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The Stingy News Weekly (09/11/2017) "I quickly convinced myself that the true key to happiness lay in a modest standard of living which could be achieved with little difficulty under almost all economic conditions." - Ben Graham New from StingyInvestor The return of the cats and dogs "The Safer Canadian Dogs and Climbing Cats are back after their brief summer vacation and are raring to go." Stingy Links Tim's letter "I realize the general market is relatively expensive and there are many uncertainties. This is reflected in our cash position which represents just under 25% of our net assets at June 30th. Additionally, in August we purchased a modest amount of portfolio insurance in the fashion of 'put options'. The recent sale of our position in Polaris will raise cash to over 35% of net assets giving us both downside protection and the ability to take advantage of investment opportunities." [Value Investing] The front test "The biggest problem for investors is never finding a good backtest. That's the easy part. The hard part is passing the front test by understanding your parameters, filters, and guidelines enough to be able to implement it in the real world and stick with it when it's out of favor." [Markets] Seth returns cash "Value investors seek stocks that they believe are undervalued by the market. A more than eight-year bull market has made stocks expense on a number of historical measures, leaving fewer bargains to be found." [Value Investing] ILTB with Meb Faber "Meb is a quantitative researcher whose firm Cambria has been behind many interesting investment strategies that break the Wall Street mold. We talk investing factors, dividends, angel investing, podcasts and more." [audio] [Markets] 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 BCE Inc. (BCE) 3 1 3 5 Enbridge (ENB) 1 4 4 5 CIBC (CM) 5 3 3 5 Power Corp of Canada (POW) 5 5 5 5 TELUS (T) 3 1 3 5 Emera (EMA) 2 3 4 5 Shaw (SJR.B) 2 2 2 5 Crescent Point (CPG) 0 5 4 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Cenovus Energy (CVE) 5 5 5 3 Barrick Gold (ABX) 5 3 3 1 Teck Resources (TECK.B) 5 5 4 1 Magna (MG) 5 4 5 3 Husky Energy (HSE) 5 5 5 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 First Quantum (FM) 0 5 2 1 Goldcorp (G) 2 5 2 1 Husky Energy (HSE) 5 5 5 0 Teck Resources (TECK.B) 5 5 4 1 Cameco (CCO) 0 5 3 3 Power Corp of Canada (POW) 5 5 5 5 Valeant Pharma (VRX) 0 5 5 0 Manulife (MFC) 4 5 4 4 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 Magna (MG) Y Manulife (MFC) 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) 5 1 5 5 IBM (IBM) 5 2 4 5 General Electric (GE) 1 4 4 5 Exxon Mobil (XOM) 2 5 4 5 Chevron (CVX) 1 5 4 5 Pfizer (PFE) 2 3 2 4 Cisco (CSCO) 4 4 2 4 Coca-Cola (KO) 1 1 1 4 Intel (INTC) 4 4 3 4 Procter & Gamble (PG) 4 3 2 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Goldman Sachs (GS) 5 5 3 1 Verizon (VZ) 5 1 5 5 IBM (IBM) 5 2 4 5 Travelers (TRV) 5 5 5 3 JP Morgan Chase (JPM) 5 5 2 2 Intel (INTC) 4 4 3 4 United Technologies (UTX) 4 4 5 3 Procter & Gamble (PG) 4 3 2 4 Cisco (CSCO) 4 4 2 4 Walt Disney (DIS) 4 3 3 2 Notes | More Info... Low Price/Book Value Stocks P/E P/B P/S Yield Goldman Sachs (GS) 5 5 3 1 JP Morgan Chase (JPM) 5 5 2 2 Travelers (TRV) 5 5 5 3 Chevron (CVX) 1 5 4 5 Exxon Mobil (XOM) 2 5 4 5 Cisco (CSCO) 4 4 2 4 Intel (INTC) 4 4 3 4 General Electric (GE) 1 4 4 5 United Technologies (UTX) 4 4 5 3 Wal-Mart (WMT) 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 Procter & Gamble (PG) Y Y Travelers (TRV) Y Y United Technologies (UTX) Y Y Verizon (VZ) Y Y Coca-Cola (KO) Y Pfizer (PFE) Y Wal-Mart (WMT) Y Walt Disney (DIS) 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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