The Stingy News Weekly (09/28/2014)
New from StingyInvestor
Deep value stocks are scarce
"Deep value investing is a powerful way to beat the market, but deep value stocks are an endangered species in the U.S., according to money manager Patrick O'Shaughnessy. The situation north of the border is similar. But, thankfully, there are still some bargains to be found."
Back testing investment strategies
"Investment advice bombards us from many directions with little to support it but anecdote. Many times, a manager will give a handful of stocks as examples, demonstrating how well they went on to perform. Unfortunately, these managers conveniently ignore the many other stocks that also possessed the preferred characteristics but failed." [Markets]
How much does it really cost to mine gold?
"A scan of major gold producers' earnings suggests the cost of mining gold has risen dramatically over the past few years. Part of that is a true increase, owing to inflation and the expense of digging out tough-to-reach grades. But most of it is due to a change in the cost metric that gold miners emphasize in their reports to the investing community." [Stocks]
The Secret Goldman Sachs tapes
"The Fed failed to regulate the banks because it did not encourage its employees to ask questions, to speak their minds or to point out problems. Just the opposite: The Fed encourages its employees to keep their heads down, to obey their managers and to appease the banks. That is, bank regulators failed to do their jobs properly not because they lacked the tools but because they were discouraged from using them." [Government]
The Secret Recordings of Carmen Segarra
"An unprecedented look inside one of the most powerful, secretive institutions in the country. The NY Federal Reserve is supposed to monitor big banks. But when Carmen Segarra was hired, what she witnessed inside the Fed was so alarming that she got a tiny recorder and started secretly taping." [Government]
DOW 30 Value Screens
S&P/TSX60 Value Screens
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.
|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...