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The Stingy News Weekly (07/08/2012)


"Investing is simple, but not easy."
- Warren Buffet


Stingy Links

Funds vs. ETFs
"The question is, would these studies arrive at a different conclusion if mutual funds were compared to ETFs instead of uninvestable indexes? It's hard to say definitely without getting into the data, but a rough assessment based on the Vanguard numbers would suggest that Canadian equity ETFs would still be leading an albeit closer race. If a charge for investment advice was factored in, it would be a dead heat, with some categories going to ETFs and others to mutual funds."


The Oracle of Boston
"Mr Klarman is a devotee of 'value investing', a discipline forged by Benjamin Graham and popularised by Warren Buffett, which involves buying stocks at a discount to their intrinsic value. He will look beyond equities for bargains - a good example is Lehman Brothers, which at the end of last year was Baupost's largest distressed-debt position. But in every investment he insists on a 'margin of safety', the buffer between what investors pay for the stock and what they think it is worth, so they are protected against unforeseen events or miscalculations."


Figuring it out
"Before Benjamin Graham started to work on Wall Street, investment analysis was a hit-and-miss affair, focusing more on recent price movements than on the merits of individual companies. Graham, a brilliant mathematician, took the process to a much higher level."


Consumers are hopeless at math
"You walk into a Starbucks and see two deals for a cup of coffee. The first deal offers 33% extra coffee. The second takes 33% off the regular price. What's the better deal?"


Investors prefer ethical ETF
"Of course, what those standards actually are is a complex question, which is why it is important investors make sure they understand the parameters used to make such judgments, Mr. Rothery said. 'I'd caution anyone thinking about buying one of these funds to make sure that your morals and ethics correspond with that of the fund,' he said. 'It can be very tricky.'" [Please ignore the 'financial advisor' reference, it was a holdover from my days working for Dan Hallett. I don't take on private clients these days.]



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Merck (MRK)2315
Pfizer (PFE)2415
Procter & Gamble (PG)2335
Johnson & Johnson (JNJ)2315
EI DuPont (DD)4144
JP Morgan Chase (JPM)5534
Chevron (CVX)5554
General Electric (GE)3434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
JP Morgan Chase (JPM)5534
Hewlett-Packard (HPQ)5553
Chevron (CVX)5554
Exxon Mobil (XOM)5343
Caterpillar (CAT)5252
Microsoft (MSFT)4212
Intel (INTC)4324
Cisco (CSCO)4421
Boeing (BA)4152
EI DuPont (DD)4144
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
JP Morgan Chase (JPM)55342.15
Chevron (CVX)55542.27
Hewlett-Packard (HPQ)55532.93
Intel (INTC)43243.46
EI DuPont (DD)41443.74
Exxon Mobil (XOM)53433.79
Microsoft (MSFT)42124.25
Caterpillar (CAT)52524.45
Merck (MRK)23154.63
Pfizer (PFE)24154.69
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
EI DuPont (DD)YYY
JP Morgan Chase (JPM)YYY
Caterpillar (CAT)YY
Exxon Mobil (XOM)YY
Hewlett-Packard (HPQ)YY
Intel (INTC)YY
Merck (MRK)YY
Microsoft (MSFT)YY
Pfizer (PFE)YY
AT&T (T)Y
Boeing (BA)Y
Cisco (CSCO)Y
General Electric (GE)Y
Johnson & Johnson (JNJ)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
TransAlta (TA)3445
Sun Life Financial (SLF)0555
ARC Resources (ARX)1215
BCE Inc. (BCE)3135
Shaw (SJR.B)3235
CIBC (CM)4235
Power Corp of Canada (POW)5455
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
First Quantum (FM)5311
Iamgold (IMG)5423
Teck Resources (TCK.B)5543
Barrick Gold (ABX)5322
Canadian Oil Sands (COS)5225
National Bank (NA)5334
Bombardier (BBD.B)5153
Magna (MG)5553
Inmet Mining (IMN)5521
Power Corp of Canada (POW)5455
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.18
Penn West Petroleum (PWT)25252.00
Power Corp of Canada (POW)54552.00
National Bank (NA)53342.02
TransAlta (TA)34452.03
CIBC (CM)42352.09
Bank of Montreal (BMO)44352.19
Husky Energy (HSE)44442.38
Iamgold (IMG)54232.44
Shaw (SJR.B)32352.60
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
Power Corp of Canada (POW)YYY
CIBC (CM)YY
Iamgold (IMG)YY
National Bank (NA)YY
Penn West Petroleum (PWT)YY
Shaw (SJR.B)YY
TransAlta (TA)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Barrick Gold (ABX)Y
Bombardier (BBD.B)Y
Enerplus (ERF)Y
First Quantum (FM)Y
Husky Energy (HSE)Y
Inmet Mining (IMN)Y
Magna (MG)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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