Shareholder Yield Book is Out!
I am going to do a longer piece on this topic later this week, but wanted to announce that the eBook is now out!...
(Don’t) Follow Me
The Ira Sohn conference is running with a great list of speakers, I attended last year and am sad to miss - it is...
Combining Value, Trend, and Sentiment
We did a post the other day that combined simple value and trend systems into a portfolio that resulted in much lower volatility and...
“On a dollar weighted basis hedge funds are a database-driven marketing gimmick.”
That quote was from my friend Eric Crittenden at Longboard way back in 2007. We were chatting about how a lot of the investable...
Profile of Robin Hood Foundation
on 60 minutes:
http://cnettv.cnet.com/av/video/cbsnews/atlantis2/cbsnews_player_embed.swf
Top 10 Dividend & Buyback Questions
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...
Bloomy Black
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...
Buyback Echo
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...
Sell in May or November Timberrrrr?
Repost from Oct 2010. Will probably post again in 2016.
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“Because I believe that all criteria for investing (that is, good betting strategies) should have...
Cannibals and Capital Destroyers
I created this chart today to see how many of the S&P 500 stocks had a positive net payout yield (dividends & net stock...
