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The Stingy News Weekly (08/10/2013)


"Get inside information from the president and you will probably lose half of your money. If you get it from the chairman of the board, you will lose all of it."
- Jim Rogers


Stingy News Flash

I'll be taking a little summer sabbatical over the next few weeks. The weekly will return after labour day.


New @ StingyInvestor

A dangerous season for stocks
"But the idea that stocks might also have a natural rhythm is a little more controversial. It's obvious that the market isn't perfectly correlated with the seasons, but research points to a weak relationship between the two that some investors might want to try exploiting."


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Confessions of an institutional investor
"I've spent my entire career managing institutional portfolios for pensions, endowments and foundations. A few have used a simple, conventional approach while the majority have used the more complex, alternative model that is so popular these days. My current job is with a large fund that uses a complex approach with a focus on downside volatility and the use of hedge funds and private investments. This experience has cemented my opinion that the simple approach is just plain better."


The case for banning tips
"For over eight years, I was the owner and operator of San Diego's farm-to-table restaurant The Linkery, until we closed it this summer to move to San Francisco. At first, we ran the Linkery like every other restaurant in America, letting tips provide compensation and motivation for our team. In our second year, however, we tired of the tip system, and we eliminated tipping from our restaurant. We instead applied a straight 18% service charge to all dining-in checks, and refused to accept any further payment. We became the first and, for years, the only table-service restaurant in America where you couldn't pay more money than the amount we charged you. You can guess what happened. Our service improved, our revenue went up, and both our business and our employees made more money."


Time as money
"But their data, primarily drawn from the Consumer Expenditure Survey from 1980 to 2003, provide an alternative explanation for why expenditure falls as people enter old age. To start with, they reveal that spending on non-essential items does not drop. In fact, it increases. But three categories do see declines: food, transportation and .personal care. (which includes clothing)."


Cohen hauls fortune in unmarked trucks
"There's a reason why Richard B. Cohen escapes attention. The chairman of C&S Wholesale Grocers Inc. works out of a nondescript office park once slated to house a county jail in Keene, New Hampshire, a leafy mountain hamlet 90 miles northwest of Boston. The truckers who deliver goods from the company's 54 distribution centers drive unmarked tractor-trailers. Cohen's last interview was published a decade ago. Even the Keene Chamber of Commerce overlooked C&S as one of the town's largest employers."



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)5315
Chevron (CVX)5545
General Electric (GE)3534
McDonald's (MCD)3114
Procter & Gamble (PG)2324
EI DuPont (DD)4234
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Pfizer (PFE)5315
JP Morgan Chase (JPM)5523
Chevron (CVX)5545
Travelers (TRV)5542
Exxon Mobil (XOM)5443
Intel (INTC)4435
EI DuPont (DD)4234
Microsoft (MSFT)4314
Caterpillar (CAT)4353
IBM (IBM)4132
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Pfizer (PFE)53152.45
Chevron (CVX)55453.10
Intel (INTC)44353.12
JP Morgan Chase (JPM)55233.38
EI DuPont (DD)42344.14
Exxon Mobil (XOM)54434.23
Microsoft (MSFT)43144.37
Travelers (TRV)55424.42
Caterpillar (CAT)43534.76
AT&T (T)14455.33
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
IBM (IBM)Y
McDonald's (MCD)Y
Merck (MRK)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)1525
TransAlta (TA)1335
Crescent Point (CPG)0315
Canadian Oil Sands (COS)5225
Enerplus (ERF)0525
BCE Inc. (BCE)4135
CIBC (CM)5335
Iamgold (IMG)5545
ARC Resources (ARX)1215
Bank of Montreal (BMO)5435
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Power Corp of Canada (POW)5453
Iamgold (IMG)5545
National Bank (NA)5334
Agrium (AGU)5352
CIBC (CM)5335
Bank of Montreal (BMO)5435
Canadian Oil Sands (COS)5225
Bank of Nova Scotia (BNS)5324
Imperial Oil (IMO)5241
Rogers (RCI.B)5134
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.52
Iamgold (IMG)55451.80
CIBC (CM)53351.91
Power Corp of Canada (POW)54531.99
National Bank (NA)53342.01
Bank of Montreal (BMO)54352.22
BCE Inc. (BCE)41352.33
Rogers (RCI.B)51342.63
Potash Corp. (POT)42152.64
Bank of Nova Scotia (BNS)53242.65
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
Power Corp of Canada (POW)YY
Rogers (RCI.B)YY
ARC Resources (ARX)Y
Agrium (AGU)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Imperial Oil (IMO)Y
Penn West Petroleum (PWT)Y
Potash Corp. (POT)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.

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