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The Stingy News Weekly (11/11/2013)

	"To me, it's obvious that the winner has to bet very selectively. It's been obvious to me since very early in life. I don't know why it's not obvious to very many other people."
	- Charlie Munger

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Companies that lower their share count
"Most investors focus on a company's share price. They should spend more time looking at a related question - how many shares the company has, and whether that number is growing or shrinking."

How to find bargains
"Great bargains can be found by sorting stocks into piles using different measures of financial merit."

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Treasure hunters of the financial crisis
"Five years ago, the global financial system was falling apart. Lehman Brothers had imploded. Banks had stopped lending. Foreclosure signs were as common as weeds on the front lawns of suburban homes. And Bruce A. Karsh saw the buying opportunity of a lifetime."

More than three little letters
"Several hundred individuals who hold a Ph.D. in economics, finance, or others fields work for institutional money management companies. The gross performance of domestic equity investment products managed by individuals with a Ph.D. (Ph.D. products) is superior to the performance of non-Ph.D. products matched by objective, size, and past performance for one-year returns, Sharpe Ratios, alphas, information ratios, and the manipulation-proof measure MPPM. Fees for Ph.D. products are lower than those for non-Ph.D. products. Investment flows to Ph.D. products substantially exceed the flows to the matched non-Ph.D. products. Ph.D.s' publications in leading economics and finance journals further enhance the performance gap."

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	4	5
Merck (MRK)	1	3	2	5
Intel (INTC)	4	4	3	5
Chevron (CVX)	5	5	5	5
McDonald's (MCD)	3	1	1	5
Pfizer (PFE)	5	4	1	4
Microsoft (MSFT)	4	2	1	4
Cisco (CSCO)	4	5	3	4
JP Morgan Chase (JPM)	4	5	3	4
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Pfizer (PFE)	5	4	1	4
Goldman Sachs (GS)	5	5	3	1
Chevron (CVX)	5	5	5	5
Travelers (TRV)	5	5	4	2
Exxon Mobil (XOM)	5	4	5	3
EI DuPont (DD)	5	2	4	4
JP Morgan Chase (JPM)	4	5	3	4
IBM (IBM)	4	1	3	2
Cisco (CSCO)	4	5	3	4
Intel (INTC)	4	4	3	5
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Pfizer (PFE)	5	4	1	4	2.79
Chevron (CVX)	5	5	5	5	3.00
Intel (INTC)	4	4	3	5	3.52
EI DuPont (DD)	5	2	4	4	4.18
JP Morgan Chase (JPM)	4	5	3	4	4.19
Exxon Mobil (XOM)	5	4	5	3	4.33
Cisco (CSCO)	4	5	3	4	4.36
Microsoft (MSFT)	4	2	1	4	4.71
Travelers (TRV)	5	5	4	2	4.89
AT&T (T)	1	5	4	5	5.15
Notes \| More Info...

US Stock Summary	Yield	P/E	V.R.
Chevron (CVX)	Y	Y	Y
Cisco (CSCO)	Y	Y	Y
Intel (INTC)	Y	Y	Y
JP Morgan Chase (JPM)	Y	Y	Y
Pfizer (PFE)	Y	Y	Y
AT&T (T)	Y		Y
EI DuPont (DD)		Y	Y
Exxon Mobil (XOM)		Y	Y
Microsoft (MSFT)	Y		Y
Travelers (TRV)		Y	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)	1	4	4	5
Crescent Point (CPG)	0	3	1	5
Canadian Oil Sands (COS)	5	2	2	5
Penn West Petroleum (PWT)	2	5	3	5
Enerplus (ERF)	0	5	2	5
BCE Inc. (BCE)	4	1	3	5
CIBC (CM)	5	2	3	5
EnCana (ECA)	1	2	2	5
Shaw (SJR.B)	4	2	3	5
Potash Corp. (POT)	4	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	3	5	1
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
Bank of Montreal (BMO)	5	4	3	5
Canadian Oil Sands (COS)	5	2	2	5
Imperial Oil (IMO)	5	2	4	1
Bank of Nova Scotia (BNS)	5	3	2	4
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Canadian Oil Sands (COS)	5	2	2	5	1.68
Power Corp of Canada (POW)	5	4	5	4	2.18
CIBC (CM)	5	2	3	5	2.44
BCE Inc. (BCE)	4	1	3	5	2.44
National Bank (NA)	5	3	3	4	2.51
Bank of Montreal (BMO)	5	4	3	5	2.74
Bank of Nova Scotia (BNS)	5	3	2	4	3.07
Royal Bank (RY)	4	2	2	4	3.30
Shaw (SJR.B)	4	2	3	5	3.36
Sun Life Financial (SLF)	4	4	4	4	3.51
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	V.R.
CIBC (CM)	Y	Y	Y
Canadian Oil Sands (COS)	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
Shaw (SJR.B)	Y		Y
Agrium (AGU)		Y
Brookfield (BAM.A)		Y
Crescent Point (CPG)	Y
EnCana (ECA)	Y
Enerplus (ERF)	Y
Imperial Oil (IMO)		Y
Metro (MRU)		Y
Penn West Petroleum (PWT)	Y
Potash Corp. (POT)	Y
Royal Bank (RY)			Y
Sun Life Financial (SLF)			Y
TransAlta (TA)	Y
Notes...

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