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The Stingy News Weekly (01/01/2018) Happy New Year! Stingy Links The full reset "Anything that evolves - markets, technology, careers, etc - has to be approached with the mindset that once-great ideas can expire, and when they expire you're better off walking away rather than attempting to repair them." [Behaviour] The strong base "The greatest shortcoming of the human race is our inability to understand the exponential function." [Behaviour] Investment writing of 2017 "Reading the work of others is the most helpful way to learn about investing and it can also improve your writing. So, where credit is due, my favorite investment pieces of 2017" [Media] The rate of return on everything "This paper answers fundamental questions that have preoccupied modern economic thought since the 18th century. What is the aggregate real rate of return in the economy? Is it higher than the growth rate of the economy and, if so, by how much? Is there a tendency for returns to fall in the long-run? Which particular assets have the highest long-run returns? We answer these questions on the basis of a new and comprehensive dataset covering total returns for all important assets classes - equity, housing, bonds, and bills - across 16 advanced economies from 1870 to 2015" [Real Estate] Top opinion of 2017 "Not all great reporting requires hushed conversations in back allies or on burner phones. Sometimes - like what columnist Angelo Calvello did with A Crime Foretold - all it takes is an old magazine, Google, and a relentless curiosity about the inner workings of institutional finance. In case you missed it, here's Institutional Investor's top column of 2017 and the rest of the year's best" [Markets] S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Inter Pipeline (IPL) 3 2 1 5 Enbridge (ENB) 2 4 4 5 Emera (EMA) 3 4 4 5 BCE Inc. (BCE) 3 1 3 5 Pembina Pipeline (PPL) 1 2 2 5 Power Corp of Canada (POW) 5 5 5 5 CIBC (CM) 5 3 3 5 TELUS (T) 2 1 3 5 Shaw (SJR.B) 3 2 3 5 TransCanada (TRP) 2 2 2 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Cenovus Energy (CVE) 5 5 5 3 Valeant Pharma (VRX) 5 4 5 0 Barrick Gold (ABX) 5 4 4 1 Teck Resources (TECK.B) 5 5 4 1 Magna (MG) 5 3 5 3 Power Corp of Canada (POW) 5 5 5 5 Thomson Reuters (TRI) 5 2 2 4 ARC Resources (ARX) 5 4 1 4 CIBC (CM) 5 3 3 5 National Bank (NA) 5 3 3 4 Notes | More Info... Low Price/Book Value Stocks P/E P/B P/S Yield Cenovus Energy (CVE) 5 5 5 3 Crescent Point (CPG) 0 5 4 4 Goldcorp (G) 3 5 2 1 Cameco (CCO) 0 5 3 4 Teck Resources (TECK.B) 5 5 4 1 First Quantum (FM) 0 5 2 1 Husky Energy (HSE) 1 5 4 0 Power Corp of Canada (POW) 5 5 5 5 Kinross Gold (K) 1 5 4 0 Imperial Oil (IMO) 4 5 4 2 Notes | More Info... Canadian Stock Summary Yield P/E P/B Power Corp of Canada (POW) Y Y Y CIBC (CM) Y Y Cenovus Energy (CVE) Y Y Teck Resources (TECK.B) Y Y ARC Resources (ARX) Y BCE Inc. (BCE) Y Barrick Gold (ABX) Y Cameco (CCO) Y Crescent Point (CPG) Y Emera (EMA) Y Enbridge (ENB) Y First Quantum (FM) Y Goldcorp (G) Y Husky Energy (HSE) Y Imperial Oil (IMO) Y Inter Pipeline (IPL) Y Kinross Gold (K) Y Magna (MG) Y National Bank (NA) Y Pembina Pipeline (PPL) Y Shaw (SJR.B) Y TELUS (T) Y Thomson Reuters (TRI) Y TransCanada (TRP) Y Valeant Pharma (VRX) Y Notes... DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Verizon (VZ) 5 2 4 5 IBM (IBM) 5 2 4 5 Pfizer (PFE) 3 4 2 5 Exxon Mobil (XOM) 2 4 5 5 Chevron (CVX) 1 5 4 5 Merck (MRK) 1 3 2 5 Coca-Cola (KO) 1 1 1 4 Cisco (CSCO) 4 4 2 4 Procter & Gamble (PG) 5 3 2 4 General Electric (GE) 3 4 5 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield IBM (IBM) 5 2 4 5 Goldman Sachs (GS) 5 5 3 1 Verizon (VZ) 5 2 4 5 JP Morgan Chase (JPM) 5 5 2 2 Travelers (TRV) 5 5 5 3 Procter & Gamble (PG) 5 3 2 4 Intel (INTC) 4 4 3 4 Apple (AAPL) 4 2 2 1 Walt Disney (DIS) 4 3 3 2 American Express (AXP) 4 3 3 1 Notes | More Info... Low Price/Book Value Stocks P/E P/B P/S Yield Goldman Sachs (GS) 5 5 3 1 Travelers (TRV) 5 5 5 3 JP Morgan Chase (JPM) 5 5 2 2 Chevron (CVX) 1 5 4 5 (DWDP) 1 5 3 3 Exxon Mobil (XOM) 2 4 5 5 General Electric (GE) 3 4 5 4 Cisco (CSCO) 4 4 2 4 Intel (INTC) 4 4 3 4 United Technologies (UTX) 4 4 5 3 Notes | More Info... US Stock Summary Yield P/E P/B Chevron (CVX) Y Y Cisco (CSCO) Y Y Exxon Mobil (XOM) Y Y General Electric (GE) Y Y Goldman Sachs (GS) Y Y IBM (IBM) Y Y Intel (INTC) Y Y JP Morgan Chase (JPM) Y Y Procter & Gamble (PG) Y Y Travelers (TRV) Y Y Verizon (VZ) Y Y American Express (AXP) Y Apple (AAPL) Y Coca-Cola (KO) Y Merck (MRK) Y Pfizer (PFE) Y United Technologies (UTX) Y Walt Disney (DIS) Y Notes... The Rothery Report (Learn More | Subscribe) The Rothery Report provides research on select deep-value stocks in North America. Discover overlooked and undervalued stocks in quarterly investment reports which provide detailed analysis of Canadian and U.S. stocks. Weekly email news and additional updates keep subscribers informed about new opportunities and developments. Rothery Report Performance (03/31/2001 to 09/30/2017) Average Capital Gain 51.5%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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