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The Stingy News Weekly (01/22/2017) "there are all kinds of wonderful new inventions that give you nothing as owners except the opportunity to spend a lot more money in a business that's still going to be lousy. The money still won't come to you. All of the advantages from great improvements are going to flow through to the customers." - Charlie Munger New from StingyInvestor More wishful thinking than rule "As a result, those who follow the 4% rule - or even a more conservative 3% rule - might be gambling with retirement ruin. At a minimum they should be prepared to tighten their belts should the markets turn against them." Value by sector "When it comes to fishing for stocks, value investors are skating on thin ice because the bargains they desire are disappearing as the markets warm. To find the few bargains that remain it is useful to take a step back, consider the market as a whole, and drill down into different sectors." [$] Stingy Links Charles de Vaulx interview "Veteran value fund manager, IVA Advisers' Charles de Vaulx explains why he has nearly 40% of his portfolios in cash." [video] [Value Investing] And that's OK "I don't know a lot of things when it comes to investing. I don't know exactly how or when the current market cycle ends. I don't know when valuations will matter again. I don't know when central banks lose control and free markets return. I don't know the next time I'll be fully invested. And I certainly don't know the near-term direction of stock prices. But I get asked about these things frequently. I wish I knew, but I don't." [Value Investing] Fortress fails to silence critic "In 2011 the Ontario Securities Commission accused the pair, along with a third man, of engaging 'in conduct contrary to the public interest' by selling clients of their debt-management business shares of companies caught up in a B.C. stock scam. Petrozza and Rathore agreed to pay close to $3 million and were slapped with a 15-year ban on trading securities." [Real Estate] DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Verizon (VZ) 4 1 4 5 Pfizer (PFE) 1 4 2 5 Chevron (CVX) 0 5 4 5 Boeing (BA) 2 1 5 5 Exxon Mobil (XOM) 1 5 4 5 Cisco (CSCO) 4 4 2 5 Coca-Cola (KO) 2 2 1 4 IBM (IBM) 5 1 4 4 Caterpillar (CAT) 1 3 5 4 General Electric (GE) 2 3 4 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Travelers (TRV) 5 5 5 2 United Technologies (UTX) 5 4 5 2 JP Morgan Chase (JPM) 5 5 2 2 American Express (AXP) 5 4 3 1 IBM (IBM) 5 1 4 4 Cisco (CSCO) 4 4 2 5 Apple (AAPL) 4 2 3 2 Wal-Mart (WMT) 4 4 5 3 Verizon (VZ) 4 1 4 5 Intel (INTC) 4 4 3 3 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Verizon (VZ) 4 1 4 5 3.51 Cisco (CSCO) 4 4 2 5 4.16 IBM (IBM) 5 1 4 4 4.24 Wal-Mart (WMT) 4 4 5 3 4.89 Travelers (TRV) 5 5 5 2 5.27 United Technologies (UTX) 5 4 5 2 5.32 JP Morgan Chase (JPM) 5 5 2 2 5.90 Intel (INTC) 4 4 3 3 6.14 Boeing (BA) 2 1 5 5 6.85 Johnson & Johnson (JNJ) 3 2 1 3 7.16 Notes | More Info... US Stock Summary Yield P/E V.R. Cisco (CSCO) Y Y Y IBM (IBM) Y Y Y Verizon (VZ) Y Y Y Boeing (BA) Y Y Intel (INTC) Y Y JP Morgan Chase (JPM) Y Y Travelers (TRV) Y Y United Technologies (UTX) Y Y Wal-Mart (WMT) Y Y American Express (AXP) Y Apple (AAPL) Y Caterpillar (CAT) Y Chevron (CVX) Y Coca-Cola (KO) Y Exxon Mobil (XOM) Y General Electric (GE) Y Johnson & Johnson (JNJ) Y Pfizer (PFE) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Inter Pipeline (IPL) 3 1 1 5 BCE Inc. (BCE) 3 1 3 5 Pembina Pipeline (PPL) 1 2 2 5 Emera (EMA) 3 4 3 5 CIBC (CM) 5 3 2 5 Power Corp of Canada (POW) 4 5 5 5 TELUS (T) 4 2 3 5 Shaw (SJR.B) 5 2 3 5 Enbridge (ENB) 2 1 4 5 National Bank (NA) 4 3 3 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Magna (MG) 5 4 5 3 CIBC (CM) 5 3 2 5 Shaw (SJR.B) 5 2 3 5 Bank of Nova Scotia (BNS) 5 4 2 4 Royal Bank (RY) 5 3 2 4 Sun Life Financial (SLF) 5 4 4 4 Bank of Montreal (BMO) 5 4 2 4 TD Bank (TD) 5 3 1 4 Power Corp of Canada (POW) 4 5 5 5 Canadian Tire (CTC.A) 4 3 5 3 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. CIBC (CM) 5 3 2 5 2.35 Shaw (SJR.B) 5 2 3 5 2.88 Power Corp of Canada (POW) 4 5 5 5 3.42 Bank of Nova Scotia (BNS) 5 4 2 4 3.48 Magna (MG) 5 4 5 3 3.62 Inter Pipeline (IPL) 3 1 1 5 3.83 Royal Bank (RY) 5 3 2 4 3.93 Bank of Montreal (BMO) 5 4 2 4 3.97 BCE Inc. (BCE) 3 1 3 5 4.03 Emera (EMA) 3 4 3 5 4.08 Notes | More Info... Canadian Stock Summary Yield P/E V.R. CIBC (CM) Y Y Y Power Corp of Canada (POW) Y Y Y Shaw (SJR.B) Y Y Y BCE Inc. (BCE) Y Y Bank of Montreal (BMO) Y Y Bank of Nova Scotia (BNS) Y Y Emera (EMA) Y Y Inter Pipeline (IPL) Y Y Magna (MG) Y Y Royal Bank (RY) Y Y Canadian Tire (CTC.A) Y Enbridge (ENB) Y National Bank (NA) 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%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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