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The Stingy News Weekly (03/12/2017)


"In the short run, the market is a voting machine but in the long run it is a weighing machine."
- Benjamin Graham


Stingy Links

Chuck Akre talks at Google
"Chuck talks about compounders at Google."
[Value Investing]

Selling pressure at TD
"A CBC report earlier this week about TD employees pressured to meet high sales revenue goals has touched off a firestorm of reaction from TD employees across the country - some of whom admit they have broken the law at their customers' expense in a desperate bid to meet sales targets and keep their jobs."
[Management]

Let your winners run
"Modern capitalism is built on the idea that as companies get big, they become fat and happy, opening themselves up to lean and hungry competitors who can underprice and overtake them. That cycle of creative destruction may be changing in ways that help explain the seemingly unstoppable rise of the stock market."
[Markets]

The most broadly overvalued moment
"Recall that the 2000 market peak was dominated by breathtaking overvaluation among a subset of very large capitalization stocks, while the broader market was less extreme, particularly among smaller capitalization issues. That didn't prevent the S&P 500 Index from losing half of its value, or the Nasdaq 100 Index from losing 83% of its value, but it did create the basis for a long period of relative outperformance by small cap stocks. By contrast, we presently observe, by far, the most extreme median valuations in history."
[Markets]

Tax court justice seen at KPMG-linked party
"The Canadian Judicial Council began the review following the documentaries that showed two judges attending evening social events during a KPMG-sponsored tax conference in Madrid last fall. A third judge, the chief justice of the Tax Court of Canada, was revealed making a speech in which he promoted drinking alcohol with the tax industry."
[Taxes]

DFA Funds and fees
"DFA adviser fees in some cases all but erase their advantages"
[Funds]

Dividend tax changes
"So when the budget comes down later this month, keep a close eye on tax brackets and on how capital gains and dividends may be taxed going forward. There has also been speculation about raising the capital gains inclusion rate from the current 50% to as high as 66.7% or even 75%."
[Taxes]


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
IBM (IBM)5144
JP Morgan Chase (JPM)5522
Goldman Sachs (GS)5521
Verizon (VZ)4145
Wal-Mart (WMT)4453
Procter & Gamble (PG)4324
Apple (AAPL)4232
Intel (INTC)4433
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.28
IBM (IBM)51444.56
Cisco (CSCO)34255.21
Travelers (TRV)55525.48
Wal-Mart (WMT)44535.50
Procter & Gamble (PG)43245.68
Intel (INTC)44335.84
JP Morgan Chase (JPM)55227.02
Boeing (BA)21547.38
Pfizer (PFE)14257.76
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)3115
BCE Inc. (BCE)4135
Emera (EMA)2535
TELUS (T)3235
Pembina Pipeline (PPL)1225
Shaw (SJR.B)5235
CIBC (CM)5325
Power Corp of Canada (POW)4455
Enbridge (ENB)2145
TransCanada (TRP)1215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
CIBC (CM)5325
Thomson Reuters (TRI)5223
Sun Life Financial (SLF)5444
Shaw (SJR.B)5235
Bank of Nova Scotia (BNS)5324
Royal Bank (RY)5214
Bank of Montreal (BMO)5424
TD Bank (TD)5324
National Bank (NA)4324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53252.38
Shaw (SJR.B)52352.88
Magna (MG)54533.27
Thomson Reuters (TRI)52233.29
Bank of Nova Scotia (BNS)53243.45
Sun Life Financial (SLF)54443.58
BCE Inc. (BCE)41353.59
National Bank (NA)43243.74
Power Corp of Canada (POW)44553.74
Inter Pipeline (IPL)31153.77
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Shaw (SJR.B)YYY
BCE Inc. (BCE)YY
Bank of Nova Scotia (BNS)YY
Inter Pipeline (IPL)YY
Magna (MG)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
Sun Life Financial (SLF)YY
Thomson Reuters (TRI)YY
Bank of Montreal (BMO)Y
Emera (EMA)Y
Enbridge (ENB)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)Y
TD Bank (TD)Y
TELUS (T)Y
TransCanada (TRP)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.

Rothery Report Performance
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