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The Stingy News Weekly (10/02/2016) "Volatility is a symptom that people have no idea of the underlying value" - Jeremy Grantham Stingy Links You don't have to play "US stock returns should be muted, but not negative. The good news? Many foreign markets are sitting on 3-5% dividend yields and CAPE ratios of 8-15. The equation works much better for those markets and we do expect double digit returns there." [Markets] Buffett vs. Vanguard "He noted that retirement portfolios heavily skewed to equities have traditionally been viewed as risky because of their volatility. But for retirees, there are perhaps two greater risks: that the investor will outlive the portfolio; and that the portfolio's value may not be maximized if passing on wealth is the objective." [Buffett] Retirement glidepath "After considering declining-equity, rising-equity, and static glidepaths, the comprehensive international evidence from 19 countries and the world market over 110 years considered here ultimately suggests that both an all-equity portfolio and a 60-40 stock-bond allocation are simple and very effective strategies for retirees to implement." [Retirement] Jason Zweig interview "In this episode, Jason Zweig and I discuss investing, financial advice, books, and life in general. The method for living discussed in the last 30 minutes will be useful for everyone." [Zweig] Berkowitz interview "An exclusive interview with a deep value investor whose outstanding long term track record has been seriously tested in recent years. Why Fairholme Fund's Bruce Berkowitz says there is light at the end of the tunnel." [video] [Value Investing] DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Verizon (VZ) 4 1 4 5 Chevron (CVX) 0 5 4 5 Pfizer (PFE) 1 4 2 5 IBM (IBM) 5 1 4 5 Caterpillar (CAT) 1 3 5 5 Exxon Mobil (XOM) 1 5 4 5 Coca-Cola (KO) 2 2 1 4 Boeing (BA) 2 1 5 4 Cisco (CSCO) 4 5 2 4 General Electric (GE) 2 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 American Express (AXP) 5 4 4 1 United Technologies (UTX) 5 4 5 2 IBM (IBM) 5 1 4 5 Apple (AAPL) 4 2 2 2 Verizon (VZ) 4 1 4 5 Cisco (CSCO) 4 5 2 4 Goldman Sachs (GS) 4 5 3 1 Wal-Mart (WMT) 4 4 5 3 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Verizon (VZ) 4 1 4 5 3.31 IBM (IBM) 5 1 4 5 3.66 JP Morgan Chase (JPM) 5 5 3 3 3.92 Cisco (CSCO) 4 5 2 4 4.59 United Technologies (UTX) 5 4 5 2 4.61 Travelers (TRV) 5 5 5 2 4.71 Wal-Mart (WMT) 4 4 5 3 5.61 American Express (AXP) 5 4 4 1 5.66 Apple (AAPL) 4 2 2 2 6.52 Intel (INTC) 3 4 2 3 6.66 Notes | More Info... US Stock Summary Yield P/E V.R. Cisco (CSCO) Y Y Y IBM (IBM) Y Y Y Verizon (VZ) Y Y Y American Express (AXP) Y Y Apple (AAPL) Y Y JP Morgan Chase (JPM) Y Y Travelers (TRV) Y Y United Technologies (UTX) Y Y Wal-Mart (WMT) Y Y Boeing (BA) Y Caterpillar (CAT) Y Chevron (CVX) Y Coca-Cola (KO) Y Exxon Mobil (XOM) Y General Electric (GE) Y Goldman Sachs (GS) Y Intel (INTC) Y Pfizer (PFE) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Inter Pipeline (IPL) 2 1 1 5 Power Corp of Canada (POW) 5 5 5 5 Pembina Pipeline (PPL) 1 2 2 5 CIBC (CM) 5 3 3 5 National Bank (NA) 4 4 3 5 BCE Inc. (BCE) 3 1 2 5 Shaw (SJR.B) 5 2 3 5 Emera (EMA) 4 3 2 5 Bank of Nova Scotia (BNS) 5 4 2 5 TELUS (T) 4 2 3 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Magna (MG) 5 3 5 3 Shaw (SJR.B) 5 2 3 5 CIBC (CM) 5 3 3 5 Power Corp of Canada (POW) 5 5 5 5 Royal Bank (RY) 5 3 2 4 Bank of Nova Scotia (BNS) 5 4 2 5 Bank of Montreal (BMO) 5 4 2 4 Sun Life Financial (SLF) 5 4 4 4 TD Bank (TD) 4 4 2 4 National Bank (NA) 4 4 3 5 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. CIBC (CM) 5 3 3 5 2.07 Shaw (SJR.B) 5 2 3 5 2.20 Power Corp of Canada (POW) 5 5 5 5 2.35 National Bank (NA) 4 4 3 5 2.83 Bank of Nova Scotia (BNS) 5 4 2 5 2.87 Royal Bank (RY) 5 3 2 4 2.89 Bank of Montreal (BMO) 5 4 2 4 3.18 Emera (EMA) 4 3 2 5 3.30 Sun Life Financial (SLF) 5 4 4 4 3.38 Magna (MG) 5 3 5 3 3.44 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 Shaw (SJR.B) Y Y Y Bank of Montreal (BMO) Y Y Emera (EMA) Y Y Magna (MG) Y Y Royal Bank (RY) Y Y Sun Life Financial (SLF) Y Y BCE Inc. (BCE) Y Inter Pipeline (IPL) Y Pembina Pipeline (PPL) Y TD Bank (TD) Y TELUS (T) 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 06/30/2016) Average Capital Gain 48.5%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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