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The Stingy News Weekly (05/22/2011)


"Thousands of experts study overbought indicators, oversold indicators, head-and-shoulder patterns, put-call ratios, the Fed's policy on money supply, foreign investment, the movement of the constellations through the heavens, and the moss on oak trees, and they can't predict markets with any useful consistency, any more than the gizzard squeezers could tell the Roman emperors when the Huns would attack."
- Peter Lynch


Stingy Links

In defence of the Shiller p/e
"It wasn't actually a new idea on Shiller's part. Ben Graham, the value investor who was Warren Buffett's guru, had suggested a similar measure, involving the averaging of profits over an extended period to smooth out the effects of the economic cycle. Investors were paying little attention in the late 1990s. As the chart shows, the US market in the late 1990s was even more overvalued than it was before the crash of 1929. This was not a welcome message at the time when analysts talked of a 'new era' and even speculated that the cycle had been abolished. But even though the Shiller p/e accurately predicted that the market was overdue for a fall, there are still many critics who today refuse to accept its message."


Capitalists Who Fear Free Markets
"Japanese executives were outraged at the prospect of banks taking losses on loans to the company that produced a nuclear catastrophe. This used to be how free markets worked."


Is value compensation for distress risk?
"This study provides a comprehensive investigation of the relation between the value anomaly and distress risk. Using risk measures based on accounting models, structural models, credit spreads and credit ratings, we find no relation between the value premium and distress risk. Our findings are inconsistent with the notion that the value effect is a compensation for distress risk."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5535
Verizon (VZ)1355
Merck (MRK)1315
Pfizer (PFE)1425
Johnson & Johnson (JNJ)3215
Kraft (KFT)1545
Intel (INTC)4314
EI DuPont (DD)3134
Procter & Gamble (PG)2324
General Electric (GE)3444
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5543
AT&T (T)5535
Hewlett-Packard (HPQ)5451
JP Morgan Chase (JPM)5532
Microsoft (MSFT)5213
Chevron (CVX)4444
Intel (INTC)4314
Exxon Mobil (XOM)4342
Wal-Mart (WMT)4353
Cisco (CSCO)4421
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)55351.62
Travelers (TRV)55433.27
Chevron (CVX)44443.32
Intel (INTC)43143.50
Microsoft (MSFT)52133.74
JP Morgan Chase (JPM)55324.17
Johnson & Johnson (JNJ)32154.38
EI DuPont (DD)31344.75
Wal-Mart (WMT)43534.76
Coca-Cola (KO)41134.87
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Yellow Media (YLO)2545
Enerplus (ERF)1515
Enbridge (ENB)3455
BCE Inc. (BCE)3345
TransAlta (TA)4445
Sun Life Financial (SLF)5555
ARC Resources (ARX)1215
Bank of Montreal (BMO)5435
Shaw (SJR.B)2135
Penn West Petroleum (PWT)5515
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Research In Motion (RIM)5240
Penn West Petroleum (PWT)5515
Inmet Mining (IMN)5421
Magna (MG)5553
Nexen (NXY)5531
Sun Life Financial (SLF)5555
Canadian Tire (CTC.A)5553
Bank of Montreal (BMO)5435
National Bank (NA)5334
Tim Hortons (THI)5122
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Yellow Media (YLO)25451.26
Penn West Petroleum (PWT)55151.98
Sun Life Financial (SLF)55552.26
TransAlta (TA)44452.50
Enbridge (ENB)34552.62
Bank of Montreal (BMO)54352.69
BCE Inc. (BCE)33453.09
CIBC (CM)42343.31
Canadian Oil Sands (COS)41243.39
Power Corp of Canada (POW)45543.64
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
Penn West Petroleum (PWT)YYY
Sun Life Financial (SLF)YYY
BCE Inc. (BCE)YY
Enbridge (ENB)YY
TransAlta (TA)YY
Yellow Media (YLO)YY
ARC Resources (ARX)Y
CIBC (CM)Y
Canadian Oil Sands (COS)Y
Canadian Tire (CTC.A)Y
Enerplus (ERF)Y
Inmet Mining (IMN)Y
Magna (MG)Y
National Bank (NA)Y
Nexen (NXY)Y
Power Corp of Canada (POW)Y
Research In Motion (RIM)Y
Shaw (SJR.B)Y
Tim Hortons (THI)Y
Notes...



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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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