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The Stingy News Weekly (06/16/2013)


"I'd be a bum on the street with a tin cup if the markets were efficient"
- Warren Buffett


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The Top 200 for 2013
"Short term results are one thing but the All-Stars really shine over the long-term. If you had bought equal amounts of the All-Stars and rolled your gains into the new stocks each year, you'd have enjoyed 15.2% average annual returns over the last eight years. By way of comparison, the S&P/TSX Composite (XIC) only climbed 4.5% a year over the same period. The All-Stars outperformed by an average of 10.7 percentage points a year."


Stingy Links

The importance of expectations
"I've come to appreciate that investments always take much longer than I expected to work out. This is why investors seek out catalysts, it's an effort to reduce patience. I'd rather work on my patience skills, because there are a lot more investments without catalysts out there, than with them."


Value around the world
"Over the last decades the value premium has well been documented for various time spans and countries. It is proven to be a consistent asset pricing anomaly. This study presents the largest international study on portfolio returns formed according to the book-to-market ratio and examines how cultural differences affect the magnitude of value returns. The cultural differences are measured in two dimensions: patience and risk aversion based on the data collected by the International Test on Risk Attitudes (INTRA). In accordance with a consumption based Gordon model we find that risk aversion is positively and patience negatively related to the magnitude of value profits. Similar results hold for the average stock volatility. Although patience is positively related with the degree of economic development, its relation to value returns does not disappear after controlling for general economic and financial development measures. Furthermore, we find that the value premiums are also positively associated with the country price earnings ratio and negatively related to firm size."


A rising star at Berkshire
"When Tracy Britt arrived in Omaha, Neb., in 2009 to meet with Warren Buffett, she brought a Harvard M.B.A., a glittering resume and a boatload of ambition. But she also brought the famed investor a gift to highlight their shared Midwestern roots: a bushel of corn and a batch of tomatoes."


Ancient Roman concrete
"After 2,000 years, a long-lost secret behind the creation of one of the world's most durable man-made creations ever - Roman concrete - has finally been discovered by an international team of scientists, and it may have a significant impact on how we build cities of the future."


Pathological Altruism
"Oakley defines pathological altruism as "altruism in which attempts to promote the welfare of others instead result in unanticipated harm." A crucial qualification is that while the altruistic actor fails to anticipate the harm"



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1145
Intel (INTC)4425
Merck (MRK)1315
EI DuPont (DD)5245
Pfizer (PFE)4315
Chevron (CVX)5544
General Electric (GE)3534
Procter & Gamble (PG)3324
McDonald's (MCD)2114
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5544
Exxon Mobil (XOM)5443
JP Morgan Chase (JPM)5534
EI DuPont (DD)5245
Caterpillar (CAT)5353
UnitedHealth (UNH)4451
Intel (INTC)4425
Travelers (TRV)4542
Cisco (CSCO)4423
Pfizer (PFE)4315
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55442.75
EI DuPont (DD)52453.15
JP Morgan Chase (JPM)55343.27
Exxon Mobil (XOM)54433.29
Intel (INTC)44253.46
Caterpillar (CAT)53533.90
Pfizer (PFE)43154.22
Cisco (CSCO)44234.78
Travelers (TRV)45425.19
General Electric (GE)35345.44
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
EI DuPont (DD)YYY
Intel (INTC)YYY
Pfizer (PFE)YYY
Caterpillar (CAT)YY
Cisco (CSCO)YY
Exxon Mobil (XOM)YY
General Electric (GE)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
AT&T (T)Y
McDonald's (MCD)Y
Merck (MRK)Y
Procter & Gamble (PG)Y
UnitedHealth (UNH)Y
Verizon (VZ)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Penn West Petroleum (PWT)1525
TransAlta (TA)0335
Crescent Point (CPG)1315
Enerplus (ERF)0525
Canadian Oil Sands (COS)5225
BCE Inc. (BCE)4135
Iamgold (IMG)5545
CIBC (CM)5335
Bank of Montreal (BMO)5435
Sun Life Financial (SLF)4445
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Iamgold (IMG)5545
National Bank (NA)5335
Agrium (AGU)5352
Imperial Oil (IMO)5341
CIBC (CM)5335
Bank of Montreal (BMO)5435
Bank of Nova Scotia (BNS)5324
Royal Bank (RY)5224
Magna (MG)5351
Canadian Oil Sands (COS)5225
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.61
Iamgold (IMG)55451.75
National Bank (NA)53351.90
CIBC (CM)53351.95
Bank of Montreal (BMO)54352.09
BCE Inc. (BCE)41352.49
Bank of Nova Scotia (BNS)53242.51
Royal Bank (RY)52242.70
Sun Life Financial (SLF)44452.75
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
Iamgold (IMG)YYY
BCE Inc. (BCE)YY
Bank of Nova Scotia (BNS)YY
National Bank (NA)YY
Royal Bank (RY)YY
Sun Life Financial (SLF)YY
Agrium (AGU)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Imperial Oil (IMO)Y
Magna (MG)Y
Penn West Petroleum (PWT)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 03/31/2013)
Average Capital Gain
44.6%



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