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The Stingy News Weekly (07/19/2015)


"Volatility is a symptom that people have no idea of the underlying value"
- Jeremy Grantham


Stingy Links

High conviction buybacks
"the high conviction companies have gone on to ourperform the average large stock by about 3.3% in the subsequent year, while the low conviction firms haven't really delivered much excess return at all (just 0.5%, on average)."
[Value Investing]

Burger benchmark finds greenback too dear
"Exchange rates are currently being buffeted by the euro crisis, the growing likelihood of a rise in interest rates in America, China's slowing economy and the sharp drop in the oil price, one of the drivers of the rouble's slump. By showing how much these forces have driven different currencies off course, the Big Mac gives a flavour of what may be to come."
[World]

Could China be the next Japan?
"China today is very similar to Japan in 1990, and the world's No. 2 economy should be wary of repeating the policy mistakes of Japan"
[World]

China crash bigger than subprime
"Hedge fund manager Paul Singer said that China's debt-fueled stock market crash may have larger implications than the U.S. subprime mortgage crisis, echoing warnings from fellow billionaire money managers Bill Ackman and Jeffrey Gundlach."
[World]

Successful Austerians
"Post-1990 Canada certainly looks like a country with successfully managed fiscal and monetary policy. The federal government brought fiscal policy under control and reduced the burden of government debt, and the central bank adhered to its announced inflation target. How did they do it? In the 1995 federal budget, some well-liked social programs, including government health care, remained more or less intact, and cuts were made in a politically palatable way."
[World]

Self-driving cars and insurance
"Self-driving cars have a near perfect driving record. So far, when self-driving cars do get into accidents, it's because humans were responsible. Since Google began to release details about self-driving car accidents, reports from the Wall Street Journal, the RAND Corporation, and KPMG have all predicted a dramatic shrinking in the auto insurance industry."
[Tech]

Why robo-advisers are here to stay
"Much has been written about newer investment advisory firms that dispense advice through user-friendly websites, called Robo-Advisors. This new breed of advisory firms offers many potential benefits but also faces many headwinds."
[Hallett]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)2145
Chevron (CVX)5555
Caterpillar (CAT)4455
Exxon Mobil (XOM)5555
McDonald's (MCD)2125
General Electric (GE)0435
EI DuPont (DD)3244
Intel (INTC)5434
Procter & Gamble (PG)1334
Coca-Cola (KO)1214
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Chevron (CVX)5555
Goldman Sachs (GS)5531
Exxon Mobil (XOM)5555
Intel (INTC)5434
JP Morgan Chase (JPM)4532
Caterpillar (CAT)4455
American Express (AXP)4331
IBM (IBM)4143
Wal-Mart (WMT)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.22
Exxon Mobil (XOM)55553.51
Caterpillar (CAT)44553.60
Intel (INTC)54343.85
Travelers (TRV)55424.22
Verizon (VZ)21454.32
IBM (IBM)41434.78
JP Morgan Chase (JPM)45324.99
Merck (MRK)43144.99
EI DuPont (DD)32445.20
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
ARC Resources (ARX)3315
Cenovus Energy (CVE)0455
Talisman Energy (TLM)0005
Husky Energy (HSE)2445
Inter Pipeline (IPL)2115
Potash Corp. (POT)4215
CIBC (CM)5335
BCE Inc. (BCE)3135
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5352
EnCana (ECA)5543
National Bank (NA)5334
CIBC (CM)5335
Power Corp of Canada (POW)5454
Bank of Nova Scotia (BNS)5324
Cdn Natural Resources (CNQ)5433
Royal Bank (RY)5224
Bank of Montreal (BMO)5324
Brookfield (BAM.A)5321
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Crescent Point (CPG)25251.79
EnCana (ECA)55431.95
CIBC (CM)53352.21
SNC-Lavalin (SNC)53522.22
National Bank (NA)53342.29
Bank of Nova Scotia (BNS)53242.65
Bank of Montreal (BMO)53242.78
Power Corp of Canada (POW)54542.81
Royal Bank (RY)52242.98
ARC Resources (ARX)33153.16
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
ARC Resources (ARX)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Crescent Point (CPG)YY
EnCana (ECA)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
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
Potash Corp. (POT)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 6/30/2015)
Average Capital Gain
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