Search - Contact - Subscribe - Login
Home | Articles | Links
The Stingy News Weekly (10/26/2014) "Yes, risk-taking is inherently failure-prone. Otherwise, it would be called sure-thing taking." - Tim McMahon New from StingyInvestor Bargains in the dark corners of the stock market "Warren Buffett bought a basket of cheap South Korean stocks about a decade ago. In doing so, he put the country on the map for North American value investors and a few of them have followed his lead." Stingy Links Shareholder value maximization "James Montier talks about shareholder value maximization (SVM) and its 'unintended' consequences." [Montier] Pets allowed "What a wonderful time it is for the scammer, the conniver, and the cheat: the underage drinkers who flash fake I.D.s, the able-bodied adults who drive cars with handicapped license plates, the parents who use a phony address so that their child can attend a more desirable public school, the customers with eleven items who stand in the express lane. The latest group to bend the law is pet owners." [Behaviour] Value investors see few bargains "Small-cap valuations are still quite asinine" [Value Investing] O Beholden Canada "Call it Canada's summer of pension discontent. Governments throughout the country are grappling with as much as $"68%" billion in unfunded government-worker retirement debt. In a country of just 38.5 million people, that's a pension problem roughly equivalent to the one that California faces. And it's widely shared." [Government] Curiosity killed the copycat "The funds that get copied, unsurprisingly, are typically those that have performed well in the past and are highly ranked by Morningstar. In the short term, the strategy appears to work; the copycats manage to improve their performance and the copied funds continue to do well. But over a longer period of four years or so, this effect disappears." [Funds] DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield AT&T (T) 5 5 4 5 Verizon (VZ) 5 1 4 5 McDonald's (MCD) 3 2 2 5 Chevron (CVX) 5 5 5 5 Pfizer (PFE) 2 4 1 5 General Electric (GE) 2 5 3 5 Cisco (CSCO) 4 4 3 4 Merck (MRK) 1 3 1 4 Procter & Gamble (PG) 1 3 2 4 Coca-Cola (KO) 1 2 1 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Travelers (TRV) 5 5 4 2 AT&T (T) 5 5 4 5 Verizon (VZ) 5 1 4 5 Goldman Sachs (GS) 5 5 3 1 JP Morgan Chase (JPM) 5 5 3 3 Chevron (CVX) 5 5 5 5 Exxon Mobil (XOM) 4 4 5 4 IBM (IBM) 4 1 4 3 United Technologies (UTX) 4 4 4 2 Wal-Mart (WMT) 4 3 5 2 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. AT&T (T) 5 5 4 5 1.91 Verizon (VZ) 5 1 4 5 2.34 Chevron (CVX) 5 5 5 5 3.00 JP Morgan Chase (JPM) 5 5 3 3 4.00 Exxon Mobil (XOM) 4 4 5 4 4.13 Travelers (TRV) 5 5 4 2 4.21 IBM (IBM) 4 1 4 3 4.85 McDonald's (MCD) 3 2 2 5 4.86 Cisco (CSCO) 4 4 3 4 4.99 Pfizer (PFE) 2 4 1 5 5.12 Notes | More Info... US Stock Summary Yield P/E V.R. AT&T (T) Y Y Y Chevron (CVX) Y Y Y Verizon (VZ) Y Y Y Cisco (CSCO) Y Y Exxon Mobil (XOM) Y Y IBM (IBM) Y Y JP Morgan Chase (JPM) Y Y McDonald's (MCD) Y Y Pfizer (PFE) Y Y Travelers (TRV) Y Y Coca-Cola (KO) Y General Electric (GE) Y Goldman Sachs (GS) Y Merck (MRK) Y Procter & Gamble (PG) Y United Technologies (UTX) Y Wal-Mart (WMT) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Penn West Petroleum (PWT) 0 5 4 5 Canadian Oil Sands (COS) 5 3 3 5 Crescent Point (CPG) 1 4 1 5 TransAlta (TA) 0 4 4 5 Enerplus (ERF) 1 3 2 5 BCE Inc. (BCE) 3 1 3 5 Teck Resources (TCK.B) 3 5 4 5 ARC Resources (ARX) 2 2 1 5 Husky Energy (HSE) 4 5 4 5 Rogers (RCI.B) 3 1 3 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Manulife (MFC) 5 4 3 3 Brookfield (BAM.A) 5 4 3 1 Canadian Oil Sands (COS) 5 3 3 5 Imperial Oil (IMO) 5 3 4 1 Bank of Nova Scotia (BNS) 5 3 2 4 National Bank (NA) 5 3 3 4 Bank of Montreal (BMO) 5 4 2 4 CIBC (CM) 5 2 3 4 Bombardier (BBD.B) 5 2 5 3 Power Corp of Canada (POW) 4 5 5 4 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Canadian Oil Sands (COS) 5 3 3 5 1.40 Bank of Nova Scotia (BNS) 5 3 2 4 2.97 Husky Energy (HSE) 4 5 4 5 3.12 Teck Resources (TCK.B) 3 5 4 5 3.13 CIBC (CM) 5 2 3 4 3.16 Manulife (MFC) 5 4 3 3 3.19 National Bank (NA) 5 3 3 4 3.23 Power Corp of Canada (POW) 4 5 5 4 3.25 Bank of Montreal (BMO) 5 4 2 4 3.26 Royal Bank (RY) 4 2 2 4 3.56 Notes | More Info... Canadian Stock Summary Yield P/E V.R. Canadian Oil Sands (COS) Y Y Y Bank of Montreal (BMO) Y Y Bank of Nova Scotia (BNS) Y Y CIBC (CM) Y Y Husky Energy (HSE) Y Y Manulife (MFC) Y Y National Bank (NA) Y Y Power Corp of Canada (POW) Y Y Teck Resources (TCK.B) Y Y ARC Resources (ARX) Y BCE Inc. (BCE) Y Bombardier (BBD.B) Y Brookfield (BAM.A) Y Crescent Point (CPG) Y Enerplus (ERF) Y Imperial Oil (IMO) Y Penn West Petroleum (PWT) Y Rogers (RCI.B) Y Royal Bank (RY) Y TransAlta (TA) 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 09/30/2014) Average Capital Gain 47.3%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... The Rothery Report 2024   08: 04 11   07: 07 14 21 27   06: 01 09 16 22 30   05: 05 10 19 25   04: 07 14 21 28   03: 03 10 17 24 31   02: 03 09 17 25   01: 07 14 21 28 2023   12: 03 09 16 24 30   11: 05 12 19 26   10: 01 07 15 22 29   09: 04 10 17 24   08: 07 13 20 27   07: 02 09 16 23 29   06: 04 11 16 25   05: 07 14 21 28   04: 02 09 16 23 30   03: 05 12 19 25   02: 05 12 19 26   01: 01 08 15 22 29 2022   12: 04 11 18 25   11: 06 13 20 27   10: 02 09 16 23 30   09: 04 11 18 25   08: 01 07 14 20 28   07: 03 10 17 24   06: 05 12 17 26   05: 01 08 15 23 29   04: 03 10 17   03: 06 13 20 27   02: 04 13 20 27   01: 02 09 16 23 30 2021   12: 05 12 19 25   11: 06 14 21 28   10: 03 07 17 24 30   09: 05 12 19 24   08: 02 08 15 22 29   07: 04 11 19 25   06: 06 13 20 27   05: 02 09 16 23 30   04: 04 11 18 25   03: 07 14 21 28   02: 07 14 21 28   01: 03 10 17 24 30 2020   12: 06 13 20 25   11: 01 08 22 27   10: 03 11 18 24   09: 06 11 19 26   08: 01 09 16 22 30   07: 04 12 18 26   06: 06 12 20 27   05: 03 09 16 23 31   04: 04 12 17 24   03: 08 15 22 28   02: 01 07 15 22 28   01: 03 10 17 24 2019   12: 03 11 16 27   11: 03 08 16 22 27   10: 04 11 18 22   09: 06 11 17 25   08: 12 19 31   07: 07 26 31   06: 06 15 21 26   05: 01 08 15 20 27   04: 03 13 16 21   03: 04 12 18 25   02: 05 13 20 25   01: 01 08 16 22 28 2018   12: 03 11 17 26   11: 01 05 12 19 26   10: 09 15 22   09: 06 10 17 24 30   08: 07 13 22 28   07: 02 09 16 23 30   06: 04 12 19 25   05: 08 14 23 28   04: 02 10 16 22 30   03: 05 12 19 27   02: 05 12 20 26   01: 01 08 15 22 29 2017   12: 04 11 18 24   11: 06 12 20 27   10: 01 07 16 23 30   09: 04 11 17 23   08: 07 16 20 28   07: 02 09 16 23 30   06: 04 11 18 26   05: 07 14 21 28   04: 02 09 16 23 30   03: 05 12 19 26   02: 05 12 19 26   01: 02 07 15 22 29 2016   12: 04 11 18 26   11: 06 13 20 27   10: 02 09 16 23 29   09: 04 11 18 25   08: 07 14 21 28   07: 03 10 17 24 31   06: 05 11 19 26   05: 01 08 15 22   04: 03 10 17 24   03: 06 13 20 27   02: 07 14 21 28   01: 03 10 17 24 31 2015   12: 06 13 20 27   11: 01 08 15 22 29   10: 04 10 18 25   09: 05 13 20 27   08: 17 23 30   07: 05 12 19 26 31   06: 06 14 21 28   05: 03 09 17 23 31   04: 04 12 19 26   03: 01 07 15 22 28   02: 07 14 21   01: 04 12 18 25 31 2014   12: 06 14 21 28   11: 02 08 16 23 30   10: 04 11 19 26   09: 06 14 19 28   08: 10 16 24 29   07: 05 12 19 25   06: 08 15 20 29   05: 04 11 18 25 30   04: 06 12 20 27   03: 02 09 16 23 30   02: 01 09 16 23   01: 05 12 18 26 2013   12: 02 09 16 30   11: 03 11 17 24   10: 06 14 20 27   09: 09 16 23 30   08: 04 10 25   07: 07 15 21 28   06: 03 09 16 23 30   05: 05 12 19 26   04: 07 14 21 28   03: 03 11 17 24 31   02: 04 10 17 24   01: 06 13 20 27 2012   12: 02 09 16 23 30   11: 04 11 18 25   10: 07 14 21 28   09: 02 09 16 23 30   08: 05 12 19 26   07: 01 08 15 22 29   06: 03 10 17 24   05: 07 13 20 27   04: 01 08 15 22 29   03: 04 11 18 25   02: 05 12 19 26   01: 01 08 15 22 29 2011   12: 04 11 18 25   11: 06 13 20 27   10: 02 09 16 23 30   09: 04 11 18 25   08: 07 14 21 28   07: 03 10 17 24   06: 05 12 19 26   05: 01 08 15 22 29   04: 04 10 17 24   03: 06 13 20 27   02: 06 13 20 27   01: 02 09 16 23 30 2010   12: 05 12 19 26   11: 07 14 21 28   10: 03 10 17 24 31   09: 05 12 19 26   08: 01 08 15 22 29   07: 04 11 16 25   06: 06 13 20 27   05: 02 09 16 23 30   04: 04 11 18 25   03: 07 14 21 28   02: 07 14 21 28   01: 03 10 17 24 31 Archive Stingy News Quarterly 2014: Q1 Discontinued 2013: Q1 Q2 Q3 Q4 2012: Q1 Q2 Q3 Q4 2011: Q1 Q2 Q3 Q4 2010: Q1 Q2 Q3 Q4 2009: Q1 Q2 Q3 Q4 2008: Q1 Q2 Q3 Q4 2007: Q1 Q2 Q3 Q4 2006: Q1 Q2 Q3 Q4 2005: Q1 Q2 Q3 Q4 2004: Q1 Q2 Q3 Q4 2003: Q1 Q2 Q3 Q4 2002: Q1 Q2 Q3 Q4 2001: Q1 Q2 Q3 Q4 Privacy Policy
About Us | Legal | Contact Us
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 this site is in no way guaranteed for completeness, accuracy or in any other way. More...