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The Stingy News Weekly (03/20/2016)


"The important thing is to keep playing, to play against weak opponents and to play for big stakes."
- Warren Buffett


Stingy Links

Dividend stock downside
"I had started with a hypothesis: by avoiding dividends might we actually improve 'dividend investing'? But by removing the dividend, it inadvertently refocused the selection methodology on pure value. My research turned out to be a backdoor way of reminding myself that value investing and dividend investing - while often confused as the same thing - are actually distinct strategies. And more times than not, value wins out."
[Dividends]

Is value coming back?
"Lots of money is flowing out of value strategies, and the stocks are cheap. I've lost several clients, and may lose some more. Oddly, it is the losing of clients that gives me the most hope. You need people to leave a strategy when it is down and out for the strategy to bottom."
[Value Investing]

Identify a growth trap
"Growth Traps are companies that are rapidly expanding their businesses. Rapid expansion requires investment in operating assets. That investment places strain on a firm's infrastructure and results in declining margins. Because investors were overly optimistic for the stocks prospects, it is likely that these high flyers will not grow into their valuations and shareholder returns will suffer."
[Growth Investing]

Mastery or ignorance
"Who among stock brokers and investment analysts in 1900 could have foreseen the eclipse of railroads? However, just like de Tocqueville said about the Roman aqueducts and roads, the miles of unused railroad tracks today are monuments (albeit not as conspicuous) not just to a young nation's will to master a continent, but also to the 19th century's ignorance of internal combustion and air travel."
[History]

Bond returns imperilled
"As bond yields have relentlessly fallen towards - and even beyond - zero over the past few years, investor returns are very vulnerable to small movements in prices and yields."
[Bonds]

How to beat the S&P 500 index
"From 1991 until 2016, his strategy gained an average compound return of 12.76 percent per year. In a tax deferred account (not including transaction costs) it would have turned $10,000 into $201,315. Investors in Vanguard.s S&P 500 Index (VFINX) would have averaged a compound annual return of 9.7 percent per year. The same $10,000 would have grown to $101,265."
[Dividends]

The curse of the Dow
"The so-called Curse of the Dow, an old Wall Street adage, holds that companies usually rally leading up to the day they join the blue-chip index, but then underperform in the year after."
[Indexing]

RBC fund became a tax headache
"RBC had triggered the capital gain - and a related one in 2014 - when it sold the fund's individual stocks and bonds and replaced them with RBC's own mutual funds."
[Taxes]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)1545
Verizon (VZ)4145
Caterpillar (CAT)3455
Pfizer (PFE)2415
Cisco (CSCO)4525
IBM (IBM)5145
Merck (MRK)1324
Exxon Mobil (XOM)2544
Boeing (BA)3154
Procter & Gamble (PG)1324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
JP Morgan Chase (JPM)5533
Travelers (TRV)5552
IBM (IBM)5145
Apple (AAPL)5232
United Technologies (UTX)5452
American Express (AXP)4441
Verizon (VZ)4145
Goldman Sachs (GS)4531
Cisco (CSCO)4525
Intel (INTC)4434
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41452.87
IBM (IBM)51453.10
JP Morgan Chase (JPM)55333.46
Cisco (CSCO)45253.82
Intel (INTC)44344.41
United Technologies (UTX)54524.45
Wal-Mart (WMT)44534.90
Travelers (TRV)55525.04
Caterpillar (CAT)34555.29
Boeing (BA)31545.54
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Verizon (VZ)YYY
Boeing (BA)YY
Caterpillar (CAT)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
United Technologies (UTX)YY
American Express (AXP)Y
Apple (AAPL)Y
Chevron (CVX)Y
Exxon Mobil (XOM)Y
Goldman Sachs (GS)Y
Merck (MRK)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)0515
Inter Pipeline (IPL)2215
Talisman Energy (TLM)0005
Potash Corp. (POT)4325
National Bank (NA)5335
CIBC (CM)5325
BCE Inc. (BCE)3125
Shaw (SJR.B)4235
TransCanada (TRP)0215
Bank of Nova Scotia (BNS)5425
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Power Corp of Canada (POW)5554
Magna (MG)5353
National Bank (NA)5335
CIBC (CM)5325
Bank of Nova Scotia (BNS)5425
Royal Bank (RY)5324
Bank of Montreal (BMO)5434
Sun Life Financial (SLF)5443
Potash Corp. (POT)4325
TD Bank (TD)4324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Power Corp of Canada (POW)55541.83
National Bank (NA)53352.19
CIBC (CM)53252.28
Potash Corp. (POT)43252.34
Bank of Nova Scotia (BNS)54252.42
Royal Bank (RY)53242.62
Bank of Montreal (BMO)54342.74
Shaw (SJR.B)42353.04
Sun Life Financial (SLF)54433.15
TD Bank (TD)43243.23
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
National Bank (NA)YYY
Potash Corp. (POT)YYY
Bank of Montreal (BMO)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
Shaw (SJR.B)YY
Sun Life Financial (SLF)YY
TD Bank (TD)YY
BCE Inc. (BCE)Y
Crescent Point (CPG)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Talisman Energy (TLM)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 12/31/2015)
Average Capital Gain
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