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The Stingy News Weekly (11/13/2016)


"The stock market is a no-called-strike game. You don't have to swing at everything--you can wait for your pitch. The problem when you're a money manager is that your fans keep yelling, 'Swing, you bum!'"
- Warren Buffett


New from StingyInvestor

The value of momentum
"A great chasm exists between value investors and momentum investors. The former like to hide behind huge corporate walls and deep moats while the latter take direction from the mob and go along for the ride. As a result, they inhabit very different corners of the market." [$]


Stingy Links

Low priced stocks no bargain
"Low-priced stocks become most overpriced relative to high-priced stocks during high-sentiment periods, meaning the bulk of the strategy returns occur following times of high investor sentiment and, additionally, as sentiment decreases, high-priced stocks attain high returns relative to low-priced stocks."
[Markets]

ILTB: Brent Beshore interview
"Brent has a very specific mission with this company, to cultivate a disaster resistant, compound interest machine. At just 33 years of age he has already built a portfolio of private companies that has produced impressive results. He's done all this out of the limelight and with no outside investors. Brent discusses his rewarding but difficult journey and what he has learned, including sourcing and evaluating businesses, how he and his team have improved profitability at his portfolio companies after acquisition and so much more."
[Management]

Hindsight bias
"The issue of hindsight bias and fooling ourselves about what we think knew a priori haunts investors constantly. We are reminded of this by those who claim they saw the financial meltdown coming. Despite the lack of proof, they remain convinced they knew what was about to happen all along."
[Behaviour]

The art of doing nothing
"The thing that makes investing so difficult is that it's analogous to ordering a chicken sandwich in a restaurant while hundreds of sales people are coming up to you explaining why their sandwich is going to protect you against inflation, market crashes, etc. Meanwhile, TVs are blaring in the background explaining how sandwiches are on the verge of imminent disaster... We are constantly barraged with news and events that trigger that urge to act. And 99% of the time you should say no to these sales people and just order your plain old chicken sandwich."
[Behaviour]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4155
Chevron (CVX)0545
Pfizer (PFE)1415
Exxon Mobil (XOM)1545
IBM (IBM)5145
Coca-Cola (KO)2215
Cisco (CSCO)4424
Caterpillar (CAT)1354
McDonald's (MCD)3024
Procter & Gamble (PG)2324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
United Technologies (UTX)5442
American Express (AXP)5441
Apple (AAPL)5232
IBM (IBM)5145
JP Morgan Chase (JPM)4522
Verizon (VZ)4155
Cisco (CSCO)4424
Wal-Mart (WMT)4453
Intel (INTC)4434
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41552.75
IBM (IBM)51453.79
Cisco (CSCO)44244.48
Travelers (TRV)55524.60
United Technologies (UTX)54425.12
JP Morgan Chase (JPM)45225.29
Intel (INTC)44345.42
Wal-Mart (WMT)44535.45
Apple (AAPL)52326.21
McDonald's (MCD)30246.52
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Verizon (VZ)YYY
Apple (AAPL)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Wal-Mart (WMT)YY
American Express (AXP)Y
Caterpillar (CAT)Y
Chevron (CVX)Y
Coca-Cola (KO)Y
Exxon Mobil (XOM)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3115
Pembina Pipeline (PPL)1225
BCE Inc. (BCE)3135
CIBC (CM)5325
Emera (EMA)4335
National Bank (NA)5435
Shaw (SJR.B)5335
Power Corp of Canada (POW)5555
TELUS (T)4235
Bank of Nova Scotia (BNS)5425
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
CIBC (CM)5325
Shaw (SJR.B)5335
Power Corp of Canada (POW)5555
Bank of Nova Scotia (BNS)5425
Royal Bank (RY)5324
Bank of Montreal (BMO)5424
National Bank (NA)5435
Emera (EMA)4335
TD Bank (TD)4314
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53252.08
Shaw (SJR.B)53352.29
Power Corp of Canada (POW)55552.65
Emera (EMA)43352.94
National Bank (NA)54352.97
Bank of Nova Scotia (BNS)54252.99
Magna (MG)54533.00
Bank of Montreal (BMO)54243.19
Royal Bank (RY)53243.24
Inter Pipeline (IPL)31153.33
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
Emera (EMA)YYY
National Bank (NA)YYY
Power Corp of Canada (POW)YYY
Shaw (SJR.B)YYY
Bank of Montreal (BMO)YY
Inter Pipeline (IPL)YY
Magna (MG)YY
Royal Bank (RY)YY
BCE Inc. (BCE)Y
Pembina Pipeline (PPL)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 09/30/2016)
Average Capital Gain
49.7%



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