Meb Faber Research – Stock Market and Investing Blog

I am going to do a longer piece on this topic later this week, but wanted to announce that the eBook is now out!  It's only $5, and it's a nice, quick read.   If you pick up a copy I would love to hear what you think! Shareholder Yield: A Better Approach to Dividend Investing  If you don't have a Kindle...

The Ira Sohn conference is running with a great list of speakers, I attended last year and am sad to miss - it  is a wonderful conference for a great cause.  Here is a list of other good idea conferences. Einhorn had a quote: "It doesn't make sense to blindly follow me or anyone else into a stock," do your own...

We did a post the other day that combined simple value and trend systems into a portfolio that resulted in much lower volatility and drawdowns.  My friend John Hussman takes a look with a slightly different methodology and finds similar results.  Namely, buying what is cheap and trending up is a good idea.  Buying what is expensive, loved, and...

That quote was from my friend Eric Crittenden at Longboard way back in 2007.  We were chatting about how a lot of the investable hedge fund indexes massive underperform the more often quoted, but also uninvestable cousins.  I had just published an article for the Technical Analyst magazine that examined this chronic underperformance of the investable indexes.  How have...

on 60 minutes:   http://cnettv.cnet.com/av/video/cbsnews/atlantis2/cbsnews_player_embed.swf

I'm finally putting out this ebook, and thought I'd include a section with 10 FAQs on dividends and buybacks. If you have any burning questions send them in!

I really like Bloomberg moving into this space, but my guess is they're going to have to cut their fee in half - $1,200 for something people will see as an app seems way too much.

A nice summary from Hulbert: "Buyback strategies aren’t nearly as time-sensitive, according to David Ikenberry, dean of the Leeds School of Business at the University of Colorado Boulder and one of academia’s leading experts on stock buybacks. In an interview, he said that he has found in his research that the average buyback stock outperforms the market in each of...

Repost from Oct 2010.  Will probably post again in 2016. ---- “Because I believe that all criteria for investing (that is, good betting strategies) should have a logic that isn’t time specific, I believe that the alpha generators that make up the ultimate alpha generator should be timeless and universal. By that I mean that they should have worked over very...

I created this chart today to see how many of the S&P 500 stocks had a positive net payout yield (dividends & net stock buybacks).  Turns out it is most, nearly 80%, which is great (R2K is less around half which is not surprising due to their smaller size, etc.) Here is the chart.  I excluded the 10 worst capital...