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The Stingy News Weekly (09/17/2017)
| "Only buy something that you'd be perfectly happy to hold if the
market shut down for 10 years." | |
| - Warren Buffett | |
New from StingyInvestor
Low-P/E value
"The low-P/E method sported an average annual gain of 18.59 per
cent and outperformed the index by a stunning 11.1 percentage
points on average annually." [$]
Stingy Links
Value in the value factor
"Value and Size are cheap while Low Volatility and Growth are
expensive" [Value Investing]
Value investing is difficult
"Whilst in its basic form a value approach may be considered
elementary compared to other investment styles, it is the most
exacting behaviourally; this is a key reason why a long-term premium
exists for owning value stocks and why both active managers and
fund investors struggle to embrace the discipline." [Value Investing]
The data mine
"The authors take the Compustat universe of data points, and use
every variable in the dataset to create over 2 million trading
strategies" [Markets]
Finding takeover candidates
"There is no guarantee that stocks trading below net collateral
value per share will be subject to a takeover offer or go
private, but the numbers make it feasible to buy the company with no
money down. That is why they are intriguing candidates for a
patient investor." [Value Investing]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | 4 | 2 | 1 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Pembina Pipeline (PPL) | 2 | 2 | 2 | 5 |
| Enbridge (ENB) | 1 | 4 | 4 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Emera (EMA) | 2 | 4 | 4 | 5 |
| TELUS (T) | 3 | 1 | 3 | 5 |
| Shaw (SJR.B) | 2 | 2 | 2 | 5 |
| Bank of Nova Scotia (BNS) | 4 | 3 | 2 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | 5 | 5 | 5 | 3 |
| Teck Resources (TECK.B) | 5 | 5 | 4 | 1 |
| Barrick Gold (ABX) | 5 | 3 | 3 | 1 |
| Magna (MG) | 5 | 3 | 5 | 3 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Husky Energy (HSE) | 5 | 5 | 4 | 0 |
| Thomson Reuters (TRI) | 5 | 2 | 2 | 3 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| EnCana (ECA) | 5 | 4 | 2 | 1 |
| 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 | 4 |
| First Quantum (FM) | 0 | 5 | 2 | 1 |
| Goldcorp (G) | 3 | 5 | 2 | 1 |
| Teck Resources (TECK.B) | 5 | 5 | 4 | 1 |
| Husky Energy (HSE) | 5 | 5 | 4 | 0 |
| 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 |
| Husky Energy (HSE) | | Y | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Nova Scotia (BNS) | Y | | |
| Barrick Gold (ABX) | | Y | |
| Cameco (CCO) | | | Y |
| Crescent Point (CPG) | | | 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 |
| Cisco (CSCO) | 4 | 4 | 2 | 5 |
| Pfizer (PFE) | 2 | 3 | 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 |
| IBM (IBM) | 5 | 2 | 4 | 5 |
| Travelers (TRV) | 5 | 5 | 5 | 3 |
| Verizon (VZ) | 5 | 1 | 5 | 5 |
| JP Morgan Chase (JPM) | 5 | 5 | 2 | 2 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| Procter & Gamble (PG) | 4 | 3 | 2 | 4 |
| Cisco (CSCO) | 4 | 4 | 2 | 5 |
| United Technologies (UTX) | 4 | 4 | 5 | 3 |
| 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 | 5 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| General Electric (GE) | 1 | 4 | 4 | 5 |
| Wal-Mart (WMT) | 3 | 4 | 5 | 3 |
| United Technologies (UTX) | 4 | 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
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| Disclaimers: Consult with a
qualified investment adviser before trading. Past performance is a
poor indicator of future performance. The information on this site,
and in its related newsletters, is not intended to be, nor does it
constitute, financial advice or recommendations. The information on
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