Stingy Investor: Stingy News Weekly


	Search - Contact - Subscribe - Login

Home | Articles | Links | SNW

The Stingy News Weekly (12/11/2016)

	"The important thing is to keep playing, to play against weak opponents and to play for big stakes."
	- Warren Buffett

Stingy Links

Canada's innovation problem
"Why do we export so many world-class business ideas to the rest of the world?" [World]

Is dividend investing dangerous?
"Even a fairly vanilla investment strategy, like dividend investing, is not without its critics. There is a significant amount of evidence that dividend strategies - including focusing on dividend payers, dividend growers, or high yielding stocks - have historically generated excess return." [Dividends]

Invest like Buffett
"What do George Soros, Warren Buffett and a computer have in common? Turns out, a lot. At least that's the view of AQR Capital Management, the program-driven investment firm whose founders made their names finding the math behind investment success." [Buffett]

Low volatility lottery
"The abnormal returns associated with the beta anomaly are explained by a lottery demand factor. The beta anomaly exists only when the price impact of lottery demand falls disproportionately on high-beta stocks and is concentrated in stocks with low levels of institutional ownership." [Markets]

WealthTrack: Arnott interview
"When 'smart beta' investing can be dumb. Financial innovator and thought leader, Research Affiliates. Robert Arnott warns about pitfalls with the popular strategy he helped create." [video] [Indexing]

The three coolest studies of 2016
"It appears that ETFs dropped portfolio returns by 1.1% annually even when they accounted for only a small portion of an investor.s portfolio." [Funds]

DOW 30 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Verizon (VZ)	4	1	4	5
Pfizer (PFE)	1	4	2	5
Chevron (CVX)	0	5	4	5
Cisco (CSCO)	4	4	2	5
Exxon Mobil (XOM)	1	5	4	5
IBM (IBM)	5	1	4	5
Coca-Cola (KO)	2	2	1	4
Caterpillar (CAT)	1	3	5	4
Procter & Gamble (PG)	3	3	2	4
McDonald's (MCD)	3	0	1	4
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Travelers (TRV)	5	5	5	2
United Technologies (UTX)	5	4	5	2
American Express (AXP)	5	4	4	1
IBM (IBM)	5	1	4	5
Apple (AAPL)	5	2	3	2
Cisco (CSCO)	4	4	2	5
JP Morgan Chase (JPM)	4	5	2	2
Verizon (VZ)	4	1	4	5
Wal-Mart (WMT)	4	4	5	3
Intel (INTC)	4	4	3	4
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Verizon (VZ)	4	1	4	5	3.34
IBM (IBM)	5	1	4	5	4.04
Cisco (CSCO)	4	4	2	5	4.12
United Technologies (UTX)	5	4	5	2	5.22
Intel (INTC)	4	4	3	4	5.27
Wal-Mart (WMT)	4	4	5	3	5.33
Travelers (TRV)	5	5	5	2	5.37
JP Morgan Chase (JPM)	4	5	2	2	6.55
Apple (AAPL)	5	2	3	2	6.86
Johnson & Johnson (JNJ)	3	2	1	3	6.92
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
Apple (AAPL)		Y	Y
Intel (INTC)		Y	Y
JP Morgan Chase (JPM)		Y	Y
Travelers (TRV)		Y	Y
United Technologies (UTX)		Y	Y
Wal-Mart (WMT)		Y	Y
American Express (AXP)		Y
Caterpillar (CAT)	Y
Chevron (CVX)	Y
Coca-Cola (KO)	Y
Exxon Mobil (XOM)	Y
Johnson & Johnson (JNJ)			Y
McDonald's (MCD)	Y
Pfizer (PFE)	Y
Procter & Gamble (PG)	Y
Notes...

S&P/TSX60 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Inter Pipeline (IPL)	3	2	1	5
Pembina Pipeline (PPL)	1	2	2	5
Emera (EMA)	4	4	3	5
BCE Inc. (BCE)	3	1	3	5
TELUS (T)	4	2	3	5
Shaw (SJR.B)	5	3	3	5
Power Corp of Canada (POW)	4	5	5	5
CIBC (CM)	5	3	2	5
National Bank (NA)	4	3	3	5
Fortis (FTS)	3	4	4	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	2	5
Royal Bank (RY)	5	3	2	4
Bank of Nova Scotia (BNS)	5	4	2	4
Sun Life Financial (SLF)	5	4	4	4
Bank of Montreal (BMO)	5	4	2	4
TD Bank (TD)	5	4	1	4
Power Corp of Canada (POW)	4	5	5	5
National Bank (NA)	4	3	3	5
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Shaw (SJR.B)	5	3	3	5	2.39
CIBC (CM)	5	3	2	5	2.51
Power Corp of Canada (POW)	4	5	5	5	3.50
Bank of Nova Scotia (BNS)	5	4	2	4	3.51
Royal Bank (RY)	5	3	2	4	3.57
Inter Pipeline (IPL)	3	2	1	5	3.64
Emera (EMA)	4	4	3	5	3.82
National Bank (NA)	4	3	3	5	3.91
BCE Inc. (BCE)	3	1	3	5	3.95
TELUS (T)	4	2	3	5	3.97
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	V.R.
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
BCE Inc. (BCE)	Y		Y
Bank of Nova Scotia (BNS)		Y	Y
Emera (EMA)	Y		Y
Inter Pipeline (IPL)	Y		Y
Royal Bank (RY)		Y	Y
TELUS (T)	Y		Y
Bank of Montreal (BMO)		Y
Fortis (FTS)	Y
Magna (MG)		Y
Pembina Pipeline (PPL)	Y
Sun Life Financial (SLF)		Y
TD Bank (TD)		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 09/30/2016)
Average Capital Gain
49.7%

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...