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The Stingy News Quarterly (Q2 2001)
The Best Of Stingy Links I've compiled the many fine links from the Stingy News Weekly into several loose categories for your reading pleasure. Stingy Links: Buffett Speaks Berkshire Hathaway, Then and Now A history of Warren's company with evidence that the sage doesn't stick to a "buy and hold forever" approach. The Buffett Reunion Package Links detailing this year's Woodstock of capitalism. Interview: Admit it, Buffett's the real thing An interesting Buffett interview. Keep an eye on BRK's price-to-book value. Buffett takes a stake in Gap Warren Buffet has been on a shopping spree and he picked up some GAP, Wells Fargo and GPU. Buffett Loves It. Skippers Say It's Cheap. It's Up 21%. Name That Stock. Buffett grabs some H&R Block, check out the details. Stingy Links: Value Review Reap the Dividends The only way for companies to return money to shareholders is the old fashioned dividend. Long live the dividend! Of Mines, Forests, and Impatience The first of two articles that attack over optimistic growth investors. Who Killed Value? The second in the series that points to inflation as the cornerstone of value's advantage. David Dreman grabs some Nortel This famous value manager is starting to load up on Nortel and Hewlett-Packard. Perhaps a bit too early ... Cinderella Stocks A few value stocks for your perusal and confirmation that low price-to-book ratios are good a thing. Followers of 'E/P ratios' raise red flag on recent stock rally Earnings yield is a better way of looking at P/E since it allows the investor to easily compare stocks to bonds. Stingy Links: Fund Fun A Fresh Look At Mutual Funds' Performance Data There may be some hope for fund prognosticators. Not surprisingly old world measures are important. Mirror Mirror on the Wall, Is My Toad of a Fund Fairest of All? If you have a dud fund this software will help you sell it to unwary dwarves. Poor returns are not an issue! The Frugal Bugle If you own mutual funds then you should take a look at Joseph Killoran's site. He'll help you armour yourself against shills. Stingy Links: Options & Corporate Governance Introduction to Stock Options A Foolish look at stock options. How fast can you say "corporate mischief"? Options dream turns to nightmare Wow, talk about taxes. The Great CEO Pay Heist Talk about wage inflation. I'm sure regular employees would like similar raises. The Dirty Half-Dozen: America's Worst Boards Do you hold any of these stocks? It might be time to reconsider. Webvan's Former Chief Executive Cuts a Sweet Deal It's hard to loose when one is an insider. Where do I sign up? Lede brothers, staff split $1B windfall on stock sales Options & warrants have long been an easy way for management to pick the pockets of shareholders. Where there is greed there is a way. Stingy Links: Indexing Items Is the S&P 500 rigged? Hey, at least the S&P isn't quite as bad as the TSE. Anyone care for a bit of RIMM? Bogy Beaters: Index Funds That Edge Their Indexes How to index and beat the market. The best of both worlds? Stingy Links: Retirement Roundup Hard working and hard up Malcom Hamilton points out that retirees are living the high life at the expense of struggling families. The big squeeze crimps retirement More Malcom and a wee bit of yours truly. I'm quoted as saying that work is for chumps. But don't fear. I'll continue to publish! A surefire way to cut taxes Make less money and live frugally. A fine recipe for retirement. Can you retire early? A series of articles for those considering early retirement. Planning for the extra long retirement A happy problem that potential retirees should consider. Should You Bite at an Early-Out Offer? Answering no might not be an option. Stingy Links: Future Forecasts Sorry to Spoil the Fun The math has been on the wall for some time. A problem for both growth and value investors. Stingy Links: Burst Bubbles When Bubbles Burst It looks like post bubble economies generally do better than one might expect. Auditors Hex 39 Dot-coms More pain for the dot-coms. Ouch! Cisco Fractures Its Own Fairy Tale Things are sounding grim at Cisco. Given the choice, I'd prefer to have a dour but straightforward CEO in charge of my money. Up in Smoke (PDF) What went wrong in dot.com land? Looks like that age old instinct to devalue experience. Has Palm Lost Its Grip? Shareholders certainly let their money go astray. Looking Back at the Boom If you haven't seen enough of the dot com bubble check out these movies. Another Tech Bubble? Look at those techs go! I think I'll stick with my dull stocks. At least they generate some cash. Stingy Links: Analysts on Parade Where Mary Meeker Went Wrong Mary takes it on the chin. It looks like she should have stopped calling herself an analyst a long time ago. 'Sell' Ratings Were Few as Market Tanked My kingdom for an independent analyst. Why to Put Little Stock In the Words of Wall Street Analysts Would you like some conflict of interest with that stock pick? Brokerage Firm Loses Account Churning Arbitration Despite Profits An interesting case that shows the weakness of Canadian regulation. The press helped pump the bubble, too Surprise, surprise, but don't forget all the investors who ignored the old rules. Do the Big Guns Know Something You Don't? Keep an eye out for big selling in bubble stocks. A bad sign! New @ StingyInvestor.com Immunize yourself from Ticker Temptation and discover some excellent value stocks in my latest MoneySaver article. Ticker Temptation What is the chance that your stocks will die? Check out my article on Stock Mortality for the answer. Stock Mortality Stingy News Weekly Archive 06/22/01 06/15/01 06/01/01 05/25/01 05/18/01 05/11/01 05/04/01 04/27/01 04/20/01 04/13/01 04/06/01 03/30/01 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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