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The Stingy News Weekly (03/09/2014)


"First, many in Wall Street - a community in which quality control is not prized - will sell investors anything they will buy."
- Warren Buffett


New from StingyInvestor

Benj likes gold
"When you think about the sort of people who grow up and go into the investment business, you might imagine characters such as Alex Keaton from the 1980s TV series Family Ties. Michael J. Fox brought the role to life and played a straight-laced conservative kid who was a little too obsessed with money. But it's best to ignore such stereotypes, because more artistic souls can also become great investors, and Benj Gallander is a prime example."


3 Stingy Stocks for 2014
"Over the last year the Stingy Stocks have climbed by an average of 37.8% while the S&P500 (as represented by the SPY exchange traded fund) advanced only 29.7%. Both fared well but the market trailed by 8.1 percentage points."


4 Graham Stocks for 2014
"If you had bought equal dollar amounts of the Graham stocks and replaced them with the new batch each year, you would have gained 830% (or 19% annualized) over the full period."


Stingy Links

Prem's letter
"In this environment, with zero interest rates and high debt levels prevailing in most developed countries, giving them limited flexibility to react to unintended consequences, we think it is prudent to have a very strong balance sheet with a large cash position and to be protected on the downside. When problems hit, only those with cash and very liquid assets can take advantage of them. While it is very painful and costly waiting, we think your (and our!) patience will be rewarded."


Mind the gap 2014
"In sum, the typical investor gained 4.8% annualized over the 10 years ended December 2013 versus 7.3% for the typical fund. The biggest gaps were in sector funds and international equity. That's not surprising, as more-volatile funds tend to lead to bigger gaps."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5345
Intel (INTC)4435
Cisco (CSCO)3535
Chevron (CVX)5555
McDonald's (MCD)3125
General Electric (GE)2434
Pfizer (PFE)5414
Coca-Cola (KO)2214
Procter & Gamble (PG)2324
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)5345
IBM (IBM)4132
Exxon Mobil (XOM)4453
EI DuPont (DD)4243
Intel (INTC)4435
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55451.69
Verizon (VZ)53452.61
Chevron (CVX)55552.98
Pfizer (PFE)54143.14
Intel (INTC)44353.59
Travelers (TRV)55423.63
Cisco (CSCO)35354.09
Microsoft (MSFT)42144.75
Exxon Mobil (XOM)44534.83
EI DuPont (DD)42434.84
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)1415
Canadian Oil Sands (COS)5225
Penn West Petroleum (PWT)0535
TransAlta (TA)0445
BCE Inc. (BCE)3135
Enerplus (ERF)1225
Rogers (RCI.B)4135
Bank of Montreal (BMO)5435
Shaw (SJR.B)4235
National Bank (NA)5335
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Metro (MRU)5352
National Bank (NA)5335
CIBC (CM)5234
Bombardier (BBD.B)5253
Bank of Montreal (BMO)5435
Bank of Nova Scotia (BNS)5324
Canadian Oil Sands (COS)5225
Royal Bank (RY)5224
Brookfield (BAM.A)5442
Manulife (MFC)4433
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.92
National Bank (NA)53352.33
CIBC (CM)52342.45
Bank of Montreal (BMO)54352.71
Bank of Nova Scotia (BNS)53243.02
Rogers (RCI.B)41353.20
Royal Bank (RY)52243.25
BCE Inc. (BCE)31353.72
Shaw (SJR.B)42353.76
Bombardier (BBD.B)52533.81
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
Canadian Oil Sands (COS)YYY
National Bank (NA)YYY
BCE Inc. (BCE)YY
Bank of Nova Scotia (BNS)YY
Bombardier (BBD.B)YY
CIBC (CM)YY
Rogers (RCI.B)YY
Royal Bank (RY)YY
Shaw (SJR.B)YY
Brookfield (BAM.A)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
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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 12/31/2013)
Average Capital Gain
47.7%



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2014
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2013
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2012
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2011
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2010
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