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The Stingy News Weekly (03/19/2018)


"In my whole life, I have known no wise people (over a broad subject matter area) who didn't read all the time - none, zero. You'd be amazed at how much Warren reads - at how much I read. My children laugh at me. They think I'm a book with a couple of legs sticking out."
- Charlie Munger


Stingy Links

Why projects are late
"Whether it's a giant infrastructure plan or a humble kitchen renovation, it'll inevitably take way too long and cost way too much. That's because you suffer from 'the planning fallacy.' (You also have an 'optimism bias' and a bad case of overconfidence.) But don't worry: we've got the solution." [audio]
[Behaviour]

High conviction buybacks
"Buybacks may not be well timed in aggregate, but they have been timed well (at least, timed at cheaper relative prices) by firms with high conviction buyback programs. These firms can get lost in the shuffle because, on average, the cash spent on buybacks by these high conviction firms represent a minority of the total cash being spent on buybacks."
[Value Investing]

Simple value strategies win
"While relative-value strategies do seem to add value over a passive index, it appears investors would be generally better off if they relied on simple P/E-based investing."
[Value Investing]

Capex darlings and the myth of long-termism
"part of the allure of buybacks is the signal to shareholders that management will not fritter away precious capital on dubious projects"
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3225
Enbridge (ENB)2445
Emera (EMA)1445
BCE Inc. (BCE)3135
Pembina Pipeline (PPL)2325
TransCanada (TRP)3225
Shaw (SJR.B)4235
Power Corp of Canada (POW)5555
ARC Resources (ARX)5525
CIBC (CM)5335
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Valeant Pharma (VRX)5550
Cenovus Energy (CVE)5552
Metro (MRU)5252
Teck Resources (TECK.B)5541
Power Corp of Canada (POW)5555
Magna (MG)5353
Barrick Gold (ABX)5441
Kinross Gold (K)5540
CIBC (CM)5335
National Bank (NA)5334
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Crescent Point (CPG)0544
Cenovus Energy (CVE)5552
Goldcorp (G)3521
Cameco (CCO)0533
Valeant Pharma (VRX)5550
Teck Resources (TECK.B)5541
Husky Energy (HSE)2552
Kinross Gold (K)5540
Power Corp of Canada (POW)5555
Imperial Oil (IMO)1543
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Kinross Gold (K)YY
Teck Resources (TECK.B)YY
Valeant Pharma (VRX)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Barrick Gold (ABX)Y
Cameco (CCO)Y
Crescent Point (CPG)Y
Emera (EMA)Y
Enbridge (ENB)Y
Goldcorp (G)Y
Husky Energy (HSE)Y
Imperial Oil (IMO)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Metro (MRU)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)5255
Exxon Mobil (XOM)5555
Chevron (CVX)3545
IBM (IBM)3245
Pfizer (PFE)5425
Coca-Cola (KO)1115
Procter & Gamble (PG)4334
Merck (MRK)1324
General Electric (GE)0454
Cisco (CSCO)0314
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Verizon (VZ)5255
Pfizer (PFE)5425
Walt Disney (DIS)5332
Exxon Mobil (XOM)5555
Apple (AAPL)5221
JP Morgan Chase (JPM)4422
Travelers (TRV)4552
Procter & Gamble (PG)4334
UnitedHealth (UNH)4351
United Technologies (UTX)4443
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)2531
Chevron (CVX)3545
DowDuPont (DWDP)1533
Travelers (TRV)4552
Exxon Mobil (XOM)5555
JP Morgan Chase (JPM)4422
General Electric (GE)0454
Pfizer (PFE)5425
Wal-Mart (WMT)2453
United Technologies (UTX)4443
Notes | More Info...


US Stock SummaryYieldP/EP/B
Exxon Mobil (XOM)YYY
Pfizer (PFE)YYY
Chevron (CVX)YY
General Electric (GE)YY
JP Morgan Chase (JPM)YY
Procter & Gamble (PG)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Verizon (VZ)YY
Apple (AAPL)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
DowDuPont (DWDP)Y
Goldman Sachs (GS)Y
IBM (IBM)Y
Merck (MRK)Y
UnitedHealth (UNH)Y
Wal-Mart (WMT)Y
Walt Disney (DIS)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 12/31/2017)
Average Capital Gain
52.0%


Stingy News Weekly
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2019
  03: 04 12 18
  02: 05 13 20 25
  01: 01 08 16 22 28
2018
  12: 03 11 17 26
  11: 01 05 12 19 26
  10: 09 15 22
  09: 06 10 17 24 30
  08: 07 13 22 28
  07: 02 09 16 23 30
  06: 04 12 19 25
  05: 08 14 23 28
  04: 02 10 16 22 30
  03: 05 12 19 27
  02: 05 12 20 26
  01: 01 08 15 22 29
2017
  12: 04 11 18 24
  11: 06 12 20 27
  10: 01 07 16 23 30
  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
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  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
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  02: 07 14 21 28
  01: 03 10 17 24 31
2015
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  10: 04 10 18 25
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  08: 17 23 30
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  05: 03 09 17 23 31
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  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
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  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
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2013
  12: 02 09 16 30
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  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
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2012
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  10: 07 14 21 28
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  08: 05 12 19 26
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  02: 05 12 19 26
  01: 01 08 15 22 29
2011
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  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
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  01: 03 10 17 24 31

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