Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly (06/26/2016)


"The stock market is filled with individuals who know the price of everything, but the value of nothing."
- Philip Fisher


Stingy Links

MiB: Wes Gray
"Gray combined his military and mathematical backgrounds as a quant running Alpha Architect. His focus on momentum and value have yielded excellent results."
[Value Investing]

Bexit
"Shareholder activism spares no one, no matter how high their pedestal. Berkshire Hathaway is a public company, and as far as we know, Buffett has not chosen to entrench his successors with new supervoting shares or anything of that sort. How long will his life's work survive in an era of pervasive shareholding activism? It seems almost inevitable that Buffett's company, like the public vehicles of so many other successful investors, will become a target. It will be up to Berkshire's shareholders to defend it."
[Buffett]

Timing buyback yield
"the market's overall buyback yield is not something on which you should base any investing decisions."
[Value Investing]

Cost versus convenience
"if you also factor in the management expense ratios, the total cost of VXC in a retirement account is 0.71%, compared with just 0.19% for the US-listed ETFs"
[Indexing]

CPP Memo
"It has come to our attention that you are not saving sufficiently for your retirement. This does not surprise us. We haven't saved sufficiently for our retirement either. Some of us have made enough money in the housing market to be relatively comfortable, and a good number of us have workplace pensions. Low-income Baby Boomers will be protected by Old Age Security, Guaranteed Income Supplement and the Canada Pension Plan. But middle-income Baby Boomers without workplace pensions - people making $60,000 or $80,000 a year - are facing a big drop of their standard of living upon retirement."
[Retirement]

Life of Riley Index
"The S&P 500 now yields about 2.09 percent, and the five-year Treasury note now yields about 1.16 percent. Together in a 50/50 portfolio, you get a yield of 1.63 percent. That's down from last years. 1.75 percent."
[Retirement]

Howard Marks on Brexit
"'Are people going to produce less? Are people going to buy less?' Marks asked rhetorically in an interview Friday with Bloomberg Television's Erik Schatzker. Though the referendum will have significant psychological effects, he added, 'I have trouble viewing it as a financial catastrophe.'" [video]
[World]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Caterpillar (CAT)1455
Chevron (CVX)1545
Verizon (VZ)4145
IBM (IBM)5145
Cisco (CSCO)4525
Pfizer (PFE)2315
Boeing (BA)4154
Exxon Mobil (XOM)1544
Intel (INTC)4434
Merck (MRK)1324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
JP Morgan Chase (JPM)5534
Apple (AAPL)5332
Travelers (TRV)5552
IBM (IBM)5145
United Technologies (UTX)5452
American Express (AXP)5441
Verizon (VZ)4145
Intel (INTC)4434
Cisco (CSCO)4525
Wal-Mart (WMT)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
IBM (IBM)51452.91
Verizon (VZ)41452.98
JP Morgan Chase (JPM)55343.14
Cisco (CSCO)45253.66
Intel (INTC)44344.08
Apple (AAPL)53324.26
Travelers (TRV)55524.32
United Technologies (UTX)54524.34
Boeing (BA)41544.96
Wal-Mart (WMT)44535.72
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Intel (INTC)YYY
Verizon (VZ)YYY
Apple (AAPL)YY
Boeing (BA)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Wal-Mart (WMT)YY
American Express (AXP)Y
Caterpillar (CAT)Y
Chevron (CVX)Y
Exxon Mobil (XOM)Y
Merck (MRK)Y
Pfizer (PFE)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)2215
Potash Corp. (POT)4325
Talisman Energy (TLM)0005
National Bank (NA)4335
Power Corp of Canada (POW)5555
CIBC (CM)5335
Shaw (SJR.B)4235
BCE Inc. (BCE)3125
Bank of Nova Scotia (BNS)5325
TELUS (T)3235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
Power Corp of Canada (POW)5555
CIBC (CM)5335
Sun Life Financial (SLF)5444
Bank of Nova Scotia (BNS)5325
Royal Bank (RY)5324
Bank of Montreal (BMO)5434
TD Bank (TD)5324
Cenovus Energy (CVE)4442
National Bank (NA)4335
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Power Corp of Canada (POW)55551.79
CIBC (CM)53352.27
Potash Corp. (POT)43252.49
Bank of Nova Scotia (BNS)53252.54
National Bank (NA)43352.56
Magna (MG)54532.60
Royal Bank (RY)53242.76
Bank of Montreal (BMO)54342.88
Sun Life Financial (SLF)54442.92
Shaw (SJR.B)42352.99
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
National Bank (NA)YYY
Power Corp of Canada (POW)YYY
Bank of Montreal (BMO)YY
Magna (MG)YY
Potash Corp. (POT)YY
Royal Bank (RY)YY
Shaw (SJR.B)YY
Sun Life Financial (SLF)YY
BCE Inc. (BCE)Y
Cenovus Energy (CVE)Y
Inter Pipeline (IPL)Y
TD Bank (TD)Y
TELUS (T)Y
Talisman Energy (TLM)Y
Notes...



The Rothery Report
(Learn More | Subscribe)

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 03/31/2016)
Average Capital Gain
49.3%



Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2017
  09: 04 11 17
  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

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
About Dan

Privacy Policy


 
About Us | Legal | Contact Us
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...