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The Stingy News Weekly (01/05/2014) "In my whole life, I have known no wise people (over a broad subject matter area) who didn't read all the time - none, zero. You'd be amazed at how much Warren reads - at how much I read. My children laugh at me. They think I'm a book with a couple of legs sticking out." - Charlie Munger New @ StingyInvestor Don't play the prediction game "With a spectacular 2013 in the record books, stock market forecasters have been busily looking forward to what 2014 might bring. You should avoid listening to them." Stingy Links Casting a wide net for deep value "In 1651, Thomas Hobbes described the life of mankind as "nasty, brutish and short." He could also have been describing the list of Canadian stocks that typically pass the Ben Graham net-net working capital screen." Buffett smashed the EMH "Warren Buffett's hero was Ben Graham and with good reason - the lessons of Graham and his writing partner Dodd made Buffett an extraordinarily good investor and a billionaire many times over. Although, to a believer in the Efficient Market Hypothesis, Buffett's not supposed to even exist - a fact which both Buffett and Charlie Munger derive quite a bit of humor from." Dilbert's investing gift "Don't dismiss it because Dilbert is just a world-famous comic hero. I'm here to authenticate it, to tell you this one-pager is no joke - it really is one of the best books on investing and personal finance you'll ever read. Moreover, it's actually less than one page, just 129 words, 9 simple points. Rarely has any financial writer ever been so darn succinct." Avoid these missteps to be a better investor "With a new year quickly approaching, investors would do themselves a favour by resolving to avoid some of the portfolio weaknesses I've noticed of late. Doing so is bound to make for smarter investors." Words of wisdom to value investors "One thing that has always pleasantly surprised me on my travels is how generous so many value investors are with their time and advice, no matter how demanding their positions and other commitments are. I've come to believe that this willingness to share with one another, the attitude of 'there are no secrets,' and the modesty of talking about one's successes as well as failures, is what distinguishes our shared global value investing community." Moguls shelter wealth forever "In the past four years, the amount of money administered by South Dakota trust companies like these has tripled to $121 billion, almost all of it from out of state. The families needn't actually move to South Dakota, or deposit their money at a local bank, or even touch down in the private jet. Little more than renting an address in Sioux Falls is required to take advantage of South Dakota's tax-friendly trust laws." Accidental tax break "Federal law requires billionaires such as Adelson who want to leave fortunes to their children to pay estate or gift taxes of 40 percent on those assets. Adelson has blunted that bite by exploiting a loophole that Congress unintentionally created and that the Internal Revenue Service unsuccessfully challenged." DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield AT&T (T) 1 5 4 5 Verizon (VZ) 1 2 5 5 Merck (MRK) 1 3 2 5 Intel (INTC) 4 4 3 5 Pfizer (PFE) 5 4 1 5 McDonald's (MCD) 3 1 1 5 Chevron (CVX) 5 5 5 4 General Electric (GE) 2 4 3 4 Cisco (CSCO) 5 5 3 4 Procter & Gamble (PG) 3 3 2 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Pfizer (PFE) 5 4 1 5 Chevron (CVX) 5 5 5 4 Goldman Sachs (GS) 5 5 3 1 Travelers (TRV) 5 5 4 2 Cisco (CSCO) 5 5 3 4 EI DuPont (DD) 5 2 4 3 IBM (IBM) 4 1 3 2 Exxon Mobil (XOM) 4 4 5 3 JP Morgan Chase (JPM) 4 5 3 3 Microsoft (MSFT) 4 2 1 4 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Pfizer (PFE) 5 4 1 5 2.48 Chevron (CVX) 5 5 5 4 3.18 Cisco (CSCO) 5 5 3 4 3.86 Intel (INTC) 4 4 3 5 3.99 EI DuPont (DD) 5 2 4 3 4.45 Microsoft (MSFT) 4 2 1 4 4.61 AT&T (T) 1 5 4 5 4.81 JP Morgan Chase (JPM) 4 5 3 3 5.08 McDonald's (MCD) 3 1 1 5 5.13 Travelers (TRV) 5 5 4 2 5.19 Notes | More Info... US Stock Summary Yield P/E V.R. Chevron (CVX) Y Y Y Cisco (CSCO) Y Y Y Pfizer (PFE) Y Y Y AT&T (T) Y Y EI DuPont (DD) Y Y Intel (INTC) Y Y JP Morgan Chase (JPM) Y Y McDonald's (MCD) Y Y Microsoft (MSFT) Y Y Travelers (TRV) Y Y Exxon Mobil (XOM) Y General Electric (GE) Y Goldman Sachs (GS) Y IBM (IBM) Y Merck (MRK) Y Procter & Gamble (PG) Y Verizon (VZ) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield TransAlta (TA) 1 4 4 5 Canadian Oil Sands (COS) 5 3 2 5 Crescent Point (CPG) 1 3 1 5 Penn West Petroleum (PWT) 0 5 3 5 Enerplus (ERF) 0 5 2 5 BCE Inc. (BCE) 4 1 3 5 CIBC (CM) 5 2 3 5 National Bank (NA) 5 3 3 5 Bank of Montreal (BMO) 5 4 3 5 ARC Resources (ARX) 2 2 1 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Power Corp of Canada (POW) 5 4 5 4 Metro (MRU) 5 2 5 1 National Bank (NA) 5 3 3 5 CIBC (CM) 5 2 3 5 Agrium (AGU) 5 3 5 3 Canadian Oil Sands (COS) 5 3 2 5 Bank of Montreal (BMO) 5 4 3 5 Bank of Nova Scotia (BNS) 5 3 2 4 Royal Bank (RY) 5 2 2 4 Rogers (RCI.B) 5 1 3 4 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Canadian Oil Sands (COS) 5 3 2 5 1.54 Power Corp of Canada (POW) 5 4 5 4 2.20 National Bank (NA) 5 3 3 5 2.41 CIBC (CM) 5 2 3 5 2.46 Bank of Montreal (BMO) 5 4 3 5 2.65 BCE Inc. (BCE) 4 1 3 5 3.00 Bank of Nova Scotia (BNS) 5 3 2 4 3.37 Royal Bank (RY) 5 2 2 4 3.43 Agrium (AGU) 5 3 5 3 3.51 Rogers (RCI.B) 5 1 3 4 3.55 Notes | More Info... Canadian Stock Summary Yield P/E V.R. Bank of Montreal (BMO) Y Y Y CIBC (CM) Y Y Y Canadian Oil Sands (COS) Y Y Y National Bank (NA) Y Y Y Agrium (AGU) Y Y BCE Inc. (BCE) Y Y Bank of Nova Scotia (BNS) Y Y Power Corp of Canada (POW) Y Y Rogers (RCI.B) Y Y Royal Bank (RY) Y Y ARC Resources (ARX) Y Crescent Point (CPG) Y Enerplus (ERF) Y Metro (MRU) Y Penn West Petroleum (PWT) Y TransAlta (TA) 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 09/30/2013) Average Capital Gain 46.2%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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