The Stingy News Weekly (05/18/2014)
Stingy News Flash
I'm going to stop emailing out the Stingy News Weekly in the next week or two. Unfortunately, new anti-spam legislation that is due to come into effect makes sending emails to non-paying subscribers too risky.
In happier news, the Stingy News Weekly will be posted online instead.
This week's letter can be found at ...
I'll promote the new edition of the weekly on the main page at Stingy Investor ...
on my twitter feed ...
and on my RSS feed ...
Each week the most recent edition will be posted at ...
Put the page in your tab collection for easy reference.
You can also run webpage monitoring software on the page to see when it changes and be notified by email. For instance, a friend suggested the following extensions/add-ins for chrome/firefox
and a website that will send email notifications ...
I've not used these services myself. So, be sure to do your own due diligence. But they might be of interest.
I'd also like to thank everyone who sent me an email regarding the change. I'll try to answer all of them asap.
New from StingyInvestor
Don't succumb to their charms
"The tulips are in bloom in Toronto and the entire front yard of a house on my street is devoted to them. The flowers were originally planted by the owner's parents who passed away some time ago. But their memory lingers in the glorious blanket of red and yellow that appears each spring. As it happens, tulips and stocks have a sordid history that dates back to the 1600s, when the Dutch were afflicted by tulip mania."
Recap: rich at any age
"A recap of the MoneySense 15th anniversary event"
Two ways to improve momentum
"Momentum investing worked very well in 2013, but it's been awful in 2014. The momentum reversal has been one of the major headlines in an otherwise flat and quiet market year because the high-flying stocks from 2013, especially popular tech names like Tesla, have been crushed in recent months. Momentum investing works great over the long term but can suffer from short term reversals that are painful to live through. Luckily, there are ways to significantly improve the momentum trading strategy - which would have side-stepped the momentum carnage of 2014 completely."
Disbursing cash to shareholders
"Frequently asked questions about buybacks and dividends"
Enhancing yield-based strategies
"High dividend yield stocks do not reliably earn above-average risk-adjusted returns. More complete measures of shareholder yield, which account for net share repurchases, perform better. We explore the use of net-debt paydown as a way to further enhance shareholder yield. The addition of net-debt paydown enhances risk-adjusted returns and creates a shareholder yield metric that is more robust over time. We also explore the technique of separating yield metrics by payout percentage as a way to enhance return predictability. We find some evidence that using payout percentage within a yield category can systematically improve portfolio performance."
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