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The Stingy News Weekly (04/30/2017)


"Success is the ability to go from one failure to another with no loss of enthusiasm."
- Winston Churchill


Stingy Links

The big short and beyond
"My guest this week is Danny Moses, who was directly in the middle of the biggest trades in market history, chronicled by Michael Lewis in his book the Big Short. Danny was the head trader on the Frontpoint team led by Steve Eisman, which was one of a small group of firms that figured out, in real time, the dire situation with mortgage-backed securities during the financial crisis, and how to build a portfolio to bet against the U.S. housing market. We cover his part in the Big Short story, but also lots of other interesting ground, including the state of sell-side research and financial markets." [audio]
[Markets]

You need a Shultz hour
"Shultz, who's now 96, told me that his hour of solitude was the only way he could find time to think about the strategic aspects of his job. Otherwise, he would be constantly pulled into moment-to-moment tactical issues, never able to focus on larger questions of the national interest. And the only way to do great work, in any field, is to find time to consider the larger questions."
[Behaviour]

Warren talks Todd and Ted
"I recently sat down with Buffett, Combs and Weschler in Omaha for a rare three-way interview. What emerges is that Combs and Weschler are actually a whole lot like Buffett and his partner Charlie Munger." [video]
[Buffett]

Online shopping suckers
"Will you pay more for those shoes before 7 p.m.? Would the price tag be different if you lived in the suburbs? Standard prices and simple discounts are giving way to far more exotic strategies, designed to extract every last dollar from the consumer."
[Behaviour]

The dividend growth myth
"Now, with its updated return calculations, Ned Davis shows dividend growers returning 12.89%, all dividend stocks 12.83%, and equal weight S&P 500 12.35%! (All beginning in 1973.) So, an entire generation of funds was sold on the premise of dividend growth outperformance. The problem is it's misleading because it doesn't tell the whole story."
[Dividends]

Student stock-picking tips
"In order to be successful, you need a system to help you spot the few gems that professionals have already picked over. For the last several years, the Ben Graham Centre for Value Investing at the Ivey Business School has run a stock picking competition for university students, seeing it as a way to expose participating students to the value investing approach of stock analysis and to spread the word of value investing with MBA programs around the world."
[Value Investing]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4155
Chevron (CVX)0545
Pfizer (PFE)2425
IBM (IBM)5145
Exxon Mobil (XOM)1545
Coca-Cola (KO)1215
Cisco (CSCO)3424
General Electric (GE)1444
Procter & Gamble (PG)4324
Boeing (BA)3154
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
Travelers (TRV)5553
IBM (IBM)5145
JP Morgan Chase (JPM)5522
American Express (AXP)5432
Verizon (VZ)4155
Intel (INTC)4434
Procter & Gamble (PG)4324
Wal-Mart (WMT)4453
Apple (AAPL)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41553.05
IBM (IBM)51453.52
Travelers (TRV)55535.05
Procter & Gamble (PG)43245.08
Cisco (CSCO)34245.17
Intel (INTC)44345.18
JP Morgan Chase (JPM)55225.82
Wal-Mart (WMT)44536.33
Boeing (BA)31547.42
Pfizer (PFE)24257.67
Notes | More Info...


US Stock SummaryYieldP/EV.R.
IBM (IBM)YYY
Procter & Gamble (PG)YYY
Verizon (VZ)YYY
Boeing (BA)YY
Cisco (CSCO)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Pfizer (PFE)YY
Travelers (TRV)YY
Wal-Mart (WMT)YY
American Express (AXP)Y
Apple (AAPL)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
Pembina Pipeline (PPL)1225
BCE Inc. (BCE)3135
CIBC (CM)5325
Emera (EMA)2435
Power Corp of Canada (POW)4455
TELUS (T)3135
National Bank (NA)4335
Enbridge (ENB)2145
Shaw (SJR.B)5225
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
CIBC (CM)5325
Teck Resources (TECK.B)5531
Thomson Reuters (TRI)5223
Sun Life Financial (SLF)5444
Bank of Montreal (BMO)5424
Bank of Nova Scotia (BNS)5424
Shaw (SJR.B)5225
Royal Bank (RY)5324
TD Bank (TD)4324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53252.03
Magna (MG)54533.15
Shaw (SJR.B)52253.16
National Bank (NA)43353.16
Bank of Nova Scotia (BNS)54243.18
Power Corp of Canada (POW)44553.19
Sun Life Financial (SLF)54443.41
Royal Bank (RY)53243.49
Bank of Montreal (BMO)54243.50
TD Bank (TD)43243.56
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Shaw (SJR.B)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Magna (MG)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
Sun Life Financial (SLF)YY
TD Bank (TD)YY
BCE Inc. (BCE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Inter Pipeline (IPL)Y
Pembina Pipeline (PPL)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)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 03/31/2017)
Average Capital Gain
50.9%



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