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The Stingy News Weekly (03/19/2017)


"Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good results."
- Warren Buffett


New from StingyInvestor

The Climbing CATS
"The Climbing CATS strategy is based on a momentum plus value combination. It starts with reasonably-sized Canadian firms and then focuses in on value stocks. Call them Cheap And Thrifty Stocks, or CATS, if you will. But it also looks for firms with strong relative momentum that have Climbed higher in recent times. Thus, the Climbing CATS strategy is born."


Valeant's rise and fall
"Bill Ackman recently dumped his fund's stake in Valeant Pharmaceuticals International Inc., which ended a distressing period for his investors. While it might be tempting to use the opportunity to wallow in an ocean of schadenfreude, it's more useful to step back and to try to learn from his misfortune." [$]


Stingy Links

Why is my life so hard
"Most of us feel we face more headwinds and obstacles than everyone else - which breeds resentment. We also undervalue the tailwinds that help us - which leaves us ungrateful and unhappy. How can we avoid this trap?" [audio]
[Behaviour]

Best mutual fund disclosure
"While the long-term bias in stock prices is upward, stocks enter a bear market with amazing regularity, about every 3 - 4 years. It goes with the territory. Expect it. Live with it. If you can't do that, go bury your money in a jar or put it in the bank and don't bother us about why your investment goes south sometimes or why water runs downhill."
[Zweig]

Get serious about retirement ages
"The Liberal government has declined to listen to the advice of its own economic advisory council on retirement age. Perhaps the Liberals might be more willing to listen to one of its ideological soul mates, someone who shares its views on the use of deficits to boost economic growth. Someone like Christine Lagarde, the managing director of the IMF."
[Retirement]

Capital gains tax is already unjust
"the current Liberal government's rumoured plan to increase the capital gains tax can be expected to hammer another nail in the coffin for Canadian investments, particularly at a time when our economic outlook is already relatively weak."
[Taxes]

Factor timing is hard
"Adding value from market timing is very hard even though the aggregate market price (e.g., the CAPE) matters and varies a lot over time. In our latest paper, we again show that factor timing is likely even harder than market timing."
[Value Investing]


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
General Electric (GE)1444
IBM (IBM)5144
Boeing (BA)2154
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)5531
Verizon (VZ)4145
Wal-Mart (WMT)4453
Intel (INTC)4434
Procter & Gamble (PG)4324
Apple (AAPL)4222
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.43
IBM (IBM)51444.45
Cisco (CSCO)34255.21
Wal-Mart (WMT)44535.47
Travelers (TRV)55525.50
Intel (INTC)44345.64
Procter & Gamble (PG)43245.65
JP Morgan Chase (JPM)55226.91
Boeing (BA)21547.51
Pfizer (PFE)14257.84
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
Pembina Pipeline (PPL)1225
TELUS (T)3235
Shaw (SJR.B)5235
CIBC (CM)5325
Enbridge (ENB)2145
Power Corp of Canada (POW)4555
TransCanada (TRP)1215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
CIBC (CM)5325
Thomson Reuters (TRI)5224
Sun Life Financial (SLF)5444
Shaw (SJR.B)5235
Bank of Nova Scotia (BNS)5324
Bank of Montreal (BMO)5424
Royal Bank (RY)5224
TD Bank (TD)5324
National Bank (NA)4334
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53252.31
Shaw (SJR.B)52352.82
Thomson Reuters (TRI)52243.23
Bank of Nova Scotia (BNS)53243.34
Magna (MG)54533.38
BCE Inc. (BCE)41353.56
Sun Life Financial (SLF)54443.57
Inter Pipeline (IPL)31153.63
National Bank (NA)43343.66
Royal Bank (RY)52243.74
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
Royal Bank (RY)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
Power Corp of Canada (POW)Y
TD Bank (TD)Y
TELUS (T)Y
TransCanada (TRP)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 12/31/2016)
Average Capital Gain
50.2%



Stingy News Weekly
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2017
  10: 01 07 16
  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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Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...