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The Stingy News Weekly (10/19/2014)


"A pack of lemmings looks like a group of rugged individualists compared with Wall Street when it gets a concept in its teeth."
- Warren Buffett


New from StingyInvestor

Oil plunge puts dividends at risk
"While oil consumers are enjoying the lower prices, producers are starting to sweat and their shares are wilting as investors anticipate weaker earnings in the months to come."


Stingy Links

Buffett's stock pickers
"So how have the Oracle's disciples done? Quite impressively, according to our estimates. Both have outpaced the S&P 500 in their time at Berkshire (their compensation is determined by how much they beat that index over three years). Combs has done the better of the two, generating a cumulative return of 116% over the past nearly four years-more than double the S&P's 55% over the same period. Weschler's portfolio is up 81%, but he's had only three years to prove himself. Combs' picks increased an incredible 51% last year alone. And Weschler is well ahead of the market this year."
[Buffett]

Low volatility and value
"A large part of the performance associated with low volatility stocks is clearly being driven by exposures to value; however, there does appear to be some marginal benefit to investing in low volatility stocks."
[Value Investing]

Avoid high beta stocks
"Low volatility investing--either expressed via BETA or IVOL--does show promise. The simulation results are not as dramatic as those for value and momentum based strategies, but the results are certainly interesting."
[Markets]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5145
Chevron (CVX)5555
Pfizer (PFE)2415
McDonald's (MCD)3225
General Electric (GE)2545
Cisco (CSCO)4434
Merck (MRK)1314
Procter & Gamble (PG)2324
Exxon Mobil (XOM)4454
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
AT&T (T)5545
Goldman Sachs (GS)5531
Verizon (VZ)5145
JP Morgan Chase (JPM)5533
Chevron (CVX)5555
IBM (IBM)4132
Exxon Mobil (XOM)4454
Intel (INTC)4424
Wal-Mart (WMT)4353
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55451.85
Verizon (VZ)51452.26
Chevron (CVX)55552.79
JP Morgan Chase (JPM)55333.65
Exxon Mobil (XOM)44543.84
Travelers (TRV)55423.99
McDonald's (MCD)32254.42
Pfizer (PFE)24154.67
IBM (IBM)41324.75
Cisco (CSCO)44344.77
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
Verizon (VZ)YYY
Cisco (CSCO)YY
IBM (IBM)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Pfizer (PFE)YY
Travelers (TRV)YY
General Electric (GE)Y
Goldman Sachs (GS)Y
Intel (INTC)Y
Merck (MRK)Y
Procter & Gamble (PG)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)1415
TransAlta (TA)0445
Enerplus (ERF)1325
BCE Inc. (BCE)3135
Teck Resources (TCK.B)3545
Potash Corp. (POT)2115
Rogers (RCI.B)4135
Husky Energy (HSE)4445
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Manulife (MFC)5433
Brookfield (BAM.A)5431
Canadian Oil Sands (COS)5335
Imperial Oil (IMO)5341
Bank of Nova Scotia (BNS)5324
National Bank (NA)5334
Bombardier (BBD.B)5253
Magna (MG)5252
CIBC (CM)5234
Bank of Montreal (BMO)4424
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)53351.43
Bank of Nova Scotia (BNS)53242.91
CIBC (CM)52342.97
National Bank (NA)53343.03
Manulife (MFC)54333.04
Teck Resources (TCK.B)35453.06
Bank of Montreal (BMO)44243.12
Power Corp of Canada (POW)45543.13
Husky Energy (HSE)44453.24
Rogers (RCI.B)41353.41
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Husky Energy (HSE)YY
Manulife (MFC)YY
National Bank (NA)YY
Rogers (RCI.B)YY
Teck Resources (TCK.B)YY
BCE Inc. (BCE)Y
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
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 06/30/2014)
Average Capital Gain
48.1%



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