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The Stingy News Weekly (02/26/2017)


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


Stingy Links

Q and A with Wes Gray
"The article suggests that the world of investment ideas is almost like religion or politics - you're on one team or the other - but you can't be on both teams at the same time, and there's very little room for conceptual overlap across dissonant ideas. So if you are a value investor, the idea of momentum disgusts you. Similarly, if you are a momentum/technical investor, the idea of value investing is horrid."
[Momentum Investing]

Rich or free
"The best combination is to probably be rich and free. But even that lifestyle is not much better than that of a regular income earning person who is living a purposeful lifestyle. Appreciate what you have right now. Being rich is not an amazing panacea. Being free with the consistent ability to help other people is."
[Retirement]

Credit Suisse Yearbook 2017
"Over the period since 1900, the average annualized real bond return across the 21 countries was just 1.0% per year, with disappointing returns in many countries. Yet, by the end of 2015, world bonds were level-pegging with world equities over the previous 34 years, giving the same annualized real return of 6.9%."
[Markets]

Why facts don't change our minds
"Coming from a group of academics in the nineteen-seventies, the contention that people can't think straight was shocking. It isn't any longer. Thousands of subsequent experiments have confirmed (and elaborated on) this finding. As everyone who's followed the research - or even occasionally picked up a copy of Psychology Today - knows, any graduate student with a clipboard can demonstrate that reasonable-seeming people are often totally irrational."
[Behaviour]

Factor zoo
"Factor-based investors and advisors now think they have an advantage. They base this belief on the results of theoretical asset pricing models, many of which have failed empirically."
[Momentum Investing]

Warren Buffett's letter
"I'm certain that in almost all cases the managers at both levels were honest and intelligent people. But the results for their investors were dismal - really dismal. And, alas, the huge fixed fees charged by all of the funds and funds-of-funds involved - fees that were totally unwarranted by performance - were such that their managers were showered with compensation over the nine years that have passed. As Gordon Gekko might have put it: 'Fees never sleep.'"
[Buffett]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4145
Chevron (CVX)0545
Pfizer (PFE)1425
Exxon Mobil (XOM)1545
Coca-Cola (KO)2215
Cisco (CSCO)3425
Caterpillar (CAT)0354
Boeing (BA)2154
General Electric (GE)1444
IBM (IBM)5144
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
American Express (AXP)5331
JP Morgan Chase (JPM)5522
IBM (IBM)5144
Goldman Sachs (GS)5521
Verizon (VZ)4145
Apple (AAPL)4232
Wal-Mart (WMT)4453
Procter & Gamble (PG)4324
Intel (INTC)4433
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.45
IBM (IBM)51444.74
Cisco (CSCO)34255.23
Travelers (TRV)55525.43
Procter & Gamble (PG)43245.67
Wal-Mart (WMT)44535.86
Intel (INTC)44336.05
JP Morgan Chase (JPM)55226.85
Boeing (BA)21547.29
Pfizer (PFE)14257.81
Notes | More Info...


US Stock SummaryYieldP/EV.R.
IBM (IBM)YYY
Verizon (VZ)YYY
Boeing (BA)YY
Cisco (CSCO)YY
Intel (INTC)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
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3215
BCE Inc. (BCE)4135
Emera (EMA)2435
Pembina Pipeline (PPL)1225
TELUS (T)3135
Enbridge (ENB)2145
Shaw (SJR.B)5235
Power Corp of Canada (POW)4555
CIBC (CM)5325
National Bank (NA)4325
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
Thomson Reuters (TRI)5224
CIBC (CM)5325
Shaw (SJR.B)5235
Sun Life Financial (SLF)5444
Bank of Nova Scotia (BNS)5324
Royal Bank (RY)5224
Bank of Montreal (BMO)5424
TD Bank (TD)5323
Power Corp of Canada (POW)4555
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53252.64
Shaw (SJR.B)52352.89
Thomson Reuters (TRI)52243.10
BCE Inc. (BCE)41353.54
Magna (MG)54533.58
Power Corp of Canada (POW)45553.67
Inter Pipeline (IPL)32153.68
Sun Life Financial (SLF)54443.70
Bank of Nova Scotia (BNS)53243.75
Bank of Montreal (BMO)54244.09
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
Inter Pipeline (IPL)YY
Magna (MG)YY
Sun Life Financial (SLF)YY
Thomson Reuters (TRI)YY
Emera (EMA)Y
Enbridge (ENB)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)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
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2017
  11: 06 12 20
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2015
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2010
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