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The Stingy News Weekly (07/26/2015)


"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful."
- Warren Buffett


New from StingyInvestor

Dividend stocks aren't immune from downturns
"Income investors love dividend stocks and for good reason. But dividend stocks aren't immune from downturns and conservative retirees should think twice before spending all of their dividend income."


Stingy Links

A value asset allocation strategy
"After enduring years of frustration trying to identify a valuation-based asset allocation technique.that actually worked.I think the team at Gestaltu is on to an interesting concept. By simply looking at real spreads between equity valuations and realized inflation (high spreads are good for equity; low spreads are bad for equity), one can devise a timing rule that captures most of the upside, but protects on the downside. Of course, this is all historical data and could very well be an exercise in data-mining. That said, the concept of buying equity assets when they have much higher yields than current inflation, is intuitively appealing."
[Value Investing]

A survey of equity valuation models
"Our forecast for core U.S. equities is a 0.8% annualized real return over the next decade."
[Markets]

The really big one
"A thirty-second earthquake generally has a magnitude in the mid-sevens. A minute-long quake is in the high sevens, a two-minute quake has entered the eights, and a three-minute quake is in the high eights. By four minutes, an earthquake has hit magnitude 9.0."
[Science]

The minimum-wage muddle
"Raising the minimum wage will produce winners among job holders from all backgrounds, but it will disproportionately punish those with the lowest skills, who are least likely to be able to justify higher employment costs."
[Economics]

Housing market still not rational
"The housing market is another matter. It is far less rational than even the often irrational stock market, for a couple of important reasons. First, most investors find it difficult to understand how housing supply responds to changes in demand. Only a small minority of people think carefully about such things. Second, it is very hard for the minority of smart-money investors who do understand such matters to bet against bubble-level prices in real estate markets. In housing, the smart money has relatively little voice."
[Real Estate]

Index funds may work too well
"I have a good laugh every now and then about the people who think that index funds should be illegal because they make companies less competitive, but honestly it's a nervous sort of laughter. Those people are up to something, something so big and interesting that it makes them nervous too."
[Indexing]

Why people repeat financial errors
"This week on our Masters in Business radio podcast, we speak with Howard Marks, co-chairman of Oaktree Capital Group. In our discussion, Marks explains what 'second-level thinking' means for investors and why so many people make the same financial errors."
[Value Investing]


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)0445
McDonald's (MCD)2125
EI DuPont (DD)3344
Intel (INTC)5534
Procter & Gamble (PG)1334
Pfizer (PFE)1414
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Chevron (CVX)5555
Intel (INTC)5534
Exxon Mobil (XOM)5555
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)4532
Caterpillar (CAT)4455
American Express (AXP)4331
IBM (IBM)4134
United Technologies (UTX)4442
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.10
Caterpillar (CAT)44553.21
Exxon Mobil (XOM)55553.28
Intel (INTC)55343.48
Verizon (VZ)21454.01
Travelers (TRV)55424.16
IBM (IBM)41344.31
EI DuPont (DD)33444.73
Merck (MRK)33134.75
JP Morgan Chase (JPM)45324.88
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
General Electric (GE)Y
Goldman Sachs (GS)Y
McDonald's (MCD)Y
Merck (MRK)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
United Technologies (UTX)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)3525
TransAlta (TA)2545
ARC Resources (ARX)3315
Cenovus Energy (CVE)0455
Inter Pipeline (IPL)2215
Talisman Energy (TLM)0005
Potash Corp. (POT)4215
Husky Energy (HSE)2445
BCE Inc. (BCE)3135
CIBC (CM)5325
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5352
EnCana (ECA)5543
National Bank (NA)5334
First Quantum (FM)5531
Power Corp of Canada (POW)5454
CIBC (CM)5325
Bank of Nova Scotia (BNS)5324
Cdn Natural Resources (CNQ)5433
Royal Bank (RY)5224
Brookfield (BAM.A)5321
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Crescent Point (CPG)35251.40
EnCana (ECA)55431.43
SNC-Lavalin (SNC)53522.03
National Bank (NA)53342.13
CIBC (CM)53252.14
Bank of Nova Scotia (BNS)53242.48
Power Corp of Canada (POW)54542.55
Bank of Montreal (BMO)43242.62
Royal Bank (RY)52242.78
ARC Resources (ARX)33152.80
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
ARC Resources (ARX)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
Bank of Montreal (BMO)Y
Brookfield (BAM.A)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
First Quantum (FM)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
49.5%



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