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The Stingy News Weekly (06/18/2017)


"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

The Safer Dogs of the TSX
"The Safer Dogs now appear to be relatively cheap - provided they can grow their earnings over time. If a good part of those earnings can be turned into dividends or share buybacks then shareholders will likely be a happy bunch."


Stingy Links

Institutional investors, just like us
"But what if you picked the top allocation per decade for the next decade, how would that do? ... It would reduce your return by 1.5% per year"
[Funds]

Great returns, gut-wrenching drawdowns
"Our bottom line result is that perfect foresight has great returns, but gut-wrenching drawdowns. In other words, an active manager who was clairvoyant, and knew ahead of time exactly which stocks were going to be long-term winners and long-term losers, would likely get fired many times over if they were managing other people's money."
[Markets]

Whiplash: Value vs. Growth
"With mean reversion, investor behavior, and interest rates all lining up on the same side, things are indeed starting to look up for value."
[Value Investing]

Quant vs traditional investors
"Our conversation centers on the massive shift from what we call discretionary portfolio management - basically stock picking - to a landscape that is increasingly dominated by quantitative investors of various types. We talk about how any investor might hope to earn alpha, and how doing so is harder and harder." [audio]
[Markets]

Still not crazy
"Putting all of this together, it means that some of the FAANGs will be back in these stories (for positive or negative impact) soon enough over some ex post time period (3 months, 5 months, 1 year, we'll figure it out after it happens!). And it will likely be just as normal then as it is now and as it was after 2015 when Cliff first noted this."
[Markets]


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
Intel (INTC)4434
Procter & Gamble (PG)4324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
Travelers (TRV)5552
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)4222
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41553.15
IBM (IBM)52453.29
Cisco (CSCO)44254.38
Intel (INTC)44344.93
Procter & Gamble (PG)43245.33
Travelers (TRV)55525.71
JP Morgan Chase (JPM)55235.74
Wal-Mart (WMT)44536.59
Pfizer (PFE)24257.12
Boeing (BA)21548.32
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
American Express (AXP)Y
Apple (AAPL)Y
Boeing (BA)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)4125
CIBC (CM)5335
Enbridge (ENB)1445
Pembina Pipeline (PPL)2225
TELUS (T)3135
Emera (EMA)3345
National Bank (NA)5335
Shaw (SJR.B)4225
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Teck Resources (TECK.B)5541
Magna (MG)5453
CIBC (CM)5335
Power Corp of Canada (POW)5555
Thomson Reuters (TRI)5223
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)53351.86
Power Corp of Canada (POW)55552.14
National Bank (NA)53352.64
Inter Pipeline (IPL)32152.86
Sun Life Financial (SLF)54442.89
Bank of Montreal (BMO)54343.01
Magna (MG)54533.07
Bank of Nova Scotia (BNS)53243.15
Royal Bank (RY)43243.41
Shaw (SJR.B)42253.41
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
BCE Inc. (BCE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Husky Energy (HSE)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)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
50.9%



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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
  06: 04 11 18 26
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
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  01: 02 07 15 22 29
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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  08: 17 23 30
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2014
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2013
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2012
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  10: 07 14 21 28
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2011
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  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
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  10: 03 10 17 24 31
  09: 05 12 19 26
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  06: 06 13 20 27
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