The Stingy News Weekly (10/14/2013)
Stingy News Flash
Canadian MoneySaver Talk
The Canadian MoneySaver is holding a seminar at the World Moneyshow in Toronto at which I'll be presenting a talk called "Balance, Dividends, and Value".
The main convention runs from October 24 through 26 at the Metro Toronto Convention Centre. The details can be found at ...
The Canadian MoneySaver event will be held on Saturday that 26th. The line up of speakers, and topics, can be perused at ...
I believe attendance is free this year but registration is required and space is limited. If you want to sign up, the organizers have asked me to tell you to use priority code 033132 when you register or use the following link.
Be sure to drop by and say hi.
New @ StingyInvestor
Why cash is not trash
"Holding a concentrated portfolio that contains only a few stocks is a two-edged sword. If you pick the right stocks, they can pay off in spades. But if you don't, you might be taken to the poorhouse."
Finding value among U.S. dividend stocks
"To obtain a well-rounded portfolio, dividend investors should pick up at least a few international stocks. That's why I'm on the hunt today for U.S. dividend payers that might also appeal to value investors."
Graham & Doddsville: Fall 2013
Be sure to read the Guy Spier interview: Build Your Life in a Way That Suits You
America's default on its debt is inevitable
"This is the unsustainable conceit of the world's superpower-cum-super debtor. By deed, if not audible word, we Americans say: 'The greenback is the world's great monetary brand. You have no choice but to use it. Like it or lump it.' But the historical record of paper currencies is clear: Governments always over-issue it. The people finally do lump it."
Cyclically adjusted valuation measures
"We confirm the effectiveness of using cyclically-adjusted valuation metrics to identify high performing stocks. The Shiller P/E, or cyclically-adjusted price-to-earnings (CAPE) ratio, is not the optimal way to implement a cyclically-adjusted value measure. At the margin, the cyclically-adjusted book-to-market (CA-BM) is a better measure to predict returns. We find that more frequent rebalancing and momentum can enhance strategies based on cyclically-adjusted valuation metrics."
The dark side of compound interest
"If being in thrall to compound interest is a problem for you, just imagine how it feels for Warren Buffett. The world's richest man has compounded his wealth by 20% since the early 1970s. Before that has was doing even better. Every can of soda the notorious Coca-Cola fan swigged in the 1950s therefore cost him thousands of times as much as he paid for it, compared to if he'd put the money into his investments and had a glass of water."
DOW 30 Value Screens
S&P/TSX60 Value Screens
The Rothery Report
(Learn More | Subscribe)
The Rothery Report provides research on select deep-value stocks in North America. Discover overlooked and undervalued stocks in quarterly investment reports which provide detailed analysis of Canadian and U.S. stocks. Weekly email news and additional updates keep subscribers informed about new opportunities and developments.
|Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...|