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The Stingy News Weekly (10/29/2016)


"Debt is always repaid, either by the borrower or by the lender."
- James Grant


New from StingyInvestor

The salary class
"A few years ago he gave investors a second choice that proved to be even more popular. Investors in the ROMC Fund 'salary series,' pay Mr. McLean a flat annual salary for his services. As a result, the fractional fee they pay declines as the fund's assets rise, which is highly unusual. Indeed, it is - as far as I can tell - unique for a Canadian hedge fund." [$]


The price of financial advice
"The good news is there are several ways to cut fees, some without cutting out an advisor. Broadly speaking there are three ways to do it. You can keep the individualized advice but move to a portfolio of low-fee funds. Or you can opt to do your own planning and choose a low-fee portfolio of professionally managed funds. Finally, those with sufficient knowledge and experience can do it on their own and cut costs to the bone."


Dividend All-Stars 2016
"We're pleased to say that our efforts have also been highly profitable over the long term. If you had purchased an equal dollar amount of each A-graded stock in your RRSP and rolled the proceeds into the new ones each year, you'd have gained a total of 148% since we started back in 2007. Similarly, a portfolio of A and B stocks would have climbed 88%. By way of comparison, the S&P/TSX Composite ETF (XIC) logged a return of 39% over the same period while the Select Dividend ETF (XDV) advanced 50%."


Stingy Links

How Venezuela imploded
"Things are pretty bad right now in Venezuela. Grocery stores don't have enough food. Hospitals don't have basic supplies, like gauze. Child mortality is spiking. Businesses are shuttering. It's one of the epic economic collapses of our time. And it was totally avoidable."
[World]

Of milk cows and moats
"When considering businesses that rely on a given locality, ask how the health of the locality affects the business. It's worth considering. For those who invest in municipal bonds, it is a critical factor. Particularly as the Baby Boomers age, weak municipalities will come under pressure. Stick with strong municipalities, and services that would be impossible to do without."
[Government]

Watching the flows
"As the available research shows (and anyone with experience in the business knows), flows follow performance. To varying degrees, it is true in every part of the investment world. Individuals and institutional investors alike chase performance. Avoiding that tendency is behaviorally difficult but essential for long-term success"
[Behaviour]

Give up the news for a week
"No matter what your reasons for being a news junkie, researchers are finding that consuming news on an hourly or even daily basis is bad for your brain. Studies have shown that an overabundance of news can make you depressed, anxious, and, for the most part, doesn't usually provide you with the ability to actually change or influence anything being reported."
[Behaviour]

Choose time over money
"Although the majority of people chose more money, choosing more time was associated with greater happiness - even controlling for existing levels of available time and money."
[Behaviour]

Semi-retirement is more fun
"I have described elsewhere that my vision of Semi-Retirement is to find a balance that.s neither too busy and stressful nor too leisurely and boring: or as the subtitle of the book has it, Work while you play, Play while you work."
[Retirement]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4145
Chevron (CVX)0545
Pfizer (PFE)2325
IBM (IBM)5145
Caterpillar (CAT)1455
Exxon Mobil (XOM)1545
Cisco (CSCO)4524
McDonald's (MCD)3114
Coca-Cola (KO)2214
General Electric (GE)2434
Notes | More Info...


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


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41452.93
IBM (IBM)51453.39
Cisco (CSCO)45244.26
JP Morgan Chase (JPM)55334.29
Travelers (TRV)55524.45
United Technologies (UTX)54524.49
Wal-Mart (WMT)44535.27
Intel (INTC)44235.45
American Express (AXP)54416.12
McDonald's (MCD)31146.29
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Verizon (VZ)YYY
American Express (AXP)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Wal-Mart (WMT)YY
Apple (AAPL)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)3115
CIBC (CM)5335
Power Corp of Canada (POW)5555
Pembina Pipeline (PPL)1225
National Bank (NA)4435
BCE Inc. (BCE)3125
Shaw (SJR.B)5335
Emera (EMA)4325
TELUS (T)3235
Bank of Nova Scotia (BNS)5425
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
Shaw (SJR.B)5335
CIBC (CM)5335
Power Corp of Canada (POW)5555
Royal Bank (RY)5324
Bank of Montreal (BMO)5424
Bank of Nova Scotia (BNS)5425
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)53352.04
Shaw (SJR.B)53352.14
Power Corp of Canada (POW)55552.52
National Bank (NA)44352.97
Royal Bank (RY)53243.07
Bank of Nova Scotia (BNS)54253.09
Bank of Montreal (BMO)54243.14
Emera (EMA)43253.21
Magna (MG)54533.24
Inter Pipeline (IPL)31153.68
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
Inter Pipeline (IPL)YY
Magna (MG)YY
Royal Bank (RY)YY
BCE Inc. (BCE)Y
Pembina Pipeline (PPL)Y
Sun Life Financial (SLF)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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