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The Stingy News Weekly (09/02/2012)


"Success in investing doesn't correlate with I.Q. once you're above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing."
- Warren Buffett


Stingy Links

Graham's Net Net in London
"In this paper we focus on the early value metric devised and employed by Benjamin Graham - net current asset value to market value (NCAV/MV) - to see if it is still useful in the modern context. Examining stocks listed on the London Stock Exchange for the period 1981 to 2005 we observe that those with an NCAV/MV greater than 1.5 display significantly positive market-adjusted returns (annualized return up to 19.7% per year) over five holding years."


Inside Warren Buffett's private poker game
"Warren Buffett is a famously world-class bridge player, putting in 12 hours a week at the table, often with Bill Gates, and sponsoring the Buffett Cup, which mimics golf's Ryder Cup, except with cards. 'Every hand fascinates me,' he recently told me, in explaining this obsession. But relatively quietly, over the past seven years he's emerged as the host of one of the planet's most exclusive poker games."


How Eric Sprott got solar burn
"The story of Timminco - which concluded early this year with the bankruptcy of the company and the delisting of its stock on the TSX - has, since its beginning, inspired doubters and believers. The company never delivered on its promise to produce cheap solar-grade silicon on a commercial scale. The believers maintain Timminco never got the chance to prove itself because the solar industry collapsed and demand for high-purity silicon dried up almost overnight. The doubters insist the company could never have made the breakthrough."


China's growing economic crisis
"One problem is that China has run out of obvious ways to kick-start its $7.3 trillion economy. It was easy in 2008: Pump tens of billions of dollars into a sweeping stimulus project and 10 percent growth followed. China's success gave markets the impression that its leaders could wave some magic wand and growth would be the result. Magic is in short supply now. Local governments are cash- strapped and awash in debts that could turn bad. The euro zone seems locked into permanent-crisis mode while the U.S. is bogged down with debt, economic stagnation and political paralysis. China proved it can live for a few years without U.S. and European customers, but not forever."


Buffett pledges $3 Billion more
"Billionaire Warren Buffett has pledged an additional $3 billion of shares in his Berkshire Hathaway Inc. to his three children's foundations."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Merck (MRK)2315
Pfizer (PFE)2415
Intel (INTC)4325
Johnson & Johnson (JNJ)1315
EI DuPont (DD)4144
Procter & Gamble (PG)2324
General Electric (GE)2434
Chevron (CVX)5544
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5544
JP Morgan Chase (JPM)5534
Bank of America (BAC)5541
Exxon Mobil (XOM)5352
Caterpillar (CAT)5252
Intel (INTC)4325
Travelers (TRV)4543
Boeing (BA)4152
Cisco (CSCO)4423
EI DuPont (DD)4144
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55442.61
JP Morgan Chase (JPM)55342.69
Intel (INTC)43252.93
Exxon Mobil (XOM)53523.54
EI DuPont (DD)41443.95
Caterpillar (CAT)52523.97
Travelers (TRV)45434.16
Cisco (CSCO)44234.42
Pfizer (PFE)24154.83
Boeing (BA)41524.94
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
EI DuPont (DD)YYY
Intel (INTC)YYY
Boeing (BA)YY
Caterpillar (CAT)YY
Cisco (CSCO)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
Pfizer (PFE)YY
Travelers (TRV)YY
AT&T (T)Y
Bank of America (BAC)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
TransAlta (TA)0345
Penn West Petroleum (PWT)2525
Enerplus (ERF)0525
Canadian Oil Sands (COS)4225
Sun Life Financial (SLF)0555
BCE Inc. (BCE)3135
ARC Resources (ARX)1215
Bank of Montreal (BMO)5435
Power Corp of Canada (POW)5555
CIBC (CM)5235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
First Quantum (FM)5311
Bombardier (BBD.B)5153
Teck Resources (TCK.B)5543
National Bank (NA)5334
Magna (MG)5553
Inmet Mining (IMN)5521
Barrick Gold (ABX)5423
CIBC (CM)5235
Power Corp of Canada (POW)5555
Bank of Montreal (BMO)5435
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)42251.71
Bank of Montreal (BMO)54352.03
CIBC (CM)52352.03
National Bank (NA)53342.04
Power Corp of Canada (POW)55552.05
Penn West Petroleum (PWT)25252.32
Bank of Nova Scotia (BNS)43342.39
BCE Inc. (BCE)31352.66
Royal Bank (RY)42242.70
Husky Energy (HSE)44442.80
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
CIBC (CM)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
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
Royal Bank (RY)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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