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The Stingy News Weekly (04/09/2017)


"First, many in Wall Street - a community in which quality control is not prized - will sell investors anything they will buy."
- Warren Buffett


Stingy Links

Diversification, adaptation, and valuation
"To summarize: over time, markets have developed an improved understanding of the nature of long-term equity returns. They've evolved increasingly efficient mechanisms and methodologies through which to manage the inherent risks in equities. These improvements provide a basis for average equity valuations to increase, which is something that has clearly been happening."
[Markets]

Joel Greenblatt talks at Google
"Since 1996, he has been a professor on the adjunct faculty of Columbia Business School where he teaches Value and Special Situation Investing. He is the author of three books, You Can Be A Stock Market Genius (1997), The Little Book That Beats The Market (2005), and The Big Secret for the Small Investor (2011)." [video]
[Value Investing]

ETFs are the new bond kings
"Exchange-traded funds are transforming debt markets as big investors use them in ways considered crazy a few short years ago."
[Indexing]

Jim O'Shaughnessy talks at Google
"Investors who do not have the following traits and emotional quality should index their portfolios. I find they are the majority of investors today." [video]
[Value Investing]

Why people prefer unequal societies
"There is immense concern about economic inequality, both among the scholarly community and in the general public, and many insist that equality is an important social goal. However, when people are asked about the ideal distribution of wealth in their country, they actually prefer unequal societies. We suggest that these two phenomena can be reconciled by noticing that, despite appearances to the contrary, there is no evidence that people are bothered by economic inequality itself. Rather, they are bothered by something that is often confounded with inequality: economic unfairness. Drawing upon laboratory studies, cross-cultural research, and experiments with babies and young children, we argue that humans naturally favour fair distributions, not equal ones, and that when fairness and equality clash, people prefer fair inequality over unfair equality. Both psychological research and decisions by policymakers would benefit from more clearly distinguishing inequality from unfairness."
[Behaviour]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4155
Chevron (CVX)0545
Pfizer (PFE)1325
Exxon Mobil (XOM)1545
Cisco (CSCO)4425
Coca-Cola (KO)2215
IBM (IBM)5144
Caterpillar (CAT)0354
General Electric (GE)1444
Boeing (BA)2154
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
American Express (AXP)5432
IBM (IBM)5144
JP Morgan Chase (JPM)5522
Goldman Sachs (GS)5531
Verizon (VZ)4155
Procter & Gamble (PG)4324
Wal-Mart (WMT)4453
Cisco (CSCO)4425
Intel (INTC)4434
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41553.19
IBM (IBM)51444.28
Cisco (CSCO)44254.83
Travelers (TRV)55525.24
Procter & Gamble (PG)43245.45
Intel (INTC)44345.61
Wal-Mart (WMT)44535.94
JP Morgan Chase (JPM)55226.00
Boeing (BA)21547.39
Pfizer (PFE)13257.75
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Verizon (VZ)YYY
Boeing (BA)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
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)3215
BCE Inc. (BCE)3135
Emera (EMA)2435
Pembina Pipeline (PPL)1225
CIBC (CM)5325
TELUS (T)3135
Power Corp of Canada (POW)5555
Shaw (SJR.B)5235
Enbridge (ENB)2145
National Bank (NA)4335
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)5424
Bank of Montreal (BMO)5424
Power Corp of Canada (POW)5555
Royal Bank (RY)5324
TD Bank (TD)4324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53252.23
Magna (MG)54532.84
Shaw (SJR.B)52352.88
Power Corp of Canada (POW)55553.11
Thomson Reuters (TRI)52233.24
Sun Life Financial (SLF)54443.36
Bank of Nova Scotia (BNS)54243.37
National Bank (NA)43353.51
Inter Pipeline (IPL)32153.72
Bank of Montreal (BMO)54243.76
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Power Corp of Canada (POW)YYY
Shaw (SJR.B)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Inter Pipeline (IPL)YY
Magna (MG)YY
National Bank (NA)YY
Sun Life Financial (SLF)YY
Thomson Reuters (TRI)YY
BCE Inc. (BCE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)Y
TD Bank (TD)Y
TELUS (T)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
  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
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  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
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  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
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