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The Stingy News Weekly (04/04/2015)


"In the short run, the market is a voting machine but in the long run it is a weighing machine."
- Benjamin Graham


New from StingyInvestor

Dogs ready for a rebound
"Long-term reversal is just the sort of momentum effect that value investors love. After all, if a company can resolve the troubles that sent it tumbling in the first place, its stock may bounce back to its former highs."


Value picks from Francis Chou
"He says, in part, '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.'"


Stingy Links

Buffett can't find cheap stocks to buy
"Legendary investor Warren Buffett is not ready to say stocks are in bubble territory, but he also thinks there are 'very few' cheap stocks out there."
[Buffett]

How to combine value and momentum
"The evidence suggests that we keep highly active exposures to value and momentum in their purest forms (assuming we are doing high-conviction non-watered down versions of the anomalies). Blending the strategy dilutes the benefit of value and momentum portfolios."
[Value Investing]

Howard Marks talks at Google
Howard Marks talks about investing with people at Google. [video]
[Value Investing]

How I was almost suckered into a pyramid scheme
"This got me thinking. What makes people like this so effective? How is it that smart people routinely lose their life savings to hucksters? How can we identify their strategies in advance so that we don't fall into these traps? While I don't have all the answers, the presenter at this event used many classic emotional-manipulation techniques discussed by Robert Cialdini in his book, Influence"
[Crime]

The power of share repurchases
"Each incremental refinement to investing in the U.S. large cap stocks has led to significant improvement in returns. After controlling for nefarious or misguided motivations, a strategy based on both dividends and buybacks has delivered outsized returns since 1982. Further qualifying the strategy by insisting on attractive valuations and high quality earnings creates a strategy that has been formidable in what arguably should be the most efficient area of the global stock market."
[Value Investing]

How Chicago used financial engineering
"Unsurprisingly, some of Chicago's bonds are already trading at junk levels. That said, the rating agencies and most other market participants still appear to be light years away from understanding the true scope of Chicago's financial problems. The city has a very - well, let's just call it unconventional - approach to borrowing money and probably should not be considered investment grade."
[Government]


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
Pfizer (PFE)1414
Coca-Cola (KO)1214
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
Intel (INTC)5434
IBM (IBM)4143
Caterpillar (CAT)4455
Merck (MRK)4414
American Express (AXP)4331
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.55
Exxon Mobil (XOM)55553.39
Caterpillar (CAT)44553.91
JP Morgan Chase (JPM)55333.93
Intel (INTC)54344.28
Merck (MRK)44144.45
General Electric (GE)35454.51
Verizon (VZ)21454.59
IBM (IBM)41434.92
Travelers (TRV)55424.94
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
BCE Inc. (BCE)3135
Cenovus Energy (CVE)2355
Potash Corp. (POT)3215
Inter Pipeline (IPL)1115
CIBC (CM)4325
Husky Energy (HSE)3545
Notes | More Info...


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


Value Ratio StocksP/EP/BP/SYieldV.R.
EnCana (ECA)55431.15
SNC-Lavalin (SNC)53531.77
National Bank (NA)53342.43
Bank of Nova Scotia (BNS)53242.56
Crescent Point (CPG)25152.69
CIBC (CM)43252.74
Bank of Montreal (BMO)54242.88
Royal Bank (RY)42243.04
TD Bank (TD)43243.44
Power Corp of Canada (POW)44533.49
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
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
ARC Resources (ARX)Y
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
Power Corp of Canada (POW)Y
Royal Bank (RY)Y
TD Bank (TD)Y
Teck Resources (TCK.B)Y
TransAlta (TA)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 12/31/2014)
Average Capital Gain
49.6%



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