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The Stingy News Weekly (01/10/2016)

	"Success in investing doesn't correlate with I.Q. once you're above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing."
	- Warren Buffett

New from StingyInvestor

Asset Mixer Update
We've updated our Asset Mixer to include nominal data for 2015.

Periodic Table Update
We've updated our periodic table of annual returns for Canadians to include nominal data for 2015.

Stingy Links

Culture eats strategy
"Nucor probably didn't have any core attributes that were unavailable to its competitors. It simply made better choices and was more fanatical about sticking to them. The resulting success was deserved. This is why culture eats strategy." [Management]

Trend following backtest
"I'm going to conduct a comprehensive backtest of three popular trend-following market timing strategies: the moving average strategy, the moving average crossover strategy, and the momentum strategy. These are simple, binary market timing strategies that go long or that go to cash at the close of each month based on the market's position relative to trend. They produce very similar results, so after reviewing their performances in U.S. data, I'm going to settle on the moving average strategy as a representative strategy to backtest out-of-sample." [Momentum Investing]

MiB: Michael Covel
"On this week's Masters in Business radio podcast, I speak with Michael Covel, author of Trend Following and Turtle Trader. Covel is a student of trading, and has helped demystify a number of fascinating aspects of how top traders achieve their greatness." [Momentum Investing]

Consider the last great tax shelter
"Self-employment is the last of the great tax shelters." [taxes]

DOW 30 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Chevron (CVX)	3	5	5	5
Verizon (VZ)	3	1	4	5
Caterpillar (CAT)	4	4	5	5
IBM (IBM)	5	1	4	5
Exxon Mobil (XOM)	3	5	4	5
Pfizer (PFE)	2	4	1	5
Merck (MRK)	4	3	2	4
Procter & Gamble (PG)	1	3	2	4
Cisco (CSCO)	4	5	3	4
General Electric (GE)	0	4	3	4
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
IBM (IBM)	5	1	4	5
Travelers (TRV)	5	5	5	2
JP Morgan Chase (JPM)	5	5	3	3
Apple (AAPL)	5	2	3	2
Goldman Sachs (GS)	5	5	3	1
American Express (AXP)	4	3	3	1
Caterpillar (CAT)	4	4	5	5
Cisco (CSCO)	4	5	3	4
Merck (MRK)	4	3	2	4
Intel (INTC)	4	4	2	3
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
IBM (IBM)	5	1	4	5	2.32
Caterpillar (CAT)	4	4	5	5	2.68
JP Morgan Chase (JPM)	5	5	3	3	3.35
Chevron (CVX)	3	5	5	5	3.42
Verizon (VZ)	3	1	4	5	3.57
Merck (MRK)	4	3	2	4	3.76
Cisco (CSCO)	4	5	3	4	3.89
Exxon Mobil (XOM)	3	5	4	5	4.04
Travelers (TRV)	5	5	5	2	4.13
Wal-Mart (WMT)	4	4	5	3	4.42
Notes \| More Info...

US Stock Summary	Yield	P/E	V.R.
Caterpillar (CAT)	Y	Y	Y
Cisco (CSCO)	Y	Y	Y
IBM (IBM)	Y	Y	Y
Merck (MRK)	Y	Y	Y
Chevron (CVX)	Y		Y
Exxon Mobil (XOM)	Y		Y
JP Morgan Chase (JPM)		Y	Y
Travelers (TRV)		Y	Y
Verizon (VZ)	Y		Y
American Express (AXP)		Y
Apple (AAPL)		Y
General Electric (GE)	Y
Goldman Sachs (GS)		Y
Intel (INTC)		Y
Pfizer (PFE)	Y
Procter & Gamble (PG)	Y
Wal-Mart (WMT)			Y
Notes...

S&P/TSX60 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Potash Corp. (POT)	5	3	2	5
Husky Energy (HSE)	0	5	5	5
Crescent Point (CPG)	0	5	2	5
ARC Resources (ARX)	0	3	1	5
Inter Pipeline (IPL)	3	2	1	5
EnCana (ECA)	0	5	4	5
Talisman Energy (TLM)	0	0	0	5
National Bank (NA)	5	3	3	5
CIBC (CM)	5	2	2	5
Bank of Nova Scotia (BNS)	5	3	2	5
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
SNC-Lavalin (SNC)	5	3	5	3
Power Corp of Canada (POW)	5	4	5	4
Magna (MG)	5	3	5	3
National Bank (NA)	5	3	3	5
Bank of Nova Scotia (BNS)	5	3	2	5
CIBC (CM)	5	2	2	5
Royal Bank (RY)	5	2	2	4
Potash Corp. (POT)	5	3	2	5
Bank of Montreal (BMO)	4	4	3	4
Sun Life Financial (SLF)	4	4	4	3
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Potash Corp. (POT)	5	3	2	5	1.11
National Bank (NA)	5	3	3	5	1.53
Power Corp of Canada (POW)	5	4	5	4	1.53
SNC-Lavalin (SNC)	5	3	5	3	1.54
Bank of Nova Scotia (BNS)	5	3	2	5	1.86
CIBC (CM)	5	2	2	5	1.95
Royal Bank (RY)	5	2	2	4	2.31
Bank of Montreal (BMO)	4	4	3	4	2.44
Shaw (SJR.B)	4	2	3	5	2.56
Inter Pipeline (IPL)	3	2	1	5	2.56
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	V.R.
Bank of Nova Scotia (BNS)	Y	Y	Y
CIBC (CM)	Y	Y	Y
National Bank (NA)	Y	Y	Y
Potash Corp. (POT)	Y	Y	Y
Bank of Montreal (BMO)		Y	Y
Inter Pipeline (IPL)	Y		Y
Power Corp of Canada (POW)		Y	Y
Royal Bank (RY)		Y	Y
SNC-Lavalin (SNC)		Y	Y
ARC Resources (ARX)	Y
Crescent Point (CPG)	Y
EnCana (ECA)	Y
Husky Energy (HSE)	Y
Magna (MG)		Y
Shaw (SJR.B)			Y
Sun Life Financial (SLF)		Y
Talisman Energy (TLM)	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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