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The Stingy News Weekly (04/01/2012)


"If the job has been correctly done when a common stock is purchased, the time to sell it is almost never."
- Philip Fisher


New @ StingyInvestor

The case for being a copycat investor
"Is purloining good ideas distasteful? U.S. fund manager Mohnish Pabrai doesn't think so. He says it's a great way to make money and urges people to copy notable investors more often. You might want to take a page out of his book and improve your portfolio. "


Top 200 Canadian Stocks for 2012
"Walking downstairs on Christmas day was a ceremonial affair when I was young. It started by lining up with my brother to descend to the living room in order from eldest to youngest. Aside from heightening the anticipation of good things to come, it allowed my parents to see our reactions to the Christmas tree, fire, presents, and perhaps most delightfully, the stockings stuffed to the brim with treats. The felling of delight I had when pawing through my treat-laden stocking is now, alas, a thing of the past. But these days I get the same sort of excitement when I look through the largest stocks in Canada for this year's MoneySense's Top 200 All-Stars. This year marks the eighth in a row for the Top 200 tradition which, I'm pleased to say, has been very fruitful."


Top 500 U.S. Stocks for 2012
"There are a few skills that every Canadian should pick up in childhood and skating is one of them. But no one tells you that it all slips away after spending years reading books and sipping hot chocolate by the fire. That's something I discovered the hard way when I recently squeezed my feet into a pair of skates and tottered out onto the cold hard ice of my local rink. The prospect of falling seemed far less painful when I was younger, slimmer, and closer to the ground. As a result, my first hobble around the rink was more a triumph of will than of good sense. Just as with learning how to skate, the first leap into the world of stocks can be an uncertain one. That's why - in an effort to help you gain your footing - we search high and low for the best stocks in the U.S. to put in the annual MoneySense Top 500."


Stingy Links

Stocks are a little pricey: Schiller
"'Technology has a fascination...it's part of our sense of the future,' he says. 'We've got an exciting thing going. All the new gadgets are just so breathtaking, there's going to be huge fortunes made. That kind of excitement I do feel in the air.' Having said that, Shiller is not predicting another tech bubble, far from it. He says predicting bubbles is impossible: 'It's like predicting an epidemic. It depends on the contagion of emotions and of ideas.' Furthermore, the author of Irrational Exuberance, which presaged the bursting of the tech bubble, and Animal Spirits believes there's a lot to be worried about."


Chou Annual
"Here is a funny story of a French tourist visiting Canada. Pierre, an expensively attired middle-aged French tourist on his first trip to Toronto strolls into the bar of his 5-star hotel. The elegant hostess smiles, leads him to a table and beckons her prettiest server to take care of him. They talk, flirt a little and she giggles a bit. When he draws her closer and whispers in her ear, she gasps and ..."


Warren Buffett's $50 Billion decision
"The thing is, when I got out of college, I had $9,800, but by the end of 1955, I was up to $127,000. I thought, I'll go back to Omaha, take some college classes, and read a lot - I was going to retire! I figured we could live on $12,000 a year, and off my $127,000 asset base, I could easily make that. I told my wife, 'Compound interest guarantees I'm going to get rich.'"



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1345
Merck (MRK)2425
Pfizer (PFE)2425
Johnson & Johnson (JNJ)2215
General Electric (GE)3435
Procter & Gamble (PG)1324
EI DuPont (DD)4144
Kraft (KFT)2444
Chevron (CVX)5554
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5554
Hewlett-Packard (HPQ)5552
JP Morgan Chase (JPM)5533
Exxon Mobil (XOM)5342
Microsoft (MSFT)5213
Intel (INTC)5314
Wal-Mart (WMT)4353
Boeing (BA)4152
American Express (AXP)4221
EI DuPont (DD)4144
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55542.66
Intel (INTC)53143.92
JP Morgan Chase (JPM)55333.95
Hewlett-Packard (HPQ)55524.17
Merck (MRK)24254.32
Pfizer (PFE)24254.57
EI DuPont (DD)41444.64
Microsoft (MSFT)52134.68
Exxon Mobil (XOM)53424.68
General Electric (GE)34354.77
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
EI DuPont (DD)YYY
Exxon Mobil (XOM)YY
General Electric (GE)YY
Hewlett-Packard (HPQ)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Merck (MRK)YY
Microsoft (MSFT)YY
Pfizer (PFE)YY
AT&T (T)Y
American Express (AXP)Y
Boeing (BA)Y
Johnson & Johnson (JNJ)Y
Kraft (KFT)Y
Procter & Gamble (PG)Y
Verizon (VZ)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Enerplus (ERF)1415
TransAlta (TA)3445
Sun Life Financial (SLF)0555
Canadian Oil Sands (COS)5225
Penn West Petroleum (PWT)3525
BCE Inc. (BCE)3145
ARC Resources (ARX)1315
CIBC (CM)5235
Bank of Montreal (BMO)4435
Husky Energy (HSE)5445
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Iamgold (IMG)5423
Research In Motion (RIM)5550
Teck Resources (TCK.B)5533
Bombardier (BBD.B)5353
Canadian Oil Sands (COS)5225
Barrick Gold (ABX)5322
Agrium (AGU)5351
Husky Energy (HSE)5445
Inmet Mining (IMN)5511
Brookfield (BAM.A)5542
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.56
Husky Energy (HSE)54452.24
TransAlta (TA)34452.30
CIBC (CM)52352.34
Bank of Montreal (BMO)44352.43
BCE Inc. (BCE)31452.53
Penn West Petroleum (PWT)35252.59
Power Corp of Canada (POW)44542.60
National Bank (NA)42343.06
Bank of Nova Scotia (BNS)42343.07
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
Husky Energy (HSE)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Penn West Petroleum (PWT)YY
TransAlta (TA)YY
ARC Resources (ARX)Y
Agrium (AGU)Y
Bank of Nova Scotia (BNS)Y
Barrick Gold (ABX)Y
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Enerplus (ERF)Y
Iamgold (IMG)Y
Inmet Mining (IMN)Y
National Bank (NA)Y
Power Corp of Canada (POW)Y
Research In Motion (RIM)Y
Sun Life Financial (SLF)Y
Teck Resources (TCK.B)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 12/31/2011)
Average Capital Gain
35.1%



Graham Value Stocks
(Learn More)

The Graham Value Stocks letter is designed for investors who want to keep up with our sensational stock selection methods inspired by Benjamin Graham. We comb through mountains of data to highlight U.S. and Canadian stocks that we believe to be both cheap and relatively safe.

Graham Portfolio Performance
(3/2009 to 3/2012)
Simple WayDividend WayDefensive
+147%C+131%U+46%C+120%U+176%U



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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...