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The Stingy News Weekly (02/19/2012)


"Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good results."
- Warren Buffett


New @ StingyInvestor

9 Stingy Stocks for 2012
"I started the method in 2001 in an effort to beat the S&P500 by picking value stocks within the S&P500 itself. Thus far the Stingy Stocks have gained 14.3% annually whereas the S&P500 (as represented by the SPY exchange traded fund) advanced only 2.3% a year over the same period."


8 Graham Stocks for 2012
"Graham's time-tested strategy for defensive investors gained ground this year and beat the market once again. It also marks the ninth year of the last eleven in which the method has outperformed, which is a mighty fine showing."


Stingy Links

Apple not as cheap as it looks?
"Thanks to an accounting- rule change for which it lobbied, Apple gets to book revenue from sales of bundled products such as iPhones -- which include hardware, software, services and upgrade rights -- more quickly than it used to. In short, one reason Apple’s earnings have been so high is accounting inflation, and the market realizes this."


Watsa sticks to his guns
"Mr. Watsa has been increasingly vocal about his prediction of a lengthy period of deflation. The ongoing debt crisis in Europe, weakness in the United States and housing problems in China are poised to send markets down sharply for a prolonged period, he says."


Over-regulated America
"Complexity costs money. Sarbanes-Oxley, a law aimed at preventing Enron-style frauds, has made it so difficult to list shares on an American stockmarket that firms increasingly look elsewhere or stay private. America’s share of initial public offerings fell from 67% in 2002 (when Sarbox passed) to 16% last year, despite some benign tweaks to the law. A study for the Small Business Administration, a government body, found that regulations in general add $10,585 in costs per employee. It’s a wonder the jobless rate isn’t even higher than it is."


Toronto condo bubble
"A record 27,504 condo units in the City of Toronto were under construction at the end of last year, according to Canadian Mortgage and Housing annual data, adding to the city’s total of 199,000 units. “If builders stopped building today, there’s five years worth of supply that is about to be delivered, relative to what normal population growth is,” Bank of America’s King said."


CPI retooling
"If Statscan is successful in reducing overestimation of consumer price inflation, then annual increases in public or private wages and pensions indexed to the CPI will end up smaller than they would have been. This could mean companies have to pay out less in annual wage increases, but it will also offer some cost savings for Ottawa"



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1535
Verizon (VZ)1345
Merck (MRK)2425
Pfizer (PFE)3415
General Electric (GE)3435
Johnson & Johnson (JNJ)2315
EI DuPont (DD)4144
Procter & Gamble (PG)1324
Intel (INTC)5314
Chevron (CVX)5454
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5454
JP Morgan Chase (JPM)5533
Hewlett-Packard (HPQ)5551
Exxon Mobil (XOM)5352
Microsoft (MSFT)5213
Intel (INTC)5314
American Express (AXP)4221
Wal-Mart (WMT)4252
EI DuPont (DD)4144
Boeing (BA)4152
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)54542.56
JP Morgan Chase (JPM)55333.18
Intel (INTC)53143.58
Pfizer (PFE)34153.95
Microsoft (MSFT)52134.20
EI DuPont (DD)41444.24
General Electric (GE)34354.33
Merck (MRK)24254.33
Exxon Mobil (XOM)53524.62
Johnson & Johnson (JNJ)23155.32
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Enerplus (ERF)5515
Sun Life Financial (SLF)2555
TransAlta (TA)4345
BCE Inc. (BCE)3245
Canadian Oil Sands (COS)5225
Penn West Petroleum (PWT)2525
ARC Resources (ARX)1215
Bank of Montreal (BMO)4435
Shaw (SJR.B)3235
Thomson Reuters (TRI)0445
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Research In Motion (RIM)5550
Iamgold (IMG)5322
Brookfield (BAM.A)5442
Teck Resources (TCK.B)5433
Bombardier (BBD.B)5153
Enerplus (ERF)5515
Agrium (AGU)5351
Canadian Oil Sands (COS)5225
Barrick Gold (ABX)5321
CIBC (CM)5234
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Enerplus (ERF)55151.03
Canadian Oil Sands (COS)52251.88
TransAlta (TA)43452.14
Husky Energy (HSE)54452.29
CIBC (CM)52342.29
Bank of Montreal (BMO)44352.31
Sun Life Financial (SLF)25552.45
Power Corp of Canada (POW)44542.52
BCE Inc. (BCE)32452.60
National Bank (NA)43342.84
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
Enerplus (ERF)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Sun Life Financial (SLF)YY
TransAlta (TA)YY
ARC Resources (ARX)Y
Agrium (AGU)Y
Barrick Gold (ABX)Y
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Husky Energy (HSE)Y
Iamgold (IMG)Y
National Bank (NA)Y
Penn West Petroleum (PWT)Y
Power Corp of Canada (POW)Y
Research In Motion (RIM)Y
Shaw (SJR.B)Y
Teck Resources (TCK.B)Y
Thomson Reuters (TRI)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 12/31/2011)
Average Capital Gain
35.1%



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
(12/2009 to 12/2011)
Simple WayDividend WayDefensive
+32%C+2%U-6%C+15%U+18%U



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