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The Stingy News Weekly (12/20/2015) "Price is what you pay, value is what you get" - Charlie Munger Stingy News Flash I like the idea behind Bloomberg's Jealousy List, which I've linked to below. In that spirit, let me know about the best article (or book) you've read this year from someone other than yourself or myself. I'll share the best suggestions in the new year. Email your nomination to info@ndir.com Stingy Links Jealousy List 2015 "But throughout the year we are also reading, and every so often we feel a little twinge of jealousy: We wish we'd published that. What follows is our attempt to curate those twinges, and present a list of some of the best stuff we read this year." [Media] A great brewer "One of the greatest minds in 20th Century statistics was not a scholar. He brewed beer. Guinness brewer William S. Gosset's work is responsible for inspiring the concept of statistical significance, industrial quality control, efficient design of experiments and, not least of all, consistently great tasting beer." [Science] The Pigeon King "Galbraith's reign as Pigeon King lasted seven years, from 2001 to June 2008, when his empire imploded. The prosecution likened his company, Pigeon King International, to a Ponzi scheme - much like Bernard Madoff's operation, which happened to crumble just months after Galbraith's, except that where Madoff's scheme centered on stocks and securities, Galbraith's used live birds. Pigeon King International sold breeding pairs of pigeons to farmers with a guarantee to buy back their offspring at fixed prices for 10 years." [Crime] Backtesting: a cautionary tale "The failure to see consistent outperformance from the group as a whole has made me increasingly skeptical of investment approaches that claim to be data-driven. In my view, such approaches receive too much trust and respect, and not enough scrutiny. They hold a reputation for scientific credibility that is not deserved." [Momentum Investing] Momentum deterioration "Buying high momentum has had a rough 15-years relative to longer-term history, but avoiding poor momentum has continued to work quite well." [Momentum Investing] William Smead interview "Smead Value Investor fund.s William Smead explains why his concentrated, high quality, low turnover approach has delivered top investment performance." [video] [Value Investing] DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Verizon (VZ) 3 1 4 5 Chevron (CVX) 2 5 5 5 Caterpillar (CAT) 4 4 5 5 IBM (IBM) 5 1 4 5 Exxon Mobil (XOM) 3 5 5 5 Pfizer (PFE) 2 4 1 5 Merck (MRK) 4 3 2 4 Procter & Gamble (PG) 1 3 2 4 Wal-Mart (WMT) 4 4 5 4 Cisco (CSCO) 4 5 3 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield IBM (IBM) 5 1 4 5 Travelers (TRV) 5 5 4 2 JP Morgan Chase (JPM) 5 5 3 3 Apple (AAPL) 5 2 3 2 Goldman Sachs (GS) 5 5 3 1 American Express (AXP) 4 3 3 1 Wal-Mart (WMT) 4 4 5 4 Caterpillar (CAT) 4 4 5 5 Merck (MRK) 4 3 2 4 Cisco (CSCO) 4 5 3 4 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. IBM (IBM) 5 1 4 5 2.44 Caterpillar (CAT) 4 4 5 5 2.84 Verizon (VZ) 3 1 4 5 3.69 Wal-Mart (WMT) 4 4 5 4 3.78 Merck (MRK) 4 3 2 4 3.85 JP Morgan Chase (JPM) 5 5 3 3 4.01 Chevron (CVX) 2 5 5 5 4.09 Exxon Mobil (XOM) 3 5 5 5 4.32 Cisco (CSCO) 4 5 3 4 4.36 Travelers (TRV) 5 5 4 2 4.44 Notes | More Info... US Stock Summary Yield P/E V.R. Caterpillar (CAT) Y Y Y Cisco (CSCO) Y Y Y IBM (IBM) Y Y Y Merck (MRK) Y Y Y Wal-Mart (WMT) Y Y Y Chevron (CVX) Y Y Exxon Mobil (XOM) Y Y JP Morgan Chase (JPM) Y Y Travelers (TRV) Y Y Verizon (VZ) Y Y American Express (AXP) Y Apple (AAPL) Y Goldman Sachs (GS) 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 Potash Corp. (POT) 5 3 2 5 Husky Energy (HSE) 0 5 5 5 Crescent Point (CPG) 0 5 2 5 ARC Resources (ARX) 0 3 1 5 Inter Pipeline (IPL) 2 2 1 5 Talisman Energy (TLM) 0 0 0 5 EnCana (ECA) 0 5 5 5 National Bank (NA) 5 3 3 5 Shaw (SJR.B) 4 2 3 5 Bank of Nova Scotia (BNS) 5 4 2 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield SNC-Lavalin (SNC) 5 3 5 3 Power Corp of Canada (POW) 5 4 5 4 National Bank (NA) 5 3 3 5 Magna (MG) 5 2 5 2 Bank of Nova Scotia (BNS) 5 4 2 5 CIBC (CM) 5 3 3 5 Royal Bank (RY) 5 2 2 4 Potash Corp. (POT) 5 3 2 5 Bank of Montreal (BMO) 4 4 2 4 Sun Life Financial (SLF) 4 3 4 3 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Potash Corp. (POT) 5 3 2 5 1.28 National Bank (NA) 5 3 3 5 1.64 Power Corp of Canada (POW) 5 4 5 4 1.72 SNC-Lavalin (SNC) 5 3 5 3 1.82 Bank of Nova Scotia (BNS) 5 4 2 5 1.97 CIBC (CM) 5 3 3 5 2.09 Royal Bank (RY) 5 2 2 4 2.59 Shaw (SJR.B) 4 2 3 5 2.63 Bank of Montreal (BMO) 4 4 2 4 2.80 Inter Pipeline (IPL) 2 2 1 5 2.86 Notes | More Info... Canadian Stock Summary Yield P/E V.R. Bank of Nova Scotia (BNS) Y Y Y National Bank (NA) Y Y Y Potash Corp. (POT) Y Y Y Bank of Montreal (BMO) Y Y CIBC (CM) Y Y Inter Pipeline (IPL) Y Y Power Corp of Canada (POW) Y Y Royal Bank (RY) Y Y SNC-Lavalin (SNC) Y Y Shaw (SJR.B) Y Y ARC Resources (ARX) Y Crescent Point (CPG) Y EnCana (ECA) Y Husky Energy (HSE) Y Magna (MG) Y Sun Life Financial (SLF) Y Talisman Energy (TLM) 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 9/30/2015) Average Capital Gain 48.6%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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