The Stingy News Weekly (10/14/2012)
New @ StingyInvestor
What would Buffett buy?
"Warren Buffett, the Oracle of Omaha, is the world's most successful value investor. Here's how you can follow his strategies to find your own bargain stocks."
Low volatility value
"Removing the most volatile stocks from the low-P/B portfolio boosted returns by nearly a percentage point annually and reduced volatility by almost two percentage points. As a result, value and low-volatility work well together."
When cheap funds cost too much
"Exchange-traded funds have quickly become one of the cheapest and simplest investing tools in the world. They also are the raw material for an increasingly popular but potentially expensive and confusing way to invest."
You do the math
"One of the nice things about dividends is that they're taxed at a lower rate than interest or other income. Most people know that. What they may not know is that, depending on the province, it's possible for an individual with no other sources of income to earn nearly $50,000 in dividends without paying any tax at all."
The Halloween Indicator
"We use all available stock market indices for all 108 stock markets and for all time periods to study the 'Halloween indicator' or 'Sell-in-May' effect. In total 55,425 monthly observations over 319 years show winter returns - November through April - are 4.52% (t-value 9.69) higher than summer returns. The effect is increasing in strength: The average difference between November-April and May-October returns is 6.25% over the past 50 years. A Sell-in-May trading strategy beats the market more than 80% of the time over 5 year horizons. The data allows us to address a number of (methodological) issues that have been raised with respect to the effect."
Half of the facts you know are probably wrong
"The field of scientometrics - the science of measuring and analyzing science - took off in 1947 when mathematician Derek J. de Solla Price was asked to store a complete set of the Philosophical Transactions of the Royal Society temporarily in his house. He stacked them in order and he noticed that the height of the stacks fit an exponential curve. Price started to analyze all sorts of other kinds of scientific data and concluded in 1960 that scientific knowledge had been growing steadily at a rate of 4.7 percent annually since the 17th century. The upshot was that scientific data was doubling every 15 years."
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