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The Stingy News Weekly (11/30/2014)


"It is hard to make predictions, especially about the future."
- Yogi Berra


New from StingyInvestor

Stocks not for the squeamish
"The point being that index investors (and mutual fund investors) only see the overall return, less fund fees and other frictions. They get to eat their returns while being blissfully unaware of what goes into them. Those who invest in stocks directly have to be prepared to see how the return sausage gets made. Good investors can resist becoming overly alarmed when stocks jump around wildly. The best focus on the overall results instead."


Stingy Links

Believing what you read
"Mackay's book is still enormously entertaining - and worth reading - 170 years after it was published. But Mackay is often quoted as though he were an objective authority on the history of notorious bubbles like the 17th century Dutch tulip mania and the South Sea stock bubble of 1720 in England. Readers should bear in mind that Mackay was a storyteller, and that modern researchers have been unable to confirm some of his best-known anecdotes - and have disproved others altogether."
[Books]

Prepare for the bear
"All year I've been wanting to write an article urging advisors and individual investors to prepare for the next bear market. When stock markets hit a pothole in late summer and early fall, it struck me as an opportune time to refresh this idea. While markets have since quickly moved past the decline, I was struck at the amount of attention given to what I thought were normal stock market fluctuations."
[Hallett]

Value Investing by Bruce
"Bruce Greenwald's presentation from the Welcome Event for the 12th International Post Keynesian Conference." [video]
[Value Investing]

Value and glamour returns
"Did you know that the best performing glamour stocks outperform the best performing value stocks? Sounds exciting, right? Well it may be, but expensive stocks still stink. In this piece I visualize the performance of value and glamour stocks in a new way to make the point once more that value trumps everything."
[Markets]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5145
Chevron (CVX)5555
McDonald's (MCD)3125
Pfizer (PFE)2415
General Electric (GE)2535
Exxon Mobil (XOM)4454
Merck (MRK)1314
Procter & Gamble (PG)1334
Caterpillar (CAT)4354
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5555
Travelers (TRV)5542
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
Caterpillar (CAT)4354
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55452.08
Verizon (VZ)51452.51
Chevron (CVX)55552.55
Exxon Mobil (XOM)44543.74
JP Morgan Chase (JPM)55334.19
Travelers (TRV)55424.80
IBM (IBM)41434.85
McDonald's (MCD)31255.43
Pfizer (PFE)24155.76
Caterpillar (CAT)43545.85
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Caterpillar (CAT)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
General Electric (GE)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)0555
Canadian Oil Sands (COS)5435
Crescent Point (CPG)1415
Enerplus (ERF)3435
TransAlta (TA)0445
Talisman Energy (TLM)0545
Teck Resources (TCK.B)2545
Husky Energy (HSE)5545
BCE Inc. (BCE)3135
ARC Resources (ARX)1215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)5532
Imperial Oil (IMO)5341
Manulife (MFC)5433
Canadian Oil Sands (COS)5435
Husky Energy (HSE)5545
Bank of Nova Scotia (BNS)5324
National Bank (NA)5234
Brookfield (BAM.A)5431
Power Corp of Canada (POW)5454
Bank of Montreal (BMO)4324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)54351.17
EnCana (ECA)55322.24
Enerplus (ERF)34352.37
Husky Energy (HSE)55452.40
Bank of Nova Scotia (BNS)53243.19
National Bank (NA)52343.34
Bank of Montreal (BMO)43243.45
Power Corp of Canada (POW)54543.49
Crescent Point (CPG)14153.51
CIBC (CM)42243.54
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
Husky Energy (HSE)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Crescent Point (CPG)YY
EnCana (ECA)YY
Enerplus (ERF)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Brookfield (BAM.A)Y
CIBC (CM)Y
Imperial Oil (IMO)Y
Manulife (MFC)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
47.3%



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