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The Stingy News Weekly (02/05/2018)


"All intelligent investing is value investing - to acquire more than you are paying for. Investing is where you find a few great companies and then sit on your ass."
- Charlie Munger


New from StingyInvestor

A simple timing strategy
"I've been eyeing escape pods - as an investor - for some time now. The U.S. market blasted through valuation levels seen at the 1929 market top in recent weeks. I outlined the dire situation using Prof. Robert Shiller's CAPE ratio (cyclically adjusted price-to-earnings ratio) in early January" [$]


Stingy Links

Vanguard's one-fund solution
"It was one of the great mysteries in the Canadian fund market: why had no one created an ETF version of the balanced index mutual fund?"
[Indexing]

Second childhood
"I use the strategy I recommend to others: Occasionally, I will take my portfolio and assume the stock portion loses 35%, which is the typical decline during a bear market. I'll then look at the resulting hit to my overall portfolio's value and ask myself, 'Would you be okay with that?' As the market has climbed over the past year, I've found myself answering 'no' - and that's prompted me to ease up somewhat on stocks."
[Retirement]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3215
Enbridge (ENB)2445
Pembina Pipeline (PPL)2225
Emera (EMA)3445
BCE Inc. (BCE)3135
Power Corp of Canada (POW)5555
ARC Resources (ARX)5425
TransCanada (TRP)2225
Shaw (SJR.B)4235
CIBC (CM)5335
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Cenovus Energy (CVE)5553
Valeant Pharma (VRX)5550
Metro (MRU)5253
Barrick Gold (ABX)5341
Teck Resources (TECK.B)5541
Magna (MG)5353
Power Corp of Canada (POW)5555
Thomson Reuters (TRI)5223
ARC Resources (ARX)5425
CIBC (CM)5335
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)5553
Crescent Point (CPG)0544
Goldcorp (G)2521
Cameco (CCO)0544
Husky Energy (HSE)1550
Power Corp of Canada (POW)5555
Teck Resources (TECK.B)5541
First Quantum (FM)0521
Valeant Pharma (VRX)5550
Kinross Gold (K)1540
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
ARC Resources (ARX)YY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Teck Resources (TECK.B)YY
Valeant Pharma (VRX)YY
BCE Inc. (BCE)Y
Barrick Gold (ABX)Y
Cameco (CCO)Y
Crescent Point (CPG)Y
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Goldcorp (G)Y
Husky Energy (HSE)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
Metro (MRU)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
Thomson Reuters (TRI)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)5255
IBM (IBM)3245
Pfizer (PFE)5425
Exxon Mobil (XOM)3455
Chevron (CVX)2545
Procter & Gamble (PG)4335
Coca-Cola (KO)1214
Merck (MRK)1324
General Electric (GE)0454
Cisco (CSCO)4424
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Verizon (VZ)5255
Pfizer (PFE)5425
Apple (AAPL)5222
JP Morgan Chase (JPM)5523
Walt Disney (DIS)5331
Travelers (TRV)4552
Cisco (CSCO)4424
UnitedHealth (UNH)4351
Procter & Gamble (PG)4335
United Technologies (UTX)4443
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)2531
Chevron (CVX)2545
DowDuPont (DWDP)2533
JP Morgan Chase (JPM)5523
Travelers (TRV)4552
Exxon Mobil (XOM)3455
General Electric (GE)0454
Cisco (CSCO)4424
Intel (INTC)4424
United Technologies (UTX)4443
Notes | More Info...


US Stock SummaryYieldP/EP/B
Cisco (CSCO)YYY
Chevron (CVX)YY
Exxon Mobil (XOM)YY
General Electric (GE)YY
JP Morgan Chase (JPM)YY
Pfizer (PFE)YY
Procter & Gamble (PG)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Verizon (VZ)YY
Apple (AAPL)Y
Coca-Cola (KO)Y
DowDuPont (DWDP)Y
Goldman Sachs (GS)Y
IBM (IBM)Y
Intel (INTC)Y
Merck (MRK)Y
UnitedHealth (UNH)Y
Walt Disney (DIS)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 12/31/2017)
Average Capital Gain
52.0%


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2018
  02: 05 12 20
  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

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