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 06/19   The Stingy News Weekly: June 19, 2016SNW 
 06/19   Economist at the self-checkoutBehaviour 
 06/19   The dubious power of power posesScience 
 06/19   Inflation and the 4% ruleStingy Investing 
 06/19   John Oliver: retirement plansBrokers 
 06/16   Concentrated valueValue Investing 
 06/11   The Stingy News Weekly: June 11, 2016SNW 


Most Recent Stingy News

The Stingy News Weekly: June 19, 2016
06/19/16 1:44 PM ESTSNW
This week we have retirement, fees, inflation, and more.
More SNW: The Stingy News Weekly: June 11, 2016
The Stingy News Weekly: June 5, 2016

Economist at the self-checkout
06/19/16 1:30 PM ESTBehaviour
"This insight into what drives decision-making has great practical implications when we wish to change behaviour - a small change in the environment in which agents operate is probably all we need."
More Behaviour: Two-star managers
Why humans run the world

The dubious power of power poses
06/19/16 12:57 PM ESTScience
"This story will sound familiar to some. Many notable results in psychology are now being questioned because later research has reached different conclusions."
More Science: The mistrust of science
Everything is crumbling

Inflation and the 4% rule
06/19/16 11:20 AM ESTStingy Investing
"Simply taking 4% out of a portfolio annually, and not adjusting for inflation, can boost a portfolio's longevity and the payments it produces during bull markets. But it comes with the risk that the payments will shrink during down periods."
More Stingy Investing: Equally weighted
Bonds bomb

John Oliver: retirement plans
06/19/16 11:17 AM ESTBrokers
"Saving for retirement means navigating a potential minefield of high fees and bad advice." [video]
More Brokers: G&M broker ranking
Retail financial advice

Concentrated value
06/16/16 4:30 PM ESTValue Investing
"The best returns came from a 5 stock portfolio. The best Sharpe ratio came from the 15 stock version. Both return and Sharpe degrade after 15 stocks."
More Value Investing: Norway's Warren Buffett
Chuck Akre: compounding machine

The Stingy News Weekly: June 11, 2016
06/11/16 9:42 PM ESTSNW
This week we have diversification, debt, real estate, and more.
More SNW: The Stingy News Weekly: June 5, 2016
The Stingy News Weekly: May 29, 2016

Equally weighted
06/11/16 9:08 PM ESTStingy Investing
"The idea of heading to the beach has some of us indulging in a little last-minute dieting in an effort to shave off a few pounds before hitting the water. Weight also matters to investors when it comes to how they divvy up their portfolios." [$]
More Stingy Investing: Bonds bomb
The Top 200 Canadian Stocks for 2016

Housing bubble
06/11/16 9:05 PM ESTReal Estate
"Know a bad deal when you see one. Overextending yourself just to get a piece of the real estate action in Vancouver or Toronto is not just a bad deal, it could spell your financial doom."
More Real Estate: Where can you afford to live?
Canada's real estate problem

Fortunes you can't control
06/11/16 9:03 PM ESTRetirement
"March 30, 2000 and September 30, 2007 would have been two of history's worst times to retire. Inflation would have beaten those who withdrew 4 percent per year from a balanced index fund. But there are silver linings. For starters, the race was pretty close. In both cases, the table still had plenty of money left."
More Retirement: Many unhappy returns
Retirement planning

Debt buyers
06/11/16 9:01 PM ESTDebt
"Companies that purchase debt cheaply then collect it aggressively are shockingly easy to start. We can prove it" [video]
More Debt: We still have a buck in the till
Hate debt again

Norway's Warren Buffett
06/11/16 8:57 PM ESTValue Investing
"Kristian Siem is considered by many to be the Warren Buffett of Norway. Since 1987 Siem has compounded his money at a rate of about 30% annualized, increasing his worth from about $5 million in 1987 to around $2 billion by 2014."
More Value Investing: Chuck Akre: compounding machine
Chris Davis: compounding machines

The mistrust of science
06/11/16 6:53 PM ESTScience
"The scientist explains the world by successive approximations."
More Science: Everything is crumbling
The experiment experiment

Diversification disappoints
06/11/16 4:24 PM ESTMarkets
"Viewed with the benefit of hindsight, diversification will always disappoint. To judge the outcome of diversification after the fog of uncertainty has lifted, however, misses the point: diversification provides us the incredibly important ability to admit we don.t know. We can be vaguely right instead of precisely wrong. Constant disappointment, then, might be the greatest indicator that we are well diversified."
More Markets: Mispricing isn't going anywhere
Shareholders are disappearing

Mispricing isn't going anywhere
06/11/16 4:00 PM ESTMarkets
"Investors can benefit from this knowledge by directly avoiding the purchase of stocks with well-known anomaly characteristics or by investing in long-only funds that screen out such stocks."
More Markets: Shareholders are disappearing
Indexing and small-caps

Shareholders are disappearing
06/11/16 3:34 PM ESTMarkets
"Under SEC rules, a company with fewer than 300 shareholders - or a bank with fewer than 1,200 - may choose to deregister with the federal securities regulator. The stock can still trade publicly, but the company is no longer required to file its financial statements and other disclosures with the SEC."
More Markets: Indexing and small-caps
High multiples for sales

The Stingy News Weekly: June 5, 2016
06/05/16 9:39 PM ESTSNW
This week we have Pabrai on Coke, Top 200, bonds, culture, and more.
More SNW: The Stingy News Weekly: May 29, 2016
The Stingy News Weekly: May 22, 2016

Mohnish Pabrai at UCI
06/05/16 9:31 PM ESTBuffett
"Mohnish Pabrai lecture at The University of California, Irvine: Mental Models Used for the Coca-Cola Investment by Berkshire Hathaway"
More Buffett: We haven't cracked the code yet
Key moments from BRK meeting

Bonds bomb
06/04/16 10:12 PM ESTStingy Investing
"In other words, it seems likely that bonds will barely break even or lose ground on an after-fee, after-tax, and after-inflation basis over the next little while"
More Stingy Investing: The Top 200 Canadian Stocks for 2016
The Top 500 U.S. Stocks for 2016

Indexing and small-caps
06/04/16 9:48 PM ESTMarkets
"the 15 most popular small-cap-heavy ETFs have traded 3.6 times more than the average dollar volume of the 100 largest members of the Russell 2000 small-cap index over the past three months"
More Markets: High multiples for sales
The dead model

The curse of culture
06/04/16 9:47 PM ESTBehaivour
"culture is not something that begets success, rather, it is a product of it."

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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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