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The Stingy News Weekly (03/03/2013)


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


Stingy Links

How not to run a pension fund
"I love alternative investments. I love Wall Street. I don't mind paying fees. But I want returns."


We aren't the world
"It is not just our Western habits and cultural preferences that are different from the rest of the world, it appears. The very way we think about ourselves and others - and even the way we perceive reality - makes us distinct from other humans on the planet, not to mention from the vast majority of our ancestors. Among Westerners, the data showed that Americans were often the most unusual, leading the researchers to conclude that 'American participants are exceptional even within the unusual population of Westerners - outliers among outliers.' Given the data, they concluded that social scientists could not possibly have picked a worse population from which to draw broad generalizations. Researchers had been doing the equivalent of studying penguins while believing that they were learning insights applicable to all birds."


The gross profitability premium
"Profitability, measured by gross profits-to-assets, has roughly the same power as book-to-market predicting the cross-section of average returns. Profitable firms generate significantly higher returns than unprofitable firms, despite having significantly higher valuation ratios. Controlling for profitability also dramatically increases the performance of value strategies, especially among the largest, most liquid stocks"


Buffett's annual letter
"wishing makes dreams come true only in Disney movies; it's poison in business."



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)1214
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)4121
Pfizer (PFE)4315
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Intel (INTC)54352.24
Chevron (CVX)55442.83
Exxon Mobil (XOM)53533.55
JP Morgan Chase (JPM)55323.92
Pfizer (PFE)43153.93
Cisco (CSCO)44234.44
Microsoft (MSFT)33144.52
EI DuPont (DD)31454.53
Caterpillar (CAT)42424.68
Merck (MRK)24154.80
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
TransAlta (TA)0345
Crescent Point (CPG)1315
Canadian Oil Sands (COS)5225
BCE Inc. (BCE)4135
Sun Life Financial (SLF)5555
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)5544
National Bank (NA)5334
Magna (MG)5452
Imperial Oil (IMO)5241
Canadian Oil Sands (COS)5225
CIBC (CM)5235
Bank of Montreal (BMO)5435
Agrium (AGU)5242
Sun Life Financial (SLF)5555
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.55
Iamgold (IMG)55441.96
National Bank (NA)53341.96
Sun Life Financial (SLF)55552.15
Bank of Montreal (BMO)54352.29
CIBC (CM)52352.34
Penn West Petroleum (PWT)15452.44
BCE Inc. (BCE)41352.71
Power Corp of Canada (POW)44542.83
Thomson Reuters (TRI)44342.86
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
Sun Life Financial (SLF)YYY
BCE Inc. (BCE)YY
Iamgold (IMG)YY
National Bank (NA)YY
Penn West Petroleum (PWT)YY
ARC Resources (ARX)Y
Agrium (AGU)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...



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.

Rothery Report Performance
(03/31/2001 to 12/31/2012)
Average Capital Gain
40.8%



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