Most Recent Stingy News
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| The Stingy News Weekly: October 16, 2017 |
| 10/16/17 10:10 PM EST | SNW |
| 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 |
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| Value in the soda aisle |
| 10/16/17 9:08 PM EST | Stingy 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 |
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| Low vol in perspective |
| 10/16/17 9:04 PM EST | Indexing |
| "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 |
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| Atul Gawande on being mortal |
| 10/16/17 9:02 PM EST | Health |
| "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 |
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| A smartphone dystopia |
| 10/16/17 9:01 PM EST | Behaviour |
| "Google, Twitter and Facebook workers who helped make technology so addictive are disconnecting themselves from the internet." |
| More Behaviour: Mourning news |
| Invert |
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| CAPE ETFs |
| 10/16/17 9:00 PM EST | Indexing |
| "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 |
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| The Stingy News Weekly: October 7, 2017 |
| 10/07/17 8:39 PM EST | SNW |
| 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 |
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| Warren Buffett interview |
| 10/07/17 8:27 PM EST | Buffett |
| "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 |
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| Safely withdraw funds in retirement |
| 10/07/17 8:18 PM EST | Retirement |
| "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 |
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| The cat ETF |
| 10/07/17 7:34 PM EST | Markets |
| "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 |
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| Tax-avoiding whales swim free |
| 10/07/17 7:32 PM EST | Taxes |
| "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 |
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| Value stock returns |
| 10/07/17 7:29 PM EST | Value 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 |
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| A succulent value strategy |
| 10/07/17 7:26 PM EST | Stingy 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 |
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| The Stingy News Weekly: October 1, 2017 |
| 10/01/17 9:28 PM EST | SNW |
| 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 |
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| Forward returns |
| 10/01/17 7:36 PM EST | Markets |
| "We are now in the 93rd percentile of valuations." |
| More Markets: Bubble territory |
| A great trade |
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| The death of value |
| 10/01/17 7:20 PM EST | Value 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 |
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| Bubble territory |
| 10/01/17 7:15 PM EST | Markets |
| "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 |
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| The state of dividends |
| 10/01/17 7:12 PM EST | Stingy 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 |
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| Warren's pension |
| 10/01/17 7:07 PM EST | Buffett |
| "We're all equities....We don't have any bonds in our pension funds" |
| More Buffett: I negotiated with Buffett |
| Warren Buffett on Harvey |
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| Top dividend stocks |
| 09/25/17 2:51 PM EST | Stingy 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 |
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| The Stingy News Weekly: September 23, 2017 |
| 09/23/17 10:52 PM EST | SNW |
| 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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