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The Stingy News Weekly (04/16/2018)


"A government big enough to give you everything you want is strong enough to take everything you have."
- Thomas Jefferson


Stingy News Flash

If you're in Toronto from April 23 to April 26, you might want to enjoy a bit of Fairfax Lollapalooza 2018. There are a variety of events to chose from and an overview can be found at ...
http://www.cornerofberkshireandfairfax.ca/forum/events/fairfax-lollapalooza-2018/

I want to highlight three of the events.

The Fairfax Annual General Meeting is the big show. Aside from a dose of value investing, attendees are usually well fed and showered with free swag. But it's shareholder's only affair. See ...
https://www.fairfax.ca/news/events-and-webcasts/default.aspx

The Premier - Fairfax Financial Shareholder's Dinner is a charitable event. Speakers include Keith Smith, who I've highlighted in the Globe & Mail in the past, and the winners of the YYX Toronto Value conference who will present their investing ideas. Plus some high powered guests from Fairfax will talk to the crowd. The proceeds go to Crohn's and Colitis Canada. More details can be found at ...
https://www.pdh-inc.com/2018-premier-fairfax-conference.html

Industry types, and the well-to-do, should consider The Ben Graham Centre's Value Investing Conference. Dr. George puts on a good show and Mason Hawkins is the keynote speaker this year. See ...
https://www.ivey.uwo.ca/bengrahaminvesting/events/2018/04/2018-value-investing-conference/

If you drop by, say hi!



New from StingyInvestor

Value stocks during a soft patch
"Buying into a strategy like value investing, or a fund like that offered by Mr. Chou, is easy to do after a strong run. It's much harder after a weak period. But buying during a soft patch may lead to generous returns." [$]


Stingy Links

Things I'm pretty sure about
"Some of the richest people are the worst money managers I've seen. When money loses the power of scarcity you stop caring about leaks that are meaningful when you're poorer. And when your life gets complicated you're more likely to outsource decisions to middlemen who may not have your best interest at heart. It's an overlooked irony. 'Enough money to care but not enough to not care' is the sweet spot for management."
[Behaviour]

Peter Kaufman talks about thinking
"I tried to learn what Munger calls, 'the big ideas' from all the different disciplines. Right up front I want to tell you my trick was, because if you try to do it the way he did it you don't have enough time in your life to do it. It's impossible. Because the fields are too big and the books are too thick."
[Behaviour]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3215
Enbridge (ENB)2445
Emera (EMA)1445
BCE Inc. (BCE)3135
Pembina Pipeline (PPL)2325
TransCanada (TRP)3225
Power Corp of Canada (POW)5555
CIBC (CM)5435
TELUS (T)3145
Shaw (SJR.B)4235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Valeant Pharma (VRX)5550
Cenovus Energy (CVE)5552
Metro (MRU)5252
Teck Resources (TECK.B)5541
Barrick Gold (ABX)5441
Magna (MG)5353
Kinross Gold (K)5540
CIBC (CM)5435
Power Corp of Canada (POW)5555
National Bank (NA)5334
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Crescent Point (CPG)0544
Cenovus Energy (CVE)5552
Goldcorp (G)3521
Teck Resources (TECK.B)5541
Power Corp of Canada (POW)5555
First Quantum (FM)0521
Valeant Pharma (VRX)5550
Kinross Gold (K)5540
Cameco (CCO)0533
Husky Energy (HSE)2552
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Kinross Gold (K)YY
Teck Resources (TECK.B)YY
Valeant Pharma (VRX)YY
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
Magna (MG)Y
Metro (MRU)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
TELUS (T)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)5355
Exxon Mobil (XOM)5455
IBM (IBM)3245
Chevron (CVX)3545
Pfizer (PFE)5425
General Electric (GE)0455
Procter & Gamble (PG)4334
Coca-Cola (KO)1114
Merck (MRK)1324
Cisco (CSCO)0314
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Verizon (VZ)5355
Pfizer (PFE)5425
Walt Disney (DIS)5432
Exxon Mobil (XOM)5455
JP Morgan Chase (JPM)5522
Apple (AAPL)4221
Travelers (TRV)4552
Procter & Gamble (PG)4334
UnitedHealth (UNH)4251
United Technologies (UTX)4443
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)2531
Chevron (CVX)3545
DowDuPont (DWDP)1533
Travelers (TRV)4552
JP Morgan Chase (JPM)5522
Exxon Mobil (XOM)5455
General Electric (GE)0455
Pfizer (PFE)5425
Wal-Mart (WMT)2453
United Technologies (UTX)4443
Notes | More Info...


US Stock SummaryYieldP/EP/B
Exxon Mobil (XOM)YYY
Pfizer (PFE)YYY
Chevron (CVX)YY
General Electric (GE)YY
JP Morgan Chase (JPM)YY
Procter & Gamble (PG)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Verizon (VZ)YY
Apple (AAPL)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
DowDuPont (DWDP)Y
Goldman Sachs (GS)Y
IBM (IBM)Y
Merck (MRK)Y
UnitedHealth (UNH)Y
Wal-Mart (WMT)Y
Walt Disney (DIS)Y
Notes...



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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.

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