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The Stingy News Weekly (04/14/2013)


"The first principle is that you must not fool yourself - and you are the easiest person to fool."
- Richard Feynman


Stingy Links

Will Portugal be the first one out?
"Portugal's leading elder statesman has called on the country to copy Argentina and default on its debt to avert economic collapse, a move that would lead to near certain ejection from the euro."


Why home prices change
"In an ideal world, steady and uniform inflation would have no effect on rational decision-making because it affects incomes as well as prices. But in the real world, inflation does affect our psychology. People feel more optimistic when their nominal pay rises or when a neighbor's house sold for more than they paid for theirs. But in thinking about investments for the long term, we should focus on fundamentals - on real, inflation-corrected values and on the economics behind them."


Making sense of small cap returns
"Depending on the particular fund or product under examination, you could draw very different conclusions on otherwise similar portfolios and performance levels. When looking at retail mutual funds, for instance, old income trust funds are now in one of three categories - i.e. Canadian Dividend and Income Equity, Canadian Small/Mid Cap Equity or Canadian-Focused Small/Mid Cap Equity. (It's interesting to note that some institutional databases continue to track a Canadian Income Trust class of products.) For those looking at returns over the past five years, all of this background is relevant because two factors are skewing the performance comparison today."


News is bad for you
"News is bad for your health. It leads to fear and aggression, and hinders your creativity and ability to think deeply. The solution? Stop consuming it altogether"


Why Canada can avoid banking crises
"Since 1790, the United States has suffered 16 banking crises. Canada has experienced zero - not even during the Great Depression."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Intel (INTC)5435
Verizon (VZ)1245
Merck (MRK)1315
EI DuPont (DD)3145
Cisco (CSCO)4425
Pfizer (PFE)4314
General Electric (GE)2434
Microsoft (MSFT)3314
JP Morgan Chase (JPM)5534
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5544
Exxon Mobil (XOM)5443
JP Morgan Chase (JPM)5534
Caterpillar (CAT)5353
Intel (INTC)5435
UnitedHealth (UNH)4451
Cisco (CSCO)4425
Travelers (TRV)4542
IBM (IBM)4121
Wal-Mart (WMT)4252
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Intel (INTC)54352.37
Chevron (CVX)55443.00
JP Morgan Chase (JPM)55343.04
Exxon Mobil (XOM)54433.53
Cisco (CSCO)44253.75
Caterpillar (CAT)53534.18
Pfizer (PFE)43144.79
EI DuPont (DD)31454.82
Microsoft (MSFT)33144.95
General Electric (GE)24345.67
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Cisco (CSCO)YYY
Intel (INTC)YYY
JP Morgan Chase (JPM)YYY
Caterpillar (CAT)YY
Chevron (CVX)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
General Electric (GE)YY
Microsoft (MSFT)YY
Pfizer (PFE)YY
AT&T (T)Y
IBM (IBM)Y
Merck (MRK)Y
Travelers (TRV)Y
UnitedHealth (UNH)Y
Verizon (VZ)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Penn West Petroleum (PWT)1535
TransAlta (TA)0345
Enerplus (ERF)0525
Crescent Point (CPG)1415
Canadian Oil Sands (COS)5225
Sun Life Financial (SLF)5555
BCE Inc. (BCE)4135
CIBC (CM)5335
Bank of Montreal (BMO)5435
National Bank (NA)5335
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
First Quantum (FM)5321
Iamgold (IMG)5544
National Bank (NA)5335
Imperial Oil (IMO)5241
Magna (MG)5452
Agrium (AGU)5352
Canadian Oil Sands (COS)5225
CIBC (CM)5335
Bank of Montreal (BMO)5435
Sun Life Financial (SLF)5555
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.42
Iamgold (IMG)55441.52
National Bank (NA)53351.78
Sun Life Financial (SLF)55552.07
CIBC (CM)53352.08
Bank of Montreal (BMO)54352.26
Penn West Petroleum (PWT)15352.53
Bank of Nova Scotia (BNS)43242.63
BCE Inc. (BCE)41352.83
TD Bank (TD)43242.91
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
Sun Life Financial (SLF)YYY
BCE Inc. (BCE)YY
Iamgold (IMG)YY
Penn West Petroleum (PWT)YY
Agrium (AGU)Y
Bank of Nova Scotia (BNS)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
Magna (MG)Y
TD Bank (TD)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 12/31/2012)
Average Capital Gain
40.8%



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