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The Stingy News Weekly (02/07/2016)


"The chief losses to investors come from the purchase of low-quality securities at times of favorable business conditions."
- Benjamin Graham


New from StingyInvestor

Asset Mixer Portfolios
The Asset Mixer portfolios of index funds and ETFs have been updated to reflect recent annual fee data (MER)


Asset Mixer Update
We've updated our Asset Mixer to include inflation-adjusted data for 2015.


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


Stingy Links

Kleinschmidt interview
"An exclusive interview with Tocqueville Fund.s long-time portfolio manager Robert Kleinschmidt. The contrarian value investor explains why commodities are key to the market and what they are telling him now."
[Value Investing]

Change in shares outstanding
"The first quintile barely exhibited a positive annualized return. The stock of these companies that increased shares outstanding underperformed the market in 75% of the years in this 16-year test period. The average excess returns versus the S&P 500 equal weight benchmark were a negative 3.34%. In contrast, the 5th quintile outperformed the benchmark 81.25% of the time and produced average excess return of 5.54%."
[Markets]

A select group
"Tech-boosters would doubtless love to see a prolonged bout of jostling for top spot between Alphabet and Apple (which before this week had held on to its crown for 653 consecutive days). But an obvious threat to both comes from a company that isn't even listed yet: Aramco, Saudi Arabia's state-owned oil giant, which is almost certainly the world's most valuable firm and is toying with an initial public offering."
[Stocks]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)1555
Caterpillar (CAT)3455
Verizon (VZ)4145
Pfizer (PFE)2415
IBM (IBM)5145
Merck (MRK)1325
Cisco (CSCO)4534
Exxon Mobil (XOM)2544
Intel (INTC)4424
Boeing (BA)3154
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
IBM (IBM)5145
JP Morgan Chase (JPM)5533
Travelers (TRV)5552
Apple (AAPL)5232
United Technologies (UTX)5443
American Express (AXP)4442
Verizon (VZ)4145
Cisco (CSCO)4534
Intel (INTC)4424
Goldman Sachs (GS)4531
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
IBM (IBM)51452.37
Verizon (VZ)41452.63
JP Morgan Chase (JPM)55333.15
Cisco (CSCO)45343.32
Intel (INTC)44243.48
United Technologies (UTX)54433.50
Caterpillar (CAT)34554.05
Travelers (TRV)55524.25
Apple (AAPL)52324.53
Boeing (BA)31544.63
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Intel (INTC)YYY
Verizon (VZ)YYY
Apple (AAPL)YY
Boeing (BA)YY
Caterpillar (CAT)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
United Technologies (UTX)YY
American Express (AXP)Y
Chevron (CVX)Y
Exxon Mobil (XOM)Y
Goldman Sachs (GS)Y
Merck (MRK)Y
Pfizer (PFE)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)0525
Inter Pipeline (IPL)2215
ARC Resources (ARX)0215
EnCana (ECA)0555
Potash Corp. (POT)4325
Talisman Energy (TLM)0005
National Bank (NA)5335
CIBC (CM)5335
Shaw (SJR.B)4225
Bank of Nova Scotia (BNS)5425
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)5425
CIBC (CM)5335
Royal Bank (RY)5324
Sun Life Financial (SLF)5444
Bank of Montreal (BMO)4434
Potash Corp. (POT)4325
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
National Bank (NA)53351.61
Power Corp of Canada (POW)54541.68
SNC-Lavalin (SNC)53531.68
CIBC (CM)53351.96
Potash Corp. (POT)43252.01
Bank of Nova Scotia (BNS)54252.02
Royal Bank (RY)53242.38
Bank of Montreal (BMO)44342.49
Magna (MG)53532.76
Shaw (SJR.B)42252.76
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
Magna (MG)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
Shaw (SJR.B)YY
ARC Resources (ARX)Y
Crescent Point (CPG)Y
EnCana (ECA)Y
Inter Pipeline (IPL)Y
Sun Life Financial (SLF)Y
Talisman Energy (TLM)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 12/31/2015)
Average Capital Gain
49.0%



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