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The Stingy News Weekly (08/28/2017) "All intelligent investing is value investing - to acquire more than you are paying for. Investing is where you find a few great companies and then sit on your ass." - Charlie Munger New from StingyInvestor Dining on value "The results were eyeopening. The portfolio of low multiple stocks gained an average of 19.1% annually from the start of 1999 through to June 16, 2017. The market, as represented by the S&P/TSX Total Return index, gained just 4.7% annually over the same period." Stingy Links Buying moats "My guest this week is Pat Dorsey, who was the longtime director of equity research at Morningstar, where he specialized in economic moats: sources of sustained competitive advantage that allow a few companies to deliver huge returns over time." [audio] [Value Investing] Investing in floppy disks "Two years ago, we were trading at 10 times revenue. ... At 10 times revenue, to give you a 10-year payback, I have to pay you 100 per cent of revenues for 10 straight years in dividends ... That assumes that I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes that I pay no taxes, which is very hard. ... And that assumes that with zero R&D for the next 10 years, I can maintain the current revenue rate. ... Do you realize how ridiculous those basic assumptions are? You don't need any transparency. You don't need any footnotes. What were you thinking?" [Value Investing] Venezuela crumbles "In 2001 Venezuela was the richest country in South America; it is now among the poorest." [World] S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Inter Pipeline (IPL) 4 2 1 5 Pembina Pipeline (PPL) 2 2 2 5 CIBC (CM) 5 3 3 5 Enbridge (ENB) 1 4 4 5 BCE Inc. (BCE) 3 1 3 5 Power Corp of Canada (POW) 5 5 5 5 TELUS (T) 3 2 3 5 Crescent Point (CPG) 0 5 4 5 Emera (EMA) 2 3 4 5 Shaw (SJR.B) 2 2 2 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Cenovus Energy (CVE) 5 5 5 3 Magna (MG) 5 4 5 3 Barrick Gold (ABX) 5 3 3 1 Teck Resources (TECK.B) 5 5 4 1 Husky Energy (HSE) 5 5 4 0 CIBC (CM) 5 3 3 5 EnCana (ECA) 5 4 3 1 Power Corp of Canada (POW) 5 5 5 5 Thomson Reuters (TRI) 5 2 2 3 Sun Life Financial (SLF) 5 4 4 4 Notes | More Info... Low Price/Book Value Stocks P/E P/B P/S Yield Cenovus Energy (CVE) 5 5 5 3 Crescent Point (CPG) 0 5 4 5 Goldcorp (G) 2 5 2 1 First Quantum (FM) 0 5 2 1 Husky Energy (HSE) 5 5 4 0 Cameco (CCO) 0 5 3 3 Teck Resources (TECK.B) 5 5 4 1 Power Corp of Canada (POW) 5 5 5 5 Valeant Pharma (VRX) 0 5 5 0 Kinross Gold (K) 1 5 4 0 Notes | More Info... Canadian Stock Summary Yield P/E P/B Power Corp of Canada (POW) Y Y Y CIBC (CM) Y Y Cenovus Energy (CVE) Y Y Crescent Point (CPG) Y Y Husky Energy (HSE) Y Y Teck Resources (TECK.B) Y Y BCE Inc. (BCE) Y Barrick Gold (ABX) Y Cameco (CCO) Y Emera (EMA) Y EnCana (ECA) Y Enbridge (ENB) Y First Quantum (FM) Y Goldcorp (G) Y Inter Pipeline (IPL) Y Kinross Gold (K) Y Magna (MG) Y Pembina Pipeline (PPL) Y Shaw (SJR.B) Y Sun Life Financial (SLF) Y TELUS (T) Y Thomson Reuters (TRI) Y Valeant Pharma (VRX) Y Notes... DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Verizon (VZ) 4 1 4 5 IBM (IBM) 5 2 4 5 Exxon Mobil (XOM) 1 5 5 5 Chevron (CVX) 1 5 4 5 General Electric (GE) 2 4 4 5 Pfizer (PFE) 2 4 2 5 Cisco (CSCO) 4 4 2 4 Coca-Cola (KO) 1 1 1 4 Intel (INTC) 5 4 3 4 Merck (MRK) 1 3 1 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Goldman Sachs (GS) 5 5 3 1 IBM (IBM) 5 2 4 5 Travelers (TRV) 5 5 5 2 JP Morgan Chase (JPM) 5 5 2 2 Intel (INTC) 5 4 3 4 American Express (AXP) 4 3 3 1 Cisco (CSCO) 4 4 2 4 Verizon (VZ) 4 1 4 5 Procter & Gamble (PG) 4 3 2 4 Wal-Mart (WMT) 4 4 5 3 Notes | More Info... Low Price/Book Value Stocks P/E P/B P/S Yield Goldman Sachs (GS) 5 5 3 1 Chevron (CVX) 1 5 4 5 JP Morgan Chase (JPM) 5 5 2 2 Travelers (TRV) 5 5 5 2 Exxon Mobil (XOM) 1 5 5 5 Cisco (CSCO) 4 4 2 4 Intel (INTC) 5 4 3 4 General Electric (GE) 2 4 4 5 Wal-Mart (WMT) 4 4 5 3 United Technologies (UTX) 3 4 5 3 Notes | More Info... US Stock Summary Yield P/E P/B Cisco (CSCO) Y Y Y Intel (INTC) Y Y Y Chevron (CVX) Y Y Exxon Mobil (XOM) Y Y General Electric (GE) Y Y Goldman Sachs (GS) Y Y IBM (IBM) Y Y JP Morgan Chase (JPM) Y Y Travelers (TRV) Y Y Verizon (VZ) Y Y Wal-Mart (WMT) Y Y American Express (AXP) Y Coca-Cola (KO) Y Merck (MRK) Y Pfizer (PFE) Y Procter & Gamble (PG) Y United Technologies (UTX) 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 06/30/2017) Average Capital Gain 50.9%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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