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The Stingy News Weekly (04/03/2016)


"The stock market is a no-called-strike game. You don't have to swing at everything--you can wait for your pitch. The problem when you're a money manager is that your fans keep yelling, 'Swing, you bum!'"
- Warren Buffett


New from StingyInvestor

Worth a second read
"It's time to re-examine the notion that bookstores are dead and to give Indigo Books & Music Inc. a second look." [$]


Stingy Links

The lost art of reading
"Mr. Abbott has read roughly 1,500 letters so far. Only 16 jumped out as outstanding. 'I've been flabbergasted at how low the average quality is,' he said."
[Buffett]

Trump, trade and the China shock
"Freer trade has inflicted a more grievous toll than economists, myself included, had expected."
[World]

Curse of the benchmarks
"Indeed, benchmark requirements coupled with short-term horizons, ironically, serve as poison for investors who allocate to active funds. The only solution is to marry active strategies with investors who are educated and can internalize the fact that sustainable active investing has to be difficult."
[Funds]

Multi-factor badness
"My argument would be that momentum and value mature at different rates. For example, positive momentum tends to be a short-term impulse while expensive tends to be a long-term drag. Negative momentum is a short-term drag while cheap is a long-term positive force. The measurement periods are totally different."
[Markets]

When trading detracts from alpha
"Whether you decided to invest in actively managed funds, or you were forced to invest in them (maybe because of limited choices inside of corporate retirement plans), you should choose funds not only with low expense ratios, but also with low turnover rates. Those choices will at least reduce the very high odds against generating alpha (risk-adjusted outperformance)."
[Markets]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)1555
Verizon (VZ)4145
Caterpillar (CAT)3455
Pfizer (PFE)2415
Cisco (CSCO)4525
Exxon Mobil (XOM)3545
Merck (MRK)1324
Boeing (BA)3154
IBM (IBM)5144
Intel (INTC)4434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
JP Morgan Chase (JPM)5533
Travelers (TRV)5552
IBM (IBM)5144
United Technologies (UTX)5442
Apple (AAPL)5231
American Express (AXP)4442
Verizon (VZ)4145
Goldman Sachs (GS)4531
Intel (INTC)4434
Cisco (CSCO)4525
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41452.96
IBM (IBM)51443.33
JP Morgan Chase (JPM)55333.39
Cisco (CSCO)45253.92
Intel (INTC)44344.35
United Technologies (UTX)54424.53
Boeing (BA)31544.97
Travelers (TRV)55525.19
Wal-Mart (WMT)44535.21
Caterpillar (CAT)34555.47
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Intel (INTC)YYY
Verizon (VZ)YYY
Boeing (BA)YY
Caterpillar (CAT)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
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)2215
Potash Corp. (POT)5325
Talisman Energy (TLM)0005
National Bank (NA)5335
CIBC (CM)5325
Shaw (SJR.B)4235
BCE Inc. (BCE)3125
Bank of Nova Scotia (BNS)5425
TransCanada (TRP)0215
Royal Bank (RY)5325
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)5325
Potash Corp. (POT)5325
Sun Life Financial (SLF)5444
Bank of Montreal (BMO)4434
TD Bank (TD)4324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Power Corp of Canada (POW)55541.79
Potash Corp. (POT)53251.94
National Bank (NA)53352.07
CIBC (CM)53252.23
Bank of Nova Scotia (BNS)54252.36
Royal Bank (RY)53252.61
Bank of Montreal (BMO)44342.76
Shaw (SJR.B)42353.03
Sun Life Financial (SLF)54443.14
Agrium (AGU)42543.31
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
Royal Bank (RY)YYY
Bank of Montreal (BMO)YY
Power Corp of Canada (POW)YY
Shaw (SJR.B)YY
Sun Life Financial (SLF)YY
Agrium (AGU)Y
BCE Inc. (BCE)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
TD Bank (TD)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
49.0%



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