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The Rothery Report

2017
  07: 02 09 16 23
  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
2009
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 11 18 25
  09: 06 13 20 27
  08: 09 16 23 30
  07: 05 12 19 26 31
  06: 07 14 21 28
  05: 03 10 17 24 31
  04: 05 12 19 26
  03: 01 08 15 22 29
  02: 01 08 15 22
  01: 04 11 18 25
2008
  12: 07 14 21 28
  11: 02 09 16 23 30
  10: 05 12 19 26
  09: 07 14 21 28
  08: 01 10 17 24 31
  07: 06 13 20 27
  06: 01 08 15 22 29
  05: 04 11 18 25
  04: 06 13 20 27
  03: 02 09 16 23 30
  02: 03 10 17 24
  01: 06 13 20 27

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
  Perspective on the bear
  Dilution excessive
  Fund fees revisited
  T class funds
  Bonds vs. bond funds
  Bear market protectors
  Investing in bonds
  Ignore bonds at your peril
  Coping with change
  Future of trust funds
  Dilution trumps
  Are fees excessive?
  Performance anxiety
  Top advisory model?
  81-106 a step back
  Poor fund classifications
  Pension shortfall
  A longer-term report card
  Information overload
About Dan

Privacy Policy



The Stingy News Weekly (07/16/2017)


"Investors repeatedly jump ship on a good strategy just because it hasn't worked so well lately, and, almost invariably, abandon it at precisely the wrong time."
- David Dreman


New from StingyInvestor

Deep value
"The portfolio of 30 low-multiple stocks sported a compound annual growth rate of 19.1 per cent from the start of 1999 through to June 16, 2017. By way of comparison the S&P/TSX composite total return index climbed by just 4.7 per cent annually over the same period." [$]


A big dividend bonanza
"The 10 Safer Canadian Dogs form a nice little portfolio of large high-yield stocks. But many income investors want more. That's why I cast a wider net this week in an effort to catch a big dividend bonanza."


Stingy Links

Thomas Russo interview
"In a rare interview, great value investor Tom Russo explains why the ability to say no and the capacity to suffer are key to investment success." [video]
[Value Investing]

Canadian Net Net
"With the S&P/TSX composite index close to its record high, it is difficult to argue that the overall stock market is beset with pessimism, but in my portfolio, one sector is deep under water and out of favour: oil-service stocks. Here, it is easy to find stocks trading at half of book value, which have proven that they can survive with oil at $30 (U.S.) a barrel and with a balance sheet strong enough that the bank has not called the loan. For a risk-tolerant investor, this is a fertile research universe." [$]
[Value Investing]

Debt hangover
"In his recent book The Rise and Fall of Nations, Ruchir Sharma, Morgan Stanley's chief global strategist, concludes that the single most reliable indicator of periods of economic weakness was 'the kiss of debt rule, which shows that a major economic slowdown has always materialized when a nation's debt has grown more than 40 percentage points faster than GDP over a five-year period.' If he's right, we've got a big problem: Canada's ratio of debt to GDP rose from 294.9 per cent in 2011 to 354.5 in 2016 - an increase of 59.6 percentage points in the last five years."
[Debt]

Jerry Neumann interview
"We start very broad, discussing where we may be in a large 70-year economic cycle. We then break down the so-called power law which seems to govern venture capital returns and business outcomes. Then we get even more specific, discussing Jerry's process for evaluating early stage companies, and the particulars of what might make a good venture capitalist." [audio]
[Markets]

Ed Thorp interview
"This week we sit down with Ed Thorp, the math professor who Beat the Dealer, and Beat the Market, and became the first true quant hedge fund manager. His new autobiography is A Man for All Markets." [audio]
[Markets]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)5255
Chevron (CVX)1545
IBM (IBM)5245
Pfizer (PFE)2425
Exxon Mobil (XOM)1555
Cisco (CSCO)4425
General Electric (GE)2444
Coca-Cola (KO)1114
Intel (INTC)4434
Procter & Gamble (PG)4324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
Travelers (TRV)5553
IBM (IBM)5245
JP Morgan Chase (JPM)5522
Verizon (VZ)5255
Intel (INTC)4434
American Express (AXP)4331
Cisco (CSCO)4425
Procter & Gamble (PG)4324
Wal-Mart (WMT)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)52552.73
IBM (IBM)52453.25
Cisco (CSCO)44254.29
Intel (INTC)44344.72
Procter & Gamble (PG)43245.05
Travelers (TRV)55535.38
Wal-Mart (WMT)44536.28
JP Morgan Chase (JPM)55226.57
Pfizer (PFE)24257.31
General Electric (GE)24447.55
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
Wal-Mart (WMT)YY
American Express (AXP)Y
Chevron (CVX)Y
Coca-Cola (KO)Y
Exxon Mobil (XOM)Y
Goldman Sachs (GS)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)4215
BCE Inc. (BCE)4135
Pembina Pipeline (PPL)2225
Enbridge (ENB)1445
Power Corp of Canada (POW)5555
CIBC (CM)5335
Emera (EMA)4445
TELUS (T)3135
Shaw (SJR.B)2225
National Bank (NA)5335
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
CIBC (CM)5335
Teck Resources (TECK.B)5541
Husky Energy (HSE)5550
Thomson Reuters (TRI)5223
Power Corp of Canada (POW)5555
Sun Life Financial (SLF)5444
National Bank (NA)5335
Imperial Oil (IMO)5543
Bank of Montreal (BMO)5434
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53351.92
Power Corp of Canada (POW)55552.30
Inter Pipeline (IPL)42152.74
National Bank (NA)53352.80
Sun Life Financial (SLF)54443.14
Bank of Nova Scotia (BNS)43243.19
Bank of Montreal (BMO)54343.27
Thomson Reuters (TRI)52233.37
TD Bank (TD)43243.49
Royal Bank (RY)43243.53
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
Inter Pipeline (IPL)YY
Sun Life Financial (SLF)YY
Thomson Reuters (TRI)YY
BCE Inc. (BCE)Y
Bank of Nova Scotia (BNS)Y
Emera (EMA)Y
Enbridge (ENB)Y
Husky Energy (HSE)Y
Imperial Oil (IMO)Y
Magna (MG)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)Y
Shaw (SJR.B)Y
TD Bank (TD)Y
TELUS (T)Y
Teck Resources (TECK.B)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 03/31/2017)
Average Capital Gain
50.9%



 
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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...