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MoneySense Top 200
 2014: This Year's Picks
 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
 2014: This Year's Picks
 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%

Stingy Stocks
2014: This Year's Picks
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%

Warren Buffett
"The fact that people will be full of greed, fear or folly is predictable. The sequence is not predicatable."
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Books By Friends
  Findependence Day by Jonathan Chevreau

The Uncommon Investor III by Benj Gallander

Norm's Recent Reading
  There's Always Something to Do by Christopher Risso-Gill

The Rational Optimist by Matt Ridley

Quantitative Strategies by Richard Tortoriello

Ubiquity by Mark Buchanan

A Splendid Exchange by William J. Bernstein

Good Books
  Security Analysis by Benjamin Graham

The Intelligent Investor by Benjamin Graham

Buffett by Roger Lowenstein

Contrarian Investment Strategies by David Dreman

Value Investing by Martin J. Whitman

What Works on Wall Street by James P. O'Shaughnessy

There's Always Something to Do by Christopher Risso-Gill

The Art of Short Selling by Kathryn Staley

Beyond Greed and Fear by Hersh Shefrin

Common Stocks and Uncommon Profits by Philip A. Fisher

Relative Dividend Yield by Anthony E. Spare

Financial Shenanigans by Howard M. Schilit

Against the Gods by Peter L. Bernstein

Damn Right! by Janet Lowe

A Random Walk Down Wall Street by Burton G. Malkiel

The Davis Dynasty by John Rothchild

Behavioural Investing by James Montier

Value Investing by James Montier

Critical Mass
by Philip Ball

The Black Swan by Nassim Nicholas Taleb

Expert Political Judgment by Philip E. Tetlock

A Splendid Exchange by William J. Bernstein




New Stingy Headlines

 10/19   The Stingy News Weekly: October 19, 2014SNW 
 10/19   Buffett's stock pickersBuffett 
 10/19   Low volatility and valueValue Investing 
 10/19   Avoid high beta stocksMarkets 
 10/19   Oil plunge puts dividends at riskStingy Investing 
 10/11   The Stingy News Weekly: October 11, 2014SNW 
 10/11   Managing money for retirementRetirement 


Most Recent Stingy News

The Stingy News Weekly: October 19, 2014
10/19/14 7:06 PM ESTSNW
I'm pleased to present our free letter for the week ended October 19, 2014. This week we have volatility, value, dividends, Buffett's stock pickers, and more.
More SNW: The Stingy News Weekly: October 11, 2014
The Stingy News Weekly: October 4, 2014

Buffett's stock pickers
10/19/14 6:57 PM ESTBuffett
"So how have the Oracle's disciples done? Quite impressively, according to our estimates. Both have outpaced the S&P 500 in their time at Berkshire (their compensation is determined by how much they beat that index over three years). Combs has done the better of the two, generating a cumulative return of 116% over the past nearly four years-more than double the S&P's 55% over the same period. Weschler's portfolio is up 81%, but he's had only three years to prove himself. Combs' picks increased an incredible 51% last year alone. And Weschler is well ahead of the market this year."
More Buffett: Warren Buffet on investment strategy
The wrath of Warren Buffett

Low volatility and value
10/19/14 5:50 PM ESTValue Investing
"A large part of the performance associated with low volatility stocks is clearly being driven by exposures to value; however, there does appear to be some marginal benefit to investing in low volatility stocks."
More Value Investing: Is value investing a hoax?
The large-stock value premium

Avoid high beta stocks
10/19/14 5:46 PM ESTMarkets
"Low volatility investing--either expressed via BETA or IVOL--does show promise. The simulation results are not as dramatic as those for value and momentum based strategies, but the results are certainly interesting."
More Markets: Do valuation shorts work?
Back testing investment strategies

Oil plunge puts dividends at risk
10/19/14 5:06 PM ESTStingy Investing
"While oil consumers are enjoying the lower prices, producers are starting to sweat and their shares are wilting as investors anticipate weaker earnings in the months to come."
More Stingy Investing: Cigar-butt stocks get last laugh
5 middleweight dividend stocks

The Stingy News Weekly: October 11, 2014
10/11/14 6:16 PM ESTSNW
I'm pleased to present our free letter for the week ended October 11, 2014. This week we have Deep Value, Warren Buffett, oil, and more.
More SNW: The Stingy News Weekly: October 4, 2014
The Stingy News Weekly: September 28, 2014

Managing money for retirement
10/11/14 6:07 PM ESTRetirement
"There are not enough resources to give all of the Baby Boomers a lush retirement, without unduly harming younger age cohorts, and this is true over most of the developed world, not just the US."
More Retirement: Dreaming of a cheap tropical retirement?
The new game of retirement chicken

Incentives matter
10/11/14 5:58 PM ESTBehaviour
"Did you know police can just take your stuff if they suspect it's involved in a crime? They can! It's a shady process called 'civil asset forfeiture,' and it would make for a weird episode of Law and Order." [video]
More Behaviour: A good case of amnesia
Hard money is not a mistake

Warren Buffet on investment strategy
10/11/14 5:55 PM ESTBuffett
"The annual Fortune MPW interview with the world's most successful investor - Warren Buffett, Chairman and CEO, Berkshire Hathaway." [video]
More Buffett: The wrath of Warren Buffett
2014 Berkshire Hathaway meeting

Canada finds oil route around Obama
10/11/14 5:53 PM ESTWorld
"So you're the Canadian oil industry and you do what you think is a great thing by developing a mother lode of heavy crude beneath the forests and muskeg of northern Alberta. The plan is to send it clear to refineries on the U.S. Gulf Coast via a pipeline called Keystone XL. Just a few years back, America desperately wanted that oil. Then one day the politics get sticky. In Nebraska, farmers don't want the pipeline running through their fields or over their water source. U.S. environmentalists invoke global warming in protesting the project. President Barack Obama keeps siding with them, delaying and delaying approval. From the Canadian perspective, Keystone has become a tractor mired in an interminably muddy field."
More World: The great Chinese exodus
Russian history is on our side

Vanguard makes its move
10/11/14 5:52 PM ESTIndexing
"You knew it was coming: Vanguard Canada has dramatically reduced the fees on 11 of its ETFs. The announcement came this week, and it affects some of the most popular funds in the Vanguard lineup"
More Indexing: The growing case against ETFs
Why do ridiculous portfolios outperform?

Cigar-butt stocks get last laugh
10/11/14 5:50 PM ESTStingy Investing
"If you're a value investor or are simply interested the sort of thinking behind Mr. Icahn's latest round of activism, then you'd do well to pick up a copy of Deep Value. It'll help you become a better investor."
More Stingy Investing: 5 middleweight dividend stocks
Deep value stocks are scarce

The Stingy News Weekly: October 4, 2014
10/04/14 12:35 PM ESTSNW
I'm pleased to present our free letter for the week ended October 4, 2014. This week we have middleweight dividend stocks, thrifty entertainment ideas, shorting, plus much more.
More SNW: The Stingy News Weekly: September 28, 2014
The Stingy News Weekly: September 19, 2014

Budget-friendly entertainment ideas
10/04/14 12:29 PM ESTThrift
"Yes, retirement can be expensive if you insist on multiple residences, luxury vehicles and frequent exotic locations. On the other hand, you can get by on a lot less and as the old saying has it, the best things in life are free."
More Thrift: Prudence penalised
The importance of being solvent

Is value investing a hoax?
10/04/14 12:13 PM ESTValue Investing
"It was a wide-ranging conversation canvassing some interesting ideas: Net nets, the Acquirer's Multiple, and the validity of value investing"
More Value Investing: The large-stock value premium
A few cheap stocks

Prudence penalised
10/03/14 8:58 PM ESTThrift
"The reluctance of workers to save for their old age is usually put down to inertia or impatience - being unable to defer gratification to the distant future. In fact, it may be a rational decision in the face of high charges, confusing products and poor returns."
More Thrift: The importance of being solvent
Tiny houses for economic freedom

Is Bernanke a bad credit risk?
10/03/14 8:41 PM ESTFun
"Ben S. Bernanke said the mortgage market is so tight that even he is having a hard time refinancing his own home loan."
More Fun: The board game of the alpha nerds
Congress reluctant to cut

Do valuation shorts work?
10/03/14 8:40 PM ESTMarkets
"In conclusion, it seems the poor reputation valuation shorts have is at least partially deserved. Even when we look at some of the best-known and most-memorable short campaigns of the past decade, valuation shorts significantly under-perform fraud shorts."
More Markets: Back testing investment strategies
The durable low volatility effect

5 middleweight dividend stocks
10/03/14 8:37 PM ESTStingy Investing
"Many mid-sized companies also pay generous dividends and are worth a second look by adventuresome souls"
More Stingy Investing: Deep value stocks are scarce
Cursed dividend stocks

The Stingy News Weekly: September 28, 2014
09/28/14 6:00 PM ESTSNW
I'm pleased to present our free letter for the week ended September 28, 2014. This week we have deep value stocks inspired by Patrick O'Shaughnessy and Tobias Carlisle, plus much more.
More SNW: The Stingy News Weekly: September 19, 2014
The Stingy News Weekly: September 14, 2014

Back testing investment strategies
09/28/14 10:31 AM ESTMarkets
"Investment advice bombards us from many directions with little to support it but anecdote. Many times, a manager will give a handful of stocks as examples, demonstrating how well they went on to perform. Unfortunately, these managers conveniently ignore the many other stocks that also possessed the preferred characteristics but failed."
More Markets: The durable low volatility effect
Long-term returns boosted by illiquidity

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