Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly (11/01/2015)


"Based on my own personal experience - both as an investor in recent years and an expert witness in years past - rarely do more than three or four variables really count. Everything else is noise."
- Marty Whitman


New from StingyInvestor

Take advantage of the market
The slides from my talk at the The World MoneyShow in Toronto


Retirement 100 questions answered
"Today I'm going to address a few questions from readers about the Retirement 100, our ranking of Canada's best dividend stocks of 2015, which was recently published online and in the November 2015 issue of MoneySense."


It's time to reap the season's dividend treats
"The high-yield group outperformed the market by an average of 2.2 percentage points annually, which represents a considerable bonus for a very simple strategy. On the other hand, the no-dividend group suffered mightily and lagged the market by an average of 7.3 percentage points annually. As a result, investors should think twice before buying stocks that don't pay dividends."


Stingy Links

The power of nudges
"In the meantime, that deal qualifies as a nudge that violates all three of my guiding principles: The offer was misleading, not transparent; opting out was cumbersome; and the entire package did not seem to be in the best interest of a potential subscriber, as opposed to the publisher."
[Behaviour]

The power of one
"If you're single, you know that retirement planning is tougher for you than it is for couples. You have no one to rely on but yourself, and you can't share expenses or split income. As a result, you can't just take the cost of retirement for couples and divide it by two. Situations vary, but a single person will need to spend roughly 70% as much as a couple to enjoy an equivalent lifestyle in retirement."
[Retirement]

Charlie Munger vs. Valeant
"Months before Valeant Pharmaceuticals International Inc. tumbled under attack from short sellers, Munger told investors in Los Angeles the company reminded him of the excesses of the 1960s conglomerate craze. 'I'm holding my nose,' Warren Buffett's longtime business partner said. Turns out, those remarks were just the start of his concerns."
[Munger]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)3145
Chevron (CVX)2555
Caterpillar (CAT)4455
IBM (IBM)5145
Exxon Mobil (XOM)3545
Procter & Gamble (PG)1335
Wal-Mart (WMT)5554
Pfizer (PFE)1414
Merck (MRK)4324
General Electric (GE)0434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
IBM (IBM)5145
Travelers (TRV)5552
JP Morgan Chase (JPM)5533
Wal-Mart (WMT)5554
Goldman Sachs (GS)5531
Apple (AAPL)4232
American Express (AXP)4331
Merck (MRK)4324
Intel (INTC)4423
Caterpillar (CAT)4455
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
IBM (IBM)51452.63
Wal-Mart (WMT)55543.49
Caterpillar (CAT)44553.56
Verizon (VZ)31453.90
JP Morgan Chase (JPM)55333.99
Chevron (CVX)25554.19
Merck (MRK)43244.41
Travelers (TRV)55524.68
Exxon Mobil (XOM)35454.95
Intel (INTC)44235.12
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
IBM (IBM)YYY
Merck (MRK)YYY
Wal-Mart (WMT)YYY
Chevron (CVX)YY
Exxon Mobil (XOM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
American Express (AXP)Y
Apple (AAPL)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Potash Corp. (POT)4325
Husky Energy (HSE)1545
Crescent Point (CPG)1525
ARC Resources (ARX)1315
Inter Pipeline (IPL)2215
Talisman Energy (TLM)0005
National Bank (NA)5335
TransCanada (TRP)3315
BCE Inc. (BCE)3125
Bank of Nova Scotia (BNS)5325
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5353
Power Corp of Canada (POW)5454
National Bank (NA)5335
First Quantum (FM)5541
CIBC (CM)5225
Royal Bank (RY)5324
Bank of Nova Scotia (BNS)5325
Bank of Montreal (BMO)5434
Brookfield (BAM.A)5332
Potash Corp. (POT)4325
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Potash Corp. (POT)43251.64
Power Corp of Canada (POW)54541.89
SNC-Lavalin (SNC)53531.99
National Bank (NA)53351.99
CIBC (CM)52252.51
Bank of Nova Scotia (BNS)53252.52
Royal Bank (RY)53242.69
Bank of Montreal (BMO)54342.78
TD Bank (TD)43243.37
Shaw (SJR.B)42243.46
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
National Bank (NA)YYY
Potash Corp. (POT)YYY
Bank of Montreal (BMO)YY
CIBC (CM)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
Shaw (SJR.B)Y
TD Bank (TD)Y
Talisman Energy (TLM)Y
TransCanada (TRP)Y
Notes...



The Rothery Report
(Learn More | Subscribe)

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 9/30/2015)
Average Capital Gain
48.6%



Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2017
  11: 06 12 20
  10: 01 07 16 23 30
  09: 04 11 17 23
  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
  02: 05 12 19 26
  01: 02 07 15 22 29
2016
  12: 04 11 18 26
  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
  04: 03 10 17 24
  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
  12: 05 12 19 26
  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
About Dan

Privacy Policy


 
About Us | Legal | Contact Us
Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...