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The Stingy News Weekly (05/15/2017)


"I'd be a bum on the street with a tin cup if the markets were efficient"
- Warren Buffett


Stingy Links

Mayday at Home Capital
"In the early hours of Monday, May 1, exhausted representatives for Home Capital and a group of lenders hung up the phone in frustration. A deal to give the company an emergency $2-billion loan appeared to be falling apart. Directors at the mortgage firm felt that without the money, they wouldn't be able to open for business a few hours later." [$]
[Stocks]

Too much housing
"Don't let the mushrooming condos downtown fool you. There is no housing shortage in Toronto, says new planning research out of Ryerson University."
[Real Estate]

Trading costs and factor investing
"It seems that everywhere you look there is a promotion related to factor investing and/or smart beta. The incentives to develop strategies with strong backtests are strong, both in academia and in industry. This natural conflict of interest should raise concern for investors who are trying to ascertain the validity of a particular study or investment approach. One must always consider the possibility of data-snooping, overfitting, and transaction costs - do they make the strong results null and void?"
[Academia]

Graham and Doddsville Spring 2017
"In this issue, we were fortunate to speak with three investors who provide a range of perspectives and investment approaches. All three apply variations of value investing and fundamental research to find overlooked opportunities. These investments could be stable businesses in turbulent geographies, misunderstood businesses engrossed in controversy, or compounders that are hiding in plain sight."
[Value Investing]

Charlie Munger interview
"If you don't learn, you're going to be stuck in yesteryear and clobbered by fate." [video]
[Munger]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4155
Chevron (CVX)0545
IBM (IBM)5245
Pfizer (PFE)2425
Exxon Mobil (XOM)1545
Cisco (CSCO)4425
Coca-Cola (KO)1114
General Electric (GE)2444
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)5245
JP Morgan Chase (JPM)5522
American Express (AXP)5432
Verizon (VZ)4155
Intel (INTC)4434
Procter & Gamble (PG)4324
Cisco (CSCO)4425
Wal-Mart (WMT)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41553.04
IBM (IBM)52453.10
Procter & Gamble (PG)43244.95
Travelers (TRV)55534.96
Cisco (CSCO)44254.97
Intel (INTC)44345.01
JP Morgan Chase (JPM)55225.82
Wal-Mart (WMT)44536.43
Pfizer (PFE)24257.25
Boeing (BA)31547.28
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
CIBC (CM)5335
BCE Inc. (BCE)3135
Pembina Pipeline (PPL)2215
Power Corp of Canada (POW)5555
Emera (EMA)2525
Enbridge (ENB)1145
National Bank (NA)4335
TELUS (T)3135
Shaw (SJR.B)4225
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5353
CIBC (CM)5335
Teck Resources (TECK.B)5541
Thomson Reuters (TRI)5224
Husky Energy (HSE)5550
Sun Life Financial (SLF)5444
Bank of Montreal (BMO)5424
Bank of Nova Scotia (BNS)5424
Power Corp of Canada (POW)5555
Royal Bank (RY)5324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53351.92
Power Corp of Canada (POW)55552.81
Sun Life Financial (SLF)54443.01
National Bank (NA)43353.10
Shaw (SJR.B)42253.11
Bank of Nova Scotia (BNS)54243.14
Inter Pipeline (IPL)32153.24
Bank of Montreal (BMO)54243.31
Thomson Reuters (TRI)52243.40
Royal Bank (RY)53243.42
Notes | More Info...


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