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The Stingy News Weekly (07/12/2015)


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


New from StingyInvestor

Ride out market tempests
"diversified portfolios often sail through storms in reasonably good shape. Sure, it can be hard to watch them slip underwater for a few years. But they'll likely emerge and grow again. It's something to keep in mind when you're on the beach this summer and the storms come in." [$]


Extreme saving gone wrong
"At some point a fanatical devotion to saving is counter productive. After all, you can't take it with you. That's why extreme savers (with more than enough money in the bank) should have a spending goal rather than a saving goal."


Stingy Links

O-score and distress risk
"Value investing always wins, even after controlling for distress. And value investing really wins among the most distressed firms. Oddly enough, expensive firms that are distressed earn 14.44% less than cheap firms that are distressed."
[Value Investing]

Why momentum investing works
"Even if you aren't a practicing value investor, the value anomaly is easy to explain - buy at a discount and then wait. The momentum factor is based on buy high, sell higher or alternatively, cut your losses and let your winners run. Value investing is based on a long-term reversion to the mean. Momentum investing is based on that gap in time that exists before mean reversion occurs. Value is a long game, while momentum is usually seen in the short- to intermediate-term."
[Momentum Investing]

Poorer than Greece
"Europe's great Greek crisis is often cast as the downtrodden Hellenic heroes versus the ubermasters of austerity in Berlin. In reality, however, it is smaller nations that have faced crisis themselves, swallowed the austerity medicine and lived to tell the tale who are most hostile to another bailout for Athens."
[World]

Greece's culture of victimhood
"There are many issues at play in the Greek tragedy, but the fundamental thesis being tested is this: do states have a budget constraint? Is there a limit to how much a country can spend and borrow or - as the Syriza government and its academic apologists seem to suggest - is there not?"
[World]

Refracking is the new fracking
"But in an industry that is desperately trying to cut expenses after oil fell below $60 a barrel from over $100 a year ago, the technique's low cost has great appeal. Because the first step in the fracking process is already done -- the drilling of the wellbore -- the outlay is just a fraction of the $8 million or so it costs to tap a new well."
[Tech]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)2145
Chevron (CVX)5555
Caterpillar (CAT)4455
Exxon Mobil (XOM)5555
General Electric (GE)0435
McDonald's (MCD)2125
EI DuPont (DD)3244
Intel (INTC)4434
Coca-Cola (KO)1214
Procter & Gamble (PG)1334
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Chevron (CVX)5555
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5532
Exxon Mobil (XOM)5555
Intel (INTC)4434
Caterpillar (CAT)4455
American Express (AXP)4331
IBM (IBM)4144
Wal-Mart (WMT)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.28
Exxon Mobil (XOM)55553.47
Caterpillar (CAT)44553.51
Intel (INTC)44343.78
Travelers (TRV)55424.06
Verizon (VZ)21454.22
IBM (IBM)41444.48
JP Morgan Chase (JPM)55324.69
Merck (MRK)43134.84
EI DuPont (DD)32444.96
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
Intel (INTC)YYY
EI DuPont (DD)YY
IBM (IBM)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
American Express (AXP)Y
Coca-Cola (KO)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
McDonald's (MCD)Y
Merck (MRK)Y
Procter & Gamble (PG)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)2525
TransAlta (TA)2545
Cenovus Energy (CVE)0445
ARC Resources (ARX)3315
Talisman Energy (TLM)0005
Potash Corp. (POT)4215
Inter Pipeline (IPL)2115
Husky Energy (HSE)2545
BCE Inc. (BCE)3135
CIBC (CM)5325
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5352
EnCana (ECA)5543
CIBC (CM)5325
National Bank (NA)5334
Power Corp of Canada (POW)5454
Bank of Nova Scotia (BNS)5324
Brookfield (BAM.A)5331
Royal Bank (RY)5224
Cdn Natural Resources (CNQ)5433
Bank of Montreal (BMO)5424
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
EnCana (ECA)55432.03
Crescent Point (CPG)25252.04
SNC-Lavalin (SNC)53522.11
CIBC (CM)53252.19
National Bank (NA)53342.35
Bank of Nova Scotia (BNS)53242.59
Power Corp of Canada (POW)54542.66
Bank of Montreal (BMO)54242.70
Royal Bank (RY)52242.93
Potash Corp. (POT)42153.21
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Crescent Point (CPG)YY
EnCana (ECA)YY
National Bank (NA)YY
Potash Corp. (POT)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Brookfield (BAM.A)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Husky Energy (HSE)Y
Inter Pipeline (IPL)Y
Talisman Energy (TLM)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
(03/31/2001 to 3/31/2015)
Average Capital Gain
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