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The Stingy News Weekly (06/18/2017) "The stock market is a no-called-strike game. You don't have to swing at everything--you can wait for your pitch. The problem when you're a money manager is that your fans keep yelling, 'Swing, you bum!'" - Warren Buffett New from StingyInvestor The Safer Dogs of the TSX "The Safer Dogs now appear to be relatively cheap - provided they can grow their earnings over time. If a good part of those earnings can be turned into dividends or share buybacks then shareholders will likely be a happy bunch." Stingy Links Institutional investors, just like us "But what if you picked the top allocation per decade for the next decade, how would that do? ... It would reduce your return by 1.5% per year" [Funds] Great returns, gut-wrenching drawdowns "Our bottom line result is that perfect foresight has great returns, but gut-wrenching drawdowns. In other words, an active manager who was clairvoyant, and knew ahead of time exactly which stocks were going to be long-term winners and long-term losers, would likely get fired many times over if they were managing other people's money." [Markets] Whiplash: Value vs. Growth "With mean reversion, investor behavior, and interest rates all lining up on the same side, things are indeed starting to look up for value." [Value Investing] Quant vs traditional investors "Our conversation centers on the massive shift from what we call discretionary portfolio management - basically stock picking - to a landscape that is increasingly dominated by quantitative investors of various types. We talk about how any investor might hope to earn alpha, and how doing so is harder and harder." [audio] [Markets] Still not crazy "Putting all of this together, it means that some of the FAANGs will be back in these stories (for positive or negative impact) soon enough over some ex post time period (3 months, 5 months, 1 year, we'll figure it out after it happens!). And it will likely be just as normal then as it is now and as it was after 2015 when Cliff first noted this." [Markets] DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Verizon (VZ) 4 1 5 5 Chevron (CVX) 1 5 4 5 Pfizer (PFE) 2 4 2 5 IBM (IBM) 5 2 4 5 Exxon Mobil (XOM) 1 5 4 5 Cisco (CSCO) 4 4 2 5 General Electric (GE) 2 4 4 4 Coca-Cola (KO) 1 1 1 4 Intel (INTC) 4 4 3 4 Procter & Gamble (PG) 4 3 2 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Goldman Sachs (GS) 5 5 3 1 Travelers (TRV) 5 5 5 2 IBM (IBM) 5 2 4 5 JP Morgan Chase (JPM) 5 5 2 3 American Express (AXP) 5 4 3 1 Intel (INTC) 4 4 3 4 Verizon (VZ) 4 1 5 5 Cisco (CSCO) 4 4 2 5 Procter & Gamble (PG) 4 3 2 4 Apple (AAPL) 4 2 2 2 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Verizon (VZ) 4 1 5 5 3.15 IBM (IBM) 5 2 4 5 3.29 Cisco (CSCO) 4 4 2 5 4.38 Intel (INTC) 4 4 3 4 4.93 Procter & Gamble (PG) 4 3 2 4 5.33 Travelers (TRV) 5 5 5 2 5.71 JP Morgan Chase (JPM) 5 5 2 3 5.74 Wal-Mart (WMT) 4 4 5 3 6.59 Pfizer (PFE) 2 4 2 5 7.12 Boeing (BA) 2 1 5 4 8.32 Notes | More Info... US Stock Summary Yield P/E V.R. Cisco (CSCO) Y Y Y IBM (IBM) Y Y Y Intel (INTC) Y Y Y Procter & Gamble (PG) Y Y Y Verizon (VZ) Y Y Y JP Morgan Chase (JPM) Y Y Pfizer (PFE) Y Y Travelers (TRV) Y Y American Express (AXP) Y Apple (AAPL) Y Boeing (BA) Y Chevron (CVX) Y Coca-Cola (KO) Y Exxon Mobil (XOM) Y General Electric (GE) Y Goldman Sachs (GS) Y Wal-Mart (WMT) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Inter Pipeline (IPL) 3 2 1 5 Power Corp of Canada (POW) 5 5 5 5 BCE Inc. (BCE) 4 1 2 5 CIBC (CM) 5 3 3 5 Enbridge (ENB) 1 4 4 5 Pembina Pipeline (PPL) 2 2 2 5 TELUS (T) 3 1 3 5 Emera (EMA) 3 3 4 5 National Bank (NA) 5 3 3 5 Shaw (SJR.B) 4 2 2 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Teck Resources (TECK.B) 5 5 4 1 Magna (MG) 5 4 5 3 CIBC (CM) 5 3 3 5 Power Corp of Canada (POW) 5 5 5 5 Thomson Reuters (TRI) 5 2 2 3 Husky Energy (HSE) 5 5 4 0 Sun Life Financial (SLF) 5 4 4 4 National Bank (NA) 5 3 3 5 Bank of Montreal (BMO) 5 4 3 4 Bank of Nova Scotia (BNS) 5 3 2 4 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. CIBC (CM) 5 3 3 5 1.86 Power Corp of Canada (POW) 5 5 5 5 2.14 National Bank (NA) 5 3 3 5 2.64 Inter Pipeline (IPL) 3 2 1 5 2.86 Sun Life Financial (SLF) 5 4 4 4 2.89 Bank of Montreal (BMO) 5 4 3 4 3.01 Magna (MG) 5 4 5 3 3.07 Bank of Nova Scotia (BNS) 5 3 2 4 3.15 Royal Bank (RY) 4 3 2 4 3.41 Shaw (SJR.B) 4 2 2 5 3.41 Notes | More Info... Canadian Stock Summary Yield P/E V.R. CIBC (CM) Y Y Y National Bank (NA) Y Y Y Power Corp of Canada (POW) Y Y Y Bank of Montreal (BMO) Y Y Bank of Nova Scotia (BNS) Y Y Inter Pipeline (IPL) Y Y Magna (MG) Y Y Shaw (SJR.B) Y Y Sun Life Financial (SLF) Y Y BCE Inc. (BCE) Y Emera (EMA) Y Enbridge (ENB) Y Husky Energy (HSE) Y Pembina Pipeline (PPL) Y Royal Bank (RY) Y TELUS (T) Y Teck Resources (TECK.B) Y Thomson Reuters (TRI) 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 03/31/2017) Average Capital Gain 50.9%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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