Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly (03/22/2015)


"You are neither right nor wrong because people agree with you."
- Benjamin Graham


New from StingyInvestor

How fees, taxes, and inflation impact returns
"It is vitally important for investors to reduce, where possible and legal, investment-related fees and taxes. Those who don't might wind up taking all the risk and getting very little in the way of real returns." [video]


Consistently beating the market is overrated
"If some index fund proponents are to be believed, the only good active strategy is one that consistently outperforms the market. Or, at least, on some days it seems that way."


Problems with the Dow
"My main beef isn't with Apple but with the Dow itself. While I don't want to see the average fade away entirely, it should be retired and replaced with a more diversified index such as the S&P 500 for most purposes."


3 Stingy Stocks for 2015
"It's worked well so far because the Stingy Stocks have gained 15.2% per year on average since 2001. By way of comparison, the S&P500 (as represented by the SPYETF) advanced only 6.5% a year over the same period. The Stingy Stocks bested the index by an average of 8.7 percentage points a year."


3 Graham Stocks for 2015
"If you had purchased equal dollar amounts of the Graham stocks and replaced them with the new batch each year, your portfolio would be up a whopping 877% (18% annualized) over the full period."


Stingy Links

Advisors behaving badly
"Investors should similarly watch out for advisors changing firms or recommending moving portfolios to segregated funds or other DSC mutual funds that may trigger a new set of commissions. (New DSC purchases will also have you pay a fee to exit the funds within the next 6-7 years.)"
[Funds]

No, that's not the IRS calling. Just hang up.
"Phone calls by fraud artists posing as Internal Revenue Service employees and demanding money have surged in recent months"
[Crime]

The stock-bond disconnect
"How should one understand the disconnect between the new highs reached by global equity indices and the new depths plumbed by real interest rates worldwide? Several competing explanations attempt to reconcile these trends, and getting it right is essential for calibrating monetary and fiscal policy appropriately."
[Markets]

Eating better
"There are all sorts of ways that companies can help people eat better and make more money"
[Behaviour]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)2145
Chevron (CVX)5555
General Electric (GE)3545
McDonald's (MCD)2225
Caterpillar (CAT)4455
Pfizer (PFE)1415
Exxon Mobil (XOM)5454
Coca-Cola (KO)1214
Merck (MRK)4314
Intel (INTC)4434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Visa (V)5523
Travelers (TRV)5542
Chevron (CVX)5555
Exxon Mobil (XOM)5454
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5533
Intel (INTC)4434
IBM (IBM)4143
Caterpillar (CAT)4455
Merck (MRK)4314
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.64
Visa (V)55232.65
Exxon Mobil (XOM)54543.41
Caterpillar (CAT)44554.00
JP Morgan Chase (JPM)55334.09
Intel (INTC)44344.41
Verizon (VZ)21454.61
General Electric (GE)35454.68
Merck (MRK)43144.69
IBM (IBM)41435.07
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
Intel (INTC)YYY
Merck (MRK)YYY
General Electric (GE)YY
IBM (IBM)YY
JP Morgan Chase (JPM)YY
Verizon (VZ)YY
Visa (V)YY
Coca-Cola (KO)Y
Goldman Sachs (GS)Y
McDonald's (MCD)Y
Pfizer (PFE)Y
Travelers (TRV)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)2425
TransAlta (TA)2445
ARC Resources (ARX)3315
Cenovus Energy (CVE)2455
BCE Inc. (BCE)3135
Teck Resources (TCK.B)2545
Potash Corp. (POT)3215
Husky Energy (HSE)3545
CIBC (CM)4325
Inter Pipeline (IPL)1115
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)5543
SNC-Lavalin (SNC)5353
First Quantum (FM)5521
Cdn Natural Resources (CNQ)5423
Canadian Oil Sands (COS)5542
National Bank (NA)5334
Imperial Oil (IMO)5341
Bank of Nova Scotia (BNS)5324
Manulife (MFC)5443
Bank of Montreal (BMO)5424
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
EnCana (ECA)55431.07
SNC-Lavalin (SNC)53531.90
Crescent Point (CPG)24252.50
National Bank (NA)53342.53
Bank of Nova Scotia (BNS)53242.59
CIBC (CM)43252.82
Bank of Montreal (BMO)54242.88
Royal Bank (RY)42243.01
ARC Resources (ARX)33153.37
TD Bank (TD)43243.44
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
ARC Resources (ARX)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Crescent Point (CPG)YY
EnCana (ECA)YY
National Bank (NA)YY
SNC-Lavalin (SNC)YY
BCE Inc. (BCE)Y
Canadian Oil Sands (COS)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
First Quantum (FM)Y
Husky Energy (HSE)Y
Imperial Oil (IMO)Y
Inter Pipeline (IPL)Y
Manulife (MFC)Y
Potash Corp. (POT)Y
Royal Bank (RY)Y
TD Bank (TD)Y
Teck Resources (TCK.B)Y
TransAlta (TA)Y
Notes...



The Rothery Report
(Learn More | Subscribe)

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 12/31/2014)
Average Capital Gain
49.6%



Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2017
  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

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
About Dan

Privacy Policy


 
About Us | Legal | Contact Us
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...