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The Stingy News Weekly (09/19/2014)


"I make Homer Simpson look active."
- Tim McElvaine


New from StingyInvestor

Cursed dividend stocks
"My last post was devoted to dividend stocks with pep, which highlighted dividend payers that have outperformed over the last year. Such stocks are said to have positive momentum. But momentum works both ways. On the plus side, studies have shown that top performers usually go on to do well. On the other hand, stocks that have trailed the market often continue to slide."


Stingy Links

The wrath of Warren Buffett
"But this was one time where Buffett's laissez-faire management style would fail him. Some years later, a Benjamin Moore CEO began pursuing a strategy that chipped away at Buffett's pledge. By 2012 the CEO was nearing a deal-an agreement to sell through Lowe's-that would have shattered the promise. Buffett got wind of the plan, intervened, and scotched the arrangement. But the damage was done: Dealers revolted and today, two years later, the company is still recovering from the tumult, still searching for ways to expand its sales, and still working to regain the trust of its 4,200 dealers."
[Buffett]

The large-stock value premium
"Recently, we have seen a rise in the level of discussion about whether there is a significant value premium in large-cap stocks. The value premium is the tendency of stocks with low prices relative to measures of their value to outperform stocks with high relative prices. Since large-cap stocks make up about 90 percent of the total global market capitalization, this is an important issue."
[Value Investing]

Strategic news releases
"We show that CEOs strategically time corporate news releases to coincide with months in which their equity vests. These vesting months are determined by equity grants made several years prior, and thus unlikely driven by the current information environment. CEOs reallocate news into vesting months, and away from prior and subsequent months. They release 5% more discretionary news in vesting months than prior months, but there is no difference for non-discretionary news. These news releases lead to favourable media coverage, suggesting they are positive in tone. They also generate a temporary run-up in stock prices and market liquidity, potentially resulting from increased investor attention or reduced information asymmetry. The CEO takes advantage of these effects by cashing out shortly after the news releases."
[Academia]

Dreaming of a cheap tropical retirement?
"Moving to a low-cost, tropical paradise, where $30,000 a year can put a couple into the upper middle class, is fast becoming the dream du jour for fifty-somethings who find themselves short on retirement funds."
[Retirement]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5145
McDonald's (MCD)4125
Chevron (CVX)5555
Pfizer (PFE)3415
General Electric (GE)2545
Procter & Gamble (PG)2324
Cisco (CSCO)4434
Merck (MRK)1314
Coca-Cola (KO)1214
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
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)55452.01
Verizon (VZ)51452.58
Chevron (CVX)55553.47
Travelers (TRV)55424.10
Exxon Mobil (XOM)44544.36
McDonald's (MCD)41254.98
IBM (IBM)51325.39
Pfizer (PFE)34155.58
Cisco (CSCO)44345.60
JP Morgan Chase (JPM)45335.99
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
Canadian Oil Sands (COS)5335
Crescent Point (CPG)1315
TransAlta (TA)0445
Enerplus (ERF)1325
BCE Inc. (BCE)3135
Rogers (RCI.B)4135
Teck Resources (TCK.B)3545
Potash Corp. (POT)2115
Shaw (SJR.B)3235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Manulife (MFC)5533
Brookfield (BAM.A)5441
Bombardier (BBD.B)5253
Imperial Oil (IMO)5341
National Bank (NA)5334
Bank of Nova Scotia (BNS)5324
Bank of Montreal (BMO)5424
Canadian Oil Sands (COS)5335
CIBC (CM)5234
Magna (MG)4252
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)53351.93
Bank of Nova Scotia (BNS)53243.27
National Bank (NA)53343.29
BCE Inc. (BCE)31353.43
Bank of Montreal (BMO)54243.48
CIBC (CM)52343.49
Rogers (RCI.B)41353.54
Manulife (MFC)55333.69
Royal Bank (RY)42243.77
Power Corp of Canada (POW)45543.92
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
Rogers (RCI.B)YY
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Imperial Oil (IMO)Y
Magna (MG)Y
Penn West Petroleum (PWT)Y
Potash Corp. (POT)Y
Power Corp of Canada (POW)Y
Royal Bank (RY)Y
Shaw (SJR.B)Y
Teck Resources (TCK.B)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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Average Capital Gain
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