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The Stingy News Weekly (06/04/2017)


"The stock market is a no-called-strike game. You don't have to swing at everything--you can wait for your pitch. The problem when you're a money manager is that your fans keep yelling, 'Swing, you bum!'"
- Warren Buffett


New from StingyInvestor

A long-term return guess
"Afterwards I was asked what my expectations were for the market, and the couch potato portfolio, over the next 10 years, or so. It's an interesting question and one that investors would love to know the answer to - both in advance and with certainty. Alas, it is something that I'm less than certain about. But I can try to entertain you with a few wild - or at least somewhat educated - guesses."


Stingy Links

You can change
"The marshmallow test became the poster child for the idea that there are specific personality traits that are stable and consistent. And this drives Walter Mischel crazy. 'That iconic story is upside-down wrong,' Mischel says. 'That your future is in a marshmallow. Because it isn't.'"
[Behaviour]

Dave Chilton interview
"We discuss business, investing, and writing." [audio]
[Markets]

High yield becomes low yield
"Fast forward to today and we have reached the opposite extreme, with European junk bonds at an all-time low yield of 2.67%."
[Bonds]

The new normal
"These days, the average home price is between seven and eight times income. To return to the ratio of the 1980s, the average household income has to jump to $160,000, or home prices have to fall back to $460,000."
[Real Estate]

Marc Andreessen interview
"The kicker to the whole thing, back to your question, is the sectors where prices are crashing by definition are shrinking as a percentage of the economy and the sectors where prices are rising are growing as a percentage of the economy, and so what's actually happening is the sectors where tech is not having a big impact are growing and will eventually be the entire economy. So TVs are going to cost $10 and healthcare is going to cost $1 million. This is where this is all headed. As a consequence, jobs, the answer is we are all going to employed in healthcare and education which is actually what's happening."
[Economy]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4155
Chevron (CVX)1545
IBM (IBM)5245
Pfizer (PFE)2425
Exxon Mobil (XOM)1545
Cisco (CSCO)4425
General Electric (GE)2444
Coca-Cola (KO)1114
Procter & Gamble (PG)4324
Intel (INTC)4434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
Travelers (TRV)5553
IBM (IBM)5245
JP Morgan Chase (JPM)5523
American Express (AXP)5432
Verizon (VZ)4155
Intel (INTC)4434
Cisco (CSCO)4425
Procter & Gamble (PG)4324
Wal-Mart (WMT)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41553.13
IBM (IBM)52453.16
Cisco (CSCO)44254.47
Procter & Gamble (PG)43245.24
Intel (INTC)44345.24
JP Morgan Chase (JPM)55235.26
Travelers (TRV)55535.35
Pfizer (PFE)24256.97
Wal-Mart (WMT)44537.06
Boeing (BA)21547.84
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Intel (INTC)YYY
Procter & Gamble (PG)YYY
Verizon (VZ)YYY
JP Morgan Chase (JPM)YY
Pfizer (PFE)YY
Travelers (TRV)YY
Wal-Mart (WMT)YY
American Express (AXP)Y
Boeing (BA)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
Power Corp of Canada (POW)5555
CIBC (CM)5335
BCE Inc. (BCE)4135
Pembina Pipeline (PPL)2225
Enbridge (ENB)1445
TELUS (T)3135
Emera (EMA)4445
National Bank (NA)4335
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
Power Corp of Canada (POW)5555
Thomson Reuters (TRI)5223
Sun Life Financial (SLF)5444
Husky Energy (HSE)5540
Bank of Montreal (BMO)5434
Imperial Oil (IMO)5443
Royal Bank (RY)5324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53351.83
Power Corp of Canada (POW)55552.14
Sun Life Financial (SLF)54442.78
Bank of Montreal (BMO)54342.91
Inter Pipeline (IPL)32153.13
Shaw (SJR.B)42253.17
Bank of Nova Scotia (BNS)43243.27
National Bank (NA)43353.30
Thomson Reuters (TRI)52233.39
Royal Bank (RY)53243.44
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Power Corp of Canada (POW)YYY
Bank of Montreal (BMO)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
Bank of Nova Scotia (BNS)Y
Emera (EMA)Y
Enbridge (ENB)Y
Husky Energy (HSE)Y
Imperial Oil (IMO)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)
Average Capital Gain
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2017
  10: 01 07 16
  09: 04 11 17 23
  08: 07 16 20 28
  07: 02 09 16 23 30
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  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
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2016
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  11: 06 13 20 27
  10: 02 09 16 23 29
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2015
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2014
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2013
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2012
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2011
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2010
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