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The Stingy News Weekly (08/26/2012)


"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful."
- Warren Buffett


Stingy Links

Mohnish Pabrai and Guy Spier talk
"Mohnish Pabrai and Guy Spier share their considerable wisdom with UC Davis's MBA Value Investing class on 8/22/12."


Global Value: 10 Year CAPE
"Over seventy years ago Benjamin Graham and David Dodd proposed valuing securities with earnings smoothed across multiple years. Robert Shiller popularized this method with his version of this cyclically adjusted price-to-earnings ratio (CAPE) in the late 1990s, and issued a timely warning of poor stock returns to follow in the coming years. We apply this valuation metric across over thirty foreign markets and find it both practical and useful, and indeed witness even greater examples of bubbles and busts abroad than in the United States. We then create a trading system to build global stock portfolios based on valuation, and find significant outperformance by selecting markets based on relative and absolute valuation."


The secrets of See's Candies
"Charles A. See, a salesman from Ontario, opened the first See's shop in 1921 in Los Angeles. With its now iconic black-and-white tiles, it was made to look like the kitchen of his widowed mother, Mary. Today the shops still offer the same experience: walk-in customers can sample any piece."


Tim McElvaine's conference
"Tim talks about his portfolio and the world more generally at his partners' conference."


How to play the market
"You stick to value, to Benjamin Graham, the man who wrote the bible for the market. It's a mistake to believe you can do more, I warn you. John Maynard Keynes was one of the most famous economists in history. He was a genius, but he failed as a macro investor. It was hard to believe at the time. But when he became a bottom-up value guy, well, he became very successful. With value investing, you don't have to bend the truth to accommodate periods with derivatives and manias. Value investing will almost always be right."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Merck (MRK)2315
Pfizer (PFE)2415
Johnson & Johnson (JNJ)1315
Procter & Gamble (PG)2325
EI DuPont (DD)4144
Intel (INTC)4324
General Electric (GE)2434
Chevron (CVX)5544
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Hewlett-Packard (HPQ)5553
Chevron (CVX)5544
JP Morgan Chase (JPM)5534
Bank of America (BAC)5541
Exxon Mobil (XOM)5352
Caterpillar (CAT)5252
Intel (INTC)4324
Travelers (TRV)4543
Boeing (BA)4152
Cisco (CSCO)4421
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Hewlett-Packard (HPQ)55532.53
Chevron (CVX)55442.61
JP Morgan Chase (JPM)55342.69
Intel (INTC)43243.11
Exxon Mobil (XOM)53523.57
EI DuPont (DD)41444.00
Travelers (TRV)45434.05
Caterpillar (CAT)52524.08
Pfizer (PFE)24154.86
Boeing (BA)41525.12
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
Intel (INTC)YYY
Boeing (BA)YY
Caterpillar (CAT)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
Hewlett-Packard (HPQ)YY
JP Morgan Chase (JPM)YY
Pfizer (PFE)YY
Travelers (TRV)YY
AT&T (T)Y
Bank of America (BAC)Y
Cisco (CSCO)Y
General Electric (GE)Y
Johnson & Johnson (JNJ)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)2525
TransAlta (TA)0345
Enerplus (ERF)0525
Canadian Oil Sands (COS)4225
Sun Life Financial (SLF)0555
ARC Resources (ARX)1215
BCE Inc. (BCE)3135
Power Corp of Canada (POW)5555
Bank of Montreal (BMO)5435
Manulife (MFC)0555
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
First Quantum (FM)5311
Bombardier (BBD.B)5153
National Bank (NA)5334
Teck Resources (TCK.B)5543
Barrick Gold (ABX)5423
Inmet Mining (IMN)5521
Magna (MG)5553
Power Corp of Canada (POW)5555
Agrium (AGU)5341
Bank of Montreal (BMO)5435
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)42251.78
National Bank (NA)53342.00
Power Corp of Canada (POW)55552.09
Bank of Montreal (BMO)54352.24
CIBC (CM)42342.40
Penn West Petroleum (PWT)25252.54
BCE Inc. (BCE)31352.76
Bank of Nova Scotia (BNS)43342.82
Husky Energy (HSE)44442.83
Shaw (SJR.B)32352.88
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
Power Corp of Canada (POW)YYY
BCE Inc. (BCE)YY
Canadian Oil Sands (COS)YY
National Bank (NA)YY
Penn West Petroleum (PWT)YY
ARC Resources (ARX)Y
Agrium (AGU)Y
Bank of Nova Scotia (BNS)Y
Barrick Gold (ABX)Y
Bombardier (BBD.B)Y
CIBC (CM)Y
Enerplus (ERF)Y
First Quantum (FM)Y
Husky Energy (HSE)Y
Inmet Mining (IMN)Y
Magna (MG)Y
Manulife (MFC)Y
Shaw (SJR.B)Y
Sun Life Financial (SLF)Y
Teck Resources (TCK.B)Y
TransAlta (TA)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 06/30/2012)
Average Capital Gain
38.8%



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
(6/2009 to 6/2012)
Simple WayDividend WayDefensive
+26%C+35%U+22%C+41%U+63%U



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