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The Stingy News Weekly (11/08/2015)


"Volatility is a symptom that people have no idea of the underlying value"
- Jeremy Grantham


Stingy Links

Carl Icahn on activist investing
Carl Icahn talks about his approach at the 2015 DealBook conference. [video]
[Value Investing]

How patient an investor are you?
"For investors, your lack of patience, both at an individual and institutional level, is forcing investment managers to take steps to control their own business risk and become sensitive to benchmark tracking error. If you want to know who to blame for closet indexing, look in the mirror."
[Behaviour]

Value Investing is difficult
"Even with a sound approach to equity investing, you should expect multi-year periods where crazy things happen."
[Value Investing]

No place for 1.75% trailer fees
"In fact, some go as high as 1.75%, prompting some within the industry to wonder why regulators don't cap trailers - if not ban them outright."
[Funds]

Other people's money
"Industry insider John Kay argues that the finance world's perceived profitability is not the creation of new wealth, but the sector's appropriation of wealth - of other people's money." [video]
[Books]

James O'Shaughnessy interview
"How to be humble about stock investing, and how you are likely to beat the stock market by taken yourself out of the equation" [audio]
[Value Investing]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)3145
Chevron (CVX)2555
Caterpillar (CAT)4455
IBM (IBM)5145
Procter & Gamble (PG)1335
Exxon Mobil (XOM)3545
Wal-Mart (WMT)5554
Pfizer (PFE)1414
Merck (MRK)4324
Coca-Cola (KO)1214
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)4231
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)51452.56
Caterpillar (CAT)44553.65
Wal-Mart (WMT)55543.69
Verizon (VZ)31453.82
Merck (MRK)43244.39
Chevron (CVX)25554.49
JP Morgan Chase (JPM)55334.53
Travelers (TRV)55524.69
Intel (INTC)44235.12
Exxon Mobil (XOM)35455.16
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
Coca-Cola (KO)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
Crescent Point (CPG)0525
ARC Resources (ARX)0315
Husky Energy (HSE)0445
Inter Pipeline (IPL)2215
Talisman Energy (TLM)0005
TransCanada (TRP)3315
National Bank (NA)5335
BCE Inc. (BCE)3135
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)5554
First Quantum (FM)5541
National Bank (NA)5335
Magna (MG)5252
CIBC (CM)5225
Bank of Nova Scotia (BNS)5325
Royal Bank (RY)5224
Bank of Montreal (BMO)5434
Brookfield (BAM.A)4332
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Potash Corp. (POT)43251.68
SNC-Lavalin (SNC)53531.74
Power Corp of Canada (POW)55542.04
National Bank (NA)53352.06
CIBC (CM)52252.53
Bank of Nova Scotia (BNS)53252.54
Royal Bank (RY)52242.83
Bank of Montreal (BMO)54342.84
TD Bank (TD)43243.49
Shaw (SJR.B)42243.51
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...



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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.

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