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The Stingy News Weekly (04/10/2016) "The important thing is to keep playing, to play against weak opponents and to play for big stakes." - Warren Buffett New from StingyInvestor A flock of value investors "A flock of value investors from across North America will land in Toronto this week to hear what Prem Watsa, the CEO of Fairfax Financial, has to say at his firm's annual meeting. But they should think about one of the company's investments on their way there." [$] Don't sweat the details "Many investors fret about the small details when it comes to how to divvy up their equity asset allocations. But some wildly different allocations haven't mattered much to returns over the long haul." Stingy Links Cumulative advantage "But just because we now know that something happened doesn.t imply that we could have known it was going to happen at the time, even in principle, because at the time, it wasn.t necessarily going to happen at all." [Behaviour] Jason Zweig talks at Google "Jason Zweig will discuss his latest book, The Devil's Financial Dictionary, and how he went about distilling everything he had learned in almost three decades as an investing journalist into definitions of Wall Street terms that are, in many cases, only a few words long." [Zweig] Alpha or assets "With fees lower across the board, scale becomes a more important consideration for asset managers when deciding what strategies to offer the investing public. When fees fall, assets need to rise. For assets to rise across a business, the strategies offered need to be able to accommodate more invested money." [Value Investing] DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Chevron (CVX) 1 5 5 5 Verizon (VZ) 4 1 4 5 Caterpillar (CAT) 3 4 5 5 Pfizer (PFE) 2 4 1 5 Cisco (CSCO) 4 5 2 5 Exxon Mobil (XOM) 3 5 4 5 Merck (MRK) 1 3 2 4 Boeing (BA) 3 1 5 4 IBM (IBM) 5 1 4 4 Intel (INTC) 4 4 3 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield JP Morgan Chase (JPM) 5 5 3 3 Travelers (TRV) 5 5 5 2 IBM (IBM) 5 1 4 4 United Technologies (UTX) 5 4 4 2 Apple (AAPL) 5 2 3 1 American Express (AXP) 4 4 4 2 Verizon (VZ) 4 1 4 5 Goldman Sachs (GS) 4 5 3 1 Intel (INTC) 4 4 3 4 Cisco (CSCO) 4 5 2 5 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Verizon (VZ) 4 1 4 5 2.96 IBM (IBM) 5 1 4 4 3.33 JP Morgan Chase (JPM) 5 5 3 3 3.39 Cisco (CSCO) 4 5 2 5 3.92 Intel (INTC) 4 4 3 4 4.35 United Technologies (UTX) 5 4 4 2 4.53 Boeing (BA) 3 1 5 4 4.97 Travelers (TRV) 5 5 5 2 5.19 Wal-Mart (WMT) 4 4 5 3 5.21 Caterpillar (CAT) 3 4 5 5 5.47 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 Verizon (VZ) Y Y Y Boeing (BA) Y Y Caterpillar (CAT) Y Y JP Morgan Chase (JPM) Y Y Travelers (TRV) Y Y United Technologies (UTX) Y Y American Express (AXP) Y Apple (AAPL) Y Chevron (CVX) Y Exxon Mobil (XOM) Y Goldman Sachs (GS) Y Merck (MRK) Y Pfizer (PFE) 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) 2 2 1 5 Potash Corp. (POT) 5 3 2 5 Talisman Energy (TLM) 0 0 0 5 National Bank (NA) 5 3 3 5 CIBC (CM) 5 3 2 5 Shaw (SJR.B) 4 2 3 5 BCE Inc. (BCE) 3 1 2 5 Bank of Nova Scotia (BNS) 5 4 2 5 TransCanada (TRP) 0 2 1 5 Royal Bank (RY) 5 3 2 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Power Corp of Canada (POW) 5 5 5 4 Magna (MG) 5 3 5 3 National Bank (NA) 5 3 3 5 CIBC (CM) 5 3 2 5 Bank of Nova Scotia (BNS) 5 4 2 5 Royal Bank (RY) 5 3 2 5 Potash Corp. (POT) 5 3 2 5 Sun Life Financial (SLF) 5 4 4 4 Bank of Montreal (BMO) 4 4 3 4 TD Bank (TD) 4 3 2 4 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Power Corp of Canada (POW) 5 5 5 4 1.79 Potash Corp. (POT) 5 3 2 5 1.94 National Bank (NA) 5 3 3 5 2.07 CIBC (CM) 5 3 2 5 2.23 Bank of Nova Scotia (BNS) 5 4 2 5 2.36 Royal Bank (RY) 5 3 2 5 2.61 Bank of Montreal (BMO) 4 4 3 4 2.76 Shaw (SJR.B) 4 2 3 5 3.03 Sun Life Financial (SLF) 5 4 4 4 3.14 Agrium (AGU) 4 2 5 4 3.31 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 Royal Bank (RY) Y Y Y Bank of Montreal (BMO) Y Y Power Corp of Canada (POW) Y Y Shaw (SJR.B) Y Y Sun Life Financial (SLF) Y Y Agrium (AGU) Y BCE Inc. (BCE) Y Inter Pipeline (IPL) Y Magna (MG) Y TD Bank (TD) Y Talisman Energy (TLM) Y TransCanada (TRP) 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 12/31/2015) Average Capital Gain 49.0%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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