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The Stingy News Weekly (01/10/2016)


"Success in investing doesn't correlate with I.Q. once you're above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing."
- Warren Buffett


New from StingyInvestor

Asset Mixer Update
We've updated our Asset Mixer to include nominal data for 2015.


Periodic Table Update
We've updated our periodic table of annual returns for Canadians to include nominal data for 2015.


Stingy Links

Culture eats strategy
"Nucor probably didn't have any core attributes that were unavailable to its competitors. It simply made better choices and was more fanatical about sticking to them. The resulting success was deserved. This is why culture eats strategy."
[Management]

Trend following backtest
"I'm going to conduct a comprehensive backtest of three popular trend-following market timing strategies: the moving average strategy, the moving average crossover strategy, and the momentum strategy. These are simple, binary market timing strategies that go long or that go to cash at the close of each month based on the market's position relative to trend. They produce very similar results, so after reviewing their performances in U.S. data, I'm going to settle on the moving average strategy as a representative strategy to backtest out-of-sample."
[Momentum Investing]

MiB: Michael Covel
"On this week's Masters in Business radio podcast, I speak with Michael Covel, author of Trend Following and Turtle Trader. Covel is a student of trading, and has helped demystify a number of fascinating aspects of how top traders achieve their greatness."
[Momentum Investing]

Consider the last great tax shelter
"Self-employment is the last of the great tax shelters."
[taxes]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)3555
Verizon (VZ)3145
Caterpillar (CAT)4455
IBM (IBM)5145
Exxon Mobil (XOM)3545
Pfizer (PFE)2415
Merck (MRK)4324
Procter & Gamble (PG)1324
Cisco (CSCO)4534
General Electric (GE)0434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
IBM (IBM)5145
Travelers (TRV)5552
JP Morgan Chase (JPM)5533
Apple (AAPL)5232
Goldman Sachs (GS)5531
American Express (AXP)4331
Caterpillar (CAT)4455
Cisco (CSCO)4534
Merck (MRK)4324
Intel (INTC)4423
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
IBM (IBM)51452.32
Caterpillar (CAT)44552.68
JP Morgan Chase (JPM)55333.35
Chevron (CVX)35553.42
Verizon (VZ)31453.57
Merck (MRK)43243.76
Cisco (CSCO)45343.89
Exxon Mobil (XOM)35454.04
Travelers (TRV)55524.13
Wal-Mart (WMT)44534.42
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Cisco (CSCO)YYY
IBM (IBM)YYY
Merck (MRK)YYY
Chevron (CVX)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
American Express (AXP)Y
Apple (AAPL)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
Intel (INTC)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Potash Corp. (POT)5325
Husky Energy (HSE)0555
Crescent Point (CPG)0525
ARC Resources (ARX)0315
Inter Pipeline (IPL)3215
EnCana (ECA)0545
Talisman Energy (TLM)0005
National Bank (NA)5335
CIBC (CM)5225
Bank of Nova Scotia (BNS)5325
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5353
Power Corp of Canada (POW)5454
Magna (MG)5353
National Bank (NA)5335
Bank of Nova Scotia (BNS)5325
CIBC (CM)5225
Royal Bank (RY)5224
Potash Corp. (POT)5325
Bank of Montreal (BMO)4434
Sun Life Financial (SLF)4443
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Potash Corp. (POT)53251.11
National Bank (NA)53351.53
Power Corp of Canada (POW)54541.53
SNC-Lavalin (SNC)53531.54
Bank of Nova Scotia (BNS)53251.86
CIBC (CM)52251.95
Royal Bank (RY)52242.31
Bank of Montreal (BMO)44342.44
Shaw (SJR.B)42352.56
Inter Pipeline (IPL)32152.56
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
National Bank (NA)YYY
Potash Corp. (POT)YYY
Bank of Montreal (BMO)YY
Inter Pipeline (IPL)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
ARC Resources (ARX)Y
Crescent Point (CPG)Y
EnCana (ECA)Y
Husky Energy (HSE)Y
Magna (MG)Y
Shaw (SJR.B)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%



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2017
  09: 04 11 17
  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
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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...