High Yield Reads - 5/17/14
Money and Finance

High Yield Reads - 5/17/14


Summary of recents posts and pieces of interest, sometimes enduring, to investors:

  • Consuelo Mack interviews Chuck Akre on the importance of compounding. He uses Markel as a case study. 
  • More compounding machines: Base Hit Investor mines the intersection of cheap stocks and high quality - "I prefer to find really cheap stocks, but I want them to be businesses that I think can grow intrinsic value."
  • A Wealth of Common Sense of why saving trumps investing - its more exciting to focus on getting a few extra percentage points of investing returns, but you get way better total return by simply increasing the amount you save
  • Abnormal Returns ponders when we see millenials get into investing
  • Neil Woodford supports Astra Zeneca over Pfizer and worries about big oil dividend coverage from Royal Dutch Shell. And interestingly reveals stake in HSBC
  • Forever Investor unravels Tootsie Roll, which has an unusual management
  • AT&T's bid for DirecTV looks to be driven by, of all things, a need to fund its dividend going forward. That part clearly makes some sense because DirecTV will probably add around 25% to AT&T's free cash flow
  • Jason Zweig advises looking outside the US for stocks 
  • I have a new post on IBM's R&D - repurchases and dividends.




- High Yield Reads - 10/5/14
Summary of recent stories of interest, sometimes enduring, to investors. Morgan Housel's "Not Your Father's Dividend Stocks" talks about the churn in dividend stocks that's left unexpected stocks like tech stocks among the most interesting...

- High Yield Reads - 4/19/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Financial Matters - great list by A Wealth of Common Sense of what does and does not matter to investorsA Dozen Things I've Learned from Bill Gates by Tren Griffin....

- High Yield Reads - 4/5/14
Summary of recents posts and pieces of interest, sometimes enduring, to dividend investors: Base Hit Investor on Markel - as you might guess from the title, I am main interested in dividend stocks, but there are one or two exceptions, Berkshire comes...

- High Yield Reads - 3/15/14
Summary of recents posts and pieces of interest, sometimes enduring, to dividend investors: "The Most Important Metric for Dividend Investors" by Todd Wenning. Put this one in the enduring interest category. Investors of all stripes need to know which...

- Dividend Compass Match 2 - Exxon Mobil Vs Royal Dutch Shell
In Match 1 of the Dividend Compass Cup, we had Coca Cola narrowly defeating Pepsi. The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend Compass to analyze which is the more interesting investing...



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