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The Stingy News Weekly (05/15/2017) "I'd be a bum on the street with a tin cup if the markets were efficient" - Warren Buffett Stingy Links Mayday at Home Capital "In the early hours of Monday, May 1, exhausted representatives for Home Capital and a group of lenders hung up the phone in frustration. A deal to give the company an emergency $2-billion loan appeared to be falling apart. Directors at the mortgage firm felt that without the money, they wouldn't be able to open for business a few hours later." [$] [Stocks] Too much housing "Don't let the mushrooming condos downtown fool you. There is no housing shortage in Toronto, says new planning research out of Ryerson University." [Real Estate] Trading costs and factor investing "It seems that everywhere you look there is a promotion related to factor investing and/or smart beta. The incentives to develop strategies with strong backtests are strong, both in academia and in industry. This natural conflict of interest should raise concern for investors who are trying to ascertain the validity of a particular study or investment approach. One must always consider the possibility of data-snooping, overfitting, and transaction costs - do they make the strong results null and void?" [Academia] Graham and Doddsville Spring 2017 "In this issue, we were fortunate to speak with three investors who provide a range of perspectives and investment approaches. All three apply variations of value investing and fundamental research to find overlooked opportunities. These investments could be stable businesses in turbulent geographies, misunderstood businesses engrossed in controversy, or compounders that are hiding in plain sight." [Value Investing] Charlie Munger interview "If you don't learn, you're going to be stuck in yesteryear and clobbered by fate." [video] [Munger] DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Verizon (VZ) 4 1 5 5 Chevron (CVX) 0 5 4 5 IBM (IBM) 5 2 4 5 Pfizer (PFE) 2 4 2 5 Exxon Mobil (XOM) 1 5 4 5 Cisco (CSCO) 4 4 2 5 Coca-Cola (KO) 1 1 1 4 General Electric (GE) 2 4 4 4 Procter & Gamble (PG) 4 3 2 4 Boeing (BA) 3 1 5 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Goldman Sachs (GS) 5 5 3 1 Travelers (TRV) 5 5 5 3 IBM (IBM) 5 2 4 5 JP Morgan Chase (JPM) 5 5 2 2 American Express (AXP) 5 4 3 2 Verizon (VZ) 4 1 5 5 Intel (INTC) 4 4 3 4 Procter & Gamble (PG) 4 3 2 4 Cisco (CSCO) 4 4 2 5 Wal-Mart (WMT) 4 4 5 3 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Verizon (VZ) 4 1 5 5 3.04 IBM (IBM) 5 2 4 5 3.10 Procter & Gamble (PG) 4 3 2 4 4.95 Travelers (TRV) 5 5 5 3 4.96 Cisco (CSCO) 4 4 2 5 4.97 Intel (INTC) 4 4 3 4 5.01 JP Morgan Chase (JPM) 5 5 2 2 5.82 Wal-Mart (WMT) 4 4 5 3 6.43 Pfizer (PFE) 2 4 2 5 7.25 Boeing (BA) 3 1 5 4 7.28 Notes | More Info... US Stock Summary Yield P/E V.R. Cisco (CSCO) Y Y Y IBM (IBM) Y Y Y Procter & Gamble (PG) Y Y Y Verizon (VZ) Y Y Y Boeing (BA) Y Y Intel (INTC) Y Y JP Morgan Chase (JPM) Y Y Pfizer (PFE) Y Y Travelers (TRV) Y Y Wal-Mart (WMT) Y Y American Express (AXP) Y Chevron (CVX) Y Coca-Cola (KO) Y Exxon Mobil (XOM) Y General Electric (GE) Y Goldman Sachs (GS) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Inter Pipeline (IPL) 3 2 1 5 CIBC (CM) 5 3 3 5 BCE Inc. (BCE) 3 1 3 5 Pembina Pipeline (PPL) 2 2 1 5 Power Corp of Canada (POW) 5 5 5 5 Emera (EMA) 2 5 2 5 Enbridge (ENB) 1 1 4 5 National Bank (NA) 4 3 3 5 TELUS (T) 3 1 3 5 Shaw (SJR.B) 4 2 2 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Magna (MG) 5 3 5 3 CIBC (CM) 5 3 3 5 Teck Resources (TECK.B) 5 5 4 1 Thomson Reuters (TRI) 5 2 2 4 Husky Energy (HSE) 5 5 5 0 Sun Life Financial (SLF) 5 4 4 4 Bank of Montreal (BMO) 5 4 2 4 Bank of Nova Scotia (BNS) 5 4 2 4 Power Corp of Canada (POW) 5 5 5 5 Royal Bank (RY) 5 3 2 4 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. CIBC (CM) 5 3 3 5 1.92 Power Corp of Canada (POW) 5 5 5 5 2.81 Sun Life Financial (SLF) 5 4 4 4 3.01 National Bank (NA) 4 3 3 5 3.10 Shaw (SJR.B) 4 2 2 5 3.11 Bank of Nova Scotia (BNS) 5 4 2 4 3.14 Inter Pipeline (IPL) 3 2 1 5 3.24 Bank of Montreal (BMO) 5 4 2 4 3.31 Thomson Reuters (TRI) 5 2 2 4 3.40 Royal Bank (RY) 5 3 2 4 3.42 Notes | More Info... Canadian Stock Summary Yield P/E V.R. CIBC (CM) Y Y Y Power Corp of Canada (POW) Y Y Y Bank of Montreal (BMO) Y Y Bank of Nova Scotia (BNS) Y Y Inter Pipeline (IPL) Y Y National Bank (NA) Y Y Royal Bank (RY) Y Y Shaw (SJR.B) Y Y Sun Life Financial (SLF) Y Y Thomson Reuters (TRI) Y Y BCE Inc. (BCE) Y Emera (EMA) Y Enbridge (ENB) Y Husky Energy (HSE) Y Magna (MG) Y Pembina Pipeline (PPL) Y TELUS (T) Y Teck Resources (TECK.B) 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 03/31/2017) Average Capital Gain 50.9%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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