Shareholder Yield Presentation

Giving a talk next week online, feel free to join in and ask some great questions!   Join me, Mebane Faber, for my live presentation:Global Stock Valuation and Shareholder Yield—A Better Approach to Dividend Investing Thursday, September 19 at 10:00 – 11:00 am Eastern.

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CAPE Ratio for Stocks and Weekend Reading

Want to know the CAPE for your favorite stock?  Curious about GOOG (52) DELL (9) or JCP (6)? Here you go! http://www.caperatio.com A few books that just arrived as well below.  What are you reading?  The Manual of Ideas: The Proven Framework for Finding the Best Value Investments Treasury’s War: The Unleashing of a New…

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CAPE Values for Frontier Markets

Damodaran’s post the other day  (and a reporter inquiry) led us to add 15 new countries to our CAPE tables.  We will send out the new values this week to The Idea Farm list.  There is a new most expensive country in the world! However, as you move down the market cap ladder the countries…

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Stock Market Selection Strategies

Visualizes the AAII screens, cool! (HT: BD)

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The Jay Cutler Bull Market

It is interesting to note that CNBC viewership largely tracks the market.  Up in good times, down in bad times –  with the exception of this past bull where viewership has declined to near all time lows.  Doesn’t seem like retail is participating, or perhaps more accurately, even cares. Source: ZH

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What Siegel is Missing

Jeremy Siegel talks about CAPE in a recent FT article.  He has a few criticisms, but misses the bigger picture in my opinion. 1.  He talks about write downs and how that biases CAPE.  The problem is, even if you ignored the  bear market, even if the earnings decline of 2008,2009, 2010 never happened, effect…

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The Disruption Continues

What used to be marketed as alpha is really just simple indexes once you shed some light on it….(Sculpture from Tim Noble and Sue Webster and HT: MS) If I were a high fee mutual fund complex I would sure hope I was near retirement.  The evolution of former alpha into “alternative beta” or “smart…

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Dividend Yield Strategies in a Rising Rate Environment

Great stuff as always from the O’Shaunessey crew illustrating a few key points I agree with (my summary points): 1. US stocks are more expensive than most global markets (largely agrees with our CAPE work)     2.  US dividend stocks, priced historically at a discount to the broad market , now trade at a…

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World CAPEs

I thought it would be interesting to visualize all of the countries and their 10 year PE ratios in one chart.   Enjoy!  

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Rukeyser Reborn

I posted a series of investing ideas earlier in the year, and it is good to see people are tackling them!  My friend Wes just launched TurnkeyStats in beta, which is a solid way to backtest allocation ideas.  An update on the five ideas at the end of the post. I wanted to add a sixth…

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