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The Stingy News Weekly (09/23/2012) "In theory there is no difference between theory and practice. In practice there is." - Yogi Berra New @ StingyInvestor Looking for a bargain? "When I explain the theory of value investing to people, they always love the idea. Everyone is excited by the notion of snapping up a dollar's worth of assets for 60 cents. Then they see an actual value portfolio. And they recoil in horror." Why I'm a value investor "Value investing is all about finding stocks (and other securities) that are both cheap and relatively safe. The two are intimately related because buying at a low price is inherently safer than buying at a high price, everything else being equal." New Value Investing Strategy Lab "Follow my value investing scribblings at the new Globe Investor Strategy Lab." Stingy Links The iPhone's sexy, but 'I save' is far smarter "But iPhones are also symbolic of a change in society's attitude toward money. We now get our gratification through spending money rather than by saving it. The savings rate in Canada has been falling for decades, more or less in line with the decline in interest rates. Today, savings accounts offer less than 1 per cent in many cases and barely 2 per cent at best. As a result, a lot of us have come to believe that saving is useless, even foolish. And so, we've moved on to spending." Hayek on the standing committee "In the past year, the spirits of Keynes and Hayek have done battle for the minds of China's policymakers. This month Andrew Batson of GK Dragonomics, a research consultancy in Beijing, argued that Hayek seems to be winning. China's leadership is now keen to avoid the 'Hayekian risk' of wasted investment, he wrote, even if that increases the 'Keynesian risk' of inadequate demand and weak growth." Krugman's Baltic problem "All the southern European countries have overregulated labor markets that have caused persistently high unemployment. In Spain, it is easier to get a divorce than to sack a worker -- which explains in part why companies are very reluctant to hire new ones." 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 Intel (INTC) 5 4 3 5 Merck (MRK) 2 3 1 5 Pfizer (PFE) 2 4 1 5 Johnson & Johnson (JNJ) 1 3 1 5 EI DuPont (DD) 4 1 4 4 Procter & Gamble (PG) 2 3 2 4 Chevron (CVX) 5 5 4 4 General Electric (GE) 2 4 3 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Chevron (CVX) 5 5 4 4 JP Morgan Chase (JPM) 5 5 3 4 Exxon Mobil (XOM) 5 3 5 2 Intel (INTC) 5 4 3 5 Bank of America (BAC) 5 5 4 1 Caterpillar (CAT) 4 2 5 2 Boeing (BA) 4 1 5 2 Travelers (TRV) 4 5 4 3 Cisco (CSCO) 4 4 2 3 American Express (AXP) 4 2 2 1 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Intel (INTC) 5 4 3 5 2.52 Chevron (CVX) 5 5 4 4 2.83 JP Morgan Chase (JPM) 5 5 3 4 3.26 Exxon Mobil (XOM) 5 3 5 2 3.88 EI DuPont (DD) 4 1 4 4 4.24 Cisco (CSCO) 4 4 2 3 4.37 Travelers (TRV) 4 5 4 3 4.57 Caterpillar (CAT) 4 2 5 2 4.66 Boeing (BA) 4 1 5 2 4.84 Pfizer (PFE) 2 4 1 5 5.10 Notes | More Info... US Stock Summary Yield P/E V.R. Chevron (CVX) Y Y Y Intel (INTC) Y Y Y Boeing (BA) Y Y Caterpillar (CAT) Y Y Cisco (CSCO) Y Y EI DuPont (DD) Y Y Exxon Mobil (XOM) Y Y JP Morgan Chase (JPM) Y Y Pfizer (PFE) Y Y Travelers (TRV) Y Y AT&T (T) Y American Express (AXP) Y Bank of America (BAC) Y General Electric (GE) Y Johnson & Johnson (JNJ) 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) 0 3 4 5 Penn West Petroleum (PWT) 2 5 2 5 Canadian Oil Sands (COS) 4 2 2 5 Enerplus (ERF) 0 5 2 5 Sun Life Financial (SLF) 0 5 5 5 BCE Inc. (BCE) 3 1 4 5 ARC Resources (ARX) 1 2 1 5 Bank of Montreal (BMO) 5 4 3 5 Power Corp of Canada (POW) 5 5 5 5 CIBC (CM) 5 2 3 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield First Quantum (FM) 5 3 1 1 National Bank (NA) 5 3 3 4 Bombardier (BBD.B) 5 1 5 3 Teck Resources (TCK.B) 5 5 4 3 Magna (MG) 5 5 5 3 CIBC (CM) 5 2 3 5 Inmet Mining (IMN) 5 5 2 1 Bank of Montreal (BMO) 5 4 3 5 Power Corp of Canada (POW) 5 5 5 5 Barrick Gold (ABX) 5 3 2 2 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Canadian Oil Sands (COS) 4 2 2 5 1.74 National Bank (NA) 5 3 3 4 2.02 Bank of Montreal (BMO) 5 4 3 5 2.09 CIBC (CM) 5 2 3 5 2.12 Power Corp of Canada (POW) 5 5 5 5 2.15 BCE Inc. (BCE) 3 1 4 5 2.52 Bank of Nova Scotia (BNS) 4 3 3 4 2.56 Penn West Petroleum (PWT) 2 5 2 5 2.74 Royal Bank (RY) 4 2 2 4 2.83 Husky Energy (HSE) 4 4 4 4 2.92 Notes | More Info... Canadian Stock Summary Yield P/E V.R. Bank of Montreal (BMO) Y Y Y CIBC (CM) Y Y Y Power Corp of Canada (POW) Y Y Y BCE Inc. (BCE) Y Y Canadian Oil Sands (COS) Y Y National Bank (NA) Y Y Penn West Petroleum (PWT) Y Y ARC Resources (ARX) Y Bank of Nova Scotia (BNS) Y Barrick Gold (ABX) Y Bombardier (BBD.B) Y Enerplus (ERF) Y First Quantum (FM) Y Husky Energy (HSE) Y Inmet Mining (IMN) Y Magna (MG) Y Royal Bank (RY) Y Sun Life Financial (SLF) Y Teck Resources (TCK.B) 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 06/30/2012) Average Capital Gain 38.8% Graham Value Stocks (Learn More) 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 (6/2009 to 6/2012) Simple Way Dividend Way Defensive +26%C +35%U +22%C +41%U +63%U	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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