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The Stingy News Weekly (12/06/2015)


"A pack of lemmings looks like a group of rugged individualists compared with Wall Street when it gets a concept in its teeth."
- Warren Buffett


New from StingyInvestor

Tax-loss harvesting
"Tax-loss selling season is fast approaching. Yes, it's that special time of year when investors dump their losers in an effort to reduce their taxes. Here are a few things to keep in mind when harvesting tax losses in taxable accounts."


Stingy Links

Balance your portfolio With care
"As for generating inflation-fighting returns, it's hard to see how bonds will do the job. A reliable predictor of future bond returns is the current yield. Today, that means a real return (after inflation) around zero. There will be periods when bond prices rise due to interest-rate declines and/or events in the corporate market, but their long-term returns are anchored by low yields."
[Markets]

G&M broker ranking
"This year's overall winner is Virtual Brokers. VB has reclaimed the top spot from Qtrade Investor, now sharing second place with hard-charging Questrade. In third is a name you haven't seen for a while in the upper echelon of this ranking. It's TD Direct Investing, which has introduced a strikingly good new client website. The pressure's now on the other bank-owned firms to catch up."
[Brokers]

T. Boone Pickens talks with Carl Icahn
"T. Boone Pickens sat down with legendary businessman and activist shareholder, Carl Icahn. The two men discussed energy security, including the effect of Saudi oil exports on America's production, Carl's views on the markets and much more."
[Value Investing]

The persistence of growth
"Both the long term average and time series charts make this very clear: the growth rate advantage of high growth stocks from the past five years does not persist over the next five years. Growth stocks tend to keep growing, but their relative advantage over low growth narrows considerably. If and when the market prices stocks by extrapolating past trends into the future, there is an opportunity to bet against that misguided extrapolation (long value, short growth)."
[Growth Investing]

High-payout fund trickery
"In the world of investing, nothing turns my stomach more than when a member of the investment industry misleads investors and then directly benefits from said misinformation. Usually only subtle trickery is at play. And most often I have seen this in the form of funds sporting unsustainable cash payouts"
[Hallett]

Low income to take home less
"By releasing new details of her provincial pension plan, it's clear Wynne isn't tipping her hand just yet. Malcolm Hamilton, a senior fellow at the C.D. Howe Institute, says the $3,500 minimum threshold was likely chosen for administrative convenience (the CPP also has a minimum $3,500 pensionable earnings). He also said it makes absolutely no sense."
[Government]

How does your salary stack up?
"According to StatsCan, the median income (plus our 10 per cent factor) in Canada in 2013 was $35,200. This means that half of Canadian tax filers have incomes over that number and half are under that number. What about the high income? Based on 2013 income data and our 10 per cent added factor, the top 10 per cent make $97,000 or more per year, the top five per cent make $137,000 or more and the top one per cent make $245,000 or more. Where are you?"
[Economy]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)3145
Chevron (CVX)3555
Caterpillar (CAT)4455
Exxon Mobil (XOM)3555
IBM (IBM)5145
Merck (MRK)4325
Pfizer (PFE)2414
Procter & Gamble (PG)1324
Wal-Mart (WMT)5454
Cisco (CSCO)4534
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
IBM (IBM)5145
Travelers (TRV)5542
JP Morgan Chase (JPM)5533
Goldman Sachs (GS)5531
Wal-Mart (WMT)5454
American Express (AXP)4331
Apple (AAPL)4232
Merck (MRK)4325
Caterpillar (CAT)4455
Cisco (CSCO)4534
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
IBM (IBM)51452.64
Caterpillar (CAT)44553.28
Verizon (VZ)31453.71
Wal-Mart (WMT)54543.88
Chevron (CVX)35554.08
Merck (MRK)43254.15
JP Morgan Chase (JPM)55334.46
Exxon Mobil (XOM)35554.50
Travelers (TRV)55424.77
Cisco (CSCO)45344.78
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Cisco (CSCO)YYY
IBM (IBM)YYY
Merck (MRK)YYY
Wal-Mart (WMT)YYY
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
Pfizer (PFE)Y
Procter & Gamble (PG)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Potash Corp. (POT)5325
Inter Pipeline (IPL)3215
Husky Energy (HSE)0555
Crescent Point (CPG)0525
ARC Resources (ARX)0315
Talisman Energy (TLM)0005
TransCanada (TRP)4325
National Bank (NA)5335
Bank of Nova Scotia (BNS)5425
CIBC (CM)5325
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5353
Power Corp of Canada (POW)5454
National Bank (NA)5335
Magna (MG)5253
CIBC (CM)5325
Bank of Nova Scotia (BNS)5425
Royal Bank (RY)5224
Potash Corp. (POT)5325
Bank of Montreal (BMO)4434
Sun Life Financial (SLF)4343
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Potash Corp. (POT)53251.46
SNC-Lavalin (SNC)53531.74
Power Corp of Canada (POW)54541.96
National Bank (NA)53351.99
Bank of Nova Scotia (BNS)54252.36
CIBC (CM)53252.39
Inter Pipeline (IPL)32152.62
Royal Bank (RY)52242.83
Bank of Montreal (BMO)44343.05
TD Bank (TD)43243.51
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
National Bank (NA)YYY
Potash Corp. (POT)YYY
Bank of Montreal (BMO)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
Sun Life Financial (SLF)Y
TD Bank (TD)Y
Talisman Energy (TLM)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
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