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The Stingy News Weekly (12/27/2015)


"Investing is simple, but not easy."
- Warren Buffet


Stingy News Flash

Happy Holidays!


New from StingyInvestor

Cash? You gave me cash?
"It's the time of year to put on the ceremonial Scrooge hat and dish out a little holiday merriment in the form of advice from economists for misers."


Stingy Links

Activists through the decades
"The famed activist investors of today are fine-tuning 400-year-old tactics. Shareholder fights with management stretch back all the way to the very first publicly-traded company, The Dutch East India Co., when shareholders tried to fight against a restructuring in the 1622."
[Markets]

Bunking, debunking, and discovery
"As far as we can tell, most of the findings reported by social psychologists are false. It's a remarkable situation, to put it mildly. I never anticipated this. A recent attempt to replicate 55 social psychology findings published in top journals failed to replicate 75 percent of them. Other efforts have shown a similar pattern of non-replicability."
[Science]

The impact of taxes
"Consider the financial options of a high net worth individual living in California. She can choose to hold her wealth in shares of Berkshire and pay no tax at all on the returns unless or until she needs to consume out of them, at which point she will be able to monetize them at a preferential long-term rate, or she can own fixed income securities - say, a 30 year treasury bond - and pay a whopping 56.7% tax rate on the earnings. In the case of the 30 year bond, at a 2.90% yield, her after-tax yield would be a paltry 1.26%. Unless equities were in an outright bubble, with extremely low imputed returns, what reason could she possibly have, as a long-term investor, to choose the fixed income option?"
[Taxes]

Factors that launched 1,000 ETFs
"Across the five factors, the average long/short spread was 10.3%/year for the entire period (1964-2015), 10.6% for the period of rising rates (1964-1981), 11.8% for the period of falling rates (1981-2008) and 2.3% for the ZIRP period. Clearly, things have tailed off."
[Value Investing]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)3145
Chevron (CVX)2545
Caterpillar (CAT)4455
IBM (IBM)5145
Exxon Mobil (XOM)3555
Pfizer (PFE)2415
Merck (MRK)4324
Procter & Gamble (PG)1324
Wal-Mart (WMT)4454
Cisco (CSCO)4534
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
IBM (IBM)5145
Travelers (TRV)5552
JP Morgan Chase (JPM)5533
Apple (AAPL)5232
Goldman Sachs (GS)5531
American Express (AXP)4331
Wal-Mart (WMT)4454
Merck (MRK)4324
Caterpillar (CAT)4455
Cisco (CSCO)4534
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
IBM (IBM)51452.56
Caterpillar (CAT)44553.22
Verizon (VZ)31453.87
Merck (MRK)43244.03
Wal-Mart (WMT)44544.04
JP Morgan Chase (JPM)55334.29
Chevron (CVX)25454.30
Exxon Mobil (XOM)35554.56
Travelers (TRV)55524.72
Cisco (CSCO)45344.74
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
Husky Energy (HSE)0545
Crescent Point (CPG)0525
ARC Resources (ARX)0315
Inter Pipeline (IPL)2215
EnCana (ECA)0555
Talisman Energy (TLM)0005
National Bank (NA)5335
Shaw (SJR.B)4235
CIBC (CM)5335
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
Bank of Nova Scotia (BNS)5425
CIBC (CM)5335
Royal Bank (RY)5224
Potash Corp. (POT)5325
Bank of Montreal (BMO)4424
Sun Life Financial (SLF)4343
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Potash Corp. (POT)53251.37
National Bank (NA)53351.70
Power Corp of Canada (POW)54541.77
SNC-Lavalin (SNC)53531.81
Bank of Nova Scotia (BNS)54252.10
CIBC (CM)53352.12
Shaw (SJR.B)42352.67
Royal Bank (RY)52242.69
Bank of Montreal (BMO)44242.79
Inter Pipeline (IPL)22152.94
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
National Bank (NA)YYY
Potash Corp. (POT)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Inter Pipeline (IPL)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
Shaw (SJR.B)YY
ARC Resources (ARX)Y
Crescent Point (CPG)Y
EnCana (ECA)Y
Husky Energy (HSE)Y
Magna (MG)Y
Sun Life Financial (SLF)Y
Talisman Energy (TLM)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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