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The Stingy News Weekly (06/12/2011)


"To me, it's obvious that the winner has to bet very selectively. It's been obvious to me since very early in life. I don't know why it's not obvious to very many other people."
- Charlie Munger


Stingy Links

State finances are worse than estimated
"Fixed interest expenses are absorbing a bigger and bigger share of state budgets, leaving a shrinking portion for everything else. Today, debt service absorbs half of Nevada's budget, and 40% of Michigan's. In Arizona, California, Connecticut, Ohio and Illinois, the share now exceeds 20%."


Groupon has no competitive advantage
"Groupon, a service that keeps half the proceeds from discounts that connect consumers to local merchants Ė has no competitive advantage and canít get one."


Bob Rodriguez's perspective
"Since coming back to work on Jan. 1, he has found himself galled once again by what he sees. Fund managers, emboldened by their mammoth gains, clamor for risk. Junk bonds remain wildly popular. Even more stunning, says Rodriguez, is the government's failure to address its debt. 'I know one thing from business,' he says, his voice quavering as he tries, mostly successfully, not to yell. 'Unless you correct the problems that are already occurring, you don't add on new leverage and new, other responsibilities until you correct the old! All you're going to do is capsize the ship!'"



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5535
Verizon (VZ)1355
Merck (MRK)1325
Pfizer (PFE)1415
Kraft (KFT)1445
Johnson & Johnson (JNJ)3215
Intel (INTC)4314
EI DuPont (DD)3134
Procter & Gamble (PG)2324
General Electric (GE)3544
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)5533
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)55351.52
Travelers (TRV)55433.00
Intel (INTC)43143.03
Chevron (CVX)44443.12
Microsoft (MSFT)52133.49
JP Morgan Chase (JPM)55333.65
EI DuPont (DD)31344.22
Wal-Mart (WMT)43534.26
Coca-Cola (KO)41134.35
Johnson & Johnson (JNJ)32154.41
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)3545
Enerplus (ERF)1515
TransAlta (TA)4445
BCE Inc. (BCE)3245
Sun Life Financial (SLF)5555
ARC Resources (ARX)1215
Penn West Petroleum (PWT)1515
Bank of Montreal (BMO)5435
Shaw (SJR.B)2135
CIBC (CM)5235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Research In Motion (RIM)5350
Magna (MG)5553
Nexen (NXY)5531
Inmet Mining (IMN)5421
Sun Life Financial (SLF)5555
Canadian Tire (CTC.A)5553
National Bank (NA)5334
Tim Hortons (THI)5122
Bank of Montreal (BMO)5435
Brookfield (BAM.A)5543
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Yellow Media (YLO)35450.81
Sun Life Financial (SLF)55552.01
TransAlta (TA)44452.32
Bank of Montreal (BMO)54352.55
CIBC (CM)52352.73
BCE Inc. (BCE)32452.98
Power Corp of Canada (POW)45553.10
National Bank (NA)53343.18
Canadian Oil Sands (COS)41243.25
Rogers (RCI.B)41343.53
Notes | More Info...


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

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