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The Stingy News Weekly (05/07/2017)


"Don't gamble. Take all your savings and buy a good stock, and hold it till it goes up, then sell it. If it don't go up, don't buy it."
- Will Rogers


New from StingyInvestor

Ben Graham MBA contest for 2017
"In a narrow victory, the team from Saint Mary's - and my personal favourite - got the top prize of $10,000. A big congratulation goes to Bill MacGregor, Morris MacLeod and Dev Jyoty Nath who earned the first-place award. Unfortunately for the bulls, they rated Sabre as a strong 'no-buy.'" [$]


A dividend growth downer
"Instead of outperforming by a large margin since 1973, dividend growers returned 12.89% annually while all dividend payers gained 12.83% per year and the equally-weighted S&P 500 climbed 12.35%. In other words dividend growth provided an insignificant edge over dividend payers more generally."


Stingy Links

The bet with Buffett
"Ted and I discuss the origins of the bet, the nuances beneath the headlines, and whether he'd make the bet again for the next ten years. Along the way, we cover many hot topics like hedge funds, alternatives, fees, and indexing." [audio]
[Buffett]

Index fund contrarian
"Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed." [video]
[Funds]

Hope triumphing over experience
"The return forecasts of US public pension plans offer another example of hope triumphing over experience. The average pension plan expects to generate 7.6 percent per year, even though the average plan only realized a 5.7 percent return per year from 2001-2015. The low levels of returns over this period reduced the funding status for many plans from 99 percent in 2001 to 74 percent in 2015. However, the plans with the largest shortfalls still tend to have the highest expected future returns and the lowest willingness to reduce those expectations."
[Retirement]

ETF labelling
"Accurate labelling has long been a problem in retail investing. This issue is about to bubble up for ETFs"
[Hallett]

Our world outsmarts us
"Given the likely childhood educational advantages and familial and peer encouragement common to most Harvard medical students, house staff and faculty, their shaky performance on this test of predictive probabilities challenges traditional explanations for the dreadful mathematics and science performance endemic in the US. If those at the top of the educational heap can't do better (75 per cent fell for the so-called base rate neglect fallacy), what can be reasonably expected from the rest of us?"
[Behaviour]

Idiosyncratic Momentum
"They found that despite similar performances over the first year, these momentum portfolios perform dramatically differently beyond year one - relative-return momentum reverses strongly (producing returns of -0.40 percent per month in months 13 through 60), while abnormal-return momentum continues for years (producing returns of 0.20 percent per month in months 13 through 60)."
[Momentum Investing]

Berkshire Hathaway AGM
"Video of the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE." [video]
[Buffett]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4155
Chevron (CVX)0545
Pfizer (PFE)2425
IBM (IBM)5245
Exxon Mobil (XOM)1545
Coca-Cola (KO)1115
Cisco (CSCO)4424
General Electric (GE)1444
Procter & Gamble (PG)4324
Boeing (BA)2154
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5553
Goldman Sachs (GS)5531
IBM (IBM)5245
JP Morgan Chase (JPM)5522
American Express (AXP)5431
Verizon (VZ)4155
Procter & Gamble (PG)4324
Intel (INTC)4433
Wal-Mart (WMT)4453
Cisco (CSCO)4424
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41553.10
IBM (IBM)52453.38
Procter & Gamble (PG)43244.97
Travelers (TRV)55534.99
Cisco (CSCO)44245.23
Intel (INTC)44335.40
JP Morgan Chase (JPM)55225.80
Wal-Mart (WMT)44536.47
Boeing (BA)21547.36
Pfizer (PFE)24257.49
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Procter & Gamble (PG)YYY
Verizon (VZ)YYY
Boeing (BA)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Pfizer (PFE)YY
Travelers (TRV)YY
Wal-Mart (WMT)YY
American Express (AXP)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
CIBC (CM)5325
BCE Inc. (BCE)3135
Emera (EMA)2435
Power Corp of Canada (POW)4555
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)5541
Thomson Reuters (TRI)5224
Sun Life Financial (SLF)5444
Bank of Montreal (BMO)5424
Bank of Nova Scotia (BNS)5424
Royal Bank (RY)5324
Shaw (SJR.B)5225
TD Bank (TD)4314
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53251.97
Power Corp of Canada (POW)45553.10
National Bank (NA)43353.17
Shaw (SJR.B)52253.19
Magna (MG)54533.24
Bank of Nova Scotia (BNS)54243.25
Bank of Montreal (BMO)54243.47
Sun Life Financial (SLF)54443.50
Royal Bank (RY)53243.51
TD Bank (TD)43143.54
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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2017
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