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The Stingy News Weekly (11/12/2017)


"Yes, risk-taking is inherently failure-prone. Otherwise, it would be called sure-thing taking."
- Tim McMahon


New from StingyInvestor

Inspired by valour
"You'd have done well to have followed his advice in 2013 when he recommended General Communication Inc. (GNCMA). The Alaska-based integrated telecommunication company benefited from a recent takeover offer and is on track to be acquired by Liberty Interactive. The stock was recommended at $9.76 per share and it recently closed at $40.36. Those who held it over the period gained a whopping 314 per cent, which translates into an annualized return of 43 per cent. It was a big winner for Mr. Smith who recently sold his stake in the firm." [$]


Stingy Links

Inside Trump's U.S.D.A.
"The folks at the Department of Agriculture laid on a friendly welcome for the Trump transition team, but they soon discovered that most of his appointees were stunningly unqualified. With key U.S.D.A. programs - from food stamps to meat inspection, to grants and loans for rural development, to school lunches - under siege, the agency's greatest problem is that even the people it helps most don't know what it does."
[Government]

Time to rethink the RRSP contribution limit
"If you diligently maximize your RRSP contributions each and every year but have this nagging feeling that you may end up worse off in retirement than your neighbour, who is fortunate enough to belong to a well-funded defined benefit pension plan, you're probably correct."
[Retirement]

The dead man fund
"William Steadman's four funds regularly appeared on fund-watchers' lists of the worst investments. By extracting from investors such high expenses, he had conned them within the limits of the law."
[Funds]

Lou Simpson interview
"There's also a negative correlation between the number of people making the investment decisions and the results. If you have a lot of people involved, you tend to have the least competent person making the decision, because you need consensus."
[Value Investing]

The dangerous world of tiny IPOs
"One executive was convicted of filing false tax returns, another for obstructing justice and a third accused of selling unregistered stock. But three tiny companies with ties to the executives have now gone public in the U.S. in what may just be the zaniest little market on Wall Street: mini-IPOs."
[Crime]

A restaurant ruined my life
"I was a foodie with a boring day job who figured he could run a restaurant. Then I encountered rats, endless red tape, crippling costs and debt-induced meltdowns, started popping sleeping pills, lost my house, and nearly sabotaged my marriage"
[Food]

Momentum and reversals can coexist
"The bottom line is that the research shows that short-term momentum and long-term reversals coexist in global equity markets."
[Momentum]

Time diversification redux
"Return volatility rises as its calculated holding period nears 1 year and falls as it lengthens to 10 years. Lower volatility at longer holding periods implies that longer-term mean reversion exists."
[Markets]

The gospel according to Michael Porter
"The old-school fundamental value investors who prize Porter's frameworks have come under fire from a familiar source: the Chicago school. Chicago's Fama has published studies showing that actively managed mutual funds underperform the market and that small value companies - not large market leaders, as Porter would have it - are the best-returning stocks. Fama's works suggests that Benjamin Graham's instincts were right: The real money is to be made betting on the Davids of the world, not the Goliaths."
[Management]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3215
Enbridge (ENB)2445
Pembina Pipeline (PPL)1225
BCE Inc. (BCE)3135
Emera (EMA)2445
CIBC (CM)5435
Power Corp of Canada (POW)5555
Shaw (SJR.B)4225
TELUS (T)2135
TransCanada (TRP)1225
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Cenovus Energy (CVE)5552
Teck Resources (TECK.B)5541
Barrick Gold (ABX)5441
Magna (MG)5353
BlackBerry (BB)5310
CIBC (CM)5435
Thomson Reuters (TRI)5223
Power Corp of Canada (POW)5555
Sun Life Financial (SLF)5444
Bank of Montreal (BMO)5434
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)5552
Crescent Point (CPG)0534
Teck Resources (TECK.B)5541
Goldcorp (G)3521
Cameco (CCO)0534
First Quantum (FM)0521
Husky Energy (HSE)1540
Power Corp of Canada (POW)5555
Kinross Gold (K)1540
Valeant Pharma (VRX)0550
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Barrick Gold (ABX)Y
BlackBerry (BB)Y
Cameco (CCO)Y
Crescent Point (CPG)Y
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Goldcorp (G)Y
Husky Energy (HSE)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
Sun Life Financial (SLF)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
TransCanada (TRP)Y
Valeant Pharma (VRX)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)5255
General Electric (GE)2455
IBM (IBM)5245
Exxon Mobil (XOM)2545
Chevron (CVX)1545
Pfizer (PFE)2324
Cisco (CSCO)4424
Merck (MRK)1324
Coca-Cola (KO)1114
Procter & Gamble (PG)4334
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Verizon (VZ)5255
IBM (IBM)5245
Goldman Sachs (GS)5531
Travelers (TRV)5552
JP Morgan Chase (JPM)5523
Procter & Gamble (PG)4334
Intel (INTC)4423
Cisco (CSCO)4424
United Technologies (UTX)4443
Walt Disney (DIS)4332
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5523
Chevron (CVX)1545
Travelers (TRV)5552
Exxon Mobil (XOM)2545
General Electric (GE)2455
Cisco (CSCO)4424
Intel (INTC)4423
United Technologies (UTX)4443
Wal-Mart (WMT)3453
Notes | More Info...


US Stock SummaryYieldP/EP/B
Cisco (CSCO)YYY
Chevron (CVX)YY
Exxon Mobil (XOM)YY
General Electric (GE)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Procter & Gamble (PG)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Verizon (VZ)YY
Coca-Cola (KO)Y
Merck (MRK)Y
Pfizer (PFE)Y
Wal-Mart (WMT)Y
Walt Disney (DIS)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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