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The Stingy News Weekly: 09/17/2019


Stingy Links

Why value investing works
"Greenblatt's simple idea is so insightful. Value investing works (over the long term) because it sometimes does not work (in the short term)."
[Value Investing]

Low vol is not the new value
"Investors that sort the stock market for cheap stocks are primarily looking to generate excess returns by buying companies that might be somewhat unpleasant to hold given firm- or sector-specific issues. On the other hand, investors buying low-risk stocks are hoping for equity-like returns with a reduced downside. These are two fundamentally different investment philosophies."
[Markets]

Private equity destroys investors' wealth
"A passive portfolio of small, low EBITDA multiple stocks with modest leverage and hold-to-maturity accounting produces an unconditional return distribution that is highly consistent with that of the pre-fee aggregate private equity index."
[Markets]

Thomas Braziel on distressed activism
"Thomas Braziel is the managing partner at 507 Capital, an investment firm specializing in unlisted credit opportunities. Thomas hunts for very unusual, off-the-run opportunities in bankruptcy, and presses his claims through activism, receivership and other active means." [video]
[Value Investing]

The cost of waiting
"My results show that any stock/bond portfolio combination (even a 100% bond portfolio) would have, on average, outperformed a 24-month DCA into an all-stock portfolio."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)CDDA
Enbridge (ENB)DBCA
Power Corp of Canada (POW)BAAA
CIBC (CM)ABBA
BCE Inc. (BCE)DDDA
Husky Energy (HSE)AAAA
Pembina Pipeline (PPL)CCDA
Bank of Nova Scotia (BNS)BBCA
TELUS (T)CDCA
TC Energy (TRP)CCEA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)AABD
Teck Resources (TECK.B)AABE
Magna (MG)ABAC
Husky Energy (HSE)AAAA
Manulife (MFC)AAAB
Imperial Oil (IMO)AABC
Cdn Natural Resources (CNQ)AACB
Thomson Reuters (TRI)AEEC
CIBC (CM)ABBA
Nutrien (NTR)AABB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Husky Energy (HSE)AAAA
First Quantum (FM)BABE
Teck Resources (TECK.B)AABE
EnCana (ECA)AABD
Cenovus Energy (CVE)EAAD
Power Corp of Canada (POW)BAAA
Cameco (CCO)EADE
Manulife (MFC)AAAB
Imperial Oil (IMO)AABC
Cdn Natural Resources (CNQ)AACB
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Husky Energy (HSE)YYY
CIBC (CM)YY
Cdn Natural Resources (CNQ)YY
EnCana (ECA)YY
Imperial Oil (IMO)YY
Manulife (MFC)YY
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Nova Scotia (BNS)Y
Cameco (CCO)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
TC Energy (TRP)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)CBAA
IBM (IBM)ADBA
DuPont (DD)EAAA
Verizon (VZ)BCBA
Pfizer (PFE)BCDA
Chevron (CVX)BABA
3M (MMM)CECB
Walgreens (WBA)ABAB
Caterpillar (CAT)ADBB
JP Morgan Chase (JPM)AADB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
Walgreens (WBA)ABAB
Intel (INTC)ABCC
JP Morgan Chase (JPM)AADB
Caterpillar (CAT)ADBB
IBM (IBM)ADBA
Travelers (TRV)BAAD
American Express (AXP)BCCE
Verizon (VZ)BCBA
Chevron (CVX)BABA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
DuPont (DD)EAAA
Chevron (CVX)BABA
Travelers (TRV)BAAD
JP Morgan Chase (JPM)AADB
Exxon Mobil (XOM)CBAA
Walgreens (WBA)ABAB
Walt Disney (DIS)CBDE
United Technologies (UTX)DBBD
Intel (INTC)ABCC
Notes | More Info...


US Stock SummaryYieldP/EP/B
Chevron (CVX)YYY
JP Morgan Chase (JPM)YYY
Walgreens (WBA)YYY
Caterpillar (CAT)YY
DuPont (DD)YY
Exxon Mobil (XOM)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
Travelers (TRV)YY
Verizon (VZ)YY
3M (MMM)Y
American Express (AXP)Y
Pfizer (PFE)Y
United Technologies (UTX)Y
Walt Disney (DIS)Y
Notes...



Stingy News Weekly
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The Rothery Report

2019
  12: 03
  11: 03 08 16 22 27
  10: 04 11 18 22
  09: 06 11 17 25
  08: 12 19 31
  07: 07 26 31
  06: 06 15 21 26
  05: 01 08 15 20 27
  04: 03 13 16 21
  03: 04 12 18 25
  02: 05 13 20 25
  01: 01 08 16 22 28
2018
  12: 03 11 17 26
  11: 01 05 12 19 26
  10: 09 15 22
  09: 06 10 17 24 30
  08: 07 13 22 28
  07: 02 09 16 23 30
  06: 04 12 19 25
  05: 08 14 23 28
  04: 02 10 16 22 30
  03: 05 12 19 27
  02: 05 12 20 26
  01: 01 08 15 22 29
2017
  12: 04 11 18 24
  11: 06 12 20 27
  10: 01 07 16 23 30
  09: 04 11 17 23
  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
  07: 03 10 17 24
  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
  01: 03 10 17 24 31

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