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The Stingy News Weekly (12/04/2016)


"Thousands of experts study overbought indicators, oversold indicators, head-and-shoulder patterns, put-call ratios, the Fed's policy on money supply, foreign investment, the movement of the constellations through the heavens, and the moss on oak trees, and they can't predict markets with any useful consistency, any more than the gizzard squeezers could tell the Roman emperors when the Huns would attack."
- Peter Lynch


New from StingyInvestor

Books for the holiday season
"Christmas is fast approaching and some us aren't looking forward to all of the shopping, cooking, and cleaning the holiday requires. That's why, after consuming the last of the figgy pudding, you might want to settle down by the fire to read a nice book. But instead of rereading the scandalous libel inflicted on poor Ebenezer Scrooge by Charles Dickens, you might opt for some lighter fare in the form of a good book on investing. Here are three recent offerings you should try."


Stingy Links

CAPE works
"CAPE's value is not in predicting what a single asset class or market is going to do all by itself in a vacuum. But as we've intended to illustrate in this paper, when you use CAPE in the broader, logical way, the data seems to prove it's a wonderful timing tool."
[Value Investing]

How much is enough?
"Step back a bit, however, and you will see that every money question eventually boils down to a single line of inquiry: How much is enough?"
[Thrift]

Small bets, huge payoffs
"We discuss how a series of small bets can lead to disproportionally large nonlinear payoffs, in both life and markets."
[Markets]

Mistakes of momentum investors
"It is important to remain focused on what is important - accumulating wealth while protecting yourself from severe bear markets. Once you have a good investment strategy, you need to be patient so it can do its work for you. Warren Buffett said the stock market is a mechanism for transferring wealth from the impatient to the patient. This applies to momentum as well as other investors."
[Momentum Investing]

Predicting 60/40 returns
"The result are likely forward real returns for a 60/40 portfolio in the 0-2% range pre-tax with more downside in my view than upside (post-tax - you can take off another 1-2%)."
[Markets]

Kelly coin tossing
"Nothing sounds simpler than winning at such an outrageously rigged game. Yet, when it was played with real money in a controlled experiment, a surprising number of professional investors and finance students somehow managed to go bust." [$]
[Math]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4145
Chevron (CVX)0545
Pfizer (PFE)1425
Cisco (CSCO)4425
IBM (IBM)5145
Coca-Cola (KO)2215
Exxon Mobil (XOM)1544
Procter & Gamble (PG)3324
Caterpillar (CAT)1354
McDonald's (MCD)3014
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
United Technologies (UTX)5452
American Express (AXP)5441
IBM (IBM)5145
Apple (AAPL)5232
Cisco (CSCO)4425
JP Morgan Chase (JPM)4522
Verizon (VZ)4145
Wal-Mart (WMT)4453
Intel (INTC)4434
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.13
IBM (IBM)51453.73
Cisco (CSCO)44253.93
Travelers (TRV)55525.06
United Technologies (UTX)54525.06
Intel (INTC)44345.28
Wal-Mart (WMT)44535.45
JP Morgan Chase (JPM)45225.99
Apple (AAPL)52326.39
Procter & Gamble (PG)33246.76
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
Procter & Gamble (PG)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
McDonald's (MCD)Y
Pfizer (PFE)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3215
Pembina Pipeline (PPL)1225
BCE Inc. (BCE)3135
Emera (EMA)4435
TELUS (T)4235
Shaw (SJR.B)5335
Power Corp of Canada (POW)4555
CIBC (CM)5325
National Bank (NA)4335
Fortis (FTS)3445
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5453
Shaw (SJR.B)5335
CIBC (CM)5325
Royal Bank (RY)5324
Bank of Nova Scotia (BNS)5424
Bank of Montreal (BMO)5434
Sun Life Financial (SLF)5444
TD Bank (TD)5324
Power Corp of Canada (POW)4555
National Bank (NA)4335
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Shaw (SJR.B)53352.29
CIBC (CM)53252.35
Power Corp of Canada (POW)45553.26
Bank of Nova Scotia (BNS)54243.28
Royal Bank (RY)53243.37
Magna (MG)54533.41
Bank of Montreal (BMO)54343.41
National Bank (NA)43353.47
Inter Pipeline (IPL)32153.52
Emera (EMA)44353.77
Notes | More Info...


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



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2017
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Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...