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The Stingy News Weekly (10/02/2016)


"Volatility is a symptom that people have no idea of the underlying value"
- Jeremy Grantham


Stingy Links

You don't have to play
"US stock returns should be muted, but not negative. The good news? Many foreign markets are sitting on 3-5% dividend yields and CAPE ratios of 8-15. The equation works much better for those markets and we do expect double digit returns there."
[Markets]

Buffett vs. Vanguard
"He noted that retirement portfolios heavily skewed to equities have traditionally been viewed as risky because of their volatility. But for retirees, there are perhaps two greater risks: that the investor will outlive the portfolio; and that the portfolio's value may not be maximized if passing on wealth is the objective."
[Buffett]

Retirement glidepath
"After considering declining-equity, rising-equity, and static glidepaths, the comprehensive international evidence from 19 countries and the world market over 110 years considered here ultimately suggests that both an all-equity portfolio and a 60-40 stock-bond allocation are simple and very effective strategies for retirees to implement."
[Retirement]

Jason Zweig interview
"In this episode, Jason Zweig and I discuss investing, financial advice, books, and life in general. The method for living discussed in the last 30 minutes will be useful for everyone."
[Zweig]

Berkowitz interview
"An exclusive interview with a deep value investor whose outstanding long term track record has been seriously tested in recent years. Why Fairholme Fund's Bruce Berkowitz says there is light at the end of the tunnel." [video]
[Value Investing]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4145
Chevron (CVX)0545
Pfizer (PFE)1425
IBM (IBM)5145
Caterpillar (CAT)1355
Exxon Mobil (XOM)1545
Coca-Cola (KO)2214
Boeing (BA)2154
Cisco (CSCO)4524
General Electric (GE)2434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
JP Morgan Chase (JPM)5533
American Express (AXP)5441
United Technologies (UTX)5452
IBM (IBM)5145
Apple (AAPL)4222
Verizon (VZ)4145
Cisco (CSCO)4524
Goldman Sachs (GS)4531
Wal-Mart (WMT)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.31
IBM (IBM)51453.66
JP Morgan Chase (JPM)55333.92
Cisco (CSCO)45244.59
United Technologies (UTX)54524.61
Travelers (TRV)55524.71
Wal-Mart (WMT)44535.61
American Express (AXP)54415.66
Apple (AAPL)42226.52
Intel (INTC)34236.66
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Verizon (VZ)YYY
American Express (AXP)YY
Apple (AAPL)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Wal-Mart (WMT)YY
Boeing (BA)Y
Caterpillar (CAT)Y
Chevron (CVX)Y
Coca-Cola (KO)Y
Exxon Mobil (XOM)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
Intel (INTC)Y
Pfizer (PFE)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)2115
Power Corp of Canada (POW)5555
Pembina Pipeline (PPL)1225
CIBC (CM)5335
National Bank (NA)4435
BCE Inc. (BCE)3125
Shaw (SJR.B)5235
Emera (EMA)4325
Bank of Nova Scotia (BNS)5425
TELUS (T)4235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5353
Shaw (SJR.B)5235
CIBC (CM)5335
Power Corp of Canada (POW)5555
Royal Bank (RY)5324
Bank of Nova Scotia (BNS)5425
Bank of Montreal (BMO)5424
Sun Life Financial (SLF)5444
TD Bank (TD)4424
National Bank (NA)4435
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53352.07
Shaw (SJR.B)52352.20
Power Corp of Canada (POW)55552.35
National Bank (NA)44352.83
Bank of Nova Scotia (BNS)54252.87
Royal Bank (RY)53242.89
Bank of Montreal (BMO)54243.18
Emera (EMA)43253.30
Sun Life Financial (SLF)54443.38
Magna (MG)53533.44
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
National Bank (NA)YYY
Power Corp of Canada (POW)YYY
Shaw (SJR.B)YYY
Bank of Montreal (BMO)YY
Emera (EMA)YY
Magna (MG)YY
Royal Bank (RY)YY
Sun Life Financial (SLF)YY
BCE Inc. (BCE)Y
Inter Pipeline (IPL)Y
Pembina Pipeline (PPL)Y
TD Bank (TD)Y
TELUS (T)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 06/30/2016)
Average Capital Gain
48.5%



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