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The Stingy News Weekly (09/11/2017)


"I quickly convinced myself that the true key to happiness lay in a modest standard of living which could be achieved with little difficulty under almost all economic conditions."
- Ben Graham


New from StingyInvestor

The return of the cats and dogs
"The Safer Canadian Dogs and Climbing Cats are back after their brief summer vacation and are raring to go."


Stingy Links

Tim's letter
"I realize the general market is relatively expensive and there are many uncertainties. This is reflected in our cash position which represents just under 25% of our net assets at June 30th. Additionally, in August we purchased a modest amount of portfolio insurance in the fashion of 'put options'. The recent sale of our position in Polaris will raise cash to over 35% of net assets giving us both downside protection and the ability to take advantage of investment opportunities."
[Value Investing]

The front test
"The biggest problem for investors is never finding a good backtest. That's the easy part. The hard part is passing the front test by understanding your parameters, filters, and guidelines enough to be able to implement it in the real world and stick with it when it's out of favor."
[Markets]

Seth returns cash
"Value investors seek stocks that they believe are undervalued by the market. A more than eight-year bull market has made stocks expense on a number of historical measures, leaving fewer bargains to be found."
[Value Investing]

ILTB with Meb Faber
"Meb is a quantitative researcher whose firm Cambria has been behind many interesting investment strategies that break the Wall Street mold. We talk investing factors, dividends, angel investing, podcasts and more." [audio]
[Markets]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BP/SYield
Cenovus Energy (CVE)5553
Barrick Gold (ABX)5331
Teck Resources (TECK.B)5541
Magna (MG)5453
Husky Energy (HSE)5550
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
First Quantum (FM)0521
Goldcorp (G)2521
Husky Energy (HSE)5550
Teck Resources (TECK.B)5541
Cameco (CCO)0533
Power Corp of Canada (POW)5555
Valeant Pharma (VRX)0550
Manulife (MFC)4544
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
Magna (MG)Y
Manulife (MFC)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)5155
IBM (IBM)5245
General Electric (GE)1445
Exxon Mobil (XOM)2545
Chevron (CVX)1545
Pfizer (PFE)2324
Cisco (CSCO)4424
Coca-Cola (KO)1114
Intel (INTC)4434
Procter & Gamble (PG)4324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
Verizon (VZ)5155
IBM (IBM)5245
Travelers (TRV)5553
JP Morgan Chase (JPM)5522
Intel (INTC)4434
United Technologies (UTX)4453
Procter & Gamble (PG)4324
Cisco (CSCO)4424
Walt Disney (DIS)4332
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5522
Travelers (TRV)5553
Chevron (CVX)1545
Exxon Mobil (XOM)2545
Cisco (CSCO)4424
Intel (INTC)4434
General Electric (GE)1445
United Technologies (UTX)4453
Wal-Mart (WMT)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
Procter & Gamble (PG)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Verizon (VZ)YY
Coca-Cola (KO)Y
Pfizer (PFE)Y
Wal-Mart (WMT)Y
Walt Disney (DIS)Y
Notes...



The Rothery Report
(Learn More | Subscribe)

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%


Stingy News Weekly
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2017
  09: 04 11 17
  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
  02: 05 12 19 26
  01: 02 07 15 22 29
2016
  12: 04 11 18 26
  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
  04: 03 10 17 24
  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
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  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
  12: 05 12 19 26
  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
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