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The Stingy News Weekly (04/04/2010)


"Price is what you pay, value is what you get"
- Charlie Munger


Stingy Links

Grant vs Rosenberg
"Terrific debate on whether US Treasuries are overvalued between James Grant and David Rosenberg"


April ROB
I'd like to thank The Globe and Mail for providing a free digital version of their ROB magazine. Now I don't have to pay for the paper copy anymore. Get it before the newspaper files for bankruptcy . . .


Time to rebalance
"America's economy will undergo one of its biggest transformations in decades. This macroeconomic shift from debt and consumption to saving and exports will bring microeconomic changes too: different lifestyles, and different jobs in different places. This special report will describe that transformation, and explain why it will be tricky."


How Texas escaped the real estate crisis
"If there's one thing that Congress can do to help protect borrowers from the worst lending excesses that fueled the mortgage and financial crises, it's to follow the Lone Star State's lead and put the brakes on "cash-out" refinancing and home-equity lending."


Coal crackdown
"The EPA has set new limits on water pollution caused by coal mining, only days after President Obama angered environmentalists by opening up huge swaths of coastline to offshore drilling. The drilling story received louder coverage, but the mining announcement should have a far larger impact on America's energy future."


Collapse of complex business models
"In such systems, there is no way to make things a little bit simpler - the whole edifice becomes a huge, interlocking system not readily amenable to change. Tainter doesn't regard the sudden decoherence of these societies as either a tragedy or a mistake - '[U]nder a situation of declining marginal returns collapse may be the most appropriate response', to use his pitiless phrase. Furthermore, even when moderate adjustments could be made, they tend to be resisted, because any simplification discomfits elites. When the value of complexity turns negative, a society plagued by an inability to react remains as complex as ever, right up to the moment where it becomes suddenly and dramatically simpler, which is to say right up to the moment of collapse. Collapse is simply the last remaining method of simplification."


Why envy dominates greed
"Economists generally think of self interest as maximizing the present value of one.s consumption, or wealth, independent of others. Wealth can be generalized to include not just their financial assets, but the present value of their labor income and even public goods. Adam Smith emphasized a self-interest that also recognized social position and regard for society as a whole, but this was well before anyone thought of writing down a utility function, which is a mathematically precise formulation of how people define their self interest. But what if economists have it all wrong, that self interest is primarily about status, and only incidentally correlated with wealth?"



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SP/DYield
AT&T (T)55355
Verizon (VZ)14555
EI DuPont (DD)21455
Pfizer (PFE)55255
Merck (MRK)54155
Kraft (KFT)44444
Chevron (CVX)44544
McDonald's (MCD)31144
Coca-Cola (KO)21144
Johnson & Johnson (JNJ)42244
Notes | More Info...


Value Ratio StocksP/EP/BP/SP/DVR
Merck (MRK)54151.67
AT&T (T)55351.93
Pfizer (PFE)55253.32
Travelers (TRV)55433.55
Kraft (KFT)44443.92
Verizon (VZ)14553.99
Chevron (CVX)44544.18
EI DuPont (DD)21454.59
McDonald's (MCD)31144.98
Johnson & Johnson (JNJ)42244.98
Notes | More Info...


Graham-Lite StocksP/EP/BP/DG$dG$(%)
Travelers (TRV)55386.3460.12
Merck (MRK)54549.3530.86
AT&T (T)55528.8010.31
Pfizer (PFE)55517.492.41
JP Morgan Chase (JPM)25145.310.29
Notes | More Info...


Top US StocksYieldV.R.Graham
AT&T (T)YYY
Merck (MRK)YYY
Pfizer (PFE)YYY
Chevron (CVX)YY
EI DuPont (DD)YY
Johnson & Johnson (JNJ)YY
Kraft (KFT)YY
McDonald's (MCD)YY
Travelers (TRV)YY
Verizon (VZ)YY
Coca-Cola (KO)Y
JP Morgan Chase (JPM)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SP/DYield
BCE (BCE)44455
Transalta (TA)14455
Telus (T)54455
CIBC (CM)32355
Bank of Montreal (BMO)33355
Shaw Comm Cl.B (SJR.B)31255
Sun Life (SLF)15555
TransCanada (TRP)34255
National Bank (NA)53355
Husky Energy (HSE)33444
Notes | More Info...


Value Ratio StocksP/EP/BP/SP/DVR
Telus (T)54452.38
BCE (BCE)44452.70
National Bank (NA)53352.73
Enbridge (ENB)52442.93
Bank of Montreal (BMO)33353.55
Shaw Comm Cl.B (SJR.B)31253.78
Bank of Nova Scotia (BNS)42343.85
Rogers Comm Cl.B (RCI.B)41343.86
CIBC (CM)32354.05
Manulife (MFC)55544.17
Notes | More Info...


Graham-Lite StocksP/EP/BP/DG$dG$(%)
Weston George (WN)55396.3935.46
Manulife (MFC)55425.7427.12
Canadian Tire (CTC.A)45264.6615.98
Encana (ECA)55336.1813.08
Inmet Mining (IMN)55167.839.58
Telus (T)54540.928.55
National Bank (NA)53567.207.29
Cameco (CCO)53228.024.18
Notes | More Info...


Top Canadian StocksYieldV.R.Graham
National Bank (NA)YYY
Telus (T)YYY
BCE (BCE)YY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Manulife (MFC)YY
Shaw Comm Cl.B (SJR.B)YY
Bank of Nova Scotia (BNS)Y
Cameco (CCO)Y
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
Encana (ECA)Y
Husky Energy (HSE)Y
Inmet Mining (IMN)Y
Rogers Comm Cl.B (RCI.B)Y
Sun Life (SLF)Y
TransCanada (TRP)Y
Transalta (TA)Y
Weston George (WN)Y
Notes...



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