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The Stingy News Weekly (01/15/2012)


"The important thing is to keep playing, to play against weak opponents and to play for big stakes."
- Warren Buffett


New @ StingyInvestor

The scourge of inflation
"Inflation is the silent killer of retirement dreams. It sneaks in over the years and nibbles away at nest eggs, leaving people poorer than they once thought. How does it do the dastardly deed? By reducing the purchasing power of money over time."


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The rise of the new groupthink
"Our companies, our schools and our culture are in thrall to an idea I call the New Groupthink, which holds that creativity and achievement come from an oddly gregarious place. Most of us now work in teams, in offices without walls, for managers who prize people skills above all. Lone geniuses are out. Collaboration is in. But there’s a problem with this view. Research strongly suggests that people are more creative when they enjoy privacy and freedom from interruption. And the most spectacularly creative people in many fields are often introverted"


Should you hold bonds in taxable accounts?
"Investors fortunate enough to have money to save and invest over and above their RRSP and TFSA contributions need both asset allocation and asset location strategies. The standard advice is to stuff all of the bonds in RRSP, TFSA and similar accounts to defer or shelter tax on interest income (otherwise 100% taxable). Similarly, stocks usually dominate non-registered accounts because they generate more lightly-taxed capital gains and (in the case of Canadian stocks) dividends. But with bond yields having fallen (i.e. bond prices having risen) in the face of weak stock prices, this traditional asset location advice may not hold for everyone."


What zero bound?
"Negative interest rates are a big puzzle. Easy stories miss the point: 'flight to quality,' 'need for collateral,' etc. Those stories don't explain why bonds are worth more than money."


The economist zone
"Screen shifts to a sharp man with a cigarette. He begins to speak. “Picture a world, where people only eat apples. A man consults alleged experts on government deficits, and is taken on a journey that ultimately shatters his mind–a journey that ends, in the Economist Zone.”"


Warren Buffett’s Bizarre Non-Sequitur
"In other words, the entire Republican point is “We don’t want to pay any more in taxes, if you think you aren’t taxed enough, then you are free to pay more in taxes.“ Thus, calling out Mitch McConnell like this, while sure to grab headlines, and result in high fives and “Oh no you di’ints” amongst liberals, makes no sense"



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)2535
Verizon (VZ)2345
Merck (MRK)1415
Pfizer (PFE)3425
General Electric (GE)3435
EI DuPont (DD)4245
Johnson & Johnson (JNJ)2314
Intel (INTC)4314
Procter & Gamble (PG)1324
Kraft (KFT)1434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
JP Morgan Chase (JPM)5534
Chevron (CVX)5454
Hewlett-Packard (HPQ)5552
Exxon Mobil (XOM)5342
Microsoft (MSFT)5113
Alcoa (AA)4551
Intel (INTC)4314
Coca-Cola (KO)4113
American Express (AXP)4221
Wal-Mart (WMT)4252
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)25352.59
Chevron (CVX)54542.62
JP Morgan Chase (JPM)55342.74
Verizon (VZ)23453.01
Intel (INTC)43143.30
Microsoft (MSFT)51133.67
EI DuPont (DD)42453.75
General Electric (GE)34354.01
Pfizer (PFE)34254.10
Hewlett-Packard (HPQ)55524.43
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Intel (INTC)YYY
AT&T (T)YY
Chevron (CVX)YY
EI DuPont (DD)YY
General Electric (GE)YY
Hewlett-Packard (HPQ)YY
JP Morgan Chase (JPM)YY
Microsoft (MSFT)YY
Pfizer (PFE)YY
Verizon (VZ)YY
Alcoa (AA)Y
American Express (AXP)Y
Coca-Cola (KO)Y
Exxon Mobil (XOM)Y
Johnson & Johnson (JNJ)Y
Kraft (KFT)Y
Merck (MRK)Y
Procter & Gamble (PG)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Enerplus (ERF)5415
Sun Life Financial (SLF)2555
TransAlta (TA)4445
Penn West Petroleum (PWT)3525
BCE Inc. (BCE)2135
ARC Resources (ARX)1315
Canadian Oil Sands (COS)5225
Husky Energy (HSE)4445
Bank of Montreal (BMO)4435
Power Corp of Canada (POW)4455
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Research In Motion (RIM)5550
Brookfield (BAM.A)5542
Iamgold (IMG)5312
Bombardier (BBD.B)5153
Agrium (AGU)5351
Inmet Mining (IMN)5411
Canadian Oil Sands (COS)5225
Enerplus (ERF)5415
Teck Resources (TCK.B)5433
CIBC (CM)5235
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Enerplus (ERF)54151.12
Canadian Oil Sands (COS)52251.90
TransAlta (TA)44452.11
CIBC (CM)52352.11
Bank of Montreal (BMO)44352.27
Power Corp of Canada (POW)44552.28
Husky Energy (HSE)44452.28
Sun Life Financial (SLF)25552.32
National Bank (NA)43342.59
Manulife (MFC)45542.65
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
Enerplus (ERF)YYY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Husky Energy (HSE)YY
Power Corp of Canada (POW)YY
Sun Life Financial (SLF)YY
TransAlta (TA)YY
ARC Resources (ARX)Y
Agrium (AGU)Y
BCE Inc. (BCE)Y
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Iamgold (IMG)Y
Inmet Mining (IMN)Y
Manulife (MFC)Y
National Bank (NA)Y
Penn West Petroleum (PWT)Y
Research In Motion (RIM)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
(12/2009 to 12/2011)
Simple WayDividend WayDefensive
+32%C+2%U-6%C+15%U+18%U



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