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The Stingy News Weekly (02/24/2013)


"Don't gamble. Take all your savings and buy a good stock, and hold it till it goes up, then sell it. If it don't go up, don't buy it."
- Will Rogers


New @ StingyInvestor

Put cheapness first
"EBIT/EV alone outperformed the magic formula's combination of ratios. Investors would have been better off simply looking for cheap stocks and not paying any attention to quality."


Stingy Links

Mohnish Pabrai interview
"I don't invest in technology stocks because I understand it. Basically, Buffett would say that he doesn't invest in tech businesses because they are subject to change. Industries with rapid change are the enemy of the investor. Tech businesses, particularly biotech, is a problem from that point of view. All industries work with change but you should ideally be investing in businesses with a low rate of change, not a high rate of change."


Tough times for classic value investors
"While the U.S. equity market has performed exceptionally well since its bottom in March 2009, Warren Buffett's Berkshire Hathaway has trailed the index by nearly 6%. Buffett is among a number of prominent classic-value investors who have fared poorly over this period. Over long time horizons, value investing has consistently outperformed growth strategies and the broad market index. So what is causing this recent phenomenon?"


Teaching college students about finance
"I would revise the concept of the cost of capital to make it credit-centric. All the efforts to calculate the cost of equity capital from equity market correlations are bogus. They don't make any economic sense. In most cases, the cost of equity should not exceed the yield on an average CCC bond."


Mindful of bubbles in a boom for deals
"Thomson Reuters reports that during the first two months of 2013 there have been over a thousand deals valued at almost $163 billion in total. That's more than double the amount for the same months in 2012. If this blistering pace continues, merger and buyout deals could surpass $2 trillion in 2013, far more than the $1.57 trillion in 2007."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Intel (INTC)5435
Merck (MRK)1415
EI DuPont (DD)3145
Pfizer (PFE)4315
McDonald's (MCD)2114
Microsoft (MSFT)3314
Johnson & Johnson (JNJ)2214
General Electric (GE)2434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5544
Exxon Mobil (XOM)5353
JP Morgan Chase (JPM)5532
Intel (INTC)5435
UnitedHealth (UNH)5451
Caterpillar (CAT)4242
Cisco (CSCO)4423
Travelers (TRV)4542
IBM (IBM)4122
Pfizer (PFE)4315
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Intel (INTC)54352.23
Chevron (CVX)55442.81
Exxon Mobil (XOM)53533.54
JP Morgan Chase (JPM)55323.76
Pfizer (PFE)43154.04
EI DuPont (DD)31454.33
Cisco (CSCO)44234.45
Microsoft (MSFT)33144.62
Merck (MRK)14154.73
Caterpillar (CAT)42424.90
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Intel (INTC)YYY
Pfizer (PFE)YYY
Caterpillar (CAT)YY
Chevron (CVX)YY
Cisco (CSCO)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
Merck (MRK)YY
Microsoft (MSFT)YY
AT&T (T)Y
General Electric (GE)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)1545
Enerplus (ERF)0525
Crescent Point (CPG)1315
TransAlta (TA)0345
Canadian Oil Sands (COS)5225
BCE Inc. (BCE)4135
Sun Life Financial (SLF)4455
Bank of Montreal (BMO)5435
ARC Resources (ARX)1215
CIBC (CM)5235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
First Quantum (FM)5321
Iamgold (IMG)5543
National Bank (NA)5334
Magna (MG)5452
Bombardier (BBD.B)5153
Imperial Oil (IMO)5241
Canadian Oil Sands (COS)5225
Bank of Montreal (BMO)5435
CIBC (CM)5235
Canadian Tire (CTC.A)5552
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.51
National Bank (NA)53341.97
Bank of Montreal (BMO)54352.20
Sun Life Financial (SLF)44552.25
Iamgold (IMG)55432.37
CIBC (CM)52352.40
Penn West Petroleum (PWT)15452.52
BCE Inc. (BCE)41352.60
Power Corp of Canada (POW)44542.73
Thomson Reuters (TRI)44342.76
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
Sun Life Financial (SLF)YY
ARC Resources (ARX)Y
Bombardier (BBD.B)Y
Canadian Tire (CTC.A)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
Thomson Reuters (TRI)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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