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The Stingy News Weekly (09/14/2014)


"There are two times in a man's life when he should not speculate - when he can't afford it and when he can."
- Mark Twain


New from StingyInvestor

There's no shame in migrating to index funds
"There is no shame in admitting that you're not the next Warren Buffett. The vast majority of investors aren't. Those who figure it out are likely to improve their returns dramatically by following simple low-cost mechanical methods such as investing in low-fee index funds."


Stingy Links

The durable low volatility effect
"One of the basic tenets of finance is that investors are compensated for taking risk. For equity markets, that means that high volatility stocks are expected to outperform low volatility stocks. But that hasn't happened. Low-risk stocks have historically outperformed high-risk stocks."
[Markets]

A few cheap stocks
"The reason that value works is that it is a proxy for expectations. Cheap valuations = lower expectations for the future--but these bleak forecasts often turn out to be too grim. This alternative way of looking at value can help investors identify stocks that are both cheap today, but also have had falling expectations over time. To paraphrase Templeton, the key isn't to find stocks for whom the outlook is good, but to find stocks for whom the outlook it is miserable."
[Value Investing]

A fireside chat with Charlie Munger
"You have to strike the right balance between competency or knowledge on the one hand and gumption on the other. Too much competency and no gumption is no good. And if you don't know your circle of competence, then too much gumption will get you killed. But the more you know the limits to your knowledge, the more valuable gumption is."
[Munger]

A good case of amnesia
"I am fascinated by an anecdote related recently by James O'Shaughnessy of O'Shaughnessy Asset Management. An employee who recently joined his firm told him that Fidelity had studied which customer investing accounts performed the best: They were the ones held by people who had forgotten they even had Fidelity accounts, and so did no buying or selling from them."
[Behaviour]

Charles Munger: Secrets of Buffett's Success
"Why did nearly 250 investors converge on Los Angeles this past week to listen to a 90-year-old man address the annual meeting of a tiny legal-publishing and software company? To hear Charles T. Munger - better known as Warren Buffett's right-hand man - expound on one of his least-known holdings and just about everything else."
[Munger]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5145
Pfizer (PFE)3415
Chevron (CVX)5555
McDonald's (MCD)3125
General Electric (GE)2535
Procter & Gamble (PG)2334
Cisco (CSCO)4424
Merck (MRK)1314
Coca-Cola (KO)1214
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
AT&T (T)5545
Verizon (VZ)5145
Chevron (CVX)5555
Goldman Sachs (GS)5531
IBM (IBM)5132
Exxon Mobil (XOM)4454
JP Morgan Chase (JPM)4533
Wal-Mart (WMT)4353
UnitedHealth (UNH)4451
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55451.90
Verizon (VZ)51452.38
Chevron (CVX)55553.36
Travelers (TRV)55523.92
Exxon Mobil (XOM)44544.24
McDonald's (MCD)31254.87
Pfizer (PFE)34155.24
IBM (IBM)51325.25
Cisco (CSCO)44245.59
JP Morgan Chase (JPM)45335.77
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Chevron (CVX)YYY
Verizon (VZ)YYY
Cisco (CSCO)YY
Exxon Mobil (XOM)YY
IBM (IBM)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Pfizer (PFE)YY
Travelers (TRV)YY
Coca-Cola (KO)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
Merck (MRK)Y
Procter & Gamble (PG)Y
UnitedHealth (UNH)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Penn West Petroleum (PWT)0545
Crescent Point (CPG)1315
Canadian Oil Sands (COS)5335
TransAlta (TA)0545
BCE Inc. (BCE)3135
Enerplus (ERF)1325
Rogers (RCI.B)4135
Potash Corp. (POT)2115
ARC Resources (ARX)1215
Shaw (SJR.B)3235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Manulife (MFC)5533
Brookfield (BAM.A)5442
National Bank (NA)5334
Imperial Oil (IMO)5341
Bank of Nova Scotia (BNS)5324
Bombardier (BBD.B)5253
Bank of Montreal (BMO)5424
Canadian Oil Sands (COS)5335
CIBC (CM)5234
Power Corp of Canada (POW)4554
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)53352.03
National Bank (NA)53343.29
Bank of Nova Scotia (BNS)53243.40
Bank of Montreal (BMO)54243.50
CIBC (CM)52343.57
BCE Inc. (BCE)31353.57
Manulife (MFC)55333.73
Rogers (RCI.B)41353.78
Royal Bank (RY)42243.81
Power Corp of Canada (POW)45543.82
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Manulife (MFC)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
Rogers (RCI.B)YY
ARC Resources (ARX)Y
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Imperial Oil (IMO)Y
Penn West Petroleum (PWT)Y
Potash Corp. (POT)Y
Royal Bank (RY)Y
Shaw (SJR.B)Y
TransAlta (TA)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 06/30/2014)
Average Capital Gain
48.1%



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Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...