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The Stingy News Weekly (08/24/2014)


"Nothing is so permanent as a temporary government program."
- Milton Friedman


New from StingyInvestor

Net-net stocks
"Near the depths of the Great Depression, Mr. Graham wrote a series of articles that highlighted businesses that could be snapped up for less than their liquidation value. The outlook was so bleak for these firms that the market believed they were better off dead than alive. Anyone who was brave enough to buy a basket of them, and hold on, did very well indeed."


Dividend growth
"Dividend investors are particularly fond of companies that grow their dividends. If you talk to old hands, you'll probably hear about stocks they bought years ago that now pay giant dividends. But you can't blame them. After all, there's something special about owing a stock that pays more in dividends than it cost in the first place."


Stingy Links

108-year-old investor
"Three days a week, Irving Kahn takes a taxi from his flat in Manhattan for the short ride to the offices of his investment firm, Kahn Brothers. Nothing surprising about that, you might think. But Mr Kahn is 108 years old."
[Value Investing]

The moneyball of quality investing
"Factor investing has rightfully gained adherents among investors seeking superior risk-adjusted returns. Our research reveals that quality is not a factor that reliably commands a premium in its own right. Nonetheless, value investing conditioned upon certain indicators of company quality is a promising strategy."
[Value Investing]

The great Chinese exodus
"Today, China's borders are wide open. Almost anybody who wants a passport can get one. And Chinese nationals are leaving in vast waves: Last year, more than 100 million outbound travelers crossed the frontiers. Most are tourists who come home. But rapidly growing numbers are college students and the wealthy, and many of them stay away for good."
[World]

Ways investors can avoid being duped
"In the investment world, there is no way to avoid the occasional fraud. It is simply a numbers game. The more companies you evaluate, the more likely you are to encounter one. Moreover, it is usually difficult to detect which companies are fraudulent, as companies can have duplicitous management teams and aggressive financials without necessarily breaking the law."
[Crime]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5145
Pfizer (PFE)3415
McDonald's (MCD)3125
Chevron (CVX)5555
General Electric (GE)2535
Procter & Gamble (PG)2324
Cisco (CSCO)4434
Coca-Cola (KO)1214
Merck (MRK)1314
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
AT&T (T)5545
Verizon (VZ)5145
Goldman Sachs (GS)5531
IBM (IBM)5132
Chevron (CVX)5555
Exxon Mobil (XOM)4454
JP Morgan Chase (JPM)4534
UnitedHealth (UNH)4451
Wal-Mart (WMT)4353
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55451.90
Verizon (VZ)51452.41
Chevron (CVX)55553.60
Travelers (TRV)55524.03
Exxon Mobil (XOM)44544.49
McDonald's (MCD)31254.99
Pfizer (PFE)34155.05
IBM (IBM)51325.20
Cisco (CSCO)44345.37
JP Morgan Chase (JPM)45345.48
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Chevron (CVX)YYY
Verizon (VZ)YYY
Cisco (CSCO)YY
Exxon Mobil (XOM)YY
IBM (IBM)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Pfizer (PFE)YY
Travelers (TRV)YY
Coca-Cola (KO)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
Merck (MRK)Y
Procter & Gamble (PG)Y
UnitedHealth (UNH)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Penn West Petroleum (PWT)0545
Crescent Point (CPG)1315
Canadian Oil Sands (COS)4325
TransAlta (TA)0445
BCE Inc. (BCE)3135
Enerplus (ERF)1215
Rogers (RCI.B)4135
Shaw (SJR.B)3235
Potash Corp. (POT)2115
TELUS (T)3235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Manulife (MFC)5533
Brookfield (BAM.A)5441
National Bank (NA)5335
Imperial Oil (IMO)5341
Bank of Montreal (BMO)5434
Bombardier (BBD.B)5153
CIBC (CM)5234
Bank of Nova Scotia (BNS)5324
Royal Bank (RY)5224
Canadian Oil Sands (COS)4325
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)43252.33
National Bank (NA)53352.97
Bank of Montreal (BMO)54343.28
CIBC (CM)52343.48
BCE Inc. (BCE)31353.62
Rogers (RCI.B)41353.68
Royal Bank (RY)52243.70
Manulife (MFC)55333.73
Bank of Nova Scotia (BNS)53243.91
Shaw (SJR.B)32354.10
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Manulife (MFC)YY
National Bank (NA)YY
Rogers (RCI.B)YY
Royal Bank (RY)YY
Shaw (SJR.B)YY
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Imperial Oil (IMO)Y
Penn West Petroleum (PWT)Y
Potash Corp. (POT)Y
TELUS (T)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 06/30/2014)
Average Capital Gain
48.1%



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