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The Stingy News Weekly (01/22/2017)


"there are all kinds of wonderful new inventions that give you nothing as owners except the opportunity to spend a lot more money in a business that's still going to be lousy. The money still won't come to you. All of the advantages from great improvements are going to flow through to the customers."
- Charlie Munger


New from StingyInvestor

More wishful thinking than rule
"As a result, those who follow the 4% rule - or even a more conservative 3% rule - might be gambling with retirement ruin. At a minimum they should be prepared to tighten their belts should the markets turn against them."


Value by sector
"When it comes to fishing for stocks, value investors are skating on thin ice because the bargains they desire are disappearing as the markets warm. To find the few bargains that remain it is useful to take a step back, consider the market as a whole, and drill down into different sectors." [$]


Stingy Links

Charles de Vaulx interview
"Veteran value fund manager, IVA Advisers' Charles de Vaulx explains why he has nearly 40% of his portfolios in cash." [video]
[Value Investing]

And that's OK
"I don't know a lot of things when it comes to investing. I don't know exactly how or when the current market cycle ends. I don't know when valuations will matter again. I don't know when central banks lose control and free markets return. I don't know the next time I'll be fully invested. And I certainly don't know the near-term direction of stock prices. But I get asked about these things frequently. I wish I knew, but I don't."
[Value Investing]

Fortress fails to silence critic
"In 2011 the Ontario Securities Commission accused the pair, along with a third man, of engaging 'in conduct contrary to the public interest' by selling clients of their debt-management business shares of companies caught up in a B.C. stock scam. Petrozza and Rathore agreed to pay close to $3 million and were slapped with a 15-year ban on trading securities."
[Real Estate]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4145
Pfizer (PFE)1425
Chevron (CVX)0545
Boeing (BA)2155
Exxon Mobil (XOM)1545
Cisco (CSCO)4425
Coca-Cola (KO)2214
IBM (IBM)5144
Caterpillar (CAT)1354
General Electric (GE)2344
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
United Technologies (UTX)5452
JP Morgan Chase (JPM)5522
American Express (AXP)5431
IBM (IBM)5144
Cisco (CSCO)4425
Apple (AAPL)4232
Wal-Mart (WMT)4453
Verizon (VZ)4145
Intel (INTC)4433
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.51
Cisco (CSCO)44254.16
IBM (IBM)51444.24
Wal-Mart (WMT)44534.89
Travelers (TRV)55525.27
United Technologies (UTX)54525.32
JP Morgan Chase (JPM)55225.90
Intel (INTC)44336.14
Boeing (BA)21556.85
Johnson & Johnson (JNJ)32137.16
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Verizon (VZ)YYY
Boeing (BA)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Wal-Mart (WMT)YY
American Express (AXP)Y
Apple (AAPL)Y
Caterpillar (CAT)Y
Chevron (CVX)Y
Coca-Cola (KO)Y
Exxon Mobil (XOM)Y
General Electric (GE)Y
Johnson & Johnson (JNJ)Y
Pfizer (PFE)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3115
BCE Inc. (BCE)3135
Pembina Pipeline (PPL)1225
Emera (EMA)3435
CIBC (CM)5325
Power Corp of Canada (POW)4555
TELUS (T)4235
Shaw (SJR.B)5235
Enbridge (ENB)2145
National Bank (NA)4335
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
CIBC (CM)5325
Shaw (SJR.B)5235
Bank of Nova Scotia (BNS)5424
Royal Bank (RY)5324
Sun Life Financial (SLF)5444
Bank of Montreal (BMO)5424
TD Bank (TD)5314
Power Corp of Canada (POW)4555
Canadian Tire (CTC.A)4353
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53252.35
Shaw (SJR.B)52352.88
Power Corp of Canada (POW)45553.42
Bank of Nova Scotia (BNS)54243.48
Magna (MG)54533.62
Inter Pipeline (IPL)31153.83
Royal Bank (RY)53243.93
Bank of Montreal (BMO)54243.97
BCE Inc. (BCE)31354.03
Emera (EMA)34354.08
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Power Corp of Canada (POW)YYY
Shaw (SJR.B)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Emera (EMA)YY
Inter Pipeline (IPL)YY
Magna (MG)YY
Royal Bank (RY)YY
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Sun Life Financial (SLF)Y
TD Bank (TD)Y
TELUS (T)Y
Notes...



The Rothery Report
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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%



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2017
  11: 06 12 20
  10: 01 07 16 23 30
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  05: 07 14 21 28
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2016
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2015
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2014
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2013
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2012
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2010
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