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The Stingy News Weekly (03/25/2012)

	"Success is the ability to go from one failure to another with no loss of enthusiasm."
	- Winston Churchill

New @ StingyInvestor

The fine art of cashing in on class differences
"Dual-class stocks can provide some interesting profit possibilities. If you keep an eye on the spread between the two classes of shares, and swap at the right time, you can be handsomely rewarded."

Stingy Links

Why we must end too big to fail
"TBTF institutions were at the center of the financial crisis and the sluggish recovery that followed. If allowed to remain unchecked, these entities will continue posing a clear and present danger to the U.S. economy. As a nation, we face a distinct choice. We can perpetuate TBTF, with its inequities and dangers, or we can end it. Eliminating TBTF won’t be easy, but the vitality of our capitalist system and the long-term prosperity it produces hang in the balance."

What goes up must come down
"Today I find myself once again digging through this toolkit, searching for a way to understand the development of profit margins. Currently, U.S. profit margins are at record highs according to the NIPA data. More freakish still is that these record high profit margins are coming during the weakest economic recovery in post-war history."

What would Graham say about Goldman?
"We were reminded, since the Greg Smith/Goldman Sachs brouhaha has still not died down, that Benjamin Graham had quite a bit to say about conflicts of interest in Chapter 21 of the 1940 edition of his great book Security Analysis."

DOW 30 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
AT&T (T)	1	4	3	5
Verizon (VZ)	1	2	4	5
Merck (MRK)	2	4	2	5
Pfizer (PFE)	3	4	2	5
Johnson & Johnson (JNJ)	2	3	1	5
General Electric (GE)	3	4	3	5
EI DuPont (DD)	4	1	4	4
Chevron (CVX)	5	5	5	4
Procter & Gamble (PG)	1	3	2	4
Kraft (KFT)	2	4	4	4
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Chevron (CVX)	5	5	5	4
Hewlett-Packard (HPQ)	5	5	5	2
JP Morgan Chase (JPM)	5	5	3	3
Exxon Mobil (XOM)	5	3	4	2
Microsoft (MSFT)	5	2	1	3
Intel (INTC)	5	3	1	4
Wal-Mart (WMT)	4	3	5	3
Boeing (BA)	4	1	5	2
American Express (AXP)	4	2	2	1
EI DuPont (DD)	4	1	4	4
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Chevron (CVX)	5	5	5	4	2.55
JP Morgan Chase (JPM)	5	5	3	3	3.73
Intel (INTC)	5	3	1	4	3.89
Hewlett-Packard (HPQ)	5	5	5	2	3.94
Merck (MRK)	2	4	2	5	4.18
Pfizer (PFE)	3	4	2	5	4.29
EI DuPont (DD)	4	1	4	4	4.61
Exxon Mobil (XOM)	5	3	4	2	4.62
Microsoft (MSFT)	5	2	1	3	4.64
General Electric (GE)	3	4	3	5	4.70
Notes \| More Info...

US Stock Summary	Yield	P/E	V.R.
Chevron (CVX)	Y	Y	Y
EI DuPont (DD)	Y	Y	Y
Exxon Mobil (XOM)		Y	Y
General Electric (GE)	Y		Y
Hewlett-Packard (HPQ)		Y	Y
Intel (INTC)		Y	Y
JP Morgan Chase (JPM)		Y	Y
Merck (MRK)	Y		Y
Microsoft (MSFT)		Y	Y
Pfizer (PFE)	Y		Y
AT&T (T)	Y
American Express (AXP)		Y
Boeing (BA)		Y
Johnson & Johnson (JNJ)	Y
Kraft (KFT)	Y
Procter & Gamble (PG)	Y
Verizon (VZ)	Y
Wal-Mart (WMT)		Y
Notes...

S&P/TSX60 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Enerplus (ERF)	1	4	1	5
Sun Life Financial (SLF)	0	5	5	5
TransAlta (TA)	3	4	4	5
BCE Inc. (BCE)	3	1	4	5
Canadian Oil Sands (COS)	5	2	2	5
Penn West Petroleum (PWT)	3	5	2	5
ARC Resources (ARX)	1	2	1	5
Bank of Montreal (BMO)	4	4	3	5
CIBC (CM)	4	2	3	5
Husky Energy (HSE)	5	4	4	5
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Research In Motion (RIM)	5	5	5	0
Iamgold (IMG)	5	4	2	3
Teck Resources (TCK.B)	5	5	3	3
Bombardier (BBD.B)	5	3	5	3
Canadian Oil Sands (COS)	5	2	2	5
Barrick Gold (ABX)	5	3	2	2
Agrium (AGU)	5	3	5	1
Inmet Mining (IMN)	5	5	1	1
Husky Energy (HSE)	5	4	4	5
Brookfield (BAM.A)	5	5	4	2
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Canadian Oil Sands (COS)	5	2	2	5	1.73
Husky Energy (HSE)	5	4	4	5	2.33
TransAlta (TA)	3	4	4	5	2.41
Bank of Montreal (BMO)	4	4	3	5	2.43
CIBC (CM)	4	2	3	5	2.46
BCE Inc. (BCE)	3	1	4	5	2.55
Power Corp of Canada (POW)	4	4	5	4	2.68
Penn West Petroleum (PWT)	3	5	2	5	2.84
Bank of Nova Scotia (BNS)	4	2	3	4	3.11
National Bank (NA)	4	3	3	4	3.13
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	V.R.
Canadian Oil Sands (COS)	Y	Y	Y
Husky Energy (HSE)	Y	Y	Y
BCE Inc. (BCE)	Y		Y
Bank of Montreal (BMO)	Y		Y
CIBC (CM)	Y		Y
Penn West Petroleum (PWT)	Y		Y
TransAlta (TA)	Y		Y
ARC Resources (ARX)	Y
Agrium (AGU)		Y
Bank of Nova Scotia (BNS)			Y
Barrick Gold (ABX)		Y
Bombardier (BBD.B)		Y
Brookfield (BAM.A)		Y
Enerplus (ERF)	Y
Iamgold (IMG)		Y
Inmet Mining (IMN)		Y
National Bank (NA)			Y
Power Corp of Canada (POW)			Y
Research In Motion (RIM)		Y
Sun Life Financial (SLF)	Y
Teck Resources (TCK.B)		Y
Notes...

The Rothery Report
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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.

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The Graham Value Stocks letter is designed for investors who want to keep up with our sensational stock selection methods inspired by Benjamin Graham. We comb through mountains of data to highlight U.S. and Canadian stocks that we believe to be both cheap and relatively safe.

Graham Portfolio Performance (3/2009 to 3/2012)
Simple Way		Dividend Way		Defensive
+147%C	+131%U	+46%C	+120%U		+176%U

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