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The Stingy News Weekly (05/03/2015)


"Frugality and economy are home virtues, without which no household can prosper."
- Isabella Beeton


New from StingyInvestor

Highlights from Fairfax Lollapalooza 2015
"Investors are looking forward to the Berkshire Hathaway annual meeting this weekend when tens of thousands will flock to Omaha to hear what Warren Buffett and Charlie Munger have to say. The weekend's festivities have become known as the the carnival of capitalism. But you might not know that Toronto is blessed with, perhaps, the second largest lollapalooza for value investors, which revolves around the Fairfax Financial annual meeting. It was held two weeks ago and, in an effort to encourage you to attend next year, I'm going to tell you a little bit about what this year's meeting had to offer."


Stingy Links

Financial ignorance is widespread
"Lusardi and Mitchell found that providing financial knowledge to people with low levels of formal education boosts their economic situation by an amount equivalent to 82 percent of their initial wealth, while the equivalent value for college graduates is a substantial 56 percent."
[Education]

Back to basics
"The business, which had lost its triple-A rating, was designated a 'systemically important financial institution,' and that limits the amount of leverage it can use and subjects it to tougher regulations."
[Stocks]

Another Gladwell mindworm dies
"Wouldn't it be cool if there was a simple trick to score better on college entrance exams like the SAT and other tests? There is a reputable claim that such a trick exists. Unfortunately, the trick does not appear to be real."
[Behaviour]

The 2015 Berkshire Hathaway AGM
"MoneyBeat live-blogged the all-day event from Mr. Buffett's first sip of cherry Coke to his last bite of See's candy. Here's how it all went down"
[Buffett]

I was wrong on interest rates
"Buffett said that he wouldn't have predicted that interest rates could have stayed this low for this long without a problem. 'So far, I have been wrong on interest rates,' said Buffett. 'It is so hard for me to believe that you can drop money from a helicopter and not have inflation, but we haven't.'"
[Buffett]

Seeing the future from the past
"Across the board, consumer staples stocks have dominated. They've delivered the highest return, and the second lowest overall AND downside volatility. Technology has been the polar opposite, delivering lackluster and volatile returns to investors."
[Markets]

Lifting the hood on low-volatility ETFs
"These ETFs are designed to smooth the ride for risk-adverse clients, but take the time to understand the strategy"
[Hallett]

Frank Martin speaks in Toronto
"Frank Martin talks about CAPE"
[Value Investing]

Russell Napier speaks in Toronto
"Mr. Napier talks about equity valuation, inflation, deflation and mean reversion"
[Value Investing]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)2145
Chevron (CVX)5555
McDonald's (MCD)2125
General Electric (GE)0545
Pfizer (PFE)1415
Coca-Cola (KO)1215
Caterpillar (CAT)4454
Procter & Gamble (PG)1334
Exxon Mobil (XOM)5554
Merck (MRK)4314
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Goldman Sachs (GS)5531
Chevron (CVX)5555
JP Morgan Chase (JPM)5533
Exxon Mobil (XOM)5554
American Express (AXP)4331
Intel (INTC)4434
IBM (IBM)4143
Merck (MRK)4314
Caterpillar (CAT)4454
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.74
Exxon Mobil (XOM)55543.76
JP Morgan Chase (JPM)55334.21
Travelers (TRV)55424.44
Caterpillar (CAT)44544.64
Verizon (VZ)21454.85
Merck (MRK)43144.89
Intel (INTC)44344.96
IBM (IBM)41435.72
Cisco (CSCO)34246.04
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
Merck (MRK)YYY
IBM (IBM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
American Express (AXP)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
General Electric (GE)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)2415
TransAlta (TA)1545
Talisman Energy (TLM)0535
BCE Inc. (BCE)3135
ARC Resources (ARX)3215
Inter Pipeline (IPL)2115
Potash Corp. (POT)3215
Cenovus Energy (CVE)2355
Rogers (RCI.B)4135
Husky Energy (HSE)2545
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)5533
SNC-Lavalin (SNC)5353
Cdn Natural Resources (CNQ)5423
National Bank (NA)5324
Bank of Nova Scotia (BNS)5324
Imperial Oil (IMO)5341
Power Corp of Canada (POW)5453
Manulife (MFC)5543
First Quantum (FM)5521
Brookfield (BAM.A)5331
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
EnCana (ECA)55331.70
SNC-Lavalin (SNC)53532.19
National Bank (NA)53242.74
Bank of Nova Scotia (BNS)53242.87
Crescent Point (CPG)24152.95
CIBC (CM)43243.06
Bank of Montreal (BMO)44243.08
Royal Bank (RY)42243.32
Power Corp of Canada (POW)54533.46
Sun Life Financial (SLF)44443.67
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YY
Crescent Point (CPG)YY
EnCana (ECA)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
SNC-Lavalin (SNC)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Brookfield (BAM.A)Y
CIBC (CM)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
Rogers (RCI.B)Y
Royal Bank (RY)Y
Sun Life Financial (SLF)Y
Talisman Energy (TLM)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 3/31/2015)
Average Capital Gain
49.9%



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