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The Stingy News Weekly (01/22/2018) "In my whole life, I have known no wise people (over a broad subject matter area) who didn't read all the time - none, zero. You'd be amazed at how much Warren reads - at how much I read. My children laugh at me. They think I'm a book with a couple of legs sticking out." - Charlie Munger Stingy Links Creative investing "Ali views the world with a fresh set of eyes, and has already become an expert at identifying new investment opportunities where others have not. As the second prodigy 26 year old in as many weeks on the podcast, these young guns are making me feel like an ancient 32 year old." [audio] [Management] A letter from an old friend "I'm at my lowest equity allocation in 17 years. I am at 65% in equities. If the market goes up another 4-5%, I am planning on peeling of 25% of that to go into high quality bonds. Another 20% will go if the market rises 10% from here. At present, the S&P 500 offers returns of just 3.4%/year for the next ten years unadjusted for inflation. That's at the 95th percentile, and reflects valuations of the dot-com bubble, should we rise that far." [Markets] Value and momentum portfolio construction "Being a Value investor is difficult, given that the stocks of a Value portfolios tend to have inherent issues, otherwise, these stocks would not be cheap. Being a B/M-focused value investor over the past decade has been especially hard, as the factor returns were effectively zero - plenty of pain, but no gain. Experiencing this factor cyclicality often leads investors to contemplate adding other factors in the hope of improving performance. An obvious candidate would be Momentum, as cheap and rising stocks are more appealing than cheap stocks. However, it is not quite straightforward for investors to add Momentum to a Value portfolio as there are several options available. In this short research note, we will analyze Value & Momentum portfolios created by three common multi-factor model approaches - the combination, the intersectional and the sequential models." [Value Investing] Fundamentals of value investing "An interview with Value Investor, Joel Greenblatt. In this interview Joel discusses his approach to Value Investing and its core elements. Joel also discusses his career including examples of investments and why they were successful or not." [video] [Value Investing] Appalling problem for small businesses "The income the 'passive-income' proposal would hit may be far from passive and the rate on taxable capital gains will often exceed 100 per cent" [Taxes] Rose Blumkin interview "A little gem of a 1980s NBC News story about Rose Blumkin" [video] [Management] S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Inter Pipeline (IPL) 3 2 1 5 Enbridge (ENB) 2 4 4 5 BCE Inc. (BCE) 3 1 3 5 Pembina Pipeline (PPL) 2 2 2 5 Emera (EMA) 3 4 4 5 ARC Resources (ARX) 5 5 2 5 Power Corp of Canada (POW) 5 5 5 5 Shaw (SJR.B) 4 2 3 5 TELUS (T) 2 1 3 5 CIBC (CM) 5 3 3 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Cenovus Energy (CVE) 5 5 5 2 Valeant Pharma (VRX) 5 4 5 0 Barrick Gold (ABX) 5 4 4 1 Teck Resources (TECK.B) 5 5 4 1 Power Corp of Canada (POW) 5 5 5 5 Magna (MG) 5 3 5 3 ARC Resources (ARX) 5 5 2 5 Thomson Reuters (TRI) 5 2 3 4 CIBC (CM) 5 3 3 5 National Bank (NA) 5 3 3 4 Notes | More Info... Low Price/Book Value Stocks P/E P/B P/S Yield Cenovus Energy (CVE) 5 5 5 2 Crescent Point (CPG) 0 5 4 4 Goldcorp (G) 2 5 2 1 Cameco (CCO) 0 5 3 4 Husky Energy (HSE) 1 5 5 0 Teck Resources (TECK.B) 5 5 4 1 Power Corp of Canada (POW) 5 5 5 5 First Quantum (FM) 0 5 2 1 Kinross Gold (K) 1 5 4 0 ARC Resources (ARX) 5 5 2 5 Notes | More Info... Canadian Stock Summary Yield P/E P/B ARC Resources (ARX) Y Y Y Power Corp of Canada (POW) Y Y Y CIBC (CM) Y Y Cenovus Energy (CVE) Y Y Teck Resources (TECK.B) Y Y BCE Inc. (BCE) Y Barrick Gold (ABX) 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 Inter Pipeline (IPL) Y Kinross Gold (K) Y Magna (MG) Y National Bank (NA) 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 Stocks P/E P/B P/S Yield Verizon (VZ) 5 2 5 5 Pfizer (PFE) 3 4 2 5 IBM (IBM) 5 2 4 5 Exxon Mobil (XOM) 2 4 5 5 Chevron (CVX) 1 5 4 5 Coca-Cola (KO) 1 1 1 5 Merck (MRK) 1 3 2 4 Procter & Gamble (PG) 5 3 2 4 Cisco (CSCO) 4 4 2 4 General Electric (GE) 4 4 5 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield IBM (IBM) 5 2 4 5 Verizon (VZ) 5 2 5 5 Intel (INTC) 5 4 3 4 Travelers (TRV) 5 5 5 3 Procter & Gamble (PG) 5 3 2 4 JP Morgan Chase (JPM) 5 5 2 2 Apple (AAPL) 4 2 2 1 Walt Disney (DIS) 4 3 3 2 General Electric (GE) 4 4 5 4 United Technologies (UTX) 4 4 4 3 Notes | More Info... Low Price/Book Value Stocks P/E P/B P/S Yield Goldman Sachs (GS) 2 5 3 1 Travelers (TRV) 5 5 5 3 JP Morgan Chase (JPM) 5 5 2 2 Chevron (CVX) 1 5 4 5 DowDuPont (DWDP) 1 5 3 3 General Electric (GE) 4 4 5 4 Exxon Mobil (XOM) 2 4 5 5 Intel (INTC) 5 4 3 4 Cisco (CSCO) 4 4 2 4 United Technologies (UTX) 4 4 4 3 Notes | More Info... US Stock Summary Yield P/E P/B General Electric (GE) Y Y Y Chevron (CVX) Y Y Cisco (CSCO) Y Y Exxon Mobil (XOM) Y Y IBM (IBM) Y Y Intel (INTC) Y Y JP Morgan Chase (JPM) Y Y Procter & Gamble (PG) Y Y Travelers (TRV) Y Y United Technologies (UTX) Y Y Verizon (VZ) Y Y Apple (AAPL) Y Coca-Cola (KO) Y DowDuPont (DWDP) Y Goldman Sachs (GS) 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 12/31/2017) Average Capital Gain 52.0%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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