The Stingy News Weekly (11/08/2015)
| "Volatility is a symptom that people have no idea of the
underlying value" | |
| - Jeremy Grantham | |
Stingy Links
Carl Icahn on activist investing
Carl Icahn talks about his approach at the 2015 DealBook
conference. [video] [Value Investing]
How patient an investor are you?
"For investors, your lack of patience, both at an individual and
institutional level, is forcing investment managers to take
steps to control their own business risk and become sensitive to
benchmark tracking error. If you want to know who to blame for
closet indexing, look in the mirror." [Behaviour]
Value Investing is difficult
"Even with a sound approach to equity investing, you should
expect multi-year periods where crazy things happen." [Value Investing]
No place for 1.75% trailer fees
"In fact, some go as high as 1.75%, prompting some within the
industry to wonder why regulators don't cap trailers - if not ban
them outright." [Funds]
Other people's money
"Industry insider John Kay argues that the finance world's
perceived profitability is not the creation of new wealth, but the
sector's appropriation of wealth - of other people's money."
[video] [Books]
James O'Shaughnessy interview
"How to be humble about stock investing, and how you are likely
to beat the stock market by taken yourself out of the equation"
[audio] [Value Investing]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 3 | 1 | 4 | 5 |
| Chevron (CVX) | 2 | 5 | 5 | 5 |
| Caterpillar (CAT) | 4 | 4 | 5 | 5 |
| IBM (IBM) | 5 | 1 | 4 | 5 |
| Procter & Gamble (PG) | 1 | 3 | 3 | 5 |
| Exxon Mobil (XOM) | 3 | 5 | 4 | 5 |
| Wal-Mart (WMT) | 5 | 5 | 5 | 4 |
| Pfizer (PFE) | 1 | 4 | 1 | 4 |
| Merck (MRK) | 4 | 3 | 2 | 4 |
| Coca-Cola (KO) | 1 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | IBM (IBM) | 5 | 1 | 4 | 5 |
| Travelers (TRV) | 5 | 5 | 5 | 2 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Wal-Mart (WMT) | 5 | 5 | 5 | 4 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Apple (AAPL) | 4 | 2 | 3 | 1 |
| American Express (AXP) | 4 | 3 | 3 | 1 |
| Merck (MRK) | 4 | 3 | 2 | 4 |
| Intel (INTC) | 4 | 4 | 2 | 3 |
| Caterpillar (CAT) | 4 | 4 | 5 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | IBM (IBM) | 5 | 1 | 4 | 5 | 2.56 |
| Caterpillar (CAT) | 4 | 4 | 5 | 5 | 3.65 |
| Wal-Mart (WMT) | 5 | 5 | 5 | 4 | 3.69 |
| Verizon (VZ) | 3 | 1 | 4 | 5 | 3.82 |
| Merck (MRK) | 4 | 3 | 2 | 4 | 4.39 |
| Chevron (CVX) | 2 | 5 | 5 | 5 | 4.49 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 4.53 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 4.69 |
| Intel (INTC) | 4 | 4 | 2 | 3 | 5.12 |
| Exxon Mobil (XOM) | 3 | 5 | 4 | 5 | 5.16 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Caterpillar (CAT) | Y | Y | Y |
| IBM (IBM) | Y | Y | Y |
| Merck (MRK) | Y | Y | Y |
| Wal-Mart (WMT) | Y | Y | Y |
| Chevron (CVX) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | | Y |
| American Express (AXP) | | Y | |
| Apple (AAPL) | | Y | |
| Coca-Cola (KO) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Pfizer (PFE) | Y | | |
| Procter & Gamble (PG) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Potash Corp. (POT) | 4 | 3 | 2 | 5 |
| Crescent Point (CPG) | 0 | 5 | 2 | 5 |
| ARC Resources (ARX) | 0 | 3 | 1 | 5 |
| Husky Energy (HSE) | 0 | 4 | 4 | 5 |
| Inter Pipeline (IPL) | 2 | 2 | 1 | 5 |
| Talisman Energy (TLM) | 0 | 0 | 0 | 5 |
| TransCanada (TRP) | 3 | 3 | 1 | 5 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 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 | 5 | 5 | 4 |
| First Quantum (FM) | 5 | 5 | 4 | 1 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Magna (MG) | 5 | 2 | 5 | 2 |
| CIBC (CM) | 5 | 2 | 2 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 5 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 |
| Brookfield (BAM.A) | 4 | 3 | 3 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Potash Corp. (POT) | 4 | 3 | 2 | 5 | 1.68 |
| SNC-Lavalin (SNC) | 5 | 3 | 5 | 3 | 1.74 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 4 | 2.04 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 2.06 |
| CIBC (CM) | 5 | 2 | 2 | 5 | 2.53 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 5 | 2.54 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 | 2.83 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 | 2.84 |
| TD Bank (TD) | 4 | 3 | 2 | 4 | 3.49 |
| Shaw (SJR.B) | 4 | 2 | 2 | 4 | 3.51 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| National Bank (NA) | Y | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| CIBC (CM) | | Y | Y |
| Potash Corp. (POT) | Y | | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| SNC-Lavalin (SNC) | | Y | Y |
| ARC Resources (ARX) | Y | | |
| BCE Inc. (BCE) | Y | | |
| Brookfield (BAM.A) | | Y | |
| Crescent Point (CPG) | Y | | |
| First Quantum (FM) | | Y | |
| Husky Energy (HSE) | Y | | |
| Inter Pipeline (IPL) | Y | | |
| Magna (MG) | | Y | |
| Shaw (SJR.B) | | | Y |
| TD Bank (TD) | | | Y |
| Talisman Energy (TLM) | Y | | |
| TransCanada (TRP) | 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.
|
|
