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The Stingy News Weekly (09/11/2016)


"People like the robber barons assumed that the doctrine of the survival of the fittest authenticated them as deserving power. You know, "I'm the richest. Therefore, I'm the best. God's in his heaven, etc." And that reaction of the robber barons was so irritating to people that it made it unfashionable to think of an economy as an ecosystem. But the truth is that it is a lot like an ecosystem. And you get many of the same results."
- Charlie Munger


New from StingyInvestor

Boost returns with low P/E stocks
"You can see that adding the low-P/E requirement boosted returns in a big way. The low-P/E portfolio generated compound average annual returns of 13.79%, which is just over four percentage points more than the annual compound return of the baseline portfolio."


Stingy Links

Nudges take a battering
"In yet another setback for the field, researchers have failed to replicate two studies showing that basic techniques can reduce racial achievement gaps and improve voter turnout."
[Behaviour]

Plenty of stocks
"The prudent course for any retiree is to plan on a longer-than-normal life. Retirees typically liquidate only a small portion of their assets every year. Accordingly, the mere act of retiring should not prompt any change in your exposure to the financial asset - common stock - that is almost certain to produce the highest returns over the long run."
[Retirement]

Uses of cash
"Less recognized is that nearly half of S&P 500 revenues come from overseas. Therefore, a strengthening dollar can substantially hamper U.S. company earnings and long term competitiveness."
[Markets]

Underperformance: not a bug, a feature
"Berkshire Hathaway is a glaring example. If you look at Berkshire Hathaway on a daily, weekly, monthly, quarterly, or six-month basis over its entire history, an investor in Berkshire Hathaway would have underperformed the S&P 500 more than half the time. But despite that, an investor in Berkshire Hathaway would have made tremendously more money than an investor in the S&P 500."
[Markets]

Dead or just painful
"On the one hand, stock-selection momentum strategies can have the potential to generate excess expected returns over the long run; on the other hand, these strategies sometimes generate massive amounts of investor pain when they inevitably go through long bouts of poor relative performance. It's a kind of quid pro quo: in order to access the potential gain, you must willing to accept the potential pain."
[Momentum Investing]

Corruption in Canada
"Kathy Tomlinson reveals how loopholes and lax oversight are making it easy for a network of local and foreign speculators to play the system, and, in the process, fuel the steep rise in Vancouver home prices"
[Real Estate]

A culture problem at Wells
"Everyone hates paying bank fees. But imagine paying fees on a ghost account you didn't even sign up for. That's exactly what happened to Wells Fargo customers nationwide."
[Management]


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
Boeing (BA)2154
Cisco (CSCO)4524
Coca-Cola (KO)2214
Procter & Gamble (PG)2324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
JP Morgan Chase (JPM)5533
American Express (AXP)5441
Apple (AAPL)5332
United Technologies (UTX)5453
IBM (IBM)4145
Cisco (CSCO)4524
Verizon (VZ)4145
Wal-Mart (WMT)4453
Goldman Sachs (GS)4531
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.28
IBM (IBM)41453.52
JP Morgan Chase (JPM)55333.92
Cisco (CSCO)45244.34
Travelers (TRV)55524.70
United Technologies (UTX)54534.71
Wal-Mart (WMT)44535.33
Apple (AAPL)53325.44
Intel (INTC)34235.87
American Express (AXP)54416.47
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
Pfizer (PFE)Y
Procter & Gamble (PG)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3115
Power Corp of Canada (POW)5555
Pembina Pipeline (PPL)1225
CIBC (CM)5325
National Bank (NA)4435
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
CIBC (CM)5325
Power Corp of Canada (POW)5555
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)4435
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Shaw (SJR.B)53352.05
CIBC (CM)53252.12
Power Corp of Canada (POW)55552.22
Royal Bank (RY)53242.85
Bank of Nova Scotia (BNS)54252.89
National Bank (NA)44352.95
Magna (MG)54533.00
Sun Life Financial (SLF)54443.13
Bank of Montreal (BMO)54343.15
Emera (EMA)43253.28
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
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