The Stingy News Weekly (01/17/2016)
New from StingyInvestor
2016 bank stock-picking contest
"As uncertainty abounds it's time to test your stock-picking prowess in my third annual big bank stock contest. All you have to do is figure out the best, and the worst, of the Big Six Canadian banks to invest in this year." [$]
The history of the low loonie
"Earlier this week the Canadian dollar traded below 70 cents U.S. for the first time since early 2003. The loonie has fallen significantly from where it was just a few years ago and the decline has impacted the price of imports in a big way."
What the Big Short gets wrong
"Oscar-nominated director Adam McKay deserves credit for trying to make such complex financial concepts accessible. But since many Americans will be inclined to believe The Big Short's cinematic version of the mortgage crisis, it's worth noting that its analysis of what actually happened to the American economy - even down to the virtuosic little explainer asides- doesn't really add up." [Government]
Situation Normal, All-FANGed Up
"It is true that a few stocks bailed out the cap-weighted index last year. But it's also true in most years. It's always directionally true, that's just math, and in 2015 it was true by just about the average amount." [Markets]
Sequoia sued over Valeant stake
"The investment firm that runs the Sequoia Fund, long known for its ties to Warren Buffett, was sued by shareholders who claim it recklessly took a huge stake in embattled drug company Valeant Pharmaceuticals International Inc, causing more than $2 billion in losses." [Funds]
Mohnish Pabrai lecture
"Mohnish Pabrai talks to students at Boston College" [Value Investing]
DOW 30 Value Screens
S&P/TSX60 Value Screens
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