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The Stingy News Weekly (10/18/2015)


"Success is the ability to go from one failure to another with no loss of enthusiasm."
- Winston Churchill


New from StingyInvestor

The ability to suffer
"The capacity to suffer for a good cause is admired in heroes. But it also happens to be a quality that money manager Thomas Russo, of Gardner Russo & Gardner, looks for when selecting stocks. He's a devotee of Warren Buffett and seeks out high-quality businesses - that can withstand a few sword fights - with the view to holding them for the long term." [$]


Investing books to be thankful for
"When it comes to investing, I'm thankful for the great investors - both past and present - who've shared their wisdom through their writings. While many authors helped me along the way, I'm going to focus today on four books that have made an impact on my portfolio over the years."


Stingy Links

Interview with contrarian David Dreman
"Dreman is also well known for sticking to a bottom-up, low PE stock-picking approach. In the interview below, he explains the extensive research that has proven the quality of the strategy, where he sees opportunities in the market and the 19th century book he says investors should read."
[Dreman]

Michael Lewis on Tom Wolfe
"Michael Lewis delves deep into the archives of the legendary reporter turned novelist to discover what made the man in the white suit the voice of a journalistic generation."
[Books]

Fall 2015 Graham & Doddsville
"The average investor tends to invest in the strongest past returns and get the worst forward returns."
[Value Investing]

What they don't teach you
"There are no classes called 'Investing is Hard.' This was probably the main message I tried to convey to these students because they were in a class that required them to invest real money on behalf of the school through their class. No one ever really tells you how hard it can be to earn excess returns in the markets. At that age you're worried about creating the most precise Excel model you can to accurately value a business. Figuring out that successful investing is not easy is actually one of the first steps you have to take to become a better investor."
[Academia]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)3145
Chevron (CVX)4555
Caterpillar (CAT)5455
Exxon Mobil (XOM)3555
Procter & Gamble (PG)1335
Merck (MRK)3425
IBM (IBM)4144
Wal-Mart (WMT)5454
Pfizer (PFE)1314
McDonald's (MCD)2114
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
JP Morgan Chase (JPM)5533
Goldman Sachs (GS)5531
Caterpillar (CAT)5455
Wal-Mart (WMT)5454
Apple (AAPL)4222
IBM (IBM)4144
United Technologies (UTX)4442
American Express (AXP)4331
Chevron (CVX)4555
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Caterpillar (CAT)54552.69
Chevron (CVX)45553.00
Verizon (VZ)31453.68
Wal-Mart (WMT)54543.69
JP Morgan Chase (JPM)55333.76
IBM (IBM)41443.82
Exxon Mobil (XOM)35554.15
Travelers (TRV)55424.22
Merck (MRK)34254.30
United Technologies (UTX)44424.85
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
IBM (IBM)YYY
Wal-Mart (WMT)YYY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
Merck (MRK)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Verizon (VZ)YY
American Express (AXP)Y
Apple (AAPL)Y
Goldman Sachs (GS)Y
McDonald's (MCD)Y
Pfizer (PFE)Y
Procter & Gamble (PG)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
Talisman Energy (TLM)0005
Husky Energy (HSE)1545
National Bank (NA)5435
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
Power Corp of Canada (POW)5454
National Bank (NA)5435
First Quantum (FM)5541
CIBC (CM)5325
Bank of Nova Scotia (BNS)5425
Royal Bank (RY)5324
Brookfield (BAM.A)5332
Magna (MG)5252
Bank of Montreal (BMO)4434
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Power Corp of Canada (POW)54541.79
National Bank (NA)54351.79
Potash Corp. (POT)42251.88
SNC-Lavalin (SNC)53532.02
Bank of Nova Scotia (BNS)54252.42
CIBC (CM)53252.45
Royal Bank (RY)53242.64
Bank of Montreal (BMO)44342.73
TD Bank (TD)43243.21
Shaw (SJR.B)42243.59
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
Shaw (SJR.B)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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