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The Stingy News Weekly (11/23/2014)


"I don't read economic forecasts. I don't read the funny papers."
- Warren Buffett


New from StingyInvestor

High-flying Fairfax
"Melding value investing with momentum investing tends to be particularly powerful. In this case, think of value investing as the meat and potatoes of portfolio construction. The idea is to stick to good companies at reasonable prices. Momentum investing represents the horseradish because it favours hot stocks that are expected to move even higher."


Stingy Links

Price-to-book value ratios
"...analyzing the results for stocks based on their price-to-book value ratios underlines and highlights why we should always seek access to the longest datasets we can find, as they offer much better indications of what investors should expect from various types of investing."
[Value Investing]

Doubling down
"With a sample from 1/1990 to 12/2013, the paper finds that a portfolio formed of the positions that fund managers add to after recent stock-level underperformance generates significant annualized risk-adjusted outperformance of between 5% to 15% (Table below shows the monthly performances). Double down portfolios perform best with around a 6 to 9 month holding period."
[Funds]

Joel Greenblatt on WealthTrack
"Joel Greenblatt of the Gotham Funds will explain his big change in portfolio strategy, from a very concentrated approach to broad diversification."
[Value Investing]

TFSA loophole for the rich
"Loophole allows the rich to qualify for the GIS and reveals Canada's broken system"
[Taxes]


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)1334
Exxon Mobil (XOM)4454
Cisco (CSCO)3434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
AT&T (T)5545
Verizon (VZ)5145
Chevron (CVX)5555
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5533
Exxon Mobil (XOM)4454
IBM (IBM)4144
United Technologies (UTX)4442
American Express (AXP)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55452.07
Verizon (VZ)51452.48
Chevron (CVX)55553.02
JP Morgan Chase (JPM)55334.22
Exxon Mobil (XOM)44544.27
Travelers (TRV)55424.75
IBM (IBM)41444.78
McDonald's (MCD)21255.41
Pfizer (PFE)34155.49
General Electric (GE)25356.32
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
Verizon (VZ)YYY
General Electric (GE)YY
IBM (IBM)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Pfizer (PFE)YY
Travelers (TRV)YY
American Express (AXP)Y
Cisco (CSCO)Y
Goldman Sachs (GS)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)2325
BCE Inc. (BCE)3135
Teck Resources (TCK.B)2545
Husky Energy (HSE)4545
Talisman Energy (TLM)0545
ARC Resources (ARX)1215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)5422
Manulife (MFC)5533
Imperial Oil (IMO)5341
Bank of Nova Scotia (BNS)5324
Brookfield (BAM.A)5431
Power Corp of Canada (POW)5554
National Bank (NA)5234
Bank of Montreal (BMO)5324
Magna (MG)5252
CIBC (CM)4234
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)43351.72
EnCana (ECA)54223.05
Husky Energy (HSE)45453.10
Bank of Nova Scotia (BNS)53243.14
Power Corp of Canada (POW)55543.33
Bank of Montreal (BMO)53243.36
National Bank (NA)52343.40
CIBC (CM)42343.43
Enerplus (ERF)23253.43
Manulife (MFC)55333.58
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
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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 09/30/2014)
Average Capital Gain
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