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The Stingy News Weekly (06/26/2017)


"First, many in Wall Street - a community in which quality control is not prized - will sell investors anything they will buy."
- Warren Buffett


New from StingyInvestor

The tail of the bond bull
"As well as bond have performed since the 1980s, investors shouldn.t expect much from them going forward."


Not dead yet
"Dead, or just pining for the fjords? That's the debate at the heart of Monty Python's parrot sketch. In it, hilarity ensues when a pet-shop keeper tries to convince a customer that the parrot they purchased was, in fact, not an 'ex-parrot'. A similar debate is currently being held among investors when it comes to value investing. After a decade of poor, relative returns, many people figure that value investing is pushing up the daisies while others cling to the belief that it's just resting."


Stingy Links

PB blind spot
"A possible reason for the limited efficacy of price-to-book is because of the increase in shareholder transactions, primarily through the increase in share repurchases. "
[Value Investing]

The sharing economy
"We found that 85% of side-gig workers make less than $500 a month. And of all the side-gig platforms we examined, Airbnb hosts earn the most by far."
[Economics]

The psychology of misjudgement
"In 1995, Charlie Munger gave a speech about how the human mind tricks itself into making poor decisions. This is an abridged and animated version of that speech."
[Munger]

The Myth of 1926
"How much do we know about long-term returns on U.S. stocks?"
[Markets]

Middle on brink of ruin
"Why we'd rather binge on cheap credit than live within our means"
[Economy]

The Canadian Acquirer's Multiple
"Over the full eighteen-and-one-half year period, the screen generated a total return of 2,536 percent, or a compound growth rate (CAGR) of 19.1 percent per year. This compared favorably with the S&P/TSX Composite TR, which returned a cumulative total of 232 percent, or 4.7 percent compound."
[Value Investing]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4255
Chevron (CVX)1545
IBM (IBM)5145
Exxon Mobil (XOM)1545
Pfizer (PFE)2425
Cisco (CSCO)4425
General Electric (GE)2444
Coca-Cola (KO)1114
Intel (INTC)5434
Procter & Gamble (PG)4324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
Travelers (TRV)5552
IBM (IBM)5145
JP Morgan Chase (JPM)5523
Intel (INTC)5434
American Express (AXP)4331
Verizon (VZ)4255
Cisco (CSCO)4425
Procter & Gamble (PG)4324
Apple (AAPL)4222
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)42553.01
IBM (IBM)51453.28
Cisco (CSCO)44254.54
Intel (INTC)54344.62
Procter & Gamble (PG)43245.33
Travelers (TRV)55525.57
JP Morgan Chase (JPM)55235.84
Wal-Mart (WMT)44536.28
Pfizer (PFE)24257.64
General Electric (GE)24448.08
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Intel (INTC)YYY
Procter & Gamble (PG)YYY
Verizon (VZ)YYY
General Electric (GE)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
Goldman Sachs (GS)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)4215
Power Corp of Canada (POW)5555
BCE Inc. (BCE)4135
CIBC (CM)5335
Pembina Pipeline (PPL)2225
Enbridge (ENB)1445
TELUS (T)3235
National Bank (NA)5335
Emera (EMA)3445
TransCanada (TRP)1215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Teck Resources (TECK.B)5541
Magna (MG)5353
CIBC (CM)5335
Power Corp of Canada (POW)5555
Husky Energy (HSE)5540
Thomson Reuters (TRI)5223
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)53351.80
Power Corp of Canada (POW)55552.15
National Bank (NA)53352.64
Inter Pipeline (IPL)42152.72
Sun Life Financial (SLF)54442.86
Bank of Montreal (BMO)54343.08
Bank of Nova Scotia (BNS)53243.27
Shaw (SJR.B)42243.44
Royal Bank (RY)43243.44
Magna (MG)53533.48
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
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
Shaw (SJR.B)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)Y
TransCanada (TRP)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
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