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The Stingy News Weekly (07/05/2014)


"People like the robber barons assumed that the doctrine of the survival of the fittest authenticated them as deserving power. You know, "I'm the richest. Therefore, I'm the best. God's in his heaven, etc." And that reaction of the robber barons was so irritating to people that it made it unfashionable to think of an economy as an ecosystem. But the truth is that it is a lot like an ecosystem. And you get many of the same results."
- Charlie Munger


Stingy Links

Never buy expensive stocks. Period.
"One can't even simulate a scenario where a diversified portfolio of 30 expensive stocks can beat the worst performing portfolio of 30 cheap stocks. Why investors allocate to expensive, or "growth," stocks is beyond me."
[Markets]

The board game of the alpha nerds
"If you've ever heard of Diplomacy, chances are you know it as 'the game that ruins friendships.' It's also likely you've never finished an entire game. That's because Diplomacy requires seven players and seven or eight hours to complete. Games played by postal mail, the way most played for the first 30 years of its existence, could take longer than a year to finish. Despite this, Diplomacy is one of the most popular strategic board games in history."
[Fun]

Good businesses at good prices
"Price-to-book is the least impressive value factor I've tested, and ROE is the least impressive measure of quality/profitability."
[Markets]

Addicted to zero
"So tell me again why central bankers in North America feel they have to 'keep our economy going' by maintaining a zero-interest rate policy."
[Government]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5145
Pfizer (PFE)5415
General Electric (GE)2535
Chevron (CVX)5555
McDonald's (MCD)3125
Procter & Gamble (PG)2434
Cisco (CSCO)3424
Merck (MRK)1314
Intel (INTC)3424
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Pfizer (PFE)5415
AT&T (T)5545
Verizon (VZ)5145
Goldman Sachs (GS)5531
Chevron (CVX)5555
IBM (IBM)4132
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)55452.04
Verizon (VZ)51452.61
Pfizer (PFE)54152.78
Chevron (CVX)55553.92
Travelers (TRV)55423.95
JP Morgan Chase (JPM)45345.05
Exxon Mobil (XOM)44535.19
IBM (IBM)41325.53
Cisco (CSCO)34245.63
McDonald's (MCD)31255.72
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
McDonald's (MCD)YY
Travelers (TRV)YY
General Electric (GE)Y
Goldman Sachs (GS)Y
Intel (INTC)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
Rogers (RCI.B)5135
National Bank (NA)5435
CIBC (CM)5335
Enerplus (ERF)1215
Shaw (SJR.B)3235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
National Bank (NA)5435
Bank of Montreal (BMO)5435
Manulife (MFC)5533
CIBC (CM)5335
Bombardier (BBD.B)5153
Brookfield (BAM.A)5442
Bank of Nova Scotia (BNS)5324
Royal Bank (RY)5224
Rogers (RCI.B)5135
Canadian Oil Sands (COS)4225
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)42252.42
National Bank (NA)54352.54
CIBC (CM)53353.04
Bank of Montreal (BMO)54353.05
Rogers (RCI.B)51353.25
Royal Bank (RY)52243.61
BCE Inc. (BCE)31353.67
Bank of Nova Scotia (BNS)53243.73
Power Corp of Canada (POW)45543.77
Shaw (SJR.B)32354.13
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
National Bank (NA)YYY
Rogers (RCI.B)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)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
Power Corp of Canada (POW)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
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