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The Stingy News Quarterly (Q1 2001)
Stingy Links Stingy Links: Buffett Bounces Back Warren's Letter to Shareholders The chairman's letter is always interesting and educational. Berkshire Hathaway's Other Half An interview with the author of the new book about Warren's shadow. The book is called "Damn Right: Behind the Scenes With Berkshire Billionaire Charlie Munger". What Does Warren Buffett Know That You Don't? A discussion of some of Warren's picks from late last year. Buffett hits a bumpy roadM A fun look at Buffett a year ago. You know, back when tech was the only thing to invest in. Stingy Links: Value Review An Interview with Marty Whitman Marty provides value investors with some important accounting tips. Contra The Heard Looking for deep value? Look no further than the Contra Guys. There are lots of keen articles and picks to be found here. The Surprising Value of Technology Keep an eye out for companies with a price-to-cash ratio of less than one. You may be able to find a few good techs this way. Five Myths about Value Investing The author claims that Philip Morris was a value stock when it traded at a P/E of over 20. I suspect that Graham would have disagreed. Stingy Links: Big Bear How the Mighty Have Fallen A quick snapshot of the giants of yesteryear. The dot com graveyard The list grows longer... NASDAQ is 94 Today Yup, NASDAQ is all the way back to a P/E of 94. Is it a bear market yet???!!! Bearish commentary and some keen graphs. Take a gander at the insider selling graph. Double Bubble A lengthy article from the Center for Economic and Policy Research that talks about overvaluation. Stingy Links: Fun & Games Fun and cheer with a load Bearish cartoons: http://www.beartopia.net/ramirezlatimes/ramirez_20010315.jpg http://www.beartopia.net/ramirezlatimes/ramirez_20010313.jpg http://www.beartopia.net/ramirezlatimes/ramirez_20010207.jpg http://www.beartopia.net/ramirezlatimes/ramirez_20010304.jpg http://www.beartopia.net/ramirezlatimes/ramirez_20001203.jpg http://www.wsrn.com/apps/features/humor.xpl?d=031601 http://www.markpoyser.com The Day the NASDAQ Died If you've lost it all on the NASDAQ then you might want to sing this song. Investment Aphorisms Some keen investment quotes collected by Bylo. Stingy Links: Analysis Lies, Damned Lies and Managed Earnings Nothing like BBQing the books to make them look good. Lots of fun fraud is revealed in this article. Analysts Engage in Fuzzy Math It seems that some analysts are getting a little carried away with year-over-year comparisons. Those wacky guys. Mining Fool's Gold (PDF) A full frontal attack on the Motley Fool's approach to the DOW. Useful reading for any one interested in the Dogs of the Dow. Stingy Links: Market History A Trip Down Memory Lane An interesting review of the last few decades of investing. Several graphs show that following the winners can be dangerous to one's wealth. The Callan Table of Investment Returns (PDF) A keen pdf file that shows which investment styles have outperformed recently. Shillings' List Not overly cheery on the economy but reasonably optimistic on the markets. Stingy Links: Retirement Retirement Models That Let Reality Bite Does your retirement plan incorporate market variation or does it just assume gains of 10% a year? Your selection can make quite a difference. Cash, Stocks and Home Mortgages Thinking about taking out a mortgage to buy stocks? This one's for you. Will you be ready? A retiree takes on the notion that expenses fall on retirement. New @ StingyInvestor.com You can now get Dan Hallett's mutual fund wisdom sent to you via email every Monday. Sign up at the Stingy Investor email centre. http://www.stingyinvestor.com/cgi-bin/email.cgi In my latest Canadian MoneySaver article I take a hard look at MERs, commissions and taxes. I think that most investors should take some time to Focus on Fees. http://www.stingyinvestor.com/SI/articles/0401.shtml I've posted the slides from two investment talks for those who didn't want to take notes. http://www.stingyinvestor.com/SI/articles/talks.shtml If you are interested in a good US stock screener, and Graham's approach for the defensive investor then Seeking Solid Stocks is for you. http://www.stingyinvestor.com/SI/articles/0201.shtml> Stingy News Weekly Archive 03/23/01 03/16/01 03/09/01 03/02/01 02/23/01 02/16/01 02/09/01 02/02/01 01/26/01 01/19/01 01/12/01 01/05/01 May spring put bounce into your portfolio! Bullishly Yours, Norman Rothery Please visit the Stingy Investor website at http://www.stingyinvestor.com To (un)subscribe please use our email centre at http://www.stingyinvestor.com/cgi-bin/email.cgi Email comments or questions to info@stingyinvestor.com Refer legal disclaimers at http://www.stingyinvestor.com/SI/legal.shtml http://www.stingyinvestor.com/SI/legal/conflict.shtml | ||||
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