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The Stingy News Weekly (09/05/2015)


"The important thing is to keep playing, to play against weak opponents and to play for big stakes."
- Warren Buffett


New from StingyInvestor

Retirement might be closer than you think
"If you live like a typical Canadian then you might not have to save as much as you think for retirement."


Keep calm
"Smart investors stay on course even when the going gets tough. They fully expect to encounter hardship on occasion and can stick with their time-tested strategies over a complete market cycle. In other words, they stay calm and carry on." [$]


Stingy Links

The mathematician who cracked Wall Street
"Jim Simons was a mathematician and cryptographer who realized: the complex math he used to break codes could help explain patterns in the world of finance. Billions later, he's working to support the next generation of math teachers and scholars."
[Science]

Automated strategies fueling tremors
"If every risk-parity fund is dumping assets, and the selling is big enough, it increases the perceived volatility, or riskiness, of the assets. That, in turn, encourages even more selling as risk-parity funds try to bring their overall riskiness back into line."
[Markets]

Can it work if everyone knows about it?
"We're going to argue that certain well-known classic strategies that have worked over the long term will continue to work going forward, though perhaps not at the same level and with different risks than in the past."
[Value Investing]

The art of investing
"The market values of our leading securities [are] determined by...a howling mob of incurable lunatics" [via Jason Zweig]
[Books]

Bob Cable's inevitable wealth
"If you're the type of investor who is driven to act emotionally, then a buy-and-hold strategy is the answer for you. Ignore the market."
[Books]

The capacity to suffer
"Tom Russo: The capacity to suffer doesn't mean you're supposed to suffer" [video]
[Value Investing]

Diet advice that ignores hunger
"Questions like these about the relationship between calories, macronutrients and hunger have haunted nutrition and obesity research since the late 1940s. But rarely are they asked. We believe so implicitly in the rationale of eat less, move more, that we (at least those of us who are lean) will implicitly fault the obese for their failures to sustain a calorie-restricted regimen, without ever apparently asking ourselves whether we could sustain it either. I have a colleague who spent his research career studying hunger. Asking people to eat less, he says, is like asking them to breathe less. It sounds reasonable, so long as you don't expect them to keep it up for long."
[Health]

The cassette business
"The audiocassette tape is not dead. In fact, one Springfield, Mo., cassette maker says it has had its best year since it opened in 1969."
[Media]

Buying organic is a waste of money
"The science available thus far says any additional nutritional benefits from organic produce, compared with conventional, are very small."
[Thrift]

Chou Semi-Annual 2015
"The current conditions make me feel that investors are being set up for heartbreaking disappointment, especially for the unwary."
[Value Investing]

Why we hate cheap things
"There are two ways to get richer: one is to make more money; and the second is to discover that more of the things we could love are already to hand (thanks to the miracles of the Industrial Revolution). We are, astonishingly, already a good deal richer than we are encouraged to think we are."
[Thrift]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)5555
Verizon (VZ)2145
Caterpillar (CAT)4455
Exxon Mobil (XOM)4555
Procter & Gamble (PG)1335
General Electric (GE)0445
IBM (IBM)4144
McDonald's (MCD)2124
Pfizer (PFE)2414
Merck (MRK)3314
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5532
Chevron (CVX)5555
Intel (INTC)5434
Caterpillar (CAT)4455
IBM (IBM)4144
Apple (AAPL)4222
Exxon Mobil (XOM)4555
United Technologies (UTX)4442
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.12
Caterpillar (CAT)44552.96
Exxon Mobil (XOM)45553.20
IBM (IBM)41443.49
Travelers (TRV)55423.58
Intel (INTC)54343.58
Verizon (VZ)21453.80
JP Morgan Chase (JPM)55323.88
Merck (MRK)33144.32
Wal-Mart (WMT)34534.35
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
IBM (IBM)YYY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Merck (MRK)YY
Travelers (TRV)YY
Verizon (VZ)YY
Apple (AAPL)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
McDonald's (MCD)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
United Technologies (UTX)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
TransAlta (TA)1555
Crescent Point (CPG)1525
ARC Resources (ARX)2315
Potash Corp. (POT)4215
Inter Pipeline (IPL)2215
Talisman Energy (TLM)0005
Husky Energy (HSE)1445
National Bank (NA)5335
BCE Inc. (BCE)3125
Bank of Montreal (BMO)5435
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5353
Power Corp of Canada (POW)5454
First Quantum (FM)5541
National Bank (NA)5335
CIBC (CM)5325
Brookfield (BAM.A)5332
Royal Bank (RY)5324
Bank of Montreal (BMO)5435
Bank of Nova Scotia (BNS)5324
Magna (MG)4252
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Power Corp of Canada (POW)54541.61
SNC-Lavalin (SNC)53531.66
National Bank (NA)53351.92
CIBC (CM)53252.21
Bank of Montreal (BMO)54352.26
Bank of Nova Scotia (BNS)53242.35
Royal Bank (RY)53242.42
Potash Corp. (POT)42152.64
TD Bank (TD)43243.06
Sun Life Financial (SLF)43343.24
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
National Bank (NA)YYY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Potash Corp. (POT)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
First Quantum (FM)Y
Husky Energy (HSE)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Sun Life Financial (SLF)Y
TD Bank (TD)Y
Talisman Energy (TLM)Y
TransAlta (TA)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.

Rothery Report Performance
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