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The Stingy News Weekly (07/30/2017)


"Based on my own personal experience - both as an investor in recent years and an expert witness in years past - rarely do more than three or four variables really count. Everything else is noise."
- Marty Whitman


New from StingyInvestor

Stocks with room to grow
"The Safer Canadian Dogs provide a nice pack of large high-yield stocks for conservative investors. But some people are more adventurous and want to buy smaller stocks that have room to grow. That's why I went to the pound this week to look for some pups."


Stingy Links

Robert Robotti Interview
"Robert Robotti on the role of active management in the modern world" [audio]
[Value Investing]

Tie me down and make me rich
"Back in the 1980s, Twentieth Century Gifttrust, a fund specializing in small growth stocks with high potential returns and equally high risks, required investors to sign a legally binding contract that locked them into ownership for a minimum period - often 10 years and more. Investors loved the fund during the bull market of the 1980s and 1990s, often boasting about how satisfying it was to own a fund that would protect them from their own worst instincts to bail out every time there was a temporary downdraft in the Dow. Then came the bear market that began in 2000, in which Gifttrust generated huge losses. The same investors who had liked being bound to the fund suddenly hated it."
[Behaviour]

Compound your face off
"Lots of you will already be familiar with Wes Gray, and those of you who are not are in for a treat. Wes is the founder of Alpha Architect, a firm which manages quantitative equity strategies for clients using factors like value and momentum. He also advocates for a more concentrated, pure approach to factor investing, which listeners know is music to my ears." [audio]
[Value Investing]

Perfect storm
"We've seen this act before. If you didn't own the nifty 50 stocks in the early 1970s, you underperformed and, thus, money continued to go into them. If you were a growth stock manager in 1998-1999 and you were not buying 'net' stocks, you underperformed and were fired. More and more money went into fewer and fewer stocks. Today you have a similar case with the FANG stocks. More and more money is being deployed into a narrower and narrower area. In each case, this trend did not ended well."
[Markets]

Press tactics
"As a reporter and editor covering Wall Street for 18 years, I studied the industry's aggressive approach toward the press: Financiers, and the multibillion-dollar companies they work for, are friendly and charming as long as you see things their way, and they do everything they can to win reporters over. But when reporters don't buy their line, the Wall Street answer is to get intransigent journalists removed from stories."
[Media]

The math behind futility
"The underlying statistical issue is underappreciated. Even if there weren't fees and expenses, the odds are you'll underperform."
[Markets]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4155
IBM (IBM)5245
Chevron (CVX)1545
Exxon Mobil (XOM)1555
Pfizer (PFE)2425
General Electric (GE)2445
Cisco (CSCO)4424
Coca-Cola (KO)1114
Intel (INTC)5434
Procter & Gamble (PG)4324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
IBM (IBM)5245
Goldman Sachs (GS)5531
Travelers (TRV)5552
JP Morgan Chase (JPM)5522
Intel (INTC)5434
American Express (AXP)4331
Cisco (CSCO)4424
Verizon (VZ)4155
Procter & Gamble (PG)4324
Apple (AAPL)4222
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
IBM (IBM)52452.85
Verizon (VZ)41553.32
Cisco (CSCO)44244.35
Intel (INTC)54344.95
Procter & Gamble (PG)43245.42
Travelers (TRV)55525.54
JP Morgan Chase (JPM)55226.42
General Electric (GE)24456.91
Wal-Mart (WMT)44537.08
Pfizer (PFE)24257.23
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
American Express (AXP)Y
Apple (AAPL)Y
Chevron (CVX)Y
Coca-Cola (KO)Y
Exxon Mobil (XOM)Y
Goldman Sachs (GS)Y
Wal-Mart (WMT)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
Thomson Reuters (TRI)5223
Husky Energy (HSE)5550
Power Corp of Canada (POW)5555
Sun Life Financial (SLF)5444
Imperial Oil (IMO)5543
National Bank (NA)5335
Bank of Montreal (BMO)5434
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53351.90
Power Corp of Canada (POW)55552.27
Inter Pipeline (IPL)42152.64
National Bank (NA)53352.86
Bank of Montreal (BMO)54343.09
Bank of Nova Scotia (BNS)43243.12
Sun Life Financial (SLF)54443.20
Thomson Reuters (TRI)52233.33
Royal Bank (RY)43243.35
TD Bank (TD)44243.37
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
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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 06/30/2017)
Average Capital Gain
50.9%


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2017
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