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The Stingy News Weekly (07/31/2015)


"Investing is simple, but not easy."
- Warren Buffet


Stingy Links

Dividend yield a value factor?
"Prior to the financial crisis bottom (pre-2009), the higher yielders were cheaper than the next bucket (2-4% yield) 92% of the time. Since 2009, they've only been cheaper 30% of the time."
[Dividends]

Ignore the Fed
"Instead of hanging on every Fed utterance, let me suggest you take a different approach. Take one phrase from the Fed as your mantra: data-dependent."
[Bonds]

Humans are underrated
"We humans have good reason to be uneasy. Strange things are happening in the economy. Ever fewer men of prime working age - the group that historically has been the most thoroughly employed - are working, and while several factors are feeding the trend, most economists believe that advancing technology is one of them. In factories and offices, on construction sites and behind counters, technology keeps doing more jobs better than people."
[Tech]

Alpha wounds
"Chief among the alpha wounds is that the benchmark tail wags the portfolio management dog. What I mean is that benchmarks were supposed to be the foundation for understanding a portfolio manager's performance after the fact. Instead the investment industry evolved so that benchmarks are now the navigational compass for investment managers before the fact."
[Funds]

Destination unknown
"Fed up with pay increasing only at a snail's pace, politicians are resorting to the law instead, by increasing the minimum wages that businesses must pay. But this is taking them into uncharted territory."
[Economics]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)5555
Verizon (VZ)2145
Caterpillar (CAT)4455
Exxon Mobil (XOM)5555
General Electric (GE)0445
EI DuPont (DD)3345
Procter & Gamble (PG)1334
McDonald's (MCD)2124
Intel (INTC)5534
Coca-Cola (KO)2214
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5555
Travelers (TRV)5542
Exxon Mobil (XOM)5555
Goldman Sachs (GS)5531
Intel (INTC)5534
JP Morgan Chase (JPM)4532
American Express (AXP)4331
Caterpillar (CAT)4455
Apple (AAPL)4222
IBM (IBM)4134
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.00
Exxon Mobil (XOM)55553.22
Caterpillar (CAT)44553.42
Intel (INTC)55343.70
Verizon (VZ)21454.15
Travelers (TRV)55424.23
IBM (IBM)41344.44
EI DuPont (DD)33454.53
JP Morgan Chase (JPM)45324.82
Merck (MRK)33135.02
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
Apple (AAPL)Y
Coca-Cola (KO)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
McDonald's (MCD)Y
Merck (MRK)Y
Procter & Gamble (PG)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
Talisman Energy (TLM)0005
Cenovus Energy (CVE)0445
Potash Corp. (POT)4215
Inter Pipeline (IPL)2115
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
First Quantum (FM)5531
National Bank (NA)5334
Power Corp of Canada (POW)5454
CIBC (CM)5325
Bank of Nova Scotia (BNS)5324
Cdn Natural Resources (CNQ)5433
Royal Bank (RY)5224
Bank of Montreal (BMO)5424
Brookfield (BAM.A)5321
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Crescent Point (CPG)35251.39
SNC-Lavalin (SNC)53522.07
National Bank (NA)53342.24
CIBC (CM)53252.28
Power Corp of Canada (POW)54542.51
Bank of Montreal (BMO)54242.61
Bank of Nova Scotia (BNS)53242.63
TransAlta (TA)25452.73
ARC Resources (ARX)33152.90
Royal Bank (RY)52242.90
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
National Bank (NA)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
TransAlta (TA)YY
BCE Inc. (BCE)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
Notes...



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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.

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