Search - Contact - Login
Home | Articles | Links
The Stingy News Weekly (06/19/2016) "Timidity prompted by past failures causes investors to miss the most important bull markets." - Walter Schloss New from StingyInvestor Inflation and the 4% rule "Simply taking 4% out of a portfolio annually, and not adjusting for inflation, can boost a portfolio's longevity and the payments it produces during bull markets. But it comes with the risk that the payments will shrink during down periods." Stingy Links Economist at the self-checkout "This insight into what drives decision-making has great practical implications when we wish to change behaviour - a small change in the environment in which agents operate is probably all we need." [Behaviour] The dubious power of power poses "This story will sound familiar to some. Many notable results in psychology are now being questioned because later research has reached different conclusions." [Science] John Oliver: retirement plans "Saving for retirement means navigating a potential minefield of high fees and bad advice." [video] [Brokers] Concentrated value "The best returns came from a 5 stock portfolio. The best Sharpe ratio came from the 15 stock version. Both return and Sharpe degrade after 15 stocks." [Value Investing] DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Chevron (CVX) 1 5 4 5 Verizon (VZ) 5 1 4 5 Caterpillar (CAT) 1 4 5 5 IBM (IBM) 5 1 4 5 Cisco (CSCO) 4 5 2 5 Pfizer (PFE) 2 3 1 5 Boeing (BA) 4 1 5 4 Exxon Mobil (XOM) 1 5 4 4 Merck (MRK) 1 3 2 4 Intel (INTC) 4 4 3 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Travelers (TRV) 5 5 5 2 JP Morgan Chase (JPM) 5 5 3 3 Apple (AAPL) 5 3 3 2 IBM (IBM) 5 1 4 5 United Technologies (UTX) 5 4 5 2 Verizon (VZ) 5 1 4 5 American Express (AXP) 4 4 4 1 Intel (INTC) 4 4 3 4 Cisco (CSCO) 4 5 2 5 Wal-Mart (WMT) 4 4 5 3 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Verizon (VZ) 5 1 4 5 2.90 IBM (IBM) 5 1 4 5 3.13 JP Morgan Chase (JPM) 5 5 3 3 3.43 Cisco (CSCO) 4 5 2 5 3.99 Intel (INTC) 4 4 3 4 4.15 Travelers (TRV) 5 5 5 2 4.37 Apple (AAPL) 5 3 3 2 4.44 United Technologies (UTX) 5 4 5 2 4.55 Boeing (BA) 4 1 5 4 5.22 Wal-Mart (WMT) 4 4 5 3 5.56 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 JP Morgan Chase (JPM) Y Y Travelers (TRV) Y Y United Technologies (UTX) Y Y Wal-Mart (WMT) Y Y American Express (AXP) Y Caterpillar (CAT) Y Chevron (CVX) Y Exxon Mobil (XOM) Y Merck (MRK) Y Pfizer (PFE) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Potash Corp. (POT) 4 3 3 5 Inter Pipeline (IPL) 2 1 1 5 Talisman Energy (TLM) 0 0 0 5 National Bank (NA) 5 3 3 5 Shaw (SJR.B) 4 2 3 5 CIBC (CM) 5 3 2 5 Power Corp of Canada (POW) 5 5 5 5 BCE Inc. (BCE) 3 1 2 5 Bank of Nova Scotia (BNS) 5 3 2 5 TELUS (T) 3 2 3 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Magna (MG) 5 3 5 3 Power Corp of Canada (POW) 5 5 5 5 CIBC (CM) 5 3 2 5 Bank of Nova Scotia (BNS) 5 3 2 5 Sun Life Financial (SLF) 5 4 4 4 Royal Bank (RY) 5 3 2 4 Bank of Montreal (BMO) 5 4 3 4 National Bank (NA) 5 3 3 5 TD Bank (TD) 4 3 2 4 Cenovus Energy (CVE) 4 4 4 2 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Power Corp of Canada (POW) 5 5 5 5 1.88 CIBC (CM) 5 3 2 5 2.34 Potash Corp. (POT) 4 3 3 5 2.46 National Bank (NA) 5 3 3 5 2.51 Bank of Nova Scotia (BNS) 5 3 2 5 2.58 Royal Bank (RY) 5 3 2 4 2.79 Shaw (SJR.B) 4 2 3 5 2.84 Bank of Montreal (BMO) 5 4 3 4 2.89 Magna (MG) 5 3 5 3 2.99 Sun Life Financial (SLF) 5 4 4 4 3.08 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 Power Corp of Canada (POW) Y Y Y Bank of Montreal (BMO) Y Y Magna (MG) Y Y Potash Corp. (POT) Y Y Royal Bank (RY) Y Y Shaw (SJR.B) Y Y Sun Life Financial (SLF) Y Y BCE Inc. (BCE) Y Cenovus Energy (CVE) Y Inter Pipeline (IPL) Y TD Bank (TD) Y TELUS (T) 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 03/31/2016) Average Capital Gain 49.3%	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...