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The Stingy News Weekly (11/16/2014)


"Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good results."
- Warren Buffett


New from StingyInvestor

The Top 200
"Our annual All-Star stock picks, which combine the best growth and value characteristics, have climbed by an average of 17.3% a year since we started 10 years ago. 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 ETF) advanced by just 5.3% annually over the same period. The All-Stars beat the market by an average of 12.0 percentage points per year over the last decade."


Grading stocks for the Top 200
"Some of the tests we use in the Top 200 are particularly strict while appearing - at first glance - to be rather mild. But a large number of Canadian stocks fail to pass muster."


Stingy Links

The best of Retire Rich
"Videos that will change your financial future"
[Retirement]

John Oliver: The Lottery
"State lotteries claim to be good for education and the general wellbeing of citizens. But are they? (Spoiler alert: No.)" [video]
[Government]

Joe Rosenfield's remarkable story
"By popular demand, I'm posting here the PDFs of an article I wrote years ago: 'The Best Investor You've Never Heard Of,' about Joe Rosenfield, the uncommonly courageous thinker who was for many years the chairman of the investment committee of Grinnell College - and a hero to many other great investors, including his friend and admirer Warren Buffett."
[Value Investing]

52-Week High and Momentum Investing
"That is, the price level, relative to a reference point (the 52-week high), seems in this context to be an even more powerful price predictor than momentum in isolation. And while reversals do occur for momentum stocks, 52-week high stocks do not reverse."
[Momentum Investing]

Net Nets in London
"Firms with an NCAV/MV greater than 1.5 display significantly positive market-adjusted returns (annualized return up to 19.7% per year) over five holding years."
[Graham]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5145
Chevron (CVX)5555
McDonald's (MCD)2125
Pfizer (PFE)3415
General Electric (GE)2535
Merck (MRK)1314
Procter & Gamble (PG)1324
Exxon Mobil (XOM)4454
Cisco (CSCO)3434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Chevron (CVX)5555
AT&T (T)5545
Goldman Sachs (GS)5531
Verizon (VZ)5145
JP Morgan Chase (JPM)5533
Exxon Mobil (XOM)4454
IBM (IBM)4143
United Technologies (UTX)4442
Intel (INTC)4423
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55452.14
Verizon (VZ)51452.61
Chevron (CVX)55552.91
Exxon Mobil (XOM)44544.12
JP Morgan Chase (JPM)55334.21
Travelers (TRV)55424.62
IBM (IBM)41434.96
McDonald's (MCD)21255.37
Pfizer (PFE)34155.46
Caterpillar (CAT)43545.94
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
Verizon (VZ)YYY
IBM (IBM)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Pfizer (PFE)YY
Travelers (TRV)YY
Caterpillar (CAT)Y
Cisco (CSCO)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
Intel (INTC)Y
Merck (MRK)Y
Procter & Gamble (PG)Y
United Technologies (UTX)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Penn West Petroleum (PWT)0545
Canadian Oil Sands (COS)4335
Crescent Point (CPG)1415
TransAlta (TA)0445
Enerplus (ERF)3425
Teck Resources (TCK.B)2545
Talisman Energy (TLM)0545
BCE Inc. (BCE)3135
Husky Energy (HSE)4545
ARC Resources (ARX)1215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)5432
Manulife (MFC)5433
Imperial Oil (IMO)5341
Bank of Nova Scotia (BNS)5324
Power Corp of Canada (POW)5554
Brookfield (BAM.A)5431
National Bank (NA)5224
Magna (MG)5251
Bank of Montreal (BMO)5324
CIBC (CM)4234
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)43351.66
EnCana (ECA)54322.84
Husky Energy (HSE)45452.98
Bank of Nova Scotia (BNS)53243.03
Power Corp of Canada (POW)55543.14
Enerplus (ERF)34253.18
Bank of Montreal (BMO)53243.31
CIBC (CM)42343.41
Manulife (MFC)54333.53
National Bank (NA)52243.53
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Canadian Oil Sands (COS)YY
EnCana (ECA)YY
Enerplus (ERF)YY
Husky Energy (HSE)YY
Manulife (MFC)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
Imperial Oil (IMO)Y
Magna (MG)Y
Penn West Petroleum (PWT)Y
Talisman Energy (TLM)Y
Teck Resources (TCK.B)Y
TransAlta (TA)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 09/30/2014)
Average Capital Gain
47.3%



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