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The Stingy News Weekly (05/31/2015)


"There are two times in a man's life when he should not speculate - when he can't afford it and when he can."
- Mark Twain


New from StingyInvestor

Value bears vs. momentum bulls
"Investors want to know where the markets are headed. Unfortunately, market forecasts are less reliable than weather forecasts, which in my neck of the woods is saying something."


Q&A: Mawer vs Vanguard
"Should investors opt for low-fee active funds that have outperformed in the past. It's a good question. Here are a few of my thoughts." [video]


Stingy Links

History of price-to-sales
"Price-to-sales is a very simple ratio. Arguably, it is the least nuanced and therefore least manipulated valuation measure. A sale, for the most part, is a sale. Unlike earnings, book value, and other fundamental measures which are sometimes more opinion than fact, sales is a more straightforward number."
[Value Investing]

Tobias Carlisle talks at Harvard
"Tobias Carlisle speaking to Michael Parzen's Business Statistics Class, Harvard College, April 21, 2015." [video]
[Value Investing]

Using the price-to-book ratio
"One key thing to note about price-to-book: it has tended to push investors towards financials, utilities, materials and industrials, and push them away from health care, technology, and consumer staples."
[Value Investing]

Crisis in Illinois
"Illinois has one of the worst-funded pension systems in the nation. Chicago also has a pension crisis, leading Moody's Investors Service to downgrade its credit rating to junk status on May 12, potentially threatening the city's ability to borrow. And the state faces an expected budget deficit of $6 billion, which it needs to address quickly. With just days before a legislative deadline, the new Republican governor, who ran on cutting costs and holding down taxes, is at odds with Democrats who hold a veto-proof supermajority in the legislature."
[Bonds]


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
Procter & Gamble (PG)1435
General Electric (GE)0435
Caterpillar (CAT)4454
Coca-Cola (KO)1214
Pfizer (PFE)1414
IBM (IBM)4144
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
IBM (IBM)4144
Intel (INTC)4433
Wal-Mart (WMT)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.70
Exxon Mobil (XOM)55553.73
Travelers (TRV)55424.08
Caterpillar (CAT)44544.17
JP Morgan Chase (JPM)55334.50
IBM (IBM)41444.61
Verizon (VZ)21454.66
Intel (INTC)44335.27
Merck (MRK)43145.35
Wal-Mart (WMT)44535.65
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
IBM (IBM)YYY
Intel (INTC)YY
JP Morgan Chase (JPM)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
Merck (MRK)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
Husky Energy (HSE)2545
Potash Corp. (POT)3215
BCE Inc. (BCE)3135
Inter Pipeline (IPL)2115
Rogers (RCI.B)4135
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5353
EnCana (ECA)5543
Power Corp of Canada (POW)5454
National Bank (NA)5334
Brookfield (BAM.A)5331
Bank of Nova Scotia (BNS)5324
Bank of Montreal (BMO)5424
Royal Bank (RY)5224
Imperial Oil (IMO)5341
TD Bank (TD)5324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
SNC-Lavalin (SNC)53532.28
National Bank (NA)53342.69
Bank of Nova Scotia (BNS)53242.75
Power Corp of Canada (POW)54542.75
Crescent Point (CPG)24152.82
Bank of Montreal (BMO)54242.84
CIBC (CM)42242.93
Royal Bank (RY)52243.23
TD Bank (TD)53243.44
EnCana (ECA)55433.46
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)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
TD Bank (TD)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Brookfield (BAM.A)Y
CIBC (CM)Y
Cenovus Energy (CVE)Y
Husky Energy (HSE)Y
Imperial Oil (IMO)Y
Inter Pipeline (IPL)Y
Potash Corp. (POT)Y
Rogers (RCI.B)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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