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The Stingy News Weekly (03/28/2015)


"All intelligent investing is value investing - to acquire more than you are paying for. Investing is where you find a few great companies and then sit on your ass."
- Charlie Munger


Stingy Links

Chou annual for Canadians
"In 1981, I felt the economic conditions were such that you were set up for a huge success. You just needed the courage to load up the truck and buy everything in sight. By contrast current conditions make me feel that investors are being set up for a heartbreaking disappointment, especially for the unwary."
[Chou]

Mohnish Pabrai and Guy Spier
"Mohnish Pabrai and Guy Spier in conversation with Saurabh Madaan at Google" [video]
[Value Investing]

A liberal heretic contradicts Piketty
"Despite Rose's pedigree and his meticulous, thoughtful studies pointing out that the supposed stasis in living standards for the poor and middle class doesn't hold up, a contrary narrative has taken root in the media and few dare to contradict it."
[Economics]

Kraft-Heinz
"That sounds like a good deal to me. You get a nice premium, and you end up with a better stock than you owned previously. You were stuck with sort of a no-growth situation and suddenly there is hope. The new Kraft-Heinz (synergies are already priced into the above metrics) would not only have better margins, but also a much more interesting and promising growth profile than the current KRFT."
[Buffett]

Munger mocks Greek idea
"Billionaire investor Charles Munger faulted Greek citizens for their notion that you can 'vote yourselves rich.'"
[Munger]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)2145
Chevron (CVX)5555
General Electric (GE)3545
McDonald's (MCD)2125
Caterpillar (CAT)4455
Exxon Mobil (XOM)5555
Coca-Cola (KO)1214
Pfizer (PFE)1414
Merck (MRK)4414
Procter & Gamble (PG)1334
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Chevron (CVX)5555
Exxon Mobil (XOM)5555
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5533
IBM (IBM)5143
Caterpillar (CAT)4455
Intel (INTC)4433
American Express (AXP)4331
Merck (MRK)4414
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.51
Exxon Mobil (XOM)55553.33
JP Morgan Chase (JPM)55333.80
Caterpillar (CAT)44553.86
Verizon (VZ)21454.43
General Electric (GE)35454.48
Merck (MRK)44144.55
Intel (INTC)44334.62
Travelers (TRV)55424.88
IBM (IBM)51434.92
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)2515
TransAlta (TA)2445
ARC Resources (ARX)3315
Teck Resources (TCK.B)2545
Cenovus Energy (CVE)2455
BCE Inc. (BCE)3135
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
Magna (MG)5453
First Quantum (FM)5521
Canadian Oil Sands (COS)5542
National Bank (NA)5334
Cdn Natural Resources (CNQ)5422
Bank of Nova Scotia (BNS)5324
Imperial Oil (IMO)5341
Manulife (MFC)5443
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
EnCana (ECA)55431.05
SNC-Lavalin (SNC)53531.81
Magna (MG)54531.96
National Bank (NA)53342.43
Bank of Nova Scotia (BNS)53242.50
Crescent Point (CPG)25152.50
CIBC (CM)43252.68
Bank of Montreal (BMO)44242.79
Royal Bank (RY)42242.91
ARC Resources (ARX)33153.27
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
ARC Resources (ARX)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Crescent Point (CPG)YY
EnCana (ECA)YY
Magna (MG)YY
National Bank (NA)YY
SNC-Lavalin (SNC)YY
BCE Inc. (BCE)Y
Bank of Montreal (BMO)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
Teck Resources (TCK.B)Y
TransAlta (TA)Y
Notes...



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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.

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