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The Stingy News Weekly (08/04/2013)


"Value stocks are about as exciting as watching grass grow. But have you ever noticed just how much your grass grows in a week?"
- Christopher Browne


New @ StingyInvestor

The case for low-fee balanced funds
"While balanced funds aren't a cure-all for the ails of market timing, they do represent a useful tool for new investors and for those who get a little jittery in downturns. When shopping for balanced funds it is important to keep a close eye on the fees they charge. All too many funds offered to Canadians charge outrageously high fees."


Stingy Links

Did Goldman Sachs overstep?
"A month after ace programmer Sergey Aleynikov left Goldman Sachs, he was arrested. Exactly what he'd done neither the F.B.I., which interrogated him, nor the jury, which convicted him a year later, seemed to understand. But Goldman had accused him of stealing computer code, and the 41-year-old father of three was sentenced to eight years in federal prison. Investigating Aleynikov's case, Michael Lewis holds a second trial."


The weather rock
"When asked for shorter-term predictions, I always respond candidly that I can guess what's going to happen from year to year but I don't know. Nobody does despite the proliferation of forecasts that our industry produces for each coming quarter, six months or year. And stock market returns from the past several years illustrate this nicely."


America has changed the way it measures GDP
"The problem is that there is scant information on investment costs. Moreover, the asset - the right to the music, manuscript or TV format - is rarely sold. Rather it is used to create a future stream of products, like books and TV shows. So the BEA must estimate likely future royalty fees, and translate them into today's money to value the investment."


The romantic appeal of savers
"The desire to attract a romantic partner often stimulates conspicuous consumption, but we find that people who chronically save are more romantically attractive than people who chronically spend."


Consuelo interviews Jason Zweig
"'There's no doubt that the pursuit of yield is bordering on a mania' says Jason Zweig, The Wall Street Journal's Personal Finance Columnist. Don't miss Consuelo's discussion when she asks Zweig about dangerous investor behavior and why he is concerned as investors are abandoning bonds and flocking to dividend-paying stocks."


Quality could still be underpriced by markets
"The researchers measured value creation with their own metric that they call CFROI, for cash flow return on investment. It is based on cash flows (not earnings, on which accounting manipulations are possible and which are affected by leverage), adjusted for inflation, as a proportion of operating assets - a measure that excludes accounting devices such as depreciation allowances. By taking inflation and different accounting rules out of the equation, the metric allows comparisons across time, countries and industries. It produces some fascinating findings."


Who should try to beat the market?
"Instead, Zweig thinks Graham would have advised those who have an edge at stock-picking to do so, while recommending those who don't take a passive approach with index funds"



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1445
Verizon (VZ)1245
Intel (INTC)4435
Merck (MRK)1315
Pfizer (PFE)5415
Chevron (CVX)5545
General Electric (GE)3534
McDonald's (MCD)3114
EI DuPont (DD)4234
Procter & Gamble (PG)2324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Pfizer (PFE)5415
JP Morgan Chase (JPM)5523
Chevron (CVX)5545
Travelers (TRV)5542
Exxon Mobil (XOM)5343
Microsoft (MSFT)4314
EI DuPont (DD)4234
Intel (INTC)4435
Caterpillar (CAT)4353
UnitedHealth (UNH)4451
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Pfizer (PFE)54152.47
Chevron (CVX)55453.17
Intel (INTC)44353.21
JP Morgan Chase (JPM)55233.50
EI DuPont (DD)42344.15
Microsoft (MSFT)43144.26
Exxon Mobil (XOM)53434.28
Travelers (TRV)55424.52
Caterpillar (CAT)43534.75
AT&T (T)14455.48
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
EI DuPont (DD)YYY
Intel (INTC)YYY
Pfizer (PFE)YYY
AT&T (T)YY
Caterpillar (CAT)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
Microsoft (MSFT)YY
Travelers (TRV)YY
General Electric (GE)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)1335
Crescent Point (CPG)1315
Canadian Oil Sands (COS)5225
Enerplus (ERF)0525
BCE Inc. (BCE)4135
Iamgold (IMG)5545
CIBC (CM)5335
Potash Corp. (POT)4215
Bank of Montreal (BMO)5435
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Power Corp of Canada (POW)5454
Iamgold (IMG)5545
Agrium (AGU)5352
National Bank (NA)5334
CIBC (CM)5335
Imperial Oil (IMO)5241
Canadian Oil Sands (COS)5225
Bank of Montreal (BMO)5435
Bank of Nova Scotia (BNS)5324
Rogers (RCI.B)5134
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.53
Iamgold (IMG)55451.68
Power Corp of Canada (POW)54541.95
CIBC (CM)53352.00
National Bank (NA)53342.07
Bank of Montreal (BMO)54352.25
BCE Inc. (BCE)41352.27
Potash Corp. (POT)42152.50
Bank of Nova Scotia (BNS)53242.67
Rogers (RCI.B)51342.72
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
Potash Corp. (POT)YY
Power Corp of Canada (POW)YY
Rogers (RCI.B)YY
Agrium (AGU)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Imperial Oil (IMO)Y
Penn West Petroleum (PWT)Y
TransAlta (TA)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.

Rothery Report Performance
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Average Capital Gain
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