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The Stingy News Weekly (11/15/2015)


"Frugality and economy are home virtues, without which no household can prosper."
- Isabella Beeton


New from StingyInvestor

MoneySense Top 200
"We're pleased to say our approach has weathered both good times and bad over the past 11 years. Our All-Star Stocks, which combine the best growth and value prospects, gained 15.8% per year on average since we started in 2004. That assumes an equal dollar amount was put into each All-Star Stock in the first year and rolled into the new All-Stars each year thereafter. By way of comparison, the S&P/TSX Composite (as represented by the XIC exchange-traded fund) climbed 4.4% per year over the same period." [$]


Reassurance for dividend investors
"The spectre of rising interest rates hangs like a miasma over the Canadian economy. They're currently being warded off by an accommodative monetary policy from the Bank of Canada. But it is only a matter of time before inflation picks up and rates start to climb. If they shoot up too fast, the real estate bubble might pop and take down a large part of the financial system with it. It's a thought that's causing some dividend investors to toss and turn at night." [$]


Stingy Links

Insider trading
"The idea is that if you're an insider and you disclose information for your own personal benefit, or just trade on it yourself for profit, then that sure looks like a breach of duty to your company. But if you don't get a personal benefit from the disclosure, then odds are that you're doing it for some legitimate, or legitimate-ish, business reason. It might be a misguided business reason, or one that the company doesn't like -- in Dirks itself, the insider was disclosing fraud to an investment analyst -- but it's probably not the sort of corrupt breach of duty that the law punishes."
[Crime]

Canadian pension plans the new speculators
"Leverage at Healthcare of Ontario Pension Plan, widely known as HOOPP, now exceeds 100 percent of its net assets, leading to a more than doubling of the total assets at its disposal to invest. Ontario Teachers. Pension Plan, the nation's third largest, has leverage equal to half its net assets."
[Government]

How the Mad Men lost the plot
"Marketers consistently undervalue consistency. Diageo recently carried out an audit of all the endlines that it had attached to one of its biggest brands, Guinness, and were embarrassed to discover it had used more than 20 different slogans in 15 years. What's more, when it asked people to recall an endline, the only one they remembered was 'Good things come to those who wait', which hadn't run since 1999. Vast sums of money had been spent on campaigns which probably had short-term effects but barely left a trace in consumer memories."
[Media]


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)3555
Procter & Gamble (PG)1335
Wal-Mart (WMT)5554
Merck (MRK)4324
Pfizer (PFE)1414
Cisco (CSCO)4424
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
IBM (IBM)5145
Travelers (TRV)5542
JP Morgan Chase (JPM)5533
Wal-Mart (WMT)5554
Apple (AAPL)5232
Goldman Sachs (GS)4531
American Express (AXP)4331
Intel (INTC)4423
Cisco (CSCO)4424
Merck (MRK)4324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
IBM (IBM)51452.32
Caterpillar (CAT)44553.24
Wal-Mart (WMT)55543.39
Verizon (VZ)31453.57
Chevron (CVX)25553.99
Merck (MRK)43244.15
JP Morgan Chase (JPM)55334.16
Cisco (CSCO)44244.36
Exxon Mobil (XOM)35554.41
Travelers (TRV)55424.60
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Potash Corp. (POT)4225
Crescent Point (CPG)0525
Husky Energy (HSE)0545
ARC Resources (ARX)0315
Inter Pipeline (IPL)2215
Talisman Energy (TLM)0005
TransCanada (TRP)3325
National Bank (NA)5335
Teck Resources (TCK.B)0555
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
Magna (MG)5252
National Bank (NA)5335
CIBC (CM)5224
Bank of Nova Scotia (BNS)5325
Royal Bank (RY)5324
Bank of Montreal (BMO)5434
Sun Life Financial (SLF)4333
Potash Corp. (POT)4225
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
SNC-Lavalin (SNC)53531.65
Potash Corp. (POT)42251.66
Power Corp of Canada (POW)54541.91
National Bank (NA)53351.92
Bank of Nova Scotia (BNS)53252.32
CIBC (CM)52242.37
Royal Bank (RY)53242.63
Bank of Montreal (BMO)54342.65
Inter Pipeline (IPL)22153.20
Shaw (SJR.B)42243.29
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
Inter Pipeline (IPL)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
ARC Resources (ARX)Y
Crescent Point (CPG)Y
Husky Energy (HSE)Y
Magna (MG)Y
Shaw (SJR.B)Y
Sun Life Financial (SLF)Y
Talisman Energy (TLM)Y
Teck Resources (TCK.B)Y
TransCanada (TRP)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 9/30/2015)
Average Capital Gain
48.6%



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