Search - Contact - Subscribe - Login
Home | Articles | Links | SNW
The Stingy News Weekly (04/16/2018) "A government big enough to give you everything you want is strong enough to take everything you have." - Thomas Jefferson Stingy News Flash If you're in Toronto from April 23 to April 26, you might want to enjoy a bit of Fairfax Lollapalooza 2018. There are a variety of events to chose from and an overview can be found at ... http://www.cornerofberkshireandfairfax.ca/forum/events/fairfax-lollapalooza-2018/ I want to highlight three of the events. The Fairfax Annual General Meeting is the big show. Aside from a dose of value investing, attendees are usually well fed and showered with free swag. But it's shareholder's only affair. See ... https://www.fairfax.ca/news/events-and-webcasts/default.aspx The Premier - Fairfax Financial Shareholder's Dinner is a charitable event. Speakers include Keith Smith, who I've highlighted in the Globe & Mail in the past, and the winners of the YYX Toronto Value conference who will present their investing ideas. Plus some high powered guests from Fairfax will talk to the crowd. The proceeds go to Crohn's and Colitis Canada. More details can be found at ... https://www.pdh-inc.com/2018-premier-fairfax-conference.html Industry types, and the well-to-do, should consider The Ben Graham Centre's Value Investing Conference. Dr. George puts on a good show and Mason Hawkins is the keynote speaker this year. See ... https://www.ivey.uwo.ca/bengrahaminvesting/events/2018/04/2018-value-investing-conference/ If you drop by, say hi! New from StingyInvestor Value stocks during a soft patch "Buying into a strategy like value investing, or a fund like that offered by Mr. Chou, is easy to do after a strong run. It's much harder after a weak period. But buying during a soft patch may lead to generous returns." [$] Stingy Links Things I'm pretty sure about "Some of the richest people are the worst money managers I've seen. When money loses the power of scarcity you stop caring about leaks that are meaningful when you're poorer. And when your life gets complicated you're more likely to outsource decisions to middlemen who may not have your best interest at heart. It's an overlooked irony. 'Enough money to care but not enough to not care' is the sweet spot for management." [Behaviour] Peter Kaufman talks about thinking "I tried to learn what Munger calls, 'the big ideas' from all the different disciplines. Right up front I want to tell you my trick was, because if you try to do it the way he did it you don't have enough time in your life to do it. It's impossible. Because the fields are too big and the books are too thick." [Behaviour] 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) 1 4 4 5 BCE Inc. (BCE) 3 1 3 5 Pembina Pipeline (PPL) 2 3 2 5 TransCanada (TRP) 3 2 2 5 Power Corp of Canada (POW) 5 5 5 5 CIBC (CM) 5 4 3 5 TELUS (T) 3 1 4 5 Shaw (SJR.B) 4 2 3 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Valeant Pharma (VRX) 5 5 5 0 Cenovus Energy (CVE) 5 5 5 2 Metro (MRU) 5 2 5 2 Teck Resources (TECK.B) 5 5 4 1 Barrick Gold (ABX) 5 4 4 1 Magna (MG) 5 3 5 3 Kinross Gold (K) 5 5 4 0 CIBC (CM) 5 4 3 5 Power Corp of Canada (POW) 5 5 5 5 National Bank (NA) 5 3 3 4 Notes | More Info... Low Price/Book Value Stocks P/E P/B P/S Yield Crescent Point (CPG) 0 5 4 4 Cenovus Energy (CVE) 5 5 5 2 Goldcorp (G) 3 5 2 1 Teck Resources (TECK.B) 5 5 4 1 Power Corp of Canada (POW) 5 5 5 5 First Quantum (FM) 0 5 2 1 Valeant Pharma (VRX) 5 5 5 0 Kinross Gold (K) 5 5 4 0 Cameco (CCO) 0 5 3 3 Husky Energy (HSE) 2 5 5 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 Kinross Gold (K) Y Y Teck Resources (TECK.B) Y Y Valeant Pharma (VRX) Y 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 Inter Pipeline (IPL) Y Magna (MG) Y Metro (MRU) Y National Bank (NA) Y Pembina Pipeline (PPL) Y Shaw (SJR.B) Y TELUS (T) Y TransCanada (TRP) Y Notes... DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Verizon (VZ) 5 3 5 5 Exxon Mobil (XOM) 5 4 5 5 IBM (IBM) 3 2 4 5 Chevron (CVX) 3 5 4 5 Pfizer (PFE) 5 4 2 5 General Electric (GE) 0 4 5 5 Procter & Gamble (PG) 4 3 3 4 Coca-Cola (KO) 1 1 1 4 Merck (MRK) 1 3 2 4 Cisco (CSCO) 0 3 1 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Verizon (VZ) 5 3 5 5 Pfizer (PFE) 5 4 2 5 Walt Disney (DIS) 5 4 3 2 Exxon Mobil (XOM) 5 4 5 5 JP Morgan Chase (JPM) 5 5 2 2 Apple (AAPL) 4 2 2 1 Travelers (TRV) 4 5 5 2 Procter & Gamble (PG) 4 3 3 4 UnitedHealth (UNH) 4 2 5 1 United Technologies (UTX) 4 4 4 3 Notes | More Info... Low Price/Book Value Stocks P/E P/B P/S Yield Goldman Sachs (GS) 2 5 3 1 Chevron (CVX) 3 5 4 5 DowDuPont (DWDP) 1 5 3 3 Travelers (TRV) 4 5 5 2 JP Morgan Chase (JPM) 5 5 2 2 Exxon Mobil (XOM) 5 4 5 5 General Electric (GE) 0 4 5 5 Pfizer (PFE) 5 4 2 5 Wal-Mart (WMT) 2 4 5 3 United Technologies (UTX) 4 4 4 3 Notes | More Info... US Stock Summary Yield P/E P/B Exxon Mobil (XOM) Y Y Y Pfizer (PFE) Y Y Y Chevron (CVX) Y Y General Electric (GE) Y Y JP Morgan Chase (JPM) Y Y Procter & Gamble (PG) Y Y Travelers (TRV) Y Y United Technologies (UTX) Y Y Verizon (VZ) Y Y Apple (AAPL) Y Cisco (CSCO) Y Coca-Cola (KO) Y DowDuPont (DWDP) Y Goldman Sachs (GS) Y IBM (IBM) Y Merck (MRK) Y UnitedHealth (UNH) Y Wal-Mart (WMT) 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 03/31/2018) Average Capital Gain 51.8%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... The Rothery Report 2024   04: 07 14 21   03: 03 10 17 24 31   02: 03 09 17 25   01: 07 14 21 28 2023   12: 03 09 16 24 30   11: 05 12 19 26   10: 01 07 15 22 29   09: 04 10 17 24   08: 07 13 20 27   07: 02 09 16 23 29   06: 04 11 16 25   05: 07 14 21 28   04: 02 09 16 23 30   03: 05 12 19 25   02: 05 12 19 26   01: 01 08 15 22 29 2022   12: 04 11 18 25   11: 06 13 20 27   10: 02 09 16 23 30   09: 04 11 18 25   08: 01 07 14 20 28   07: 03 10 17 24   06: 05 12 17 26   05: 01 08 15 23 29   04: 03 10 17   03: 06 13 20 27   02: 04 13 20 27   01: 02 09 16 23 30 2021   12: 05 12 19 25   11: 06 14 21 28   10: 03 07 17 24 30   09: 05 12 19 24   08: 02 08 15 22 29   07: 04 11 19 25   06: 06 13 20 27   05: 02 09 16 23 30   04: 04 11 18 25   03: 07 14 21 28   02: 07 14 21 28   01: 03 10 17 24 30 2020   12: 06 13 20 25   11: 01 08 22 27   10: 03 11 18 24   09: 06 11 19 26   08: 01 09 16 22 30   07: 04 12 18 26   06: 06 12 20 27   05: 03 09 16 23 31   04: 04 12 17 24   03: 08 15 22 28   02: 01 07 15 22 28   01: 03 10 17 24 2019   12: 03 11 16 27   11: 03 08 16 22 27   10: 04 11 18 22   09: 06 11 17 25   08: 12 19 31   07: 07 26 31   06: 06 15 21 26   05: 01 08 15 20 27   04: 03 13 16 21   03: 04 12 18 25   02: 05 13 20 25   01: 01 08 16 22 28 2018   12: 03 11 17 26   11: 01 05 12 19 26   10: 09 15 22   09: 06 10 17 24 30   08: 07 13 22 28   07: 02 09 16 23 30   06: 04 12 19 25   05: 08 14 23 28   04: 02 10 16 22 30   03: 05 12 19 27   02: 05 12 20 26   01: 01 08 15 22 29 2017   12: 04 11 18 24   11: 06 12 20 27   10: 01 07 16 23 30   09: 04 11 17 23   08: 07 16 20 28   07: 02 09 16 23 30   06: 04 11 18 26   05: 07 14 21 28   04: 02 09 16 23 30   03: 05 12 19 26   02: 05 12 19 26   01: 02 07 15 22 29 2016   12: 04 11 18 26   11: 06 13 20 27   10: 02 09 16 23 29   09: 04 11 18 25   08: 07 14 21 28   07: 03 10 17 24 31   06: 05 11 19 26   05: 01 08 15 22   04: 03 10 17 24   03: 06 13 20 27   02: 07 14 21 28   01: 03 10 17 24 31 2015   12: 06 13 20 27   11: 01 08 15 22 29   10: 04 10 18 25   09: 05 13 20 27   08: 17 23 30   07: 05 12 19 26 31   06: 06 14 21 28   05: 03 09 17 23 31   04: 04 12 19 26   03: 01 07 15 22 28   02: 07 14 21   01: 04 12 18 25 31 2014   12: 06 14 21 28   11: 02 08 16 23 30   10: 04 11 19 26   09: 06 14 19 28   08: 10 16 24 29   07: 05 12 19 25   06: 08 15 20 29   05: 04 11 18 25 30   04: 06 12 20 27   03: 02 09 16 23 30   02: 01 09 16 23   01: 05 12 18 26 2013   12: 02 09 16 30   11: 03 11 17 24   10: 06 14 20 27   09: 09 16 23 30   08: 04 10 25   07: 07 15 21 28   06: 03 09 16 23 30   05: 05 12 19 26   04: 07 14 21 28   03: 03 11 17 24 31   02: 04 10 17 24   01: 06 13 20 27 2012   12: 02 09 16 23 30   11: 04 11 18 25   10: 07 14 21 28   09: 02 09 16 23 30   08: 05 12 19 26   07: 01 08 15 22 29   06: 03 10 17 24   05: 07 13 20 27   04: 01 08 15 22 29   03: 04 11 18 25   02: 05 12 19 26   01: 01 08 15 22 29 2011   12: 04 11 18 25   11: 06 13 20 27   10: 02 09 16 23 30   09: 04 11 18 25   08: 07 14 21 28   07: 03 10 17 24   06: 05 12 19 26   05: 01 08 15 22 29   04: 04 10 17 24   03: 06 13 20 27   02: 06 13 20 27   01: 02 09 16 23 30 2010   12: 05 12 19 26   11: 07 14 21 28   10: 03 10 17 24 31   09: 05 12 19 26   08: 01 08 15 22 29   07: 04 11 16 25   06: 06 13 20 27   05: 02 09 16 23 30   04: 04 11 18 25   03: 07 14 21 28   02: 07 14 21 28   01: 03 10 17 24 31 Archive Stingy News Quarterly 2014: Q1 Discontinued 2013: Q1 Q2 Q3 Q4 2012: Q1 Q2 Q3 Q4 2011: Q1 Q2 Q3 Q4 2010: Q1 Q2 Q3 Q4 2009: Q1 Q2 Q3 Q4 2008: Q1 Q2 Q3 Q4 2007: Q1 Q2 Q3 Q4 2006: Q1 Q2 Q3 Q4 2005: Q1 Q2 Q3 Q4 2004: Q1 Q2 Q3 Q4 2003: Q1 Q2 Q3 Q4 2002: Q1 Q2 Q3 Q4 2001: Q1 Q2 Q3 Q4 Privacy Policy
About Us | Legal | Contact Us
Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...