The Stingy News Weekly (05/26/2013)
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Value with a touch of quality
"I believe that value comes first. Despite their apparent ugliness, bargain stocks do quite well, as a group, due to their low prices. But some of them deserve to trade for even less. That's why many value investors look at business quality in an effort to find stocks that are both cheap and relatively safe."
Trying to catch a falling stock
"Perusing the list of stocks hitting their 52-week lows inspires a little ditty called Down, Down, To Goblin Town to play in my head. It's the victory song of a horde of goblins in the 1977 animated version of The Hobbit, and they sing it while dragging the heroes down into the bowels of their dark lair. It neatly captures the dangers investors face when buying falling stocks."
On stock splits
"This brings me to my conclusion: stock splits are a momentum effect, but it is larger when companies are still have a cheap valuation. Perhaps splits have no effect on stock performance - it is all momentum and valuation."
Vitamins seen delaying dementia
"Now, in the latest of a steady drumbeat of research that suggests diet, exercise and socializing remain patients' best hope, a study published today in the Proceedings of the National Academy of Sciences shows that vitamins B6 and B12 combined with folic acid slowed atrophy of gray matter in brain areas affected by Alzheimer's disease."
The mystery of the missing experiments
"Francis makes the argument that when sample size, effect size and power are low, datasets that are replicated repeatedly without occasional, or even relatively frequent null findings should be treated as suspect. This is because in experiments where it is reported in the data that certainty is low, it should be expected that we'll see null effects with frequency due to the rules of probability." [Watch Gregory Francis' talk]
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