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The Stingy News Weekly (06/04/2018)


"Not everything that can be counted counts, and not everything that counts can be counted."
- Albert Einstein


New from StingyInvestor

Low P/E in the TSX 60
"The low-P/E portfolio would have gained an average of 18.4-per-cent annually over the 16 years through to the end of 2017. It beat the index by a whopping 10.7 percentage points per year on average."


Stingy Links

The psychology of money
"In what other field does someone with no education, no relevant experience, no resources, and no connections vastly outperform someone with the best education, the most relevant experiences, the best resources and the best connections? There will never be a story of a Grace Groner performing heart surgery better than a Harvard-trained cardiologist. Or building a faster chip than Apple's engineers. Unthinkable. But these stories happen in investing"
[Behaviour]

Lou Simpson wisdom
"One thing a lot of investors do is they cut their flowers and water their weeds. They sell their winners and keep their losers, hoping the losers will come back even. Generally, it's more effective to cut your weeds and water your flowers."
[Value Investing]

Market timing with multiples
"This short research note highlights that valuation multiples can be used for market timing, but result in an emotionally challenging strategy. Momentum or volatility-based strategies are attractive alternatives."
[Momentum]

Scientists succumb to corruption
"It starts with a dash of temptation. Stir in some rationalization and deception. The final and key ingredient is: stupid systems with perverse incentives."
[Behaviour]

Revisiting the Marshmallow Test
"Associations between delay time and measures of behavioral outcomes at age 15 were much smaller and rarely statistically significant."
[Behaviour]

Factors from scratch
"The excess returns associated with Value and Momentum result from convergent and divergent processes, respectively. Value stocks are systematically underpriced and gradually converge on their fair value over time. Momentum stocks start out fairly valued or slightly overvalued, and go on to become more overvalued in the short-term, before reverting back. Both styles represent a market mistake that can be captured as alpha."
[Value Investing]


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
TransCanada (TRP)4225
Pembina Pipeline (PPL)2325
Power Corp of Canada (POW)5555
CIBC (CM)5435
ARC Resources (ARX)4525
TELUS (T)3235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Metro (MRU)5252
Cenovus Energy (CVE)5552
Teck Resources (TECK.B)5541
Power Corp of Canada (POW)5555
CIBC (CM)5435
Magna (MG)5353
Kinross Gold (K)5540
National Bank (NA)5334
Bank of Nova Scotia (BNS)5424
Royal Bank (RY)5224
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Crescent Point (CPG)0544
Cenovus Energy (CVE)5552
Goldcorp (G)2521
Kinross Gold (K)5540
Teck Resources (TECK.B)5541
Power Corp of Canada (POW)5555
Husky Energy (HSE)3552
Cameco (CCO)0533
First Quantum (FM)0521
ARC Resources (ARX)4525
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
ARC Resources (ARX)YY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Kinross Gold (K)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Nova Scotia (BNS)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
Royal Bank (RY)Y
TELUS (T)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)5355
IBM (IBM)3245
Exxon Mobil (XOM)4455
Procter & Gamble (PG)4435
Pfizer (PFE)5425
Chevron (CVX)3545
Coca-Cola (KO)1114
General Electric (GE)0454
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)5332
Travelers (TRV)5553
JP Morgan Chase (JPM)5522
Exxon Mobil (XOM)4455
Procter & Gamble (PG)4435
Apple (AAPL)4221
Goldman Sachs (GS)4531
United Technologies (UTX)4443
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)4531
Travelers (TRV)5553
DowDuPont (DWDP)1543
Chevron (CVX)3545
JP Morgan Chase (JPM)5522
Exxon Mobil (XOM)4455
General Electric (GE)0454
Pfizer (PFE)5425
Wal-Mart (WMT)3453
Procter & Gamble (PG)4435
Notes | More Info...


US Stock SummaryYieldP/EP/B
Exxon Mobil (XOM)YYY
Pfizer (PFE)YYY
Procter & Gamble (PG)YYY
Chevron (CVX)YY
General Electric (GE)YY
Goldman Sachs (GS)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
Apple (AAPL)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
DowDuPont (DWDP)Y
IBM (IBM)Y
Merck (MRK)Y
United Technologies (UTX)Y
Wal-Mart (WMT)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 03/31/2018)
Average Capital Gain
51.8%


Stingy News Weekly
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2018
  08: 07 13
  07: 02 09 16 23 30
  06: 04 12 19 25
  05: 08 14 23 28
  04: 02 10 16 22 30
  03: 05 12 19 27
  02: 05 12 20 26
  01: 01 08 15 22 29
2017
  12: 04 11 18 24
  11: 06 12 20 27
  10: 01 07 16 23 30
  09: 04 11 17 23
  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
  02: 05 12 19 26
  01: 02 07 15 22 29
2016
  12: 04 11 18 26
  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
  04: 03 10 17 24
  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
  12: 05 12 19 26
  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31

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Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...