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The Stingy News Weekly (10/14/2013) "Nothing is so permanent as a temporary government program." - Milton Friedman Stingy News Flash Canadian MoneySaver Talk The Canadian MoneySaver is holding a seminar at the World Moneyshow in Toronto at which I'll be presenting a talk called "Balance, Dividends, and Value". The main convention runs from October 24 through 26 at the Metro Toronto Convention Centre. The details can be found at ... http://www.moneyshow.com/tradeshow/toronto/world_moneyshow/ The Canadian MoneySaver event will be held on Saturday that 26th. The line up of speakers, and topics, can be perused at ... http://www.canadianmoneysaver.ca/events I believe attendance is free this year but registration is required and space is limited. If you want to sign up, the organizers have asked me to tell you to use priority code 033132 when you register or use the following link. https://secure.moneyshow.com/msc/toms/registration.asp?sid=TOMS13&scode=032875 Be sure to drop by and say hi. New @ StingyInvestor Why cash is not trash "Holding a concentrated portfolio that contains only a few stocks is a two-edged sword. If you pick the right stocks, they can pay off in spades. But if you don't, you might be taken to the poorhouse." Finding value among U.S. dividend stocks "To obtain a well-rounded portfolio, dividend investors should pick up at least a few international stocks. That's why I'm on the hunt today for U.S. dividend payers that might also appeal to value investors." Stingy Links Graham & Doddsville: Fall 2013 Be sure to read the Guy Spier interview: Build Your Life in a Way That Suits You America's default on its debt is inevitable "This is the unsustainable conceit of the world's superpower-cum-super debtor. By deed, if not audible word, we Americans say: 'The greenback is the world's great monetary brand. You have no choice but to use it. Like it or lump it.' But the historical record of paper currencies is clear: Governments always over-issue it. The people finally do lump it." Cyclically adjusted valuation measures "We confirm the effectiveness of using cyclically-adjusted valuation metrics to identify high performing stocks. The Shiller P/E, or cyclically-adjusted price-to-earnings (CAPE) ratio, is not the optimal way to implement a cyclically-adjusted value measure. At the margin, the cyclically-adjusted book-to-market (CA-BM) is a better measure to predict returns. We find that more frequent rebalancing and momentum can enhance strategies based on cyclically-adjusted valuation metrics." The dark side of compound interest "If being in thrall to compound interest is a problem for you, just imagine how it feels for Warren Buffett. The world's richest man has compounded his wealth by 20% since the early 1970s. Before that has was doing even better. Every can of soda the notorious Coca-Cola fan swigged in the 1950s therefore cost him thousands of times as much as he paid for it, compared to if he'd put the money into his investments and had a glass of water." DOW 30 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield AT&T (T) 1 4 4 5 Verizon (VZ) 1 2 4 5 Intel (INTC) 4 4 3 5 Merck (MRK) 1 3 2 5 Chevron (CVX) 5 5 5 5 McDonald's (MCD) 3 1 1 5 Microsoft (MSFT) 4 3 1 4 Pfizer (PFE) 5 4 1 4 General Electric (GE) 3 5 3 4 EI DuPont (DD) 4 2 4 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Pfizer (PFE) 5 4 1 4 JP Morgan Chase (JPM) 5 5 3 3 Chevron (CVX) 5 5 5 5 Goldman Sachs (GS) 5 5 3 1 Travelers (TRV) 5 5 4 2 Exxon Mobil (XOM) 5 4 5 3 EI DuPont (DD) 4 2 4 4 Cisco (CSCO) 4 5 2 3 Intel (INTC) 4 4 3 5 IBM (IBM) 4 1 3 2 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Pfizer (PFE) 5 4 1 4 2.41 Chevron (CVX) 5 5 5 5 2.81 JP Morgan Chase (JPM) 5 5 3 3 3.03 Intel (INTC) 4 4 3 5 3.22 Exxon Mobil (XOM) 5 4 5 3 3.77 EI DuPont (DD) 4 2 4 4 3.89 Microsoft (MSFT) 4 3 1 4 3.89 Cisco (CSCO) 4 5 2 3 4.18 Travelers (TRV) 5 5 4 2 4.56 Caterpillar (CAT) 4 3 5 3 4.65 Notes | More Info... US Stock Summary Yield P/E V.R. Chevron (CVX) Y Y Y EI DuPont (DD) Y Y Y Intel (INTC) Y Y Y Pfizer (PFE) Y Y Y Cisco (CSCO) Y Y Exxon Mobil (XOM) Y Y JP Morgan Chase (JPM) Y Y Microsoft (MSFT) Y Y Travelers (TRV) Y Y AT&T (T) Y Caterpillar (CAT) Y General Electric (GE) Y Goldman Sachs (GS) Y IBM (IBM) Y McDonald's (MCD) Y Merck (MRK) Y Verizon (VZ) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield TransAlta (TA) 3 3 3 5 Crescent Point (CPG) 0 3 1 5 Canadian Oil Sands (COS) 5 2 2 5 Enerplus (ERF) 0 5 1 5 Iamgold (IMG) 5 5 4 5 BCE Inc. (BCE) 4 1 3 5 Penn West Petroleum (PWT) 1 5 3 5 CIBC (CM) 5 2 3 5 ARC Resources (ARX) 1 2 1 5 EnCana (ECA) 0 2 2 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Power Corp of Canada (POW) 5 4 5 4 National Bank (NA) 5 3 3 4 Brookfield (BAM.A) 5 4 4 1 Agrium (AGU) 5 3 5 2 CIBC (CM) 5 2 3 5 Canadian Oil Sands (COS) 5 2 2 5 Bank of Montreal (BMO) 5 3 3 4 Bank of Nova Scotia (BNS) 5 3 2 4 Iamgold (IMG) 5 5 4 5 Imperial Oil (IMO) 5 2 4 1 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Canadian Oil Sands (COS) 5 2 2 5 1.49 Power Corp of Canada (POW) 5 4 5 4 1.86 CIBC (CM) 5 2 3 5 2.10 Iamgold (IMG) 5 5 4 5 2.11 National Bank (NA) 5 3 3 4 2.20 TransAlta (TA) 3 3 3 5 2.33 Bank of Montreal (BMO) 5 3 3 4 2.52 BCE Inc. (BCE) 4 1 3 5 2.66 Bank of Nova Scotia (BNS) 5 3 2 4 2.67 Potash Corp. (POT) 4 2 1 5 2.92 Notes | More Info... Canadian Stock Summary Yield P/E V.R. CIBC (CM) Y Y Y Canadian Oil Sands (COS) Y Y Y Iamgold (IMG) Y Y Y BCE Inc. (BCE) Y Y Bank of Montreal (BMO) Y Y Bank of Nova Scotia (BNS) Y Y National Bank (NA) Y Y Power Corp of Canada (POW) Y Y TransAlta (TA) Y Y ARC Resources (ARX) Y Agrium (AGU) Y Brookfield (BAM.A) Y Crescent Point (CPG) Y EnCana (ECA) Y Enerplus (ERF) Y Imperial Oil (IMO) Y Penn West Petroleum (PWT) Y Potash Corp. (POT) 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 06/30/2013) Average Capital Gain 44.8%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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