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The Stingy News Weekly (04/02/2017)


"Nothing is so permanent as a temporary government program."
- Milton Friedman


New from StingyInvestor

The permanent portfolio
"Investors rushed to rediscover the permanent portfolio after suffering from painful losses caused by the crash of 2008. It promises a soothing combination of relative safety and reasonably good returns." [$]


Bad behaviour or bad math?
"Wade D. Pfau, the professor of retirement income at The American College, recently fired a broadside at DALBAR's annual research study on the 'Quantitative Analysis of Investor Behavior.' The professor claims the study is deeply flawed."


Stingy Links

Chou's Annual Letter
"Based on the information we now have, the average price we paid of less than seven times free cash flow is on the high side, but at less than two times free cash flow it is a totally different story. If these numbers hold, we believe that the intrinsic value is much higher than the current price of Valeant."
[Chou]

A slippery idea
"Like many business ideas, short-termism fits the experience of some individual business people. But as a theory about how the economy works it is too nebulous to be much use."
[Economics]

Undead theories
"Science is embattled in a raging replication crisis, in which researchers are unable to reproduce a number of key findings. On the front lines of this conflict is psychology. In a 2015 review of 98 original psychology papers, just 36 percent of attempted replications returned significant results, whereas 97 percent of the original studies did."
[Science]

Einhorn rediscovers preferred stock
"Every four years or so, David Einhorn, the founder of Greenlight Capital LLC, rediscovers the concept of preferred stock and publishes a big presentation about it. I think it is about the most moving and beautiful recurring event in finance, like the migration of the Demoiselle cranes over the Himalayas, but for preferred stock."
[Stocks]

Venezuela leaps towards dictatorship
"The regime is in desperate need of the money that such ventures bring. Although Venezuela has the world's largest proven reserves of oil, the socialists have mismanaged the economy so badly that people struggle to buy food and hospitals are bare of medicines."
[World]


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
IBM (IBM)5144
Boeing (BA)2154
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
American Express (AXP)5432
IBM (IBM)5144
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5522
Verizon (VZ)4145
Procter & Gamble (PG)4324
Wal-Mart (WMT)4453
Intel (INTC)4434
Apple (AAPL)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.20
IBM (IBM)51444.37
Cisco (CSCO)34255.08
Travelers (TRV)55525.28
Procter & Gamble (PG)43245.52
Intel (INTC)44345.63
Wal-Mart (WMT)44535.82
JP Morgan Chase (JPM)55226.22
Boeing (BA)21547.24
Pfizer (PFE)13257.80
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
Emera (EMA)2435
TELUS (T)3235
CIBC (CM)5325
Shaw (SJR.B)5235
Power Corp of Canada (POW)5555
Enbridge (ENB)2145
TransCanada (TRP)1215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
CIBC (CM)5325
Thomson Reuters (TRI)5224
Sun Life Financial (SLF)5444
Shaw (SJR.B)5235
Bank of Nova Scotia (BNS)5424
Bank of Montreal (BMO)5424
Power Corp of Canada (POW)5555
Royal Bank (RY)5224
TD Bank (TD)4314
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53252.20
Shaw (SJR.B)52352.84
Power Corp of Canada (POW)55553.11
Thomson Reuters (TRI)52243.22
Magna (MG)54533.26
Bank of Nova Scotia (BNS)54243.35
Sun Life Financial (SLF)54443.47
National Bank (NA)43343.50
BCE Inc. (BCE)31353.63
Bank of Montreal (BMO)54243.69
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Power Corp of Canada (POW)YYY
Shaw (SJR.B)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Magna (MG)YY
Sun Life Financial (SLF)YY
Thomson Reuters (TRI)YY
Emera (EMA)Y
Enbridge (ENB)Y
Inter Pipeline (IPL)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)Y
TD Bank (TD)Y
TELUS (T)Y
TransCanada (TRP)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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2017
  10: 01 07 16
  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
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  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
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  05: 03 09 17 23 31
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  03: 01 07 15 22 28
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  01: 04 12 18 25 31
2014
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  04: 06 12 20 27
  03: 02 09 16 23 30
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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
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  03: 03 11 17 24 31
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2012
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  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
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  02: 05 12 19 26
  01: 01 08 15 22 29
2011
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  06: 05 12 19 26
  05: 01 08 15 22 29
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  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
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  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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