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The Stingy News Weekly (04/06/2014)


"there are all kinds of wonderful new inventions that give you nothing as owners except the opportunity to spend a lot more money in a business that's still going to be lousy. The money still won't come to you. All of the advantages from great improvements are going to flow through to the customers."
- Charlie Munger


Stingy Links

Fund risk rating reform
"More importantly, the rating doesn.t adequately inform investors about the risks that lie ahead during the next credit market freeze or when the PIMCO managers show their humanity and get some of their bets wrong. PIMCO is following the rules. But assessing this as a low risk fund simply shows the inadequacy of the status quo that so many fund companies have argued to maintain."


Boost after-tax returns
"If you happen to be an investor, you're no doubt looking for ways to increase your returns. Look no further than your own tax return. If you can achieve tax savings related to your investments, this will increase your after-tax returns. So, consider the following ideas when filing your tax return this year."


Evasive shareholder meetings
"We study the location and timing of annual shareholder meetings. When companies move their annual meetings a great distance from headquarters, they tend to announce disappointing earnings results and experience pronounced stock market underperformance in the months after the meeting. Companies appear to schedule meetings in remote locations when the managers have private, adverse information about future performance and wish to discourage scrutiny by shareholders, activists, and the media. However, shareholders do not appear to decode this signal, since the disclosure of meeting locations leads to little immediate stock price reaction. We find that voter participation drops when meetings are held at unusual hours, even though most voting is done electronically during a period of weeks before the meeting convenes."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5545
Verizon (VZ)5345
Intel (INTC)4425
General Electric (GE)2535
Chevron (CVX)5555
Cisco (CSCO)3435
McDonald's (MCD)3124
Pfizer (PFE)5414
Coca-Cola (KO)2214
Merck (MRK)1314
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5552
Pfizer (PFE)5414
AT&T (T)5545
Goldman Sachs (GS)5531
Chevron (CVX)5555
Verizon (VZ)5345
IBM (IBM)4132
EI DuPont (DD)4243
Exxon Mobil (XOM)4453
JP Morgan Chase (JPM)4533
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55452.02
Verizon (VZ)53452.72
Pfizer (PFE)54143.12
Chevron (CVX)55553.18
Travelers (TRV)55523.72
Intel (INTC)44254.02
Cisco (CSCO)34354.46
EI DuPont (DD)42434.87
Exxon Mobil (XOM)44535.10
JP Morgan Chase (JPM)45335.13
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)1315
Canadian Oil Sands (COS)4225
Penn West Petroleum (PWT)0535
TransAlta (TA)0445
BCE Inc. (BCE)3135
Enerplus (ERF)1225
Shaw (SJR.B)3235
CIBC (CM)5335
Bank of Montreal (BMO)5435
Fortis (FTS)3535
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)5153
Bank of Nova Scotia (BNS)5324
Royal Bank (RY)5224
Manulife (MFC)5433
Agrium (AGU)5353
Brookfield (BAM.A)4442
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)42252.21
National Bank (NA)53352.48
CIBC (CM)53352.49
Bank of Montreal (BMO)54352.86
Bank of Nova Scotia (BNS)53243.15
Royal Bank (RY)52243.35
Rogers (RCI.B)41343.46
BCE Inc. (BCE)31353.65
Shaw (SJR.B)32353.73
Power Corp of Canada (POW)45543.84
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
CIBC (CM)YYY
BCE Inc. (BCE)YY
Bank of Nova Scotia (BNS)YY
Canadian Oil Sands (COS)YY
National Bank (NA)YY
Royal Bank (RY)YY
Shaw (SJR.B)YY
Agrium (AGU)Y
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Fortis (FTS)Y
Manulife (MFC)Y
Metro (MRU)Y
Penn West Petroleum (PWT)Y
Power Corp of Canada (POW)Y
Rogers (RCI.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
(03/31/2001 to 12/31/2013)
Average Capital Gain
47.7%



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