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The Stingy News Weekly (08/28/2016)


"Frugality and economy are home virtues, without which no household can prosper."
- Isabella Beeton


New from StingyInvestor

The lost decade
"Bond yields remain near historic lows with long-term Canadian government bond yields hovering near 1.7% this week. That doesn't leave much room for error. If interest rates rise, bond prices will fall. Rising inflation could also wipe out the small gains. More ominously, interest rates and inflation could climb at the same time like they did in the 1970s. It's a period that older investors remember all to well and one that younger investors should learn from."


Stingy Links

CPP changes
"the CPP enhancement seems to do so little to ensure that future generations have an appropriate level of retirement income"
[Retirement]

Most retirement accounts never run dry
"Consequently, while most retirees accumulate a portfolio with the plans to spend it in retirement, when faced with the ever-open-ended potential of living many more years they may feel compelled to keep extra assets available, and never actually deplete the retirement portfolio, even in their later years. This isn't a sign of inefficient portfolio spending or a consumption gap, but merely a prudent response to an uncertain future."
[Retirement]

Re-evaluation of pension returns
"In an April 2016 report, McKinsey & Co. forecast that under a slow growth scenario, U.S. stocks will return 4 percent over the next 20 years while government bonds won't make any money. Ten-year returns for Connecticut's teachers' and state employees' pensions is 5.25 percent and 5.14 percent, respectively, far short of the annual gains it currently expects."
[Retirement]

Times are ripe
"Net profits are dependent on more than just business profitability. Net profit margins are also driven by economy-wide interest rates and corporate tax law."
[Markets]

Take-downs of Warren Buffett
"Buffett achieved that record without embracing the tightrope-walking risks, the ethical shortcuts, or the death-by-slow-obsolescence that have undone so many big corporations (of the 30 companies in the Dow Jones Industrial Average when Buffett took the helm at Berkshire, only three remain.)"
[Buffett]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4145
Chevron (CVX)0545
Caterpillar (CAT)1455
IBM (IBM)4145
Pfizer (PFE)1315
Exxon Mobil (XOM)1545
Cisco (CSCO)4524
Boeing (BA)2154
Coca-Cola (KO)2214
McDonald's (MCD)3124
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
JP Morgan Chase (JPM)5533
Travelers (TRV)5552
American Express (AXP)5441
Apple (AAPL)5232
United Technologies (UTX)5452
IBM (IBM)4145
Verizon (VZ)4145
Cisco (CSCO)4524
Wal-Mart (WMT)4453
Goldman Sachs (GS)4531
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.39
IBM (IBM)41453.64
JP Morgan Chase (JPM)55333.87
Cisco (CSCO)45244.47
Travelers (TRV)55524.92
United Technologies (UTX)54525.15
Wal-Mart (WMT)44535.45
Intel (INTC)44245.80
Apple (AAPL)52325.85
American Express (AXP)54416.40
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Verizon (VZ)YYY
American Express (AXP)YY
Apple (AAPL)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Wal-Mart (WMT)YY
Boeing (BA)Y
Caterpillar (CAT)Y
Chevron (CVX)Y
Coca-Cola (KO)Y
Exxon Mobil (XOM)Y
Goldman Sachs (GS)Y
Intel (INTC)Y
McDonald's (MCD)Y
Pfizer (PFE)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)2115
Power Corp of Canada (POW)5555
Pembina Pipeline (PPL)1225
National Bank (NA)4335
CIBC (CM)5335
Shaw (SJR.B)5335
BCE Inc. (BCE)3125
Emera (EMA)4325
TELUS (T)4235
Bank of Nova Scotia (BNS)5425
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
Shaw (SJR.B)5335
Power Corp of Canada (POW)5555
CIBC (CM)5335
Royal Bank (RY)5324
Bank of Nova Scotia (BNS)5425
Sun Life Financial (SLF)5444
Bank of Montreal (BMO)5434
TD Bank (TD)4424
National Bank (NA)4335
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Shaw (SJR.B)53352.08
Power Corp of Canada (POW)55552.32
CIBC (CM)53352.44
National Bank (NA)43352.91
Bank of Nova Scotia (BNS)54252.95
Royal Bank (RY)53242.98
Magna (MG)54533.04
Sun Life Financial (SLF)54443.24
Bank of Montreal (BMO)54343.25
Emera (EMA)43253.31
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
National Bank (NA)YYY
Power Corp of Canada (POW)YYY
Shaw (SJR.B)YYY
Bank of Montreal (BMO)YY
Emera (EMA)YY
Magna (MG)YY
Royal Bank (RY)YY
Sun Life Financial (SLF)YY
BCE Inc. (BCE)Y
Inter Pipeline (IPL)Y
Pembina Pipeline (PPL)Y
TD Bank (TD)Y
TELUS (T)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 06/30/2016)
Average Capital Gain
48.5%



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