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The Stingy News Weekly (06/11/2017)


"I make Homer Simpson look active."
- Tim McElvaine


Stingy Links

Morally bankrupt
"Most Americans have assumed their bank accounts are sacrosanct. But with the major scandal unfolding at Wells Fargo, angry former employees illuminate the alarming pressure that allegedly led local bankers to defraud perhaps more than a million customers."
[Management]

Testing mattresses with Buffett
"This year, Warren took me on a tour of Nebraska Furniture Mart, a super-successful megastore owned by Berkshire. We tried out some lounge chairs, played with remote-controlled mattresses, and somehow managed to get lost. Take a look..." [video]
[Buffett]

The hardest problem in finance
"Challenging as those may appear, none compare to what Nobel laureate William Sharpe, 82, calls 'decumulation,' or the use of savings in retirement. It is, he says, 'the nastiest, hardest problem in finance.'"
[Retirement]

Safe vs. optimal
"In one case in the article we identify a 7 percent withdrawal rate as 'optimal.' That is not a 'safe' withdrawal rate. With the market assumptions in the article, the 7 percent withdrawal rate has a 57 percent chance of failure over a thirty-year retirement. Though it is not safe, it does maximize the overall expected lifetime satisfaction for a fairly flexible retired couple who has a secured income base of $20,000 from Social Security."
[Retirement]

Hannibal spirits
"The Buffett Ratio is back near its record high of 1.81 during Q1-2000. It is simply the US equity market capitalization excluding foreign issues divided by nominal GDP. It rose to 1.69 during Q4-2016. It is highly correlated with the ratio of the S&P 500 market cap to the aggregate revenues of the composite. This alternative Buffett Ratio rose to 2.00 during Q1 of this year, matching the record high during Q4-1999. It is also highly correlated with the ratios of the S&P 500 to both forward revenues per share and forward earnings per share. All these valuation measures are flashing red."
[Markets]

Testing DALBAR's claims
"DALBAR suggests that equity mutual fund investors have underperformed the S&P 500 by over 600 basis points annually. In contrast, Russ Kinnel, my colleague at Morningstar Research Services, has noted a more muted impact in his annual Mind the Gap report, typically in the neighborhood of 100 basis points annually."
[Behaviour]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4155
Chevron (CVX)1545
Pfizer (PFE)2425
IBM (IBM)5245
Exxon Mobil (XOM)1545
Cisco (CSCO)4425
General Electric (GE)2444
Coca-Cola (KO)1114
Procter & Gamble (PG)4324
Boeing (BA)2154
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)5431
Intel (INTC)4434
Verizon (VZ)4155
Cisco (CSCO)4425
Procter & Gamble (PG)4324
Apple (AAPL)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41553.15
IBM (IBM)52453.19
Cisco (CSCO)44254.34
Intel (INTC)44345.14
Procter & Gamble (PG)43245.21
Travelers (TRV)55535.29
JP Morgan Chase (JPM)55235.63
Pfizer (PFE)24256.89
Wal-Mart (WMT)44536.99
Boeing (BA)21547.75
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
American Express (AXP)Y
Apple (AAPL)Y
Chevron (CVX)Y
Coca-Cola (KO)Y
Exxon Mobil (XOM)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3215
Power Corp of Canada (POW)5555
BCE Inc. (BCE)3135
CIBC (CM)5335
Enbridge (ENB)1445
Pembina Pipeline (PPL)2225
TELUS (T)3135
Emera (EMA)4445
National Bank (NA)5335
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)5224
Husky Energy (HSE)5540
Sun Life Financial (SLF)5444
National Bank (NA)5335
Bank of Montreal (BMO)5434
Bank of Nova Scotia (BNS)5324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53351.89
Power Corp of Canada (POW)55552.13
National Bank (NA)53352.69
Sun Life Financial (SLF)54442.97
Inter Pipeline (IPL)32153.03
Bank of Montreal (BMO)54343.07
Shaw (SJR.B)42253.11
Bank of Nova Scotia (BNS)53243.20
Thomson Reuters (TRI)52243.34
Magna (MG)53533.50
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
National Bank (NA)YYY
Power Corp of Canada (POW)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Inter Pipeline (IPL)YY
Magna (MG)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
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
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Average Capital Gain
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2017
  10: 01 07 16
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2015
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2010
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