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The Stingy News Weekly (09/20/2015)


"If the job has been correctly done when a common stock is purchased, the time to sell it is almost never."
- Philip Fisher


New from StingyInvestor

What's in it for your adviser?
"If you stick to a fairly conservative mix of Canadian bonds - like that offered by the Vanguard Aggregate Bond ETF - you'll likely get similar yields on a before-fee basis. Thing is, the average annual fee for the portfolio I was looking at was 2.1 per cent. Subtract the fee from the expected yield of 1.9 per cent and the investor might expect to lose about 0.6 per cent annually on the bonds. That's not much of an investment." [$]


The state of Canadian dividend stocks
"More positively, yields are relatively high. The average yield provided by Canadian dividend stocks is 4.3% and the median yield is 3.7%. That's more than the paltry yields offered by bank accounts these days, but dividend stocks do come with a side order of risk."


Stingy Links

The best way to be smart
"So how then do we channel our inner Munger? In this episode of the a16z Podcast, we discuss how to think about thinking; why the best investors and business leaders spend more time on what they don't know; and how the best way to be smart is to - not be stupid."
[Munger]

Life of the McDonald's franchisee
"His final day as a franchisee was a Tuesday last November. He went to the Hastings restaurant that evening to meet Berg. They counted uniforms and emptied the safe of Jarvis's cash. Berg wrote Jarvis a check for the inventory; Jarvis posed for a farewell photo with Snyder. He didn't leave till after midnight. His eyes well up at the memory. 'It's like I sold my family,' he says."
[Stocks]

Popping the publishing bubble
"However, while the concern over ad-blockers may be too early, publisher angst is arguably too late: if iOS 9 ad blockers do end up causing serious harm it is only because the publishers have been living in an unsustainable bubble that is going to pop sooner rather than later."
[Media]

Ad-Blocking
"The sands they are a-shifting. We have spam blockers, a whole industry trying to weed out bad e-mail, but we can.t get rid of bad ads? Come on."
[Media]

TFSAs and OAS
"One of the most intriguing facets of last week's leaders. debate was the determination with which all candidates steered clear of two issues that directly affect your personal bottom line. Anyone listening to the debate would have no clue that ordinary folks feel at all attached to their tax-free savings accounts (TFSAs) or Old Age Security (OAS)."
[Retirement]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)5555
Verizon (VZ)2145
Caterpillar (CAT)5455
Exxon Mobil (XOM)4555
Procter & Gamble (PG)1335
General Electric (GE)0445
IBM (IBM)4144
McDonald's (MCD)2124
Merck (MRK)3314
Pfizer (PFE)1414
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5533
Chevron (CVX)5555
Caterpillar (CAT)5455
Intel (INTC)4434
IBM (IBM)4144
Exxon Mobil (XOM)4555
United Technologies (UTX)4442
Apple (AAPL)4222
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.18
Caterpillar (CAT)54552.86
Exxon Mobil (XOM)45553.22
IBM (IBM)41443.53
Verizon (VZ)21453.66
Intel (INTC)44343.71
Travelers (TRV)55423.73
JP Morgan Chase (JPM)55333.81
Wal-Mart (WMT)44534.28
Merck (MRK)33144.42
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
IBM (IBM)YYY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Merck (MRK)YY
Travelers (TRV)YY
Verizon (VZ)YY
Apple (AAPL)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
McDonald's (MCD)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
United Technologies (UTX)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
TransAlta (TA)1555
Crescent Point (CPG)1525
ARC Resources (ARX)2315
Potash Corp. (POT)4215
Inter Pipeline (IPL)2215
Husky Energy (HSE)1445
Talisman Energy (TLM)0005
National Bank (NA)5335
Bank of Nova Scotia (BNS)5325
BCE Inc. (BCE)3125
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5353
Power Corp of Canada (POW)5454
National Bank (NA)5335
First Quantum (FM)5531
CIBC (CM)5325
Brookfield (BAM.A)5332
Bank of Nova Scotia (BNS)5325
Royal Bank (RY)5324
Bank of Montreal (BMO)5434
Magna (MG)4252
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
SNC-Lavalin (SNC)53531.63
Power Corp of Canada (POW)54541.67
National Bank (NA)53351.97
CIBC (CM)53252.21
Bank of Nova Scotia (BNS)53252.25
Bank of Montreal (BMO)54342.37
Potash Corp. (POT)42152.42
Royal Bank (RY)53242.53
TD Bank (TD)43243.12
Sun Life Financial (SLF)43433.30
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
National Bank (NA)YYY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Potash Corp. (POT)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
First Quantum (FM)Y
Husky Energy (HSE)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Sun Life Financial (SLF)Y
TD Bank (TD)Y
Talisman Energy (TLM)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 6/30/2015)
Average Capital Gain
49.5%



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