The Stingy News Weekly (01/22/2017)
New from StingyInvestor
More wishful thinking than rule
"As a result, those who follow the 4% rule - or even a more conservative 3% rule - might be gambling with retirement ruin. At a minimum they should be prepared to tighten their belts should the markets turn against them."
Value by sector
"When it comes to fishing for stocks, value investors are skating on thin ice because the bargains they desire are disappearing as the markets warm. To find the few bargains that remain it is useful to take a step back, consider the market as a whole, and drill down into different sectors." [$]
Charles de Vaulx interview
"Veteran value fund manager, IVA Advisers' Charles de Vaulx explains why he has nearly 40% of his portfolios in cash." [video] [Value Investing]
And that's OK
"I don't know a lot of things when it comes to investing. I don't know exactly how or when the current market cycle ends. I don't know when valuations will matter again. I don't know when central banks lose control and free markets return. I don't know the next time I'll be fully invested. And I certainly don't know the near-term direction of stock prices. But I get asked about these things frequently. I wish I knew, but I don't." [Value Investing]
Fortress fails to silence critic
"In 2011 the Ontario Securities Commission accused the pair, along with a third man, of engaging 'in conduct contrary to the public interest' by selling clients of their debt-management business shares of companies caught up in a B.C. stock scam. Petrozza and Rathore agreed to pay close to $3 million and were slapped with a 15-year ban on trading securities." [Real Estate]
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