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The Stingy News Weekly (03/30/2014)


"The intelligent investor is likely to need considerable will power to keep from following the crowd."
- Benjamin Graham


New from StingyInvestor

Newspaper stock, really?
"Flint knapping was an important skill many years ago and then technological change made it obsolete. But, in a strange twist of fate, it has been making a bit of a comeback thanks to the Internet. It's now easy to learn how to knock out an arrow tip the old-fashioned way. While the Internet is a great boon to hobbies such as flint knapping, it's knocking the stuffing out of some businesses. Newspapers are a case in point."


A big day for value investors
"Value investors are set to descend upon Toronto for the Fairfax Financial annual meeting. They're making the trip from all over the world to hear Prem Watsa, the firm's CEO, talk about strategy and investing in early April."


Stingy Links

Chou's 2013 letter
"We believe that the market is currently fairly valued and we sincerely doubt the overall returns from equities in general over the next five to 10 years will be compelling. On the contrary, we believe the returns may be far more modest than those hoped for by investors. Not only are the P/E ratios and price-to-book values still high and dividend yields low relative to historic valuations, but the number of companies that are underpriced is at an all-time low. In light of this scenario, and with its obvious lack of bargains, we would not hesitate to sell our investments and be 100% or 50% cash -- or whatever the number may be."


David Winters interview
"Wintergreen Fund's David Winters, a value investor who describes himself as the opposite of an index hugger, has more than 60% of his portfolio invested in companies based overseas and has recently taken a stand against Coca Cola management and Warren Buffett"



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5445
Verizon (VZ)4345
Intel (INTC)4435
General Electric (GE)2535
Cisco (CSCO)4435
Chevron (CVX)5554
McDonald's (MCD)3124
Pfizer (PFE)5414
Merck (MRK)1314
Coca-Cola (KO)2114
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Pfizer (PFE)5414
AT&T (T)5445
Goldman Sachs (GS)5531
Chevron (CVX)5554
Verizon (VZ)4345
IBM (IBM)4132
EI DuPont (DD)4243
Intel (INTC)4435
JP Morgan Chase (JPM)4533
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)54451.97
Verizon (VZ)43452.65
Pfizer (PFE)54143.07
Chevron (CVX)55543.16
Travelers (TRV)55423.62
Intel (INTC)44353.87
Cisco (CSCO)44354.32
EI DuPont (DD)42434.76
McDonald's (MCD)31245.26
Microsoft (MSFT)32135.37
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
McDonald's (MCD)YY
Travelers (TRV)YY
Coca-Cola (KO)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
IBM (IBM)Y
JP Morgan Chase (JPM)Y
Merck (MRK)Y
Microsoft (MSFT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)1315
Penn West Petroleum (PWT)0535
Canadian Oil Sands (COS)4225
TransAlta (TA)0445
BCE Inc. (BCE)3135
Enerplus (ERF)1225
Shaw (SJR.B)3235
National Bank (NA)5335
CIBC (CM)5335
Bank of Montreal (BMO)5435
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Metro (MRU)5352
National Bank (NA)5335
CIBC (CM)5335
Bank of Montreal (BMO)5435
Bombardier (BBD.B)5253
Bank of Nova Scotia (BNS)5424
Royal Bank (RY)5224
Manulife (MFC)5433
Brookfield (BAM.A)5442
Canadian Oil Sands (COS)4225
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)42252.18
National Bank (NA)53352.33
CIBC (CM)53352.47
Bank of Montreal (BMO)54352.80
Bank of Nova Scotia (BNS)54243.04
Royal Bank (RY)52243.29
Rogers (RCI.B)41353.47
BCE Inc. (BCE)31353.56
Power Corp of Canada (POW)45543.70
Teck Resources (TCK.B)45443.72
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
National Bank (NA)YYY
BCE Inc. (BCE)YY
Bank of Nova Scotia (BNS)YY
Royal Bank (RY)YY
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Manulife (MFC)Y
Metro (MRU)Y
Penn West Petroleum (PWT)Y
Power Corp of Canada (POW)Y
Rogers (RCI.B)Y
Shaw (SJR.B)Y
Teck Resources (TCK.B)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
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