of being risk-averse

We haven't cracked the code yet
05/29/16 8:06 PM ESTBuffett
"In most cases there are some years left to crack the code. But we haven't done it. Maybe (the industry) started too late."
More Buffett: Key moments from BRK meeting
The lost art of reading

Cleaning up La Paz
05/29/16 8:04 PM ESTBehaviour
"Perhaps the most important lesson of the La Paz experience is its emphasis on the promotion of integrity. The city's experience suggests that interventions based on such an approach are likely to prove more successful than more conventional anti-corruption campaigns. Or, to put it differently: cultivating positive values that stand in opposition to graft appears to be more effective than simply instilling a fear of retribution."
More Behaviour: The danger of being risk-averse
Go 100% equities

Why Americans don't trust government
05/29/16 8:01 PM ESTGovernment
"Though the bridge took only 11 months to build in 1912, it will take close to five years to repair today at a huge cost in dollars and mass delays."
More Government: How politicians poisoned statistics
A debt of choice

Retirement 100: Fall 2015
05/27/16 9:37 PM ESTStingy Investing
"We're pleased to say that our efforts have been highly rewarding since we started way back in 2007. Our A-graded stocks have gained 117% on average since then, including dividends reinvested annually. Similarly, the A- and B-graded stocks have climbed 67%. By way of comparison, the S&P/TSX Composite Index ETF (XIC), which tracks the broad Canadian stock market, logged a return of 25% over the same period and the dividend-oriented iShares Canadian Select Dividend ETF (XDV) advanced 35%."
More Stingy Investing: 3 Stingy Stocks for 2016
5 Graham Stocks for 2016

3 Stingy Stocks for 2016
05/27/16 4:33 PM ESTStingy Investing
"I'm pleased to say that the Stingy Stocks have gained an average of 13.9% per year since 2001. By way of comparison, the S&P500 (as represented by the SPY ETF) climbed 6.4% per year over the same period. The Stingy Stocks beat the index by an average of 7.5 percentage points annually."
More Stingy Investing: 5 Graham Stocks for 2016
Springtime for value?

5 Graham Stocks for 2016
05/27/16 4:32 PM ESTStingy Investing
"If you had purchased an equal dollar amount of each stock in the first year and replaced them with the new crop of stocks each year thereafter, your portfolio would be up a whopping 898% (17% annualized) over the full period. On the other hand, index investors who bought and held the S&P 500 exchange traded fund (NYSE:SPY) gained 86% (4% annualized) over the same time frame."
More Stingy Investing: Springtime for value?
Active vs. passive

The Stingy News Weekly: May 22, 2016
05/22/16 10:18 PM ESTSNW
This week we have springtime for value, active vs. passive, momentum, the risky risk-averse, and more.
More SNW: The Stingy News Weekly: May 15, 2016
The Stingy News Weekly: May 8, 2016

Largest momentum strategy
05/22/16 9:27 PM ESTMomentum Investing
"Buying during a bear market is probably one of the most difficult things an investor can do, but staying invested as stocks rise may be a close second. There are constant temptations to 'take money off the table' or 'de-risk your holdings' after a nice run-up. It's not easy to allow compounding to occur without getting in the way and screwing things up."
More Momentum Investing: Why is momentum neglected?
Trend following backtest

The danger of being risk-averse
05/22/16 9:22 PM ESTBehaviour
"In other words, prevention-focused people generally prefer the conservative option when everything is going according to plan, but they will embrace risk when it's their only shot at returning to status quo."
More Behaviour: Go 100% equities
When to quit

Go 100% equities
05/22/16 8:56 PM ESTBehaviour
"What Preet Banerjee would tell his younger self about investing: Go 100% equities" [video]
More Behaviour: When to quit
Too much feedback

Springtime for value?
05/22/16 8:44 PM ESTStingy Investing
"Gardeners are busy planting seeds in the hopes that, with a little luck and more than a little effort, they'll enjoy a bountiful harvest this fall. But, when it comes to the markets, value stocks are still locked in the deep freeze" [$]
More Stingy Investing: Active vs. passive
Sell in August

Active vs. passive
05/22/16 8:42 PM ESTStingy Investing
"When comparing the active apples to passive pears it is better to think about four different possibilities. DIY investors can buy either active or passive portfolios while advisor-guided investors can also take either path."
More Stingy Investing: Sell in August
How the Hot Potato is cooking

High multiples for sales
05/22/16 8:40 PM ESTMarkets
"Current median price to sales multiples overall for DM Americas stocks are higher today than they have been at any point since 2001. The median price to sales ratio is 2.33x, which is higher than they highest point reached in 2007 (2.21x) and 2014 (2.27x)."
More Markets: The dead model
52 Pick-Up

For food stamps
05/22/16 8:34 PM ESTBooks
"My income per book always reminds me of how tough it is to make at living at this gig, especially for writers who only produce one book per year. If I did the same, and my one book performed as well as TF, and my family of four were solely dependent on my income, my net would be only around $2500.00 over the income level considered to be the U.S. poverty threshhold (based on 2008 figures.) Yep, we'd almost qualify for foodstamps."
More Books: Pound foolish
JK Rowling's rejection letter

Ad blockers
05/22/16 8:26 PM ESTMedia
"The principal reason why most people haven't yet switched on an ad blocker is simply because they are not aware they could block ads - a stat that should worry businesses that rely on online advertising to make money."
More Media: A falling Star
Jealousy List 2015

The dead model
05/22/16 8:22 PM ESTMarkets
"I think a better comparison is the earnings yield on the S&P 500 vs the yield on the Moody's BAA index if you're going to do something like the Fed Model. That's a better pair to compare against one another."
More Markets: 52 Pick-Up
Defense wins championships

The Stingy News Weekly: May 15, 2016
05/15/16 9:30 PM ESTSNW
This week we have grit, robots, double compounders, seasonal selling, and more.
More SNW: The Stingy News Weekly: May 8, 2016
The Stingy News Weekly: May 1, 2016

52 Pick-Up
05/15/16 12:31 PM ESTMarkets
"The one trend that is clear...the largest capitalization stocks--known commonly as mega cap--consistently underperform. From 1964-2015, stocks with the largest market capitalizaitions underperform by 1.7% per year. These are the stocks you here about most often on CNBC and typically find themselves as Dow components."
More Markets: Defense wins championships
The forgotten bear market

Chuck Akre: compounding machine
05/14/16 6:24 PM ESTValue Investing
"Great Investor Chuck Akre explains how he finds "compounding machines" -- companies that produce high rates of returns for shareholders. Chuck says these companies are few and far between, but once he finds them, he holds on to them." [video]
More Value Investing: Chris Davis: compounding machines
The cost of dividends

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Stingy Stocks

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%

MoneySense Top 200

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%

Defensive Graham Stocks

2016: New Picks
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%

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3 Stingy Stocks for 2016
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Stingy Investing

Retirement 100: Fall 2015
3 Stingy Stocks for 2016
5 Graham Stocks for 2016
Springtime for value?
Active vs. passive
More ...

Government

Why Americans don't trust government
How politicians poisoned statistics
The wrong kind of savings
Trump, trade and the China shock
A debt of choice
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Behaviour

Cleaning up La Paz
The danger of being risk-averse
Go 100% equities
When to quit
Too much feedback
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World

Trump, trade and the China shock
Bizarro world of negative interest
Jealousy List 2015
Economic world history
Chou Semi-Annual 2015
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Buffett

Key moments from BRK meeting
The lost art of reading
Buffett on the media
Valuable losses
Berkshire Hathaway 2015 letter
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Markets

High multiples for sales
The dead model
52 Pick-Up
Defense wins championships
The forgotten bear market
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Taxes

Dividend stock downside
RBC fund became a tax headache
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Retirement 100: Fall 2015
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Springtime for value?
Active vs. passive
Sell in August
How the Hot Potato is cooking
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