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The Stingy News Weekly (02/12/2017)


"Don't gamble. Take all your savings and buy a good stock, and hold it till it goes up, then sell it. If it don't go up, don't buy it."
- Will Rogers


Stingy Links

Gross margin for fun and profit
"Businesses come in all varieties and the gross margins generated by various businesses are no exception. Software businesses and pharmaceutical firms have high gross margins. Costco and Exxon have low gross margins."
[Accounting]

Virality is a myth
"Raymond Loewy [is] the father of industrial design. He designed the modern locomotive, the modern car, the livery, Air Force One and the interior habitat of the first NASA space ship. He basically designed the middle of the 20th century in America, and he had a rule for why people like what they like, MAYA: Most Advanced, Yet Acceptable."
[Markets]

Dividend policy
"The shift is remarkable. In 1988, almost 70% of all cash returned to stockholders took the form of dividends and by 2016, close to 60% of all cash returned took the form of buybacks."
[Dividends]

A taxing trend
"The odds of a federal budget that targets investors with higher taxes on capital gains or even dividends are rising."
[Taxes]

Klarman's letter
"President Trump may be able to temporarily hold off the sweep of automation and globalization by cajoling companies to keep jobs at home, but bolstering inefficient and uncompetitive enterprises is likely to only temporarily stave off market forces"
[Value Investing]

Betting against correlation
"These findings are a strong indication that leverage aversion is indeed an important part of the low-risk effect though by no means does it rule out other contributing explanations."
[Behaviour]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4145
Pfizer (PFE)1425
Chevron (CVX)0545
Exxon Mobil (XOM)1545
Coca-Cola (KO)2115
Boeing (BA)3155
Cisco (CSCO)4424
General Electric (GE)1344
Caterpillar (CAT)0354
IBM (IBM)5144
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
American Express (AXP)5431
JP Morgan Chase (JPM)5522
IBM (IBM)5144
Wal-Mart (WMT)5453
Goldman Sachs (GS)4521
Cisco (CSCO)4424
Verizon (VZ)4145
Apple (AAPL)4232
Procter & Gamble (PG)4224
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.23
Cisco (CSCO)44244.57
IBM (IBM)51444.61
Wal-Mart (WMT)54535.02
Travelers (TRV)55525.20
Procter & Gamble (PG)42245.29
Intel (INTC)34335.67
JP Morgan Chase (JPM)55226.36
Boeing (BA)31556.39
Pfizer (PFE)14256.96
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Verizon (VZ)YYY
Boeing (BA)YY
JP Morgan Chase (JPM)YY
Pfizer (PFE)YY
Procter & Gamble (PG)YY
Travelers (TRV)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
Goldman Sachs (GS)Y
Intel (INTC)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
TELUS (T)3235
CIBC (CM)5325
Power Corp of Canada (POW)4555
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
Sun Life Financial (SLF)5444
Bank of Nova Scotia (BNS)5324
Royal Bank (RY)5324
Bank of Montreal (BMO)5424
TD Bank (TD)5324
Power Corp of Canada (POW)4555
Canadian Tire (CTC.A)4353
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53252.49
Shaw (SJR.B)52352.93
BCE Inc. (BCE)31353.55
Power Corp of Canada (POW)45553.63
Bank of Nova Scotia (BNS)53243.75
Inter Pipeline (IPL)31153.75
Magna (MG)54533.77
TELUS (T)32354.09
Bank of Montreal (BMO)54244.10
Emera (EMA)34354.10
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
TELUS (T)YY
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)Y
Sun Life Financial (SLF)Y
TD Bank (TD)Y
Notes...



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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.

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