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Value Strategies.pdf

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Value Strategies for Conservative Investors Canadian MoneySaver Conference October 2003 Norm Rothery, PhD www.stingyinvestor.com Overview Before investing Why invest in stocks? Controllable factors Fees, taxes, and trading Indexing: the default choice Select index funds and ETFs Markets from a value perspective Value Strategies Graham: Investing with a margin of safety Dreman: Relative ratios Dividends Buffett Some problems Further reading Slide 2 of 22 © Norm R
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  Value Strategies for Conservative Investors Canadian MoneySaver ConferenceOctober 2003 Norm Rothery, PhD www.stingyinvestor.com  Slide 2 of 22 © Norm Rothery 2003 Overview  Before investing  Why invest in stocks?  Controllable factors  Fees, taxes, and trading  Indexing: the default choice  Select index funds and ETFs  Markets from a value perspective  Value Strategies  Graham: Investing with a margin of safety  Dreman: Relative ratios  Dividends  Buffett  Some problems  Further reading  Slide 3 of 22 © Norm Rothery 2003 Before Investing Be debt free  No Credit Card Balances  No Loans  No MortgagesHave a rainy weather fund  Stash 3-6 months of income in short term notes  High interest bank accounts  ING Direct   American Express  Short-term GICs  Frugal short-term income funds  Save for large ticket items  Homes  Cars  Tuition  MedicalInsurance  Make sure that you are fully covered  Slide 4 of 22 © Norm Rothery 2003 Why invest in stocks? U.S. Annual Returns adjusted for inflation and taxes PeriodStocksBondsT-BillsGold1802-19965.9%2.3%2.1%0.06%1802-18707.0%4.8%5.1%0.18%1871-19256.6%3.2%2.7%-0.82%1926-19964.2%-0.71%-1.1%0.63% Source: David Dreman

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Jul 23, 2017
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