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The Stingy News Weekly (10/09/2016)


"People like the robber barons assumed that the doctrine of the survival of the fittest authenticated them as deserving power. You know, "I'm the richest. Therefore, I'm the best. God's in his heaven, etc." And that reaction of the robber barons was so irritating to people that it made it unfashionable to think of an economy as an ecosystem. But the truth is that it is a lot like an ecosystem. And you get many of the same results."
- Charlie Munger


New from StingyInvestor

Buyback yield
"Canadian investors love dividend stocks. But income seekers should look beyond a company's dividend yield to other factors that can enrich - or impoverish - shareholders." [$]


Top dividend stocks of 2016
"We're hard at work on this year's Dividend All-Stars, which grades the largest 100 dividend stocks in Canada. As a preview, I thought you might be interested in a few highlights and some behind the scenes data to whet your appetite for the next issue of the magazine."


Stingy Links

ILTB: Morgan Housel
"Morgan Housel and I explore the differences between private and public market investing, how to foster innovation and creativity, how businesses are structured and organized, and how Morgan finds interesting books and topics to write about."
[Behaviour]

Buyback bulls and bears
"I expect buybacks to continue at high rates so long as interest rates continue to be lower than the earnings yields of companies, and will continue to garner accusations of CEOs of manipulating earnings and stock prices to line their own pockets. But the data offers stronger support for the claims that buyback programs on average generate long-term excess returns for shareholders, driven by the earnings of the companies"
[Markets]

Financial crisis
"Why have financial crises occurred with such dismaying regularity throughout history around the world? Perspective from renowned financial crisis expert Robert Aliber and leading Wall Street economist and strategist, Nicholas Sargen." [video]
[Markets]

Warren Buffett is an artful influencer
"Warren Buffett's annual shareholder letter is an opportunity for him to exercise influence. The letter's tone is friendly and homespun, but Buffett takes it even further. He gives Berkshire shareholders the impression that he is actively looking out for their welfare."
[Buffett]

A more balanced S&P 500
"According to Willis, rebalancing the portfolio of 500 stocks each quarter to its original weight level, as the INDEX does, ensures that investors are adding stocks that have fallen in price and selling stocks whose prices appreciated. Thus, the mechanism of the equal-weight index embeds the 'buy low, sell high' strategy."
[Indexing]

Trump's tax break
"The prevailing wisdom that has emerged in the past week among accounting experts is that Trump was able to use more than $900 million in paper losses to reduce his taxable income via a loophole in the code that allowed losses of private businesses registered as S-Corporations to flow to their owners, even when they didn't put an of their own cash into the companies, which is where the name double dip comes from."
[Taxes]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)4145
Chevron (CVX)0545
IBM (IBM)5145
Pfizer (PFE)1415
Caterpillar (CAT)1355
Exxon Mobil (XOM)1545
Coca-Cola (KO)2214
McDonald's (MCD)3124
Cisco (CSCO)4524
Boeing (BA)2154
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
American Express (AXP)5442
Travelers (TRV)5552
JP Morgan Chase (JPM)5533
United Technologies (UTX)5452
IBM (IBM)5145
Apple (AAPL)4221
Verizon (VZ)4145
Wal-Mart (WMT)4453
Cisco (CSCO)4524
Goldman Sachs (GS)4531
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Verizon (VZ)41453.05
IBM (IBM)51453.52
JP Morgan Chase (JPM)55334.09
Cisco (CSCO)45244.52
United Technologies (UTX)54524.53
Travelers (TRV)55524.71
Wal-Mart (WMT)44535.08
American Express (AXP)54425.28
McDonald's (MCD)31246.54
Apple (AAPL)42216.65
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
IBM (IBM)YYY
Verizon (VZ)YYY
American Express (AXP)YY
Apple (AAPL)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Travelers (TRV)YY
United Technologies (UTX)YY
Wal-Mart (WMT)YY
Boeing (BA)Y
Caterpillar (CAT)Y
Chevron (CVX)Y
Coca-Cola (KO)Y
Exxon Mobil (XOM)Y
Goldman Sachs (GS)Y
Pfizer (PFE)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3115
CIBC (CM)5335
National Bank (NA)4435
Pembina Pipeline (PPL)1225
Power Corp of Canada (POW)5555
BCE Inc. (BCE)3125
Emera (EMA)4325
Shaw (SJR.B)5235
TELUS (T)4235
Bank of Nova Scotia (BNS)5425
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Magna (MG)5353
Shaw (SJR.B)5235
CIBC (CM)5335
Power Corp of Canada (POW)5555
Royal Bank (RY)5324
Bank of Nova Scotia (BNS)5425
Bank of Montreal (BMO)5424
Sun Life Financial (SLF)5444
TD Bank (TD)4424
National Bank (NA)4435
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
CIBC (CM)53351.99
Shaw (SJR.B)52352.14
Power Corp of Canada (POW)55552.45
National Bank (NA)44352.72
Bank of Nova Scotia (BNS)54252.87
Royal Bank (RY)53242.94
Bank of Montreal (BMO)54243.04
Emera (EMA)43253.09
Magna (MG)53533.42
Sun Life Financial (SLF)54443.44
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
National Bank (NA)YYY
Power Corp of Canada (POW)YYY
Shaw (SJR.B)YYY
Bank of Montreal (BMO)YY
Emera (EMA)YY
Magna (MG)YY
Royal Bank (RY)YY
Sun Life Financial (SLF)YY
BCE Inc. (BCE)Y
Inter Pipeline (IPL)Y
Pembina Pipeline (PPL)Y
TD Bank (TD)Y
TELUS (T)Y
Notes...



The Rothery Report
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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.

Rothery Report Performance
(03/31/2001 to 06/30/2016)
Average Capital Gain
48.5%



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