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The Stingy News Weekly (12/18/2017)


"I quickly convinced myself that the true key to happiness lay in a modest standard of living which could be achieved with little difficulty under almost all economic conditions."
- Ben Graham


Stingy Links

Putting your portfolio in a drawer
"Long-term investors would do well to pull a page from the typical bond investor's playbook and put their entire portfolio in a drawer."
[Behaviour]

Purgatory for pessimists
"Also, notice the disparity in excess return between an equal-weighted versus a cap-weighted portfolio construction process. These are the exact same stocks! Yet, a cap-weighted approach underperforms by hundreds of basis points, even in large 300-stock portfolios."
[Markets]

Career risk and Stalin's pension fund
"To concentrate the mind, I fantasize about managing Stalin's pension fund where the penalty for failing to deliver 4.5% real per year over 10 years is death. I believe only a very large investment in EM equities will give an excellent chance of survival."
[Markets]

Wes Gray on QVAL
"Wes Gray, CEO of Alpha Architect, says he searches the 'trash bin' for companies in order to find 'deep value' in the QVAL ETF. He joins Bloomberg's Scarlet Fu and Eric Balchunas." [video]
[Value Investing]

Shadow lending growing in Canada
"They opted for a third route: adding a second mortgage with an interest rate of 10.5 percent to pay off their debt. Their salvation came from a private unregulated lender, a move many other Canadians are making as the government tries to rein in a home-price surge that's driven household debt to a record. But like a giant game of Whac-A-Mole, the risk to the financial system from tapped out borrowers is merely shifting -- this time to a market where there's no oversight from the country's national bank regulator and new stress-test rules don't apply."
[Real Estate]

Bill Nygren Talks at Google
Oakmark fund manager Bill Nygren talks about value investing at Google. [video]
[Value Investing]


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
ARC Resources (ARX)5515
Crescent Point (CPG)0545
TELUS (T)2135
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Cenovus Energy (CVE)5553
Valeant Pharma (VRX)5450
Barrick Gold (ABX)5341
Teck Resources (TECK.B)5541
Magna (MG)5353
Power Corp of Canada (POW)5555
Thomson Reuters (TRI)5224
ARC Resources (ARX)5515
CIBC (CM)5335
National Bank (NA)5334
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)5553
Crescent Point (CPG)0545
Goldcorp (G)3521
Teck Resources (TECK.B)5541
Husky Energy (HSE)1540
First Quantum (FM)0521
Cameco (CCO)0533
Power Corp of Canada (POW)5555
Kinross Gold (K)1540
Imperial Oil (IMO)4543
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
Crescent Point (CPG)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Barrick Gold (ABX)Y
Cameco (CCO)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
National Bank (NA)Y
Pembina Pipeline (PPL)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
Valeant Pharma (VRX)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
General Electric (GE)3455
Verizon (VZ)5245
IBM (IBM)5245
Exxon Mobil (XOM)2455
Chevron (CVX)1545
Pfizer (PFE)3425
Merck (MRK)1324
Coca-Cola (KO)1114
Cisco (CSCO)4424
Procter & Gamble (PG)5324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
IBM (IBM)5245
Goldman Sachs (GS)5531
Verizon (VZ)5245
JP Morgan Chase (JPM)5522
Travelers (TRV)5553
Procter & Gamble (PG)5324
Intel (INTC)4434
Apple (AAPL)4221
American Express (AXP)4331
Walt Disney (DIS)4332
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)5531
Chevron (CVX)1545
Travelers (TRV)5553
JP Morgan Chase (JPM)5522
(DWDP)1533
Exxon Mobil (XOM)2455
General Electric (GE)3455
Cisco (CSCO)4424
Intel (INTC)4434
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
Verizon (VZ)YY
American Express (AXP)Y
Apple (AAPL)Y
Coca-Cola (KO)Y
Merck (MRK)Y
Pfizer (PFE)Y
United Technologies (UTX)Y
Walt Disney (DIS)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 09/30/2017)
Average Capital Gain
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2018
  10: 09 15
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2017
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2016
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2015
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2014
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2013
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2012
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2011
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2010
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