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The Stingy News Weekly (05/18/2014)


"In theory there is no difference between theory and practice. In practice there is."
- Yogi Berra


Stingy News Flash

I'm going to stop emailing out the Stingy News Weekly in the next week or two. Unfortunately, new anti-spam legislation that is due to come into effect makes sending emails to non-paying subscribers too risky.

In happier news, the Stingy News Weekly will be posted online instead.
This week's letter can be found at ...
http://www.ndir.com/SI/email/snw-new.shtml
and ...
http://www.ndir.com/SI/email/051814.shtml

I'll promote the new edition of the weekly on the main page at Stingy Investor ...
http://www.ndir.com/
on my twitter feed ...
https://twitter.com/NormanRothery
and on my RSS feed ...
http://www.ndir.com/SI/FeedTheStingyInvestor.xml

Each week the most recent edition will be posted at ...
http://www.ndir.com/SI/email/snw-new.shtml
Put the page in your tab collection for easy reference.

You can also run webpage monitoring software on the page to see when it changes and be notified by email. For instance, a friend suggested the following extensions/add-ins for chrome/firefox
https://chrome.google.com/webstore/detail/page-monitor/pemhgklkefakciniebenbfclihhmmfcd?hl=en
https://addons.mozilla.org/en-us/firefox/addon/alertbox/
and a website that will send email notifications ...
http://visualping.io/
I've not used these services myself. So, be sure to do your own due diligence. But they might be of interest.

I'd also like to thank everyone who sent me an email regarding the change. I'll try to answer all of them asap.



New from StingyInvestor

Don't succumb to their charms
"The tulips are in bloom in Toronto and the entire front yard of a house on my street is devoted to them. The flowers were originally planted by the owner's parents who passed away some time ago. But their memory lingers in the glorious blanket of red and yellow that appears each spring. As it happens, tulips and stocks have a sordid history that dates back to the 1600s, when the Dutch were afflicted by tulip mania."


Recap: rich at any age
"A recap of the MoneySense 15th anniversary event"


Stingy Links

Two ways to improve momentum
"Momentum investing worked very well in 2013, but it's been awful in 2014. The momentum reversal has been one of the major headlines in an otherwise flat and quiet market year because the high-flying stocks from 2013, especially popular tech names like Tesla, have been crushed in recent months. Momentum investing works great over the long term but can suffer from short term reversals that are painful to live through. Luckily, there are ways to significantly improve the momentum trading strategy - which would have side-stepped the momentum carnage of 2014 completely."


Disbursing cash to shareholders
"Frequently asked questions about buybacks and dividends"


Enhancing yield-based strategies
"High dividend yield stocks do not reliably earn above-average risk-adjusted returns. More complete measures of shareholder yield, which account for net share repurchases, perform better. We explore the use of net-debt paydown as a way to further enhance shareholder yield. The addition of net-debt paydown enhances risk-adjusted returns and creates a shareholder yield metric that is more robust over time. We also explore the technique of separating yield metrics by payout percentage as a way to enhance return predictability. We find some evidence that using payout percentage within a yield category can systematically improve portfolio performance."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5145
Pfizer (PFE)5415
Intel (INTC)4435
Chevron (CVX)5555
General Electric (GE)1535
Procter & Gamble (PG)2324
Merck (MRK)1314
McDonald's (MCD)3124
Cisco (CSCO)3424
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Pfizer (PFE)5415
Goldman Sachs (GS)5531
AT&T (T)5545
Verizon (VZ)5145
Chevron (CVX)5555
IBM (IBM)4132
JP Morgan Chase (JPM)4534
Exxon Mobil (XOM)4453
Intel (INTC)4435
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55452.14
Pfizer (PFE)54152.53
Verizon (VZ)51452.54
Chevron (CVX)55553.46
Travelers (TRV)55423.76
Intel (INTC)44353.96
JP Morgan Chase (JPM)45344.40
Exxon Mobil (XOM)44535.01
Cisco (CSCO)34245.27
Microsoft (MSFT)42135.31
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Chevron (CVX)YYY
Intel (INTC)YYY
Pfizer (PFE)YYY
Verizon (VZ)YYY
Cisco (CSCO)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
General Electric (GE)Y
Goldman Sachs (GS)Y
IBM (IBM)Y
McDonald's (MCD)Y
Merck (MRK)Y
Microsoft (MSFT)Y
Procter & Gamble (PG)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)1315
Canadian Oil Sands (COS)5225
Penn West Petroleum (PWT)0535
TransAlta (TA)0445
BCE Inc. (BCE)3135
Enerplus (ERF)1215
Shaw (SJR.B)3235
Rogers (RCI.B)4135
Bank of Montreal (BMO)5435
CIBC (CM)5235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
National Bank (NA)5335
CIBC (CM)5235
Manulife (MFC)5533
Bank of Montreal (BMO)5435
Bombardier (BBD.B)5153
Brookfield (BAM.A)5442
Bank of Nova Scotia (BNS)5324
Royal Bank (RY)5224
Canadian Oil Sands (COS)5225
Magna (MG)4251
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52252.24
National Bank (NA)53352.52
CIBC (CM)52352.57
Bank of Montreal (BMO)54352.91
Royal Bank (RY)52243.34
Bank of Nova Scotia (BNS)53243.36
Rogers (RCI.B)41353.56
Power Corp of Canada (POW)45543.72
Shaw (SJR.B)32353.83
BCE Inc. (BCE)31353.86
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
BCE Inc. (BCE)YY
Bank of Nova Scotia (BNS)YY
National Bank (NA)YY
Rogers (RCI.B)YY
Royal Bank (RY)YY
Shaw (SJR.B)YY
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Magna (MG)Y
Manulife (MFC)Y
Penn West Petroleum (PWT)Y
Power Corp of Canada (POW)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 03/31/2014)
Average Capital Gain
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