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The Stingy News Weekly (09/25/2016) "The fact that people will be full of greed, fear or folly is predictable. The sequence is not predicatable." - Warren Buffett New from StingyInvestor Learning to live with low returns "The bond market has been on a multidecade bender. But the party is close to an end and the hangover could last for years." [$] The power of incentives "Wells Fargo (WFC) is mired in a scandal of its own making that revolves around the perverse power of incentives. The U.S. bank's problems reminded me of a famous lecture that Charlie Munger gave in 1995 on the psychology of human misjudgement." Stingy Links The bubble in Japan "Japan offers what I would consider the largest bubble in history, but people have a habit of forgetting about these things and assuming they can't happen again." [Markets] 12 lessons from Howard Marks "To convey my points in this post I decided to take an investing style that many would consider to be very different from value investing and show that they are in fact based on the same principles applied in different ways to different types of assets. That other investing system I will discuss here is venture capital." [Value Investing] Market charts "Once again, we've asked some of the sharpest strategists, economists, and reporters for one chart that's at the top of their minds right now." [Markets] Scalability for robo-advisors "If this robo is able to attract greater AUM per client - $50,000, for example - we're still talking about at least 40,000 clients. I wonder if the scalability assumptions of robo firms - and the regulatory tolerance for automation - will be challenged." [Brokers] Almost nothing in the bank "Close to half of those who earn from $100,000 to $149,999 a year have less than $1,000 in their savings accounts. Some 18 percent of them have socked away absolutely nothing." [Thrift] A share of Berkshire Hathaway "Imagine opening your mail and finding a share of Class A Berkshire Hathaway stock." [Books] ILTB: Michael Mauboussin "In this episode, Michael Mauboussin and I discuss everything about asset management: the state of the industry, the active investment process, and Michael's simple but genius 'input/output' method for daily life. This is a full seminar on asset management." [Books] DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Verizon (VZ) 4 1 4 5 Chevron (CVX) 0 5 4 5 Caterpillar (CAT) 1 4 5 5 IBM (IBM) 5 1 4 5 Exxon Mobil (XOM) 1 5 4 5 Pfizer (PFE) 1 3 2 5 Cisco (CSCO) 4 5 2 4 Boeing (BA) 2 1 5 4 Coca-Cola (KO) 2 2 1 4 General Electric (GE) 2 4 3 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Travelers (TRV) 5 5 5 2 American Express (AXP) 5 4 4 1 JP Morgan Chase (JPM) 5 5 3 3 United Technologies (UTX) 5 4 5 2 IBM (IBM) 5 1 4 5 Apple (AAPL) 4 2 3 2 Verizon (VZ) 4 1 4 5 Cisco (CSCO) 4 5 2 4 Wal-Mart (WMT) 4 4 5 3 Goldman Sachs (GS) 4 5 3 1 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Verizon (VZ) 4 1 4 5 3.38 IBM (IBM) 5 1 4 5 3.49 JP Morgan Chase (JPM) 5 5 3 3 3.99 Cisco (CSCO) 4 5 2 4 4.48 United Technologies (UTX) 5 4 5 2 4.71 Travelers (TRV) 5 5 5 2 4.78 Wal-Mart (WMT) 4 4 5 3 5.64 American Express (AXP) 5 4 4 1 6.20 Intel (INTC) 3 4 2 3 6.44 Apple (AAPL) 4 2 3 2 6.50 Notes | More Info... US Stock Summary Yield P/E V.R. Cisco (CSCO) Y Y Y IBM (IBM) Y Y Y Verizon (VZ) Y Y Y American Express (AXP) Y Y Apple (AAPL) Y Y JP Morgan Chase (JPM) Y Y Travelers (TRV) Y Y United Technologies (UTX) Y Y Wal-Mart (WMT) Y Y Boeing (BA) Y Caterpillar (CAT) Y Chevron (CVX) Y Coca-Cola (KO) Y Exxon Mobil (XOM) Y General Electric (GE) Y Goldman Sachs (GS) Y Intel (INTC) Y Pfizer (PFE) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Inter Pipeline (IPL) 2 1 1 5 Pembina Pipeline (PPL) 1 2 2 5 Power Corp of Canada (POW) 5 5 5 5 CIBC (CM) 5 3 3 5 National Bank (NA) 4 4 3 5 Shaw (SJR.B) 5 3 3 5 BCE Inc. (BCE) 3 1 2 5 Emera (EMA) 4 3 2 5 TELUS (T) 4 2 3 5 Bank of Nova Scotia (BNS) 5 3 2 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Magna (MG) 5 3 5 3 Shaw (SJR.B) 5 3 3 5 CIBC (CM) 5 3 3 5 Power Corp of Canada (POW) 5 5 5 5 Royal Bank (RY) 5 3 2 4 Bank of Nova Scotia (BNS) 5 3 2 5 Bank of Montreal (BMO) 5 4 3 4 Sun Life Financial (SLF) 5 4 4 4 TD Bank (TD) 4 4 2 4 National Bank (NA) 4 4 3 5 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. CIBC (CM) 5 3 3 5 2.10 Shaw (SJR.B) 5 3 3 5 2.11 Power Corp of Canada (POW) 5 5 5 5 2.41 National Bank (NA) 4 4 3 5 2.86 Royal Bank (RY) 5 3 2 4 2.90 Bank of Nova Scotia (BNS) 5 3 2 5 2.95 Bank of Montreal (BMO) 5 4 3 4 3.17 Magna (MG) 5 3 5 3 3.26 Sun Life Financial (SLF) 5 4 4 4 3.36 Emera (EMA) 4 3 2 5 3.39 Notes | More Info... Canadian Stock Summary Yield P/E V.R. Bank of Nova Scotia (BNS) Y Y Y CIBC (CM) Y Y Y National Bank (NA) Y Y Y Power Corp of Canada (POW) Y Y Y Shaw (SJR.B) Y Y Y Bank of Montreal (BMO) Y Y Emera (EMA) Y Y Magna (MG) Y Y Royal Bank (RY) Y Y Sun Life Financial (SLF) Y Y BCE Inc. (BCE) Y Inter Pipeline (IPL) Y Pembina Pipeline (PPL) Y TD Bank (TD) Y TELUS (T) 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 06/30/2016) Average Capital Gain 48.5%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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