Money and Finance
Summary of recents posts and pieces of interest, sometimes enduring, to investors:
- Cloning Woodford
Cloning is a great American tradition. Specifically, there's a long history of Americans successfully cloning British ideas, think about "The Office." Who was better David Brent or Michael Scott? Who cares, they were both great. In that spirit let's...
- 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...
- High Yield Reads - 5/10/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Bill Mann of Motley Fool Funds - Wandering Fools: Arabian Gulf - on UAE, Dubai, Oman and more. "The United Arab Emirates and Qatar rank just below Japan and above South...
- 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...
Money and Finance
High Yield Reads - 7/13/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors:
- Josh Peters on dividend and buyback debate: the record for buybacks was set in 2007 near previous market highs, then when prices improved companies were concerned with the financial crisis and couldn't buy at attractive prices. Buy backs are great in theory, but its not reasonable to expect management to be excellent at running their business and be the second coming of John Malone, too.
- Lou Ann Lofton: Invest Like a Girl. Words of wisdom; women "tend to think longer term, take much less risk, and just generally view investing more as a means to an end (security for their families, for example) than a game or a way to keep score."
- Todd Wenning: When to Stop Researching a Stock - good set of red flags to double check against your investing checklist
- Amni Rusli - "Don't be the greater fool." investing wisdom from Sky Masterson's dad.
- Meet the new fund holdings (mostly) the same as the old fund holdings - Forever Investor - checks in on Neil Woodford's new fund and finds it similar to his previous fund. It was an interesting parlor game to figure which ones he would buy. The qualities were still there on many holdings (Like AstraZeneca, Roche) but the prices had run up. Good signal to see them in the new portfolio (bought in June) as well.
- I have two new posts "Look to Quality When Investing in a Fairly Valued Market" and "Does Potash Corp Yield Dividend Growth?"
- Cloning Woodford
Cloning is a great American tradition. Specifically, there's a long history of Americans successfully cloning British ideas, think about "The Office." Who was better David Brent or Michael Scott? Who cares, they were both great. In that spirit let's...
- 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...
- High Yield Reads - 5/10/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Bill Mann of Motley Fool Funds - Wandering Fools: Arabian Gulf - on UAE, Dubai, Oman and more. "The United Arab Emirates and Qatar rank just below Japan and above South...
- 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...