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The Stingy News Weekly (06/15/2014)


"Value stocks are about as exciting as watching grass grow. But have you ever noticed just how much your grass grows in a week?"
- Christopher Browne


New from StingyInvestor

How much can you safely withdraw?
"Following the 4-per-cent rule is sure to lead to a happy retirement. That's how much an investor can extract from a balanced portfolio when they retire without having to worry about running out of cash before running out of time. At least, that's the theory."


Stingy Links

Moral behavior in animals
"Empathy, cooperation, fairness and reciprocity - caring about the well-being of others seems like a very human trait. But Frans de Waal shares some surprising videos of behavioral tests, on primates and other mammals, that show how many of these moral traits all of us share."


A critique of John Hussman's Ccart
"Of all the arguments for a significantly bearish outlook, I find John Hussman's chart of estimated future equity returns, shown below, to be among the most compelling. I've spent a lot of time trying to figure out what is going on with this chart, trying to understand how it is able to accurately predict returns on a point-to-point basis. I'm pretty confident that I've found the answer, and it's quite interesting."


Overdiversification
"But diversification isn't all peaches and cream. There is such a thing as being overdiversified. Take an index fund. It owns tons of stocks that will stink over the next year. Apple last year is a great example. It was the biggest stock in the S&P 500 (and therefore most impactful on returns), and had a relatively weak year. Owning everything means you will always own certain types of stocks that tend to perform poorly."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5145
Pfizer (PFE)5415
Chevron (CVX)5555
General Electric (GE)1535
Procter & Gamble (PG)2335
McDonald's (MCD)3124
Cisco (CSCO)3424
Merck (MRK)1314
Coca-Cola (KO)2214
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Pfizer (PFE)5415
Travelers (TRV)5542
AT&T (T)5545
Goldman Sachs (GS)5531
Verizon (VZ)5145
Chevron (CVX)5555
IBM (IBM)4133
Exxon Mobil (XOM)4453
JP Morgan Chase (JPM)4534
UnitedHealth (UNH)4451
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55451.95
Verizon (VZ)51452.55
Pfizer (PFE)54152.61
Chevron (CVX)55553.69
Travelers (TRV)55423.99
JP Morgan Chase (JPM)45345.03
IBM (IBM)41335.18
Exxon Mobil (XOM)44535.20
Intel (INTC)34245.31
Cisco (CSCO)34245.41
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)1315
Canadian Oil Sands (COS)4225
TransAlta (TA)0445
Penn West Petroleum (PWT)0535
BCE Inc. (BCE)3135
Enerplus (ERF)1215
Rogers (RCI.B)4135
National Bank (NA)5335
CIBC (CM)5335
Shaw (SJR.B)4235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
National Bank (NA)5335
Manulife (MFC)5533
Bank of Montreal (BMO)5435
CIBC (CM)5335
Brookfield (BAM.A)5442
Bombardier (BBD.B)5153
Royal Bank (RY)5224
Bank of Nova Scotia (BNS)5324
Power Corp of Canada (POW)5554
Rogers (RCI.B)4135
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)42252.54
National Bank (NA)53352.57
Bank of Montreal (BMO)54352.89
CIBC (CM)53352.99
Rogers (RCI.B)41353.31
Royal Bank (RY)52243.44
Power Corp of Canada (POW)55543.51
Bank of Nova Scotia (BNS)53243.60
Shaw (SJR.B)42353.80
BCE Inc. (BCE)31353.81
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
National Bank (NA)YYY
Rogers (RCI.B)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Canadian Oil Sands (COS)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
Shaw (SJR.B)YY
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Manulife (MFC)Y
Penn West Petroleum (PWT)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
47.5%



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Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...