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The Stingy News Weekly (05/23/2015)


"Get inside information from the president and you will probably lose half of your money. If you get it from the chairman of the board, you will lose all of it."
- Jim Rogers


New from StingyInvestor

Index roulette revisited
"Momentum is one of the biggest and most omnipresent forces in financial markets. Its fingerprints can be found in stock returns, across geographies and between asset classes." [$]


The Top 200 Canadian Stocks for 2015
"Our annual All-Star stock picks, which combine the best growth and value characteristics, have climbed by an average of 17.3% a year since we started 10 years ago. That assumes an equal dollar amount was put into each All-Star stock in first year and rolled into the new All-Stars each year thereafter. By way of comparison, the S&P/TSX Composite (as represented by the XIC ETF) advanced by just 5.3% annually over the same period. The All-Stars beat the market by an average of 12.0 percentage points per year over the last decade."


Stingy Links

The original value factor
"Book value (or 'common equity' calculated as total assets minus total liabilities) has some advantages. Unlike earnings, it is fairly stable through time and almost always a positive number. This makes calculation easy and leads to lower turnover in a live value portfolio based on price-to-book. Many famous style indexes and money managers use price-to-book to define value."
[Value Investing]

Autonomous cars will reshape the economy
"Most people - experts included - seem to think that the transition to driverless vehicles will come slowly over the coming few decades, and that large hurdles exist for widespread adoption. I believe that this is significant underestimation. Autonomous cars will be commonplace by 2025 and have a near monopoly by 2030, and the sweeping change they bring will eclipse every other innovation our society has experienced."
[Economy]

Bill Gates and Warren Buffett
"Bill Gates talks with his friend Warren Buffett about his rules for smart investing, how he learned to explain complicated financial dealings so clearly, and how he got Bill into bridge and golf."
[Buffett]

Prem Watsa tells his Horatio Alger story
"You know why I got that job? Because I got a call for a second interview, and the other three didn't show up."
[Watsa]

Russo on long-term value
"Tom Russo invests in iconic brand name companies for the long term. Which global businesses is he most enthused about now?"
[Value Investing]

How the dollar store war was won
"The inside tale of how Carl Icahn and a bevy of billionaires brawled in the greatest activist contest of the millennium - for companies that sell panty hose and paper towels to discount shoppers."
[Markets]

S&P 500 unhinged from reality
"The concept is embodied in a measure known as the Q ratio developed by James Tobin, a Nobel Prize-winning economist at Yale University who died in 2002. According to Tobin's Q, equities in the U.S. are valued about 10 percent above the cost of replacing their underlying assets -- higher than any time other than the Internet bubble and the 1929 peak."
[Markets]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)2145
Chevron (CVX)5555
McDonald's (MCD)2125
Exxon Mobil (XOM)5555
General Electric (GE)0535
Procter & Gamble (PG)1435
Pfizer (PFE)1414
Coca-Cola (KO)1214
Caterpillar (CAT)4454
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)5555
Caterpillar (CAT)4454
American Express (AXP)4331
Intel (INTC)4433
IBM (IBM)4144
Wal-Mart (WMT)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.81
Exxon Mobil (XOM)55553.85
Travelers (TRV)55424.20
Caterpillar (CAT)44544.49
JP Morgan Chase (JPM)55334.59
Verizon (VZ)21454.70
IBM (IBM)41444.76
Intel (INTC)44334.97
Merck (MRK)43145.09
Wal-Mart (WMT)44535.82
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
IBM (IBM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Merck (MRK)YY
Travelers (TRV)YY
Verizon (VZ)YY
Wal-Mart (WMT)YY
American Express (AXP)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)2545
Talisman Energy (TLM)0005
ARC Resources (ARX)3315
Cenovus Energy (CVE)0445
BCE Inc. (BCE)3135
Husky Energy (HSE)2545
Inter Pipeline (IPL)2115
Potash Corp. (POT)3215
CIBC (CM)4325
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)5543
SNC-Lavalin (SNC)5353
Bank of Nova Scotia (BNS)5324
National Bank (NA)5334
Brookfield (BAM.A)5331
Power Corp of Canada (POW)5453
Bank of Montreal (BMO)5424
Royal Bank (RY)5224
Manulife (MFC)5553
Imperial Oil (IMO)5341
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
EnCana (ECA)55431.58
SNC-Lavalin (SNC)53532.21
Bank of Nova Scotia (BNS)53242.68
National Bank (NA)53342.82
CIBC (CM)43252.96
Bank of Montreal (BMO)54243.03
Crescent Point (CPG)24153.21
Royal Bank (RY)52243.34
Power Corp of Canada (POW)54533.35
Sun Life Financial (SLF)44443.65
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Crescent Point (CPG)YY
EnCana (ECA)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Brookfield (BAM.A)Y
Cenovus Energy (CVE)Y
Husky Energy (HSE)Y
Imperial Oil (IMO)Y
Inter Pipeline (IPL)Y
Manulife (MFC)Y
Potash Corp. (POT)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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