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The Stingy News Weekly (10/04/2015)


"there are all kinds of wonderful new inventions that give you nothing as owners except the opportunity to spend a lot more money in a business that's still going to be lousy. The money still won't come to you. All of the advantages from great improvements are going to flow through to the customers."
- Charlie Munger


New from StingyInvestor

Style swapping
"It's been a hard year for Canadian value investors. Those who wisely steered clear of the resource sector might be down only a little bit. But others will have to do some belt tightening this Thanksgiving." [$]


Can I have some more yield, please?
"Income investors looking for satisfactory yields from bonds are feeling like the rich relatives of Oliver Twist these days. They just want a little more, please. They can get it - and use some of the extra income to help the poor - if they turn to the admittedly riskier world of dividend stocks."


Stingy Links

Relationships and credit scores
"One new place where credit scores could prove useful is analyzing a prospective spouse."
[Behaviour]

How not to wipe out with momentum
"Front runners and high transaction costs, a function of the strategy's required high turnover, largely destroy the potential benefits of a momentum-based passive portfolio."
[Momentum]

The active share debate
"There is an interesting discussion in the geeky world of academic finance literature between the intellectual muscle at AQR and academia."
[Academia]

Building optimal value portfolios
"The authors also found that, due to a diversification benefit, a 50/50 blend of B/P and E/P outperformed both single-metric strategies during most 10-year periods between 1973 and 2013. The blended strategy had the highest annualized return: 14.21 percent per year over the period January 1973 through December 2013, followed by E/P with 13.48 percent per year and B/P with 12.79 percent per year."
[Value Investing]

Are buybacks an oasis or a mirage?
"The dilution rate for the U.S. equity market in 2014 was 1.8% compared to the historical dilution rate of 1.7% over the 80-year period from 1935 to 2014."
[Accounting]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)3145
Chevron (CVX)5555
Caterpillar (CAT)5455
Exxon Mobil (XOM)4555
Procter & Gamble (PG)1335
General Electric (GE)0445
IBM (IBM)4144
Merck (MRK)3324
McDonald's (MCD)2114
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
Caterpillar (CAT)5455
Chevron (CVX)5555
IBM (IBM)4144
Apple (AAPL)4222
United Technologies (UTX)4442
Intel (INTC)4433
American Express (AXP)4331
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Caterpillar (CAT)54552.39
Chevron (CVX)55552.40
Verizon (VZ)31453.38
Exxon Mobil (XOM)45553.51
IBM (IBM)41443.53
Travelers (TRV)55423.76
JP Morgan Chase (JPM)55333.80
Merck (MRK)33244.08
Intel (INTC)44334.10
Wal-Mart (WMT)34534.49
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
IBM (IBM)YYY
Exxon Mobil (XOM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Merck (MRK)YY
Travelers (TRV)YY
Verizon (VZ)YY
American Express (AXP)Y
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
Potash Corp. (POT)4225
Crescent Point (CPG)1525
ARC Resources (ARX)1315
Inter Pipeline (IPL)2215
Husky Energy (HSE)1445
Talisman Energy (TLM)0005
National Bank (NA)5335
Bank of Nova Scotia (BNS)5425
TransCanada (TRP)3325
BCE Inc. (BCE)3125
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5353
First Quantum (FM)5541
Power Corp of Canada (POW)5454
National Bank (NA)5335
Bank of Nova Scotia (BNS)5425
CIBC (CM)5325
Royal Bank (RY)5324
Brookfield (BAM.A)5332
Teck Resources (TCK.B)5554
Bank of Montreal (BMO)4434
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Power Corp of Canada (POW)54541.66
Potash Corp. (POT)42251.68
SNC-Lavalin (SNC)53531.76
National Bank (NA)53351.78
Bank of Nova Scotia (BNS)54252.19
CIBC (CM)53252.31
Royal Bank (RY)53242.49
Teck Resources (TCK.B)55542.52
Bank of Montreal (BMO)44342.53
TD Bank (TD)43243.12
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
Teck Resources (TCK.B)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
TD Bank (TD)Y
Talisman Energy (TLM)Y
TransCanada (TRP)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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