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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
Invert

CAPE ETFs
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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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%
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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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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%

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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%

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