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The Stingy News Weekly (06/25/2018)


"In my whole life, I have known no wise people (over a broad subject matter area) who didn't read all the time - none, zero. You'd be amazed at how much Warren reads - at how much I read. My children laugh at me. They think I'm a book with a couple of legs sticking out."
- Charlie Munger


Stingy Links

Tails, you win
"The S&P 500 gained 108% over the last five years. Twenty-two companies are responsible for half that gain. Ninety-two companies made up three-quarters of the returns."
[Markets]

In defense of the value premium
"In fact, even though the value premium has been quite large and persistent over the long term, it has been highly volatile."
[Value Investing]

Mistakes were made
"I thought it would be an interesting exercise to look at all the times where I got it almost entirely wrong, not for self-abasement, but rather as an exercise in how we can learn from our mistakes and still go on to do very well in life and our chosen careers."
[Markets]

What you know for sure that just ain't so
"Recently, my colleagues have written two papers questioning things we thought we knew. The first questions what we really know about current stock market valuations (e.g., the Shiller CAPE) forecasting long-horizon future returns. The second questions, among many other explorations, whether or not the patriarch of the family of anomalies or factors, the size effect, really exists."
[Markets]

Cliff Asness interview
"AQR Capital's Cliff Asness, a rare combination of Great Investor and Financial Thought Leader shares his views and strategies."
[Momentum Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)CDEA
Enbridge (ENB)EBBA
BCE Inc. (BCE)CECA
Emera (EMA)EBBA
Power Corp of Canada (POW)AAAA
Pembina Pipeline (PPL)DCEA
TransCanada (TRP)BDEA
CIBC (CM)ABCA
TELUS (T)CDCA
ARC Resources (ARX)BADA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Cenovus Energy (CVE)AAAD
Metro (MRU)ADAD
Teck Resources (TECK.B)AABE
Power Corp of Canada (POW)AAAA
Magna (MG)ACAC
CIBC (CM)ABCA
Bank of Nova Scotia (BNS)ABCA
National Bank (NA)ACCB
Dollarama (DOL)AFBE
Kinross Gold (K)AABF
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Crescent Point (CPG)FABB
Cenovus Energy (CVE)AAAD
Goldcorp (G)DAEE
Teck Resources (TECK.B)AABE
Power Corp of Canada (POW)AAAA
Kinross Gold (K)AABF
Husky Energy (HSE)DABD
First Quantum (FM)FADE
Cameco (CCO)FADC
Manulife (MFC)DAAB
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Kinross Gold (K)YY
Teck Resources (TECK.B)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Bank of Nova Scotia (BNS)Y
Cameco (CCO)Y
Crescent Point (CPG)Y
Dollarama (DOL)Y
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Goldcorp (G)Y
Husky Energy (HSE)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Manulife (MFC)Y
Metro (MRU)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
TELUS (T)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)ACBA
IBM (IBM)CDAA
Exxon Mobil (XOM)BBAA
General Electric (GE)FBAA
Pfizer (PFE)ABDA
Procter & Gamble (PG)BCCA
Coca-Cola (KO)EDEB
Chevron (CVX)CABB
Merck (MRK)ECDB
Cisco (CSCO)FCEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Verizon (VZ)ACBA
Pfizer (PFE)ABDA
Walt Disney (DIS)ACCE
JP Morgan Chase (JPM)AADD
Travelers (TRV)AAAC
Exxon Mobil (XOM)BBAA
Apple (AAPL)BDDD
Procter & Gamble (PG)BCCA
Goldman Sachs (GS)BACE
Intel (INTC)BBDC
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)BACE
Travelers (TRV)AAAC
DowDuPont (DWDP)EABC
JP Morgan Chase (JPM)AADD
Chevron (CVX)CABB
Exxon Mobil (XOM)BBAA
General Electric (GE)FBAA
Pfizer (PFE)ABDA
United Technologies (UTX)CBBD
Intel (INTC)BBDC
Notes | More Info...


US Stock SummaryYieldP/EP/B
Exxon Mobil (XOM)YYY
Pfizer (PFE)YYY
Chevron (CVX)YY
General Electric (GE)YY
Goldman Sachs (GS)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Procter & Gamble (PG)YY
Travelers (TRV)YY
Verizon (VZ)YY
Apple (AAPL)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
DowDuPont (DWDP)Y
IBM (IBM)Y
Merck (MRK)Y
United Technologies (UTX)Y
Walt Disney (DIS)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 03/31/2018)
Average Capital Gain
51.8%


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2018
  11: 01 05 12
  10: 09 15 22
  09: 06 10 17 24 30
  08: 07 13 22 28
  07: 02 09 16 23 30
  06: 04 12 19 25
  05: 08 14 23 28
  04: 02 10 16 22 30
  03: 05 12 19 27
  02: 05 12 20 26
  01: 01 08 15 22 29
2017
  12: 04 11 18 24
  11: 06 12 20 27
  10: 01 07 16 23 30
  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
  02: 05 12 19 26
  01: 02 07 15 22 29
2016
  12: 04 11 18 26
  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
  04: 03 10 17 24
  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
  12: 05 12 19 26
  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31

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