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The Stingy News Weekly (02/10/2013)


"People like the robber barons assumed that the doctrine of the survival of the fittest authenticated them as deserving power. You know, "I'm the richest. Therefore, I'm the best. God's in his heaven, etc." And that reaction of the robber barons was so irritating to people that it made it unfashionable to think of an economy as an ecosystem. But the truth is that it is a lot like an ecosystem. And you get many of the same results."
- Charlie Munger


New @ StingyInvestor

Tetanus for Tim?
"Spartan accommodations are one reason I became interested in a stock owned by money manager Tim McElvaine. He quipped that he felt the need to get a tetanus shot before visiting the aging headquarters of the company"


Stingy Links

Beware of the bias
"The sponsors of American corporate-pension plans still expect 7.6% nominal returns from their portfolios, and fund their schemes accordingly. But given the plans' allocation of assets to low-yielding bonds, such targets imply a nominal return of 12.5% from equities, or 10% after inflation. That is way above the historical experience of stockmarket returns. Congress has relieved the pressure on pension-plan funding by allowing companies to fiddle with the discount rate so as to make their liabilities look smaller. But as Mr Marsh remarks, this approach is akin to a homeowner who, upon hearing of the approach of a hurricane, decides not to board up his house but to smash his barometer."


New cough medication
"It's a suppressant. Sometimes."


Shiller on housing
"Robert Shiller, a professor at Yale University and co-creator of the S&P/Case-Shiller index of property values, talks about the outlook for the U.S. housing market."


The Psychology of Human Misjudgement
"Audio of the often referred to speech by Charlie Munger on the psychology of human misjudgement given to an audience at Harvard University circa Jun 1995."


Legacy of Benjamin Graham
"Legacy of Benjamin Graham: The Original Adjunct Professor."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Intel (INTC)5435
Merck (MRK)2415
Pfizer (PFE)4315
EI DuPont (DD)3145
Microsoft (MSFT)3314
General Electric (GE)2434
McDonald's (MCD)2114
Johnson & Johnson (JNJ)2214
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5544
Exxon Mobil (XOM)5353
JP Morgan Chase (JPM)5533
Intel (INTC)5435
UnitedHealth (UNH)5451
Caterpillar (CAT)4242
Travelers (TRV)4542
Cisco (CSCO)4423
Pfizer (PFE)4315
IBM (IBM)4122
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Intel (INTC)54352.29
Chevron (CVX)55442.80
Exxon Mobil (XOM)53533.52
JP Morgan Chase (JPM)55333.74
Pfizer (PFE)43153.85
Microsoft (MSFT)33144.45
EI DuPont (DD)31454.47
Merck (MRK)24154.53
Cisco (CSCO)44235.06
General Electric (GE)24345.12
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Intel (INTC)YYY
Pfizer (PFE)YYY
Chevron (CVX)YY
Cisco (CSCO)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
General Electric (GE)YY
JP Morgan Chase (JPM)YY
Merck (MRK)YY
Microsoft (MSFT)YY
AT&T (T)Y
Caterpillar (CAT)Y
IBM (IBM)Y
Johnson & Johnson (JNJ)Y
McDonald's (MCD)Y
Travelers (TRV)Y
UnitedHealth (UNH)Y
Verizon (VZ)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Penn West Petroleum (PWT)1535
Enerplus (ERF)0525
TransAlta (TA)0345
Crescent Point (CPG)1315
Canadian Oil Sands (COS)5225
BCE Inc. (BCE)4145
Sun Life Financial (SLF)1555
ARC Resources (ARX)1215
CIBC (CM)5235
Bank of Montreal (BMO)5435
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
First Quantum (FM)5321
National Bank (NA)5334
Iamgold (IMG)5533
Magna (MG)5452
Bombardier (BBD.B)5153
Imperial Oil (IMO)5241
Barrick Gold (ABX)5523
Bank of Montreal (BMO)5435
CIBC (CM)5235
Canadian Oil Sands (COS)5225
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.62
National Bank (NA)53342.00
Bank of Montreal (BMO)54352.24
CIBC (CM)52352.30
BCE Inc. (BCE)41452.50
Power Corp of Canada (POW)44552.68
Bank of Nova Scotia (BNS)43242.92
Iamgold (IMG)55332.99
Penn West Petroleum (PWT)15353.03
TD Bank (TD)43243.29
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
BCE Inc. (BCE)YY
Iamgold (IMG)YY
National Bank (NA)YY
Penn West Petroleum (PWT)YY
ARC Resources (ARX)Y
Bank of Nova Scotia (BNS)Y
Barrick Gold (ABX)Y
Bombardier (BBD.B)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
Magna (MG)Y
Power Corp of Canada (POW)Y
Sun Life Financial (SLF)Y
TD Bank (TD)Y
TransAlta (TA)Y
Notes...



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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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