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The Stingy News Weekly (05/27/2012)


"I've seen more people fail because of liquor and leverage - leverage being borrowed money. You really don't need leverage in this world much. If you're smart, you're going to make a lot of money without borrowing."
- Warren Buffett


New @ StingyInvestor

Dividend stocks for bargain hunters
"Fortunately, there is good news even during a rough patch like this. Lower prices can be an opportunity for bargain hunters. In fact, a bear market can be an excellent time to track down a few juicy dividend stocks while they're on sale."


Stingy Links

Why value stocks lag
"Wherein it is observed that value stocks have performed poorly of late. If the pattern holds, value portfolio managers will start to be fired and people will chase after expensive stocks like Facebook. It should all set up some rather good times for patient value investors."


The future is more than Facebook
"The debate about whether America will own the global economy in the 21st century or else become a dude ranch for rich Chinese and Brazilians hinges on whether innovation can break out of the box. Can it go mainstream and transform the really big things: transportation, energy, electricity, food production, water delivery, health care and education? If it can't do that - or if it is thwarted by high taxes and complex regulation - then welcome to the new normal of 2% annual growth. Our future will become sadly familiar. Just follow Spain, France and Great Britain down history's sinkhole of lost status and influence. But America can do better than that, and it will. In fact, the seeds are being planted now."


Buffett's idiot challenge seized by Jain
"Ajit Jain, who helped build Berkshire Hathaway Inc. into a $200 billion firm by underwriting risks that others shunned, is hunting for insurance-premium growth that his boss Warren Buffett says may be a thing of the past."


Buffett deal secrecy
"They hammered out the deal in a 20-minute telephone call on Sept. 23 in which Trott said he wanted Buffett to be the 'cornerstone' of the transaction. After they reached a tentative agreement, Buffett told Trott not to telephone until later that afternoon because he had an important appointment. 'He told me he promised his grandkids to take them to Dairy Queen, and he was not to be interrupted,' Trott said."


Dissecting shareholder yield
"We study a variety of previously examined payout yields over time: dividends, share repurchases cash flow, and equity issuance. We confirm on a newer dataset what other research has found dividend yield no longer works, but more complete measures of shareholder yield hold promise. We contribute to the literature by examining an additional variable to payout yield, net debt pay down. The addition of net debt pay down helps performance, but is not a panacea. We find that regardless of the yield metric chosen, the predictive power of separating stocks into high and low yield portfolios has lost considerable power in the last twenty years. We also explore the concept of separating yield metrics by payout percentage as a way to salvage the predictability of yield metrics. We find no evidence that using payout percentage within a yield category can systematically improve portfolio performance."


Creative destruction hits university
"Without diminishing learning outcomes, automated teaching software can reduce the amount of time professors spend with students and could substantially reduce the cost of instruction, according to new research."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Merck (MRK)2425
Pfizer (PFE)2415
Johnson & Johnson (JNJ)2315
Procter & Gamble (PG)1325
Chevron (CVX)5554
JP Morgan Chase (JPM)5534
General Electric (GE)3434
EI DuPont (DD)4144
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5554
JP Morgan Chase (JPM)5534
Hewlett-Packard (HPQ)5552
Exxon Mobil (XOM)5353
Microsoft (MSFT)5213
Intel (INTC)4314
Caterpillar (CAT)4241
Cisco (CSCO)4422
Boeing (BA)4152
EI DuPont (DD)4144
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55542.02
JP Morgan Chase (JPM)55342.12
Intel (INTC)43143.30
Exxon Mobil (XOM)53533.54
Hewlett-Packard (HPQ)55523.62
EI DuPont (DD)41443.71
Merck (MRK)24253.72
Microsoft (MSFT)52133.80
Johnson & Johnson (JNJ)23154.39
Pfizer (PFE)24154.49
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Enerplus (ERF)1525
Penn West Petroleum (PWT)2525
Canadian Oil Sands (COS)5225
Sun Life Financial (SLF)0555
TransAlta (TA)3445
BCE Inc. (BCE)3145
ARC Resources (ARX)1215
CIBC (CM)4235
Bank of Montreal (BMO)4435
Husky Energy (HSE)4445
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Research In Motion (RIM)5550
First Quantum (FM)5311
Iamgold (IMG)5423
Teck Resources (TCK.B)5543
Bombardier (BBD.B)5353
Canadian Oil Sands (COS)5225
Barrick Gold (ABX)5322
Agrium (AGU)5241
Magna (MG)5453
Power Corp of Canada (POW)5454
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.30
CIBC (CM)42351.92
Power Corp of Canada (POW)54541.95
Husky Energy (HSE)44451.97
Bank of Montreal (BMO)44351.98
TransAlta (TA)34451.99
Penn West Petroleum (PWT)25252.03
Iamgold (IMG)54232.29
BCE Inc. (BCE)31452.46
National Bank (NA)43342.51
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Husky Energy (HSE)YY
Iamgold (IMG)YY
Penn West Petroleum (PWT)YY
Power Corp of Canada (POW)YY
TransAlta (TA)YY
ARC Resources (ARX)Y
Agrium (AGU)Y
Barrick Gold (ABX)Y
Bombardier (BBD.B)Y
Enerplus (ERF)Y
First Quantum (FM)Y
Magna (MG)Y
National Bank (NA)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 03/31/2012)
Average Capital Gain
38.9%



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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