Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly (03/02/2014)


"The first principle is that you must not fool yourself - and you are the easiest person to fool."
- Richard Feynman


New from StingyInvestor

Take a vacation
"The mood is glum in Valueville these days. Conditions are so depressed that its inhabitants can be spotted packing up their Bloomberg terminals and heading off on extended vacations."


Stingy Links

A CAPE Crusader
"Having spent a large proportion of my career prior to joining GMO working at investment banks, I'm well aware of what Andrew Smithers describes as 'Stock Broker Economics,' the second tenet of which is 'The market is always cheap.' Over the years I've witnessed many attempts by the practitioners of this most dark art to justify why tried and tested measures of valuation are no longer meaningful, or occasionally create new measures of valuation that purport to show the market to be cheap."


Stock picking skills of SEC employees
"These results raise questions about potential rent seeking activities of the regulator's employees."


Making sense of experts' picks
"Among the flurry of recommendations, it's important to keep a few things in mind in the spirit of sound portfolio construction."


The Glidepath Illusion
"Rob Arnott explains why target-date funds fail to either maximize wealth or minimize uncertainty about future income."


Berkshire Hathaway report for 2013
"Local and state financial problems are accelerating, in large part because public entities promised pensions they couldn't afford. Citizens and public officials typically under-appreciated the gigantic financial tapeworm that was born when promises were made that conflicted with a willingness to fund them. Unfortunately, pension mathematics today remain a mystery to most Americans."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5245
Intel (INTC)4435
Cisco (CSCO)3435
Chevron (CVX)5555
General Electric (GE)2535
McDonald's (MCD)3124
Pfizer (PFE)5414
Coca-Cola (KO)2214
Merck (MRK)1314
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
AT&T (T)5545
Pfizer (PFE)5414
Chevron (CVX)5555
Goldman Sachs (GS)5531
Verizon (VZ)5245
IBM (IBM)4132
EI DuPont (DD)4243
JP Morgan Chase (JPM)4533
Exxon Mobil (XOM)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55451.64
Verizon (VZ)52452.67
Chevron (CVX)55553.00
Pfizer (PFE)54143.10
Travelers (TRV)55423.60
Intel (INTC)44353.61
Cisco (CSCO)34354.11
EI DuPont (DD)42434.76
Microsoft (MSFT)32144.86
JP Morgan Chase (JPM)45334.87
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Chevron (CVX)YYY
Pfizer (PFE)YYY
Verizon (VZ)YYY
Cisco (CSCO)YY
EI DuPont (DD)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Coca-Cola (KO)Y
Exxon Mobil (XOM)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
IBM (IBM)Y
McDonald's (MCD)Y
Merck (MRK)Y
Microsoft (MSFT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)1415
Canadian Oil Sands (COS)5325
Penn West Petroleum (PWT)0535
TransAlta (TA)0445
BCE Inc. (BCE)3135
Enerplus (ERF)1225
Shaw (SJR.B)4235
Rogers (RCI.B)4135
Potash Corp. (POT)3115
CIBC (CM)5235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Metro (MRU)5352
National Bank (NA)5334
CIBC (CM)5235
Bombardier (BBD.B)5253
Bank of Montreal (BMO)5434
Canadian Oil Sands (COS)5325
Bank of Nova Scotia (BNS)5324
Agrium (AGU)5353
Royal Bank (RY)5224
Manulife (MFC)4433
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)53251.85
CIBC (CM)52352.37
National Bank (NA)53342.39
Bank of Montreal (BMO)54342.76
Rogers (RCI.B)41353.11
Bank of Nova Scotia (BNS)53243.14
Royal Bank (RY)52243.26
Shaw (SJR.B)42353.61
BCE Inc. (BCE)31353.72
Potash Corp. (POT)31153.82
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
National Bank (NA)YY
Potash Corp. (POT)YY
Rogers (RCI.B)YY
Royal Bank (RY)YY
Shaw (SJR.B)YY
Agrium (AGU)Y
Bombardier (BBD.B)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Manulife (MFC)Y
Metro (MRU)Y
Penn West Petroleum (PWT)Y
TransAlta (TA)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 12/31/2013)
Average Capital Gain
47.7%



Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2017
  09: 04 11 17
  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
  02: 05 12 19 26
  01: 02 07 15 22 29
2016
  12: 04 11 18 26
  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
  04: 03 10 17 24
  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
  12: 05 12 19 26
  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
About Dan

Privacy Policy


 
About Us | Legal | Contact Us
Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...