Search - Contact - Login
Home | Articles | Links
The Stingy News Weekly (02/07/2016) "The chief losses to investors come from the purchase of low-quality securities at times of favorable business conditions." - Benjamin Graham New from StingyInvestor Asset Mixer Portfolios The Asset Mixer portfolios of index funds and ETFs have been updated to reflect recent annual fee data (MER) Asset Mixer Update We've updated our Asset Mixer to include inflation-adjusted data for 2015. Periodic Table Update We've updated our periodic table of annual returns for Canadians to include inflation-adjusted data for 2015. Stingy Links Kleinschmidt interview "An exclusive interview with Tocqueville Fund.s long-time portfolio manager Robert Kleinschmidt. The contrarian value investor explains why commodities are key to the market and what they are telling him now." [Value Investing] Change in shares outstanding "The first quintile barely exhibited a positive annualized return. The stock of these companies that increased shares outstanding underperformed the market in 75% of the years in this 16-year test period. The average excess returns versus the S&P 500 equal weight benchmark were a negative 3.34%. In contrast, the 5th quintile outperformed the benchmark 81.25% of the time and produced average excess return of 5.54%." [Markets] A select group "Tech-boosters would doubtless love to see a prolonged bout of jostling for top spot between Alphabet and Apple (which before this week had held on to its crown for 653 consecutive days). But an obvious threat to both comes from a company that isn't even listed yet: Aramco, Saudi Arabia's state-owned oil giant, which is almost certainly the world's most valuable firm and is toying with an initial public offering." [Stocks] DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Chevron (CVX) 1 5 5 5 Caterpillar (CAT) 3 4 5 5 Verizon (VZ) 4 1 4 5 Pfizer (PFE) 2 4 1 5 IBM (IBM) 5 1 4 5 Merck (MRK) 1 3 2 5 Cisco (CSCO) 4 5 3 4 Exxon Mobil (XOM) 2 5 4 4 Intel (INTC) 4 4 2 4 Boeing (BA) 3 1 5 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield IBM (IBM) 5 1 4 5 JP Morgan Chase (JPM) 5 5 3 3 Travelers (TRV) 5 5 5 2 Apple (AAPL) 5 2 3 2 United Technologies (UTX) 5 4 4 3 American Express (AXP) 4 4 4 2 Verizon (VZ) 4 1 4 5 Cisco (CSCO) 4 5 3 4 Intel (INTC) 4 4 2 4 Goldman Sachs (GS) 4 5 3 1 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. IBM (IBM) 5 1 4 5 2.37 Verizon (VZ) 4 1 4 5 2.63 JP Morgan Chase (JPM) 5 5 3 3 3.15 Cisco (CSCO) 4 5 3 4 3.32 Intel (INTC) 4 4 2 4 3.48 United Technologies (UTX) 5 4 4 3 3.50 Caterpillar (CAT) 3 4 5 5 4.05 Travelers (TRV) 5 5 5 2 4.25 Apple (AAPL) 5 2 3 2 4.53 Boeing (BA) 3 1 5 4 4.63 Notes | More Info... US Stock Summary Yield P/E V.R. Cisco (CSCO) Y Y Y IBM (IBM) Y Y Y Intel (INTC) Y Y Y Verizon (VZ) Y Y Y Apple (AAPL) Y Y Boeing (BA) Y Y Caterpillar (CAT) Y Y JP Morgan Chase (JPM) Y Y Travelers (TRV) Y Y United Technologies (UTX) Y Y American Express (AXP) Y Chevron (CVX) Y Exxon Mobil (XOM) Y Goldman Sachs (GS) Y Merck (MRK) Y Pfizer (PFE) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Crescent Point (CPG) 0 5 2 5 Inter Pipeline (IPL) 2 2 1 5 ARC Resources (ARX) 0 2 1 5 EnCana (ECA) 0 5 5 5 Potash Corp. (POT) 4 3 2 5 Talisman Energy (TLM) 0 0 0 5 National Bank (NA) 5 3 3 5 CIBC (CM) 5 3 3 5 Shaw (SJR.B) 4 2 2 5 Bank of Nova Scotia (BNS) 5 4 2 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield SNC-Lavalin (SNC) 5 3 5 3 Power Corp of Canada (POW) 5 4 5 4 Magna (MG) 5 3 5 3 National Bank (NA) 5 3 3 5 Bank of Nova Scotia (BNS) 5 4 2 5 CIBC (CM) 5 3 3 5 Royal Bank (RY) 5 3 2 4 Sun Life Financial (SLF) 5 4 4 4 Bank of Montreal (BMO) 4 4 3 4 Potash Corp. (POT) 4 3 2 5 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. National Bank (NA) 5 3 3 5 1.61 Power Corp of Canada (POW) 5 4 5 4 1.68 SNC-Lavalin (SNC) 5 3 5 3 1.68 CIBC (CM) 5 3 3 5 1.96 Potash Corp. (POT) 4 3 2 5 2.01 Bank of Nova Scotia (BNS) 5 4 2 5 2.02 Royal Bank (RY) 5 3 2 4 2.38 Bank of Montreal (BMO) 4 4 3 4 2.49 Magna (MG) 5 3 5 3 2.76 Shaw (SJR.B) 4 2 2 5 2.76 Notes | More Info... Canadian Stock Summary Yield P/E V.R. Bank of Nova Scotia (BNS) Y Y Y CIBC (CM) Y Y Y National Bank (NA) Y Y Y Potash Corp. (POT) Y Y Y Bank of Montreal (BMO) Y Y Magna (MG) Y Y Power Corp of Canada (POW) Y Y Royal Bank (RY) Y Y SNC-Lavalin (SNC) Y Y Shaw (SJR.B) Y Y ARC Resources (ARX) Y Crescent Point (CPG) Y EnCana (ECA) Y Inter Pipeline (IPL) Y Sun Life Financial (SLF) Y Talisman Energy (TLM) 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 12/31/2015) Average Capital Gain 49.0%	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...