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The Stingy News Weekly (01/31/2015)


"Thousands of experts study overbought indicators, oversold indicators, head-and-shoulder patterns, put-call ratios, the Fed's policy on money supply, foreign investment, the movement of the constellations through the heavens, and the moss on oak trees, and they can't predict markets with any useful consistency, any more than the gizzard squeezers could tell the Roman emperors when the Huns would attack."
- Peter Lynch


New from StingyInvestor

Asset Mixer Update
We've updated our Asset Mixer to include inflation-adjusted data for 2014.


Periodic Table Update
We've updated our periodic table of annual returns for Canadians to include inflation-adjusted data for 2014.


The best of the biggest
"Inequality also happens to be the rule rather than the exception on Wall Street. Capitalism usually produces a handful of giants firms and a slew of tiny nippers that peck away at what's left over."


Stingy Links

10-year expectations for asset class returns
"Do we have convincing evidence that starting yields determine subsequent returns? Yes."
[Markets]

Drivers of a profit margin explosion
"In this piece, I'm going to show that the profit margin expansion seen in the U.S. corporate sector over the last two decades has been driven largely by gains in the financial and technology sectors. I'm then going to examine arguments for and against the sustainability of this shift."
[Markets]

World CAPEs
"The Shiller P/E can be used in a valuation context, by comparing the current multiple to the historical values. As the multiple gets stretched far beyond the average, reversion is expected to occur."
[Markets]

A mock economics talk
"Zach Weinersmith of Saturday Morning Breakfast Cereal gives a mock economics talk entitled 'Economic-con 2015: A Theory of Maximizing Social Welfare via Top-Decile Earners.'"
[Fun]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1545
Verizon (VZ)3145
Chevron (CVX)5555
General Electric (GE)4545
McDonald's (MCD)2225
Pfizer (PFE)2415
Caterpillar (CAT)4454
Exxon Mobil (XOM)5454
Microsoft (MSFT)4314
Procter & Gamble (PG)1324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5555
Travelers (TRV)5542
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5533
Exxon Mobil (XOM)5454
IBM (IBM)5143
Caterpillar (CAT)4454
Intel (INTC)4423
American Express (AXP)4231
General Electric (GE)4545
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.26
Exxon Mobil (XOM)54543.48
JP Morgan Chase (JPM)55333.50
Caterpillar (CAT)44543.89
Verizon (VZ)31453.93
General Electric (GE)45454.14
IBM (IBM)51434.49
Travelers (TRV)55424.49
AT&T (T)15454.84
Intel (INTC)44234.92
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
General Electric (GE)YYY
AT&T (T)YY
IBM (IBM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
American Express (AXP)Y
Goldman Sachs (GS)Y
McDonald's (MCD)Y
Microsoft (MSFT)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Canadian Oil Sands (COS)5545
Crescent Point (CPG)1415
TransAlta (TA)0445
Teck Resources (TCK.B)3545
ARC Resources (ARX)2315
CIBC (CM)5335
National Bank (NA)5435
Inter Pipeline (IPL)1115
Cenovus Energy (CVE)4445
Bank of Montreal (BMO)5425
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)5532
Canadian Oil Sands (COS)5545
Manulife (MFC)5553
Imperial Oil (IMO)5341
National Bank (NA)5435
Bank of Nova Scotia (BNS)5424
CIBC (CM)5335
Bank of Montreal (BMO)5425
Power Corp of Canada (POW)5454
Royal Bank (RY)5324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)55450.34
EnCana (ECA)55321.59
National Bank (NA)54352.24
CIBC (CM)53352.40
Bank of Nova Scotia (BNS)54242.48
Bank of Montreal (BMO)54252.58
Royal Bank (RY)53242.85
Husky Energy (HSE)44453.03
Manulife (MFC)55533.07
Power Corp of Canada (POW)54543.09
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
National Bank (NA)YYY
Bank of Nova Scotia (BNS)YY
EnCana (ECA)YY
Manulife (MFC)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
ARC Resources (ARX)Y
Cenovus Energy (CVE)Y
Crescent Point (CPG)Y
Husky Energy (HSE)Y
Imperial Oil (IMO)Y
Inter Pipeline (IPL)Y
Teck Resources (TCK.B)Y
TransAlta (TA)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 12/31/2014)
Average Capital Gain
49.6%



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