Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly (12/11/2017)


"Volatility is a symptom that people have no idea of the underlying value"
- Jeremy Grantham


New from StingyInvestor

Top U.S. small caps
"We're pleased to present the fourth edition of the Small Cap 500. Join us as we dive into the U.S. market to find the most promising small stocks in the land. Each stock is scrutinized and ranked based on its value and growth characteristics. The firms that score highly on both tests make it into our All Star team."


U.S. vs Canadian banks
"The most dramatic difference between the U.S. and Canadian bank stocks comes down to leverage. All of the U.S. banks have smaller leverage ratios, and usually much smaller ones, than the Canadian banks. On average, the U.S. banks have leverage ratios (assets/equity) of 9.0, whereas the average for the Canadian banks comes in at 19.1."


Microcap vertigo
"If volatility makes you woozy or you're prone to panic during downturns, then microcaps should be avoided in much the same way as an acrophobe avoids sitting next to windows in tall buildings." [$]


Stingy Links

You can have your momentum factor and eat it too
"We don't address this in the paper, but I would argue that this finding - that momentum is implementable at low cost - holds even more strongly when it's part of a multi-factor portfolio, where factors that complement momentum, like value, will dampen turnover. All considered, we find that momentum is quite implementable in real life."
[Momentum Investing]

Good advice, or advice that sounds good?
"I stumbled across an obscure academic article that shocked me. A psychologist had compared the investment results of people who received frequent news updates about their stocks against those who got no news at all. He found that no news is good news: Investors who were kept in the dark outperformed the news junkies by up to 56%."
[Zweig]

1974 and 1999: history turned upside down
"Many years later, a leading small-stock fund manager recalled to me, half-horrified and half-amused, that he was ranked in the top tenth of his peers in 1973 and 1974. After inflation, he reminisced, he had lost only 85% of his shareholders' money since the beginning of 1973."
[Markets]

Passive income changes create big concerns
"The proposed measures around passive income will apply only to Canadian-controlled private corporations. What about public companies? Or foreign-controlled private companies? It hardly seems fair to put Canada's private business owners at a disadvantage here. If revisions are made to affect public and foreign private corporations, how will the changes impact foreign investment in Canada? The issue gets a lot more complicated - and political - than even the Liberals were expecting."
[Taxes]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3215
Enbridge (ENB)2445
Pembina Pipeline (PPL)1225
Emera (EMA)3445
BCE Inc. (BCE)3135
Power Corp of Canada (POW)5555
CIBC (CM)5335
TELUS (T)2135
Shaw (SJR.B)3225
ARC Resources (ARX)5415
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Cenovus Energy (CVE)5552
Valeant Pharma (VRX)5450
Barrick Gold (ABX)5441
Teck Resources (TECK.B)5541
Magna (MG)5353
Power Corp of Canada (POW)5555
Thomson Reuters (TRI)5224
CIBC (CM)5335
ARC Resources (ARX)5415
BlackBerry (BB)5210
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)5552
Crescent Point (CPG)0544
Goldcorp (G)3521
Teck Resources (TECK.B)5541
First Quantum (FM)0521
Husky Energy (HSE)1540
Cameco (CCO)0533
Power Corp of Canada (POW)5555
Kinross Gold (K)1540
Imperial Oil (IMO)4542
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
ARC Resources (ARX)YY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Barrick Gold (ABX)Y
BlackBerry (BB)Y
Cameco (CCO)Y
Crescent Point (CPG)Y
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Goldcorp (G)Y
Husky Energy (HSE)Y
Imperial Oil (IMO)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
Valeant Pharma (VRX)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)5245
IBM (IBM)5245
Exxon Mobil (XOM)2455
Chevron (CVX)1545
Pfizer (PFE)3425
Merck (MRK)1325
Coca-Cola (KO)1114
Cisco (CSCO)4424
Procter & Gamble (PG)4324
General Electric (GE)3454
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
IBM (IBM)5245
Goldman Sachs (GS)5531
Verizon (VZ)5245
JP Morgan Chase (JPM)5523
Intel (INTC)5434
Travelers (TRV)5553
Procter & Gamble (PG)4324
Apple (AAPL)4221
Walt Disney (DIS)4332
United Technologies (UTX)4453
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
Travelers (TRV)5553
Chevron (CVX)1545
JP Morgan Chase (JPM)5523
(DWDP)1533
Exxon Mobil (XOM)2455
General Electric (GE)3454
Cisco (CSCO)4424
Intel (INTC)5434
United Technologies (UTX)4453
Notes | More Info...


US Stock SummaryYieldP/EP/B
Chevron (CVX)YY
Cisco (CSCO)YY
Exxon Mobil (XOM)YY
General Electric (GE)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Procter & Gamble (PG)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Verizon (VZ)YY
Apple (AAPL)Y
Coca-Cola (KO)Y
Merck (MRK)Y
Pfizer (PFE)Y
Walt Disney (DIS)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 09/30/2017)
Average Capital Gain
51.5%


Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2018
  10: 09 15
  09: 06 10 17 24 30
  08: 07 13 22 28
  07: 02 09 16 23 30
  06: 04 12 19 25
  05: 08 14 23 28
  04: 02 10 16 22 30
  03: 05 12 19 27
  02: 05 12 20 26
  01: 01 08 15 22 29
2017
  12: 04 11 18 24
  11: 06 12 20 27
  10: 01 07 16 23 30
  09: 04 11 17 23
  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
  02: 05 12 19 26
  01: 02 07 15 22 29
2016
  12: 04 11 18 26
  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
  04: 03 10 17 24
  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
  12: 05 12 19 26
  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
About Dan

Privacy Policy


 
About Us | Legal | Contact Us
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...