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The Stingy News Weekly (08/28/2017)


"All intelligent investing is value investing - to acquire more than you are paying for. Investing is where you find a few great companies and then sit on your ass."
- Charlie Munger


New from StingyInvestor

Dining on value
"The results were eyeopening. The portfolio of low multiple stocks gained an average of 19.1% annually from the start of 1999 through to June 16, 2017. The market, as represented by the S&P/TSX Total Return index, gained just 4.7% annually over the same period."


Stingy Links

Buying moats
"My guest this week is Pat Dorsey, who was the longtime director of equity research at Morningstar, where he specialized in economic moats: sources of sustained competitive advantage that allow a few companies to deliver huge returns over time." [audio]
[Value Investing]

Investing in floppy disks
"Two years ago, we were trading at 10 times revenue. ... At 10 times revenue, to give you a 10-year payback, I have to pay you 100 per cent of revenues for 10 straight years in dividends ... That assumes that I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes that I pay no taxes, which is very hard. ... And that assumes that with zero R&D for the next 10 years, I can maintain the current revenue rate. ... Do you realize how ridiculous those basic assumptions are? You don't need any transparency. You don't need any footnotes. What were you thinking?"
[Value Investing]

Venezuela crumbles
"In 2001 Venezuela was the richest country in South America; it is now among the poorest."
[World]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)4215
Pembina Pipeline (PPL)2225
CIBC (CM)5335
Enbridge (ENB)1445
BCE Inc. (BCE)3135
Power Corp of Canada (POW)5555
TELUS (T)3235
Crescent Point (CPG)0545
Emera (EMA)2345
Shaw (SJR.B)2225
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Cenovus Energy (CVE)5553
Magna (MG)5453
Barrick Gold (ABX)5331
Teck Resources (TECK.B)5541
Husky Energy (HSE)5540
CIBC (CM)5335
EnCana (ECA)5431
Power Corp of Canada (POW)5555
Thomson Reuters (TRI)5223
Sun Life Financial (SLF)5444
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)5553
Crescent Point (CPG)0545
Goldcorp (G)2521
First Quantum (FM)0521
Husky Energy (HSE)5540
Cameco (CCO)0533
Teck Resources (TECK.B)5541
Power Corp of Canada (POW)5555
Valeant Pharma (VRX)0550
Kinross Gold (K)1540
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Crescent Point (CPG)YY
Husky Energy (HSE)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Barrick Gold (ABX)Y
Cameco (CCO)Y
Emera (EMA)Y
EnCana (ECA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Goldcorp (G)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
Sun Life Financial (SLF)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
Valeant Pharma (VRX)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4145
IBM (IBM)5245
Exxon Mobil (XOM)1555
Chevron (CVX)1545
General Electric (GE)2445
Pfizer (PFE)2425
Cisco (CSCO)4424
Coca-Cola (KO)1114
Intel (INTC)5434
Merck (MRK)1314
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
IBM (IBM)5245
Travelers (TRV)5552
JP Morgan Chase (JPM)5522
Intel (INTC)5434
American Express (AXP)4331
Cisco (CSCO)4424
Verizon (VZ)4145
Procter & Gamble (PG)4324
Wal-Mart (WMT)4453
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
Chevron (CVX)1545
JP Morgan Chase (JPM)5522
Travelers (TRV)5552
Exxon Mobil (XOM)1555
Cisco (CSCO)4424
Intel (INTC)5434
General Electric (GE)2445
Wal-Mart (WMT)4453
United Technologies (UTX)3453
Notes | More Info...


US Stock SummaryYieldP/EP/B
Cisco (CSCO)YYY
Intel (INTC)YYY
Chevron (CVX)YY
Exxon Mobil (XOM)YY
General Electric (GE)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
Wal-Mart (WMT)YY
American Express (AXP)Y
Coca-Cola (KO)Y
Merck (MRK)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
United Technologies (UTX)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
  11: 06 12 20
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2015
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2014
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2013
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2012
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2010
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