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The Stingy News Weekly (07/22/2012)


"I make Homer Simpson look active."
- Tim McElvaine


Stingy Links

Why we're driven to trade
"Most of the folks who say buy and hold is dead don't talk much about their long-term returns. Instead, they stress how they have done recently, a tactic that for many potential clients has the same irresistible appeal as the last couple of pulls on a slot machine."


Ideologue vs. Estonia
"'What Krugman has not mentioned at all,' says Urmas Varblane, 'is that when economic crisis entered Estonia in 2008, then we had already our own crisis.' For Varblane, who teaches economics at the University of Tartu, the real crisis was what came before the downturn: unsustainable, debt-driven growth that distorted the economy."


Muddled models
"Economists have regularly failed to predict recessions and were completely caught out by the recent financial crisis, as the Queen famously noticed. The shortfalls of the profession are old news. All the way back in 1994, Paul Ormerod wrote a book called The Death of Economics, lamenting the failure to forecast the Japanese recession or the collapse of the Exchange Rate Mechanism, from which Britain was turfed out in 1992. 'The ability of orthodox economics to understand the workings of the economy at the overall level is manifestly weak (some would say it was entirely non-existent)' Ormerod wrote."


Third Avenue is buying HK real estate
"Wolf started buying up Centro's distressed debt at less than 60 cents on the dollar late last year, while it was still in bankruptcy. The debt was converted to equity, and now Third Avenue owns more than 13.8 million shares of the new company."


Why Berkshire is killing it right now
"The reason why the stock has gotten this burst of momentum is very simple - Berkshire is the single greatest play on the housing market resurgence extant. It's got the safety of a well-diversified business and it hits the housing market from virtually every angle - remodeling, re-mortgaging, recovering prices etc."


Howard Marks interview
"Howard Marks, chairman of Oaktree Capital Group LLC, talks about Europe's debt crisis, the global economy and investment strategy."



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)2325
Johnson & Johnson (JNJ)1315
EI DuPont (DD)4144
General Electric (GE)3434
JP Morgan Chase (JPM)5534
Chevron (CVX)5544
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Hewlett-Packard (HPQ)5553
Bank of America (BAC)5551
JP Morgan Chase (JPM)5534
Chevron (CVX)5544
Caterpillar (CAT)5252
Exxon Mobil (XOM)5343
Intel (INTC)4324
Microsoft (MSFT)4213
Cisco (CSCO)4431
Boeing (BA)4152
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
JP Morgan Chase (JPM)55342.31
Chevron (CVX)55442.43
Hewlett-Packard (HPQ)55532.68
Intel (INTC)43243.38
EI DuPont (DD)41443.74
Exxon Mobil (XOM)53433.99
Caterpillar (CAT)52524.08
Microsoft (MSFT)42134.24
General Electric (GE)34344.83
Merck (MRK)23155.10
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Penn West Petroleum (PWT)3535
Enerplus (ERF)1525
Canadian Oil Sands (COS)5225
TransAlta (TA)1445
Sun Life Financial (SLF)0555
ARC Resources (ARX)1215
BCE Inc. (BCE)3135
Shaw (SJR.B)3235
CIBC (CM)4235
Manulife (MFC)1555
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)5423
Canadian Oil Sands (COS)5225
Bombardier (BBD.B)5153
National Bank (NA)5334
Inmet Mining (IMN)5521
Magna (MG)5553
Power Corp of Canada (POW)5455
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.25
Penn West Petroleum (PWT)35351.88
Power Corp of Canada (POW)54552.02
CIBC (CM)42352.10
National Bank (NA)53342.11
Iamgold (IMG)54232.26
Bank of Montreal (BMO)43342.30
Husky Energy (HSE)44442.37
Shaw (SJR.B)32352.58
Bank of Nova Scotia (BNS)43242.79
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
CIBC (CM)YY
Iamgold (IMG)YY
National Bank (NA)YY
Penn West Petroleum (PWT)YY
Power Corp of Canada (POW)YY
Shaw (SJR.B)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Bank of Nova Scotia (BNS)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
Manulife (MFC)Y
Sun Life Financial (SLF)Y
Teck Resources (TCK.B)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
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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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