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Re: Who says a stock is either "value" or "growth"?

Larry Swedroe had a list of small cap value ETF's in an article just this past August.

Understanding Small Value ETFs

Now I'm looking for an ETF that will do the same for international small value.
by Stryker
Tue Oct 28, 2014 2:44 pm
 
Forum: Investing - Theory, News & General
Topic: Who says a stock is either "value" or "growth"?
Replies: 25
Views: 2041

Re: Risk in a high dividend stock portfolio

Personally, I think it would be highly risky to start learning about investing in individual equities when you're only two or three years away from retirement. I mean I invest in individual dividend (low yield) stocks myself alongside broad based index funds and ETF's in retirement, but after over ...
by Stryker
Thu Oct 23, 2014 6:41 pm
 
Forum: Investing - Theory, News & General
Topic: Risk in a high dividend stock portfolio
Replies: 19
Views: 2196

Re: Risk in a high dividend stock portfolio

Hi all, I'm a few years (2 to 5) until retirement, I'm wondering about high dividend stocks. Looking at the site, http://www.dividend.com/dividend-stocks/high-dividend-yield-stocks.php and eliminating say the first 12, just because the dividend is so high you will see 80 stocks paying between 15.69...
by Stryker
Tue Oct 21, 2014 10:59 am
 
Forum: Investing - Theory, News & General
Topic: Risk in a high dividend stock portfolio
Replies: 19
Views: 2196

Re: Leon Cooperman giving the same advice as Warren

I was reading about Leon Cooperman well over twenty years ago in the financial magazines, so he's not exactly a new name to me. Just because an expert recommends something doesn't mean I follow his or her advice. I'll just listen, and then usually just go on in the portfolio with what I already have...
by Stryker
Mon Oct 20, 2014 6:24 pm
 
Forum: Investing - Theory, News & General
Topic: Leon Cooperman giving the same advice as Warren
Replies: 47
Views: 3271

Re: UAE bogleheads: International Online Broker

You may want to ask at Andrew Hallam's website. He seems to know a fair bit regarding expat investing.
by Stryker
Mon Oct 20, 2014 12:38 pm
 
Forum: Investing - Theory, News & General
Topic: UAE bogleheads: International Online Broker
Replies: 1
Views: 233

Re: Why do investors prefer cash dividends?

I don't argue about it. I just do it. Passive investing using broad based indexes in the tax deferred and tax free portfolios, and all Canadian individual dividend growth stocks in the taxable portfolio. I have over thirty stocks in there, all diversified by sector. Diversified that way, "after...
by Stryker
Thu Mar 06, 2014 4:52 pm
 
Forum: Investing - Theory, News & General
Topic: Why do investors prefer cash dividends?
Replies: 126
Views: 5883

Re: Are dividend (and value) stocks too risky?

I don't know. I read the article, and it's not the first time that someone's mentioned dividend stocks being expensive over the last few years. Anything's possible, but unless companies start cutting their dividends en masse similar to the 1930's, then the dividend investor should have nothing to fe...
by Stryker
Fri Oct 11, 2013 3:10 pm
 
Forum: Investing - Theory, News & General
Topic: Are dividend (and value) stocks too risky?
Replies: 10
Views: 982

Re: Paper Profits: Why We can't do Deals like Warren Buffett

I can't do deals like Buffett, but I sure know how to allocate capital from the cash produced within the portfolios.
by Stryker
Wed Oct 09, 2013 11:56 am
 
Forum: Investing - Theory, News & General
Topic: Paper Profits: Why We can't do Deals like Warren Buffett
Replies: 7
Views: 1129

Re: Paper Profits: Why We can't do Deals like Warren Buffett

I suppose if you're highly intelligent you may be envious of the deals that Warren Buffett can make and you can't, but I've never had that problem to contend with. Making deals that involve debt is something that Buffett can readily do, but since I'm totally adverse to debt, if I was offered the sam...
by Stryker
Mon Oct 07, 2013 5:57 am
 
Forum: Investing - Theory, News & General
Topic: Paper Profits: Why We can't do Deals like Warren Buffett
Replies: 7
Views: 1129

Make no mistake: Mr. Market is smarter than you

Make no mistake: Mr. Market is smarter than you I was most interested in what Terrance Odean, finance professor at the University of California, Berkeley had to say in the article being I hadn't read anything from him in a long time, since his research paper on individual investors performance came...
by Stryker
Sun Aug 25, 2013 2:38 pm
 
Forum: Investing - Theory, News & General
Topic: Make no mistake: Mr. Market is smarter than you
Replies: 36
Views: 3962

Allan Roth: Dare To Be Dull

Index Universe Wealth Logic’s Roth: Dare To Be Dull By Cinthia Murphy | March 05, 2013 Allan Roth, an investment advisor at Colorado Springs, Colo.’s Wealth Logic, which has more than $1.5 billion of assets under advisement, is also known for his blogging acumen on DareToBeDull.com. The Northwestern...
by Stryker
Wed Mar 06, 2013 9:57 am
 
Forum: Investing - Theory, News & General
Topic: Allan Roth: Dare To Be Dull
Replies: 2
Views: 658

Re: For Value Investing Geeks

Doing a quick scan through the research paper Rick kindly linked, I get the feeling that dividend growth is much more important than investors were led to believe in the past. Rebalancing and the Value Effect "It is, therefore, the act of rebalancing and reconstituting the growth and value port...
by Stryker
Tue Mar 05, 2013 6:44 pm
 
Forum: Investing - Theory, News & General
Topic: For Value Investing Geeks
Replies: 15
Views: 1865

Re: For Value Investing Geeks

I've been following dividend growth investing for over thirty years now, and presently have thirty four individual Canadian equities in my taxable account. Having read Ben Graham's "The Intelligent Investor" numerous times, I think it would be a stretch of the imagination to call myself a ...
by Stryker
Mon Mar 04, 2013 3:09 pm
 
Forum: Investing - Theory, News & General
Topic: For Value Investing Geeks
Replies: 15
Views: 1865

Re: WSJ: Why Most Value Investors Will Burn Out

When Walter Schloss was alive and running his investment business with his son Edwin, they had around a 100 stocks in the portfolio. In a 1989 interview with Outstanding Investor Digest when he was asked about his feverish pace of turning over his stocks at the torrid rate of once every four years, ...
by Stryker
Sun Feb 17, 2013 11:35 am
 
Forum: Investing - Theory, News & General
Topic: WSJ: Why Most Value Investors Will Burn Out
Replies: 48
Views: 7378

Re: Why can US citizen expats not invest w/Vanguard?

If you go way down to the bottom post on this blog from Andrew Hallam in Singapore, you'll find a poster asking much the same thing.

Another method, If you have access to the stock exchanges in the U.S. you can always buy Vanguard's ETF's. I'm an outright foreigner, and that's what I do.
by Stryker
Mon Feb 11, 2013 1:32 pm
 
Forum: Investing - Theory, News & General
Topic: Why can US citizen expats not invest w/Vanguard?
Replies: 63
Views: 12324

Re: "Think, Act, and Invest Like Warren Buffett" -- A Gem

styrker That is stated in the beginning of the book, that you cannot invest exactly like him but you can follow his advice and his behaviors (in that way you can invest like him), like ignoring forecasts and not trying to time the market. Best wishes Larry Hi Larry, I've ignored market forecasts si...
by Stryker
Fri Feb 08, 2013 4:53 pm
 
Forum: Investing - Theory, News & General
Topic: "Think, Act, and Invest Like Warren Buffett" -- A Gem
Replies: 41
Views: 5123

Re: "Think, Act, and Invest Like Warren Buffett" -- A Gem

How can I invest like Warren Buffett? He had an unfair advantage. In my thirty plus years of investing, I've never used leverage, and don't plan to start now. His mentor, Benjamin Graham used leverage in the late 20's and early 1930's and almost got wiped out. Ben never did that again.
by Stryker
Fri Feb 08, 2013 3:40 pm
 
Forum: Investing - Theory, News & General
Topic: "Think, Act, and Invest Like Warren Buffett" -- A Gem
Replies: 41
Views: 5123

Global Investment Returns Yearbook 2013

Credit Suisse Global Investment Returns Yearbook 2013

by Elroy Dimson, Paul Marsh, and Mike Staunton, London Business School
by Stryker
Wed Feb 06, 2013 1:34 pm
 
Forum: Investing - Theory, News & General
Topic: Global Investment Returns Yearbook 2013
Replies: 1
Views: 264

John Bogle: “Invest, and don’t peek”

Canadian newspaper interview with John Bogle.

John Bogle: “Invest, and don’t peek”

The Globe and Mail
Published Thursday, Jan. 24 2013
by Stryker
Sun Jan 27, 2013 1:39 pm
 
Forum: Investing - Theory, News & General
Topic: John Bogle: “Invest, and don’t peek”
Replies: 24
Views: 3630

Re: Asset Allocation for Non-US citizens

Anywhere Non-US. Canada Model portfolios at Dan Bortolotti's website "Canadian Couch Potato" Andrew Hallam's model portfolio Hallam is the author of "The Millionaire Teacher", a Canadian who runs a blog from Singapore. He also has information for expatriates who want to invest i...
by Stryker
Sat Jan 19, 2013 6:22 pm
 
Forum: Investing - Theory, News & General
Topic: Asset Allocation for Non-US citizens
Replies: 3
Views: 368

Re: Shifting to higher stock allocation during crashes

I find major down markets like 2008 - 2009 a great time to find out any minor or major weaknesses in the portfolios and shore them up. At the time, I was kept busy buying individual stocks until I ran out of cash.
by Stryker
Fri Jan 18, 2013 6:01 pm
 
Forum: Investing - Theory, News & General
Topic: Shifting to higher stock allocation during crashes
Replies: 42
Views: 2784

Re: Want Lower Returns? Try Timing Industry Sectors

I will note that there are individuals (e.g. Gil Blake) whose sector picking returns cannot be explained by reference to luck, additional risk, etc. I had to look up this Gil Blake to satisfy my own curiosity. Market timing is hardly new. It was pioneered in 1980 by Gil Blake, an investor who made ...
by Stryker
Wed Jan 16, 2013 7:03 pm
 
Forum: Investing - Theory, News & General
Topic: Want Lower Returns? Try Timing Industry Sectors
Replies: 27
Views: 2252

The Winner's Curse - By Rob Arnott, Lillian Wu

Tried a search on this here, but couldn't find it posted previously. Quite an eye opener from this research paper on the performance results from the largest cap companies listed not only in the U.S., but from around the world.

The Winner's Curse

By Rob Arnott, Lillian Wu
by Stryker
Mon Jan 14, 2013 1:17 pm
 
Forum: Investing - Theory, News & General
Topic: The Winner's Curse - By Rob Arnott, Lillian Wu
Replies: 7
Views: 1024

Canadian Couch Potato Returns for 2012

Couch Potato Portfolio Returns for 2012 "I think we can safely say we are now almost four years into the most disrespected bull market in history, to borrow a phrase from Alexander Green. In a recent roundtable in The Wall Street Journal, the moderator opened the discussion by saying, “It’s be...
by Stryker
Sat Jan 12, 2013 3:32 am
 
Forum: Investing - Theory, News & General
Topic: Canadian Couch Potato Returns for 2012
Replies: 0
Views: 323

Five Brutal Years Teach Investors to Sit Tight

Bloomberg Businessweek Five Brutal Years Teach Investors to Sit Tight "Five short, mostly brutal, years ago, Henry Blodget made what I think is the best call of his career. In a candid series for Slate, the former stock analyst ragged on the Wall Street marketing and fee machine that he once co...
by Stryker
Thu Jan 10, 2013 2:58 pm
 
Forum: Investing - Theory, News & General
Topic: Five Brutal Years Teach Investors to Sit Tight
Replies: 0
Views: 585

Re: Tax implications of ATRA

Many Canadians who own ETF's listed south of the border are breathing a sigh of relief as well, since depending on assets we may have been hit with the U.S. estate tax.
by Stryker
Sun Jan 06, 2013 10:14 am
 
Forum: Investing - Theory, News & General
Topic: Tax implications of ATRA
Replies: 11
Views: 1024

Re: Kennon's investment approach with dividend stocks?

I've tried reading through some of Larry's articles and appreciate the detailed analysis, some of which is over my head. However, it appears that some have done well with dividend stocks, especially in accumulation phase. Regards Kennon, this part of his site is quite emphatic and direct about goin...
by Stryker
Thu Jan 03, 2013 6:16 pm
 
Forum: Investing - Theory, News & General
Topic: Kennon's investment approach with dividend stocks?
Replies: 20
Views: 1793

Wayne Gretzky reflects on going through life with goals.

For a former star hockey player he certainly is conservative with his money.

The payoff: Know your strengths
by Stryker
Wed Jan 02, 2013 6:56 pm
 
Forum: Investing - Theory, News & General
Topic: Wayne Gretzky reflects on going through life with goals.
Replies: 11
Views: 1362

Re: Kennon's investment approach with dividend stocks?

OP. If you have a choice of buying a dividend ETF or a broad based index, I would be inclined to go for the index. If you go the individual stock route, you'll just have to do what some of us did in the past, one stock at a time. Just remember not to add too many stocks to any one industry or sector...
by Stryker
Wed Jan 02, 2013 5:21 pm
 
Forum: Investing - Theory, News & General
Topic: Kennon's investment approach with dividend stocks?
Replies: 20
Views: 1793

Re: Kennon's investment approach with dividend stocks?

Read some of Kennon's site (learned about it from this site) and wanted to know people's opinions of it. He embraces dividend blue chip stock investing for retirement planning, and writes for about.com in a clear and intelligent style. But he boasts of having millions in tax advantaged accounts usi...
by Stryker
Wed Jan 02, 2013 10:28 am
 
Forum: Investing - Theory, News & General
Topic: Kennon's investment approach with dividend stocks?
Replies: 20
Views: 1793

Cramer Sees the Light (But Misses the Point)

Cramer Sees the Light (But Misses the Point) by Dan Solin Friday, December 07, 2012 "I am no fan of Jim Cramer. I don’t find him entertaining, although I can understand why many people do. My gripe is that his antics harm investors by making it appear his opinion on the direction of the market...
by Stryker
Mon Dec 31, 2012 8:34 pm
 
Forum: Investing - Theory, News & General
Topic: Cramer Sees the Light (But Misses the Point)
Replies: 0
Views: 541

What Investors Can Learn From Weather Forecasts

Canadian Couch Potato What Investors Can Learn From Weather Forecasts I’ve never made a secret of my opinion that acting on market forecasts is destructive to investors. Nate Silver’s fascinating new book, The Signal and the Noise: Why So Many Predictions Fail—But Some Don’t includes some telling ex...
by Stryker
Mon Dec 31, 2012 3:31 pm
 
Forum: Investing - Theory, News & General
Topic: What Investors Can Learn From Weather Forecasts
Replies: 28
Views: 1781

Re: How to get Ken Fisher Investment off my back?

Just how bad is Fisher Investments? I can't really tell what they do from the website. I mean, it looks like it's value-oriented stock picking. I bought his first book "Super Stocks" when it came out in 1984. Still have it in the bookcase, although I don't use it much any more. I used to ...
by Stryker
Mon Dec 31, 2012 12:46 pm
 
Forum: Personal Finance (Not Investing)
Topic: How to get Ken Fisher Investment off my back?
Replies: 55
Views: 25034

Re: What Is The Correct AA For a 107 Year Old Investor?

I think Irving Kahn knows exactly what he wants and takes great satisfaction from his stock picking. When you are 107 you can do whatever the hell you want! +1 From an old 1991 issue of Outstanding Investor Digest I have, where Irving Kahn was interviewed along with his sons Alan and Tommy under th...
by Stryker
Tue Dec 25, 2012 9:40 am
 
Forum: Investing - Theory, News & General
Topic: What Is The Correct AA For a 107 Year Old Investor?
Replies: 27
Views: 2326

Re: Retiring Vanguard CIO Gus Sauter Looks Back

Gus Sauter was interviewed a few days ago in the Miami Herald. I didn't post the link because I felt that at least one or two parts might be deemed political. There was an answer he gave to one question that concerns me about young investors in North America though. Q: What mistakes have you made wi...
by Stryker
Mon Dec 24, 2012 10:12 am
 
Forum: Investing - Theory, News & General
Topic: Retiring Vanguard CIO Gus Sauter Looks Back
Replies: 13
Views: 1689

Re: Why are share-buy-back programs not more popular?

It seemed to me when I used to study Value Line at the library between ten and twenty years ago, there were more buyback announcements than there were actual buybacks. Now if there's an actual buyback I'll take it, but much prefer a dividend increase.
by Stryker
Sat Dec 22, 2012 12:51 pm
 
Forum: Investing - Theory, News & General
Topic: Why are share-buy-back programs not more popular?
Replies: 6
Views: 647

Re: Probably the wrong question for this crowd....

With just over 93% of his equity assets in consumer cyclicals and a portfolio turnover of 113%, it looks to me like the manager is taking sector bets. I invest in equal sectors in my own Canadian equity portfolio, but I don't try and predict an unknowable future, nor would I even consider investing ...
by Stryker
Wed Dec 19, 2012 2:35 pm
 
Forum: Investing - Theory, News & General
Topic: Probably the wrong question for this crowd....
Replies: 21
Views: 3280

UK Film on Passive Investing

Enjoyed watching this 54 minute youtube film on passive investing posted November 29, 2012.

PASSIVE INVESTING: The evidence the fund management industry would prefer you not to see
by Stryker
Mon Dec 17, 2012 2:39 pm
 
Forum: Investing - Theory, News & General
Topic: UK Film on Passive Investing
Replies: 1
Views: 395

Re: Bogle Interview With The Globe & Mail

Stryker, I didn't mean to implay the fact was incorrect. My point was that naysayers of indexing always point to the recent return of the S&P 500 as a reason not to use index funds for any investment. There is nothing wrong with index funds when the index doesn't perform well. They also fail to...
by Stryker
Thu Oct 25, 2012 2:38 pm
 
Forum: Investing - Theory, News & General
Topic: Bogle Interview With The Globe & Mail
Replies: 8
Views: 808

Re: Bogle Interview With The Globe & Mail

Here is the first sentence of one comment left by a reader: Funny the article didn't mention an index fund tracking the S&P500 still is below the level it was at in Oct 2007. This is the favored argument of index fund critics. They attempt to make the case for active management by saying the S&...
by Stryker
Thu Oct 25, 2012 11:12 am
 
Forum: Investing - Theory, News & General
Topic: Bogle Interview With The Globe & Mail
Replies: 8
Views: 808

Re: Bogle Interview With The Globe & Mail

No mention of the fact that Vanguard is now operating north of the border. Their ETFs are now an excellent option for the Canucks who have had to choose from mutual funds with high e.r.s (aka: m.e.r.s in Canada). Dale Well, it's a Canadian newspaper and I guess it's assumed we already know that Van...
by Stryker
Thu Oct 25, 2012 9:10 am
 
Forum: Investing - Theory, News & General
Topic: Bogle Interview With The Globe & Mail
Replies: 8
Views: 808

Bogle Interview With The Globe & Mail

John Bogle’s lament for investing’s culture clash

DAVID PARKINSON
The Globe and Mail
Published Tuesday, Oct. 23 2012, 8:13 PM EDT
Last updated Wednesday, Oct. 24 2012, 7:06 AM EDT
by Stryker
Wed Oct 24, 2012 4:51 pm
 
Forum: Investing - Theory, News & General
Topic: Bogle Interview With The Globe & Mail
Replies: 8
Views: 808

Canada: The complete cynic’s guide to investing

A few items are applicable only to Canadians, but a lot of it investors from around the world can identify with:

The complete cynic’s guide to investing

ROB CARRICK
The Globe and Mail

A glossary for people trying to make sense of today's financial world.
by Stryker
Thu Aug 16, 2012 10:10 am
 
Forum: Investing - Theory, News & General
Topic: Canada: The complete cynic’s guide to investing
Replies: 3
Views: 605

Re: Jack Bogle on Long-Term Returns for Stocks, Bonds

The debate is too long and involved to give just a brief synopsis. I'll give you the links to where it all started from. Bill Gross starts with his August essay at Pimco called "Cult Figures". Jeremy Siegel Explains How Bill Gross Got His Latest Analysis Totally Wrong Bill Gross Goes Unlea...
by Stryker
Thu Aug 02, 2012 1:34 pm
 
Forum: Investing - Theory, News & General
Topic: Jack Bogle on Long-Term Returns for Stocks, Bonds
Replies: 35
Views: 6122

Jack Bogle on Long-Term Returns for Stocks, Bonds

Recently from from Bloomberg TV where Jack Bogle enters a debate between Jeremy Siegel and Bill Gross. Video runs just over 6 minutes.

Jack Bogle on Long-Term Returns for Stocks, Bonds
by Stryker
Thu Aug 02, 2012 12:16 pm
 
Forum: Investing - Theory, News & General
Topic: Jack Bogle on Long-Term Returns for Stocks, Bonds
Replies: 35
Views: 6122

Re: Do high beta stocks produce higher returns

stryker Beta wasn't killed off, just that it wasn't the ONLY factor, explaining about two-thirds of returns while the newer model explains over 90% and add momentum and you are up even further. Best wishes Larry It seems to me that James O'Shaugnessy suggested much the same over ten years ago regar...
by Stryker
Wed Aug 01, 2012 6:19 pm
 
Forum: Investing - Theory, News & General
Topic: Do high beta stocks produce higher returns
Replies: 36
Views: 3043

Re: Do high beta stocks produce higher returns

......and here I thought beta was killed off by none other than Fama/French twenty years ago.
by Stryker
Wed Aug 01, 2012 1:52 pm
 
Forum: Investing - Theory, News & General
Topic: Do high beta stocks produce higher returns
Replies: 36
Views: 3043

Re: Invest like the Ivy League Funds

Quotes I took from various college investment officers in the book "Outperform" . University Endowments and The Individual Investor Jonathan Hook Chief Investment Officer The Ohio State University On the fixed income front, some variety of government bonds-TIPS and others can be a good cou...
by Stryker
Tue Jul 31, 2012 1:44 pm
 
Forum: Investing - Theory, News & General
Topic: Invest like the Ivy League Funds
Replies: 23
Views: 3267
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