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The Rothery Report

2017
  04: 02 09 16 23
  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
2009
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 11 18 25
  09: 06 13 20 27
  08: 09 16 23 30
  07: 05 12 19 26 31
  06: 07 14 21 28
  05: 03 10 17 24 31
  04: 05 12 19 26
  03: 01 08 15 22 29
  02: 01 08 15 22
  01: 04 11 18 25
2008
  12: 07 14 21 28
  11: 02 09 16 23 30
  10: 05 12 19 26
  09: 07 14 21 28
  08: 01 10 17 24 31
  07: 06 13 20 27
  06: 01 08 15 22 29
  05: 04 11 18 25
  04: 06 13 20 27
  03: 02 09 16 23 30
  02: 03 10 17 24
  01: 06 13 20 27

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
  Perspective on the bear
  Dilution excessive
  Fund fees revisited
  T class funds
  Bonds vs. bond funds
  Bear market protectors
  Investing in bonds
  Ignore bonds at your peril
  Coping with change
  Future of trust funds
  Dilution trumps
  Are fees excessive?
  Performance anxiety
  Top advisory model?
  81-106 a step back
  Poor fund classifications
  Pension shortfall
  A longer-term report card
  Information overload
About Dan

Privacy Policy



The Stingy News Weekly (03/26/2017)


"Success in investing doesn't correlate with I.Q. once you're above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing."
- Warren Buffett


New from StingyInvestor

Simple asset allocation
"Providing good advice to investors that have relatively little money has always been a tricky affair. After all, the price of a good adviser can be too high for those of modest means. In practice, small investors find themselves left to their own devices or paying through the nose for the little advice they can get." [$]


Stingy Links

The permanent portfolio
"The Permanent Portfolio strategy is about as promising as any that I have seen for preserving the value of assets through a wide number of macroeconomic scenarios. The volatility is low enough that almost anyone could maintain it. Finally, it's pretty simple. Makes me want to consider what sort of product could be made out of this."
[Indexing]

Latest crop of fixed-income ETFs
"Another panel member, Mark Yamada, president of Toronto-based PUR Investing Inc. says Vanguard is mostly filling in gaps in their product lineup but there were a couple of surprises. While Vanguard is the acknowledged cost leader, at least one competitor has fixed-income ETFs with slightly lower fees."
[Indexing]

Mean reversion via momentum
"For an investor the takeaway is good news... rather having to allocate to an underperforming asset class over the past x years, simply wait for that underperforming / cheap asset class to start performing well. While you may miss the exact turn, you may be able to capture the longer run success when the asset class starts working without having to deal with the pain that created the opportunity."
[Momentum]

Pension crisis
"The question is why haven't the headlines presaged pension implosions? As was the case with the subprime crisis, the writing appears to be on the wall. And yet calamity has yet to strike. How so? Call it the triumvirate of conspirators - the actuaries, accountants and their accomplices in office. Throw in the law of big numbers, very big numbers, and you get to a disaster in a seemingly permanent state of making. Unfunded pension obligations have risen to $1.9 trillion from $292 billion since 2007."
[Government]

O'Shaughnessy and O'Shaughnessy
"My guest this week is my father, Jim O'Shaughnessy. He was a pioneer in quantitative equity research, part of an early group of explorers who combed through data to find factors which predicted future stock returns." [audio]
[Funds]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4145
Chevron (CVX)0545
Pfizer (PFE)1325
Exxon Mobil (XOM)1545
Coca-Cola (KO)2215
Cisco (CSCO)3425
Caterpillar (CAT)0354
General Electric (GE)1444
Boeing (BA)2154
IBM (IBM)5144
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
American Express (AXP)5432
Goldman Sachs (GS)5531
IBM (IBM)5144
JP Morgan Chase (JPM)5522
Verizon (VZ)4145
Wal-Mart (WMT)4453
Intel (INTC)4434
Procter & Gamble (PG)4323
Apple (AAPL)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.33
IBM (IBM)51444.36
Cisco (CSCO)34255.17
Travelers (TRV)55525.29
Wal-Mart (WMT)44535.42
Intel (INTC)44345.60
Procter & Gamble (PG)43235.60
JP Morgan Chase (JPM)55226.16
Boeing (BA)21547.15
Pfizer (PFE)13257.71
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)3135
Pembina Pipeline (PPL)1225
TELUS (T)3235
Emera (EMA)2535
CIBC (CM)5325
Shaw (SJR.B)5235
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)5223
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)53252.25
Shaw (SJR.B)52352.79
Magna (MG)54533.20
Thomson Reuters (TRI)52233.29
Bank of Nova Scotia (BNS)53243.34
Sun Life Financial (SLF)54443.44
National Bank (NA)43343.52
BCE Inc. (BCE)31353.63
Inter Pipeline (IPL)31153.66
TD Bank (TD)53243.66
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
Sun Life Financial (SLF)YY
TD Bank (TD)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
Royal Bank (RY)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%






 
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Disclaimers: Consult with a qualified investment advisor 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, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...