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The Stingy News Weekly (09/09/2012)


"In the short run, the market is a voting machine but in the long run it is a weighing machine."
- Benjamin Graham


Stingy Links

The weatherman is not a moron
"The one area in which our predictions are making extraordinary progress, however, is perhaps the most unlikely field. Jim Hoke, a director with 32 years experience at the National Weather Service, has heard all the jokes about weather forecasting, like Larry David's jab on 'Curb Your Enthusiasm' that weathermen merely forecast rain to keep everyone else off the golf course. And to be sure, these slick-haired and/or short-skirted local weather forecasters are sometimes wrong. A study of TV meteorologists in Kansas City found that when they said there was a 100 percent chance of rain, it failed to rain at all one-third of the time."


We live in remarkable times
"As Deutsche Bank points out in its long-term asset return study, the longest series of bond yield data is for the Netherlands dating back all the way to 1517. In June, those yields reached a record low. Not just any old record, then, but a 500-year nadir. In America, yields go back only to 1790 but they too have been at all-time lows. The Bank of England was founded in 1694 but never felt the need to push base rates down so low; not in two world wars or a Great Depression. Nor did the Bank ever feel the need to expand its balance sheet to such a great extent (although Deutsche only has data back to 1830); currently it is around 25% of GDP."


The global debt clock
"Our interactive overview of government debt across the planet"


You can't trust airport security
"When the plumber knocks at your door, why do you let him in? He's probably bigger and stronger than you. And he has a wrench. He could easily kill you and steal your money and your stuff, which would certainly be a better deal for him than receiving a moderate payment and having to fix your toilet. But you trust that he won't; and trust, that mysterious and invaluable substance, is the subject of Bruce Schneier's ambitious "Liars and Outliers: Enabling the Trust That Society Needs to Survive," which starts with the homely parable of the plumber and builds into a treatise on every aspect of trust, from marital fidelity to transnational terrorism."


No hands
"It may sound like science fiction, but much of the technology needed to turn ordinary vehicles into self-driving ones already exists. Indeed, almost all carmakers are developing sensors, control systems and other equipment that turns cars, in effect, into autonomous robots. Prototypes are on the roads today."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Merck (MRK)1315
Pfizer (PFE)2415
Intel (INTC)4325
Johnson & Johnson (JNJ)1315
EI DuPont (DD)4144
Procter & Gamble (PG)2324
General Electric (GE)2434
JP Morgan Chase (JPM)5534
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5544
JP Morgan Chase (JPM)5534
Exxon Mobil (XOM)5352
Bank of America (BAC)5541
Caterpillar (CAT)5252
Intel (INTC)4325
Travelers (TRV)4543
Boeing (BA)4152
Cisco (CSCO)4423
American Express (AXP)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55442.65
Intel (INTC)43252.78
JP Morgan Chase (JPM)55342.84
Exxon Mobil (XOM)53523.65
EI DuPont (DD)41443.90
Caterpillar (CAT)52523.94
Travelers (TRV)45434.05
Cisco (CSCO)44234.37
Pfizer (PFE)24154.91
Merck (MRK)13155.16
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Intel (INTC)YYY
JP Morgan Chase (JPM)YYY
Caterpillar (CAT)YY
Chevron (CVX)YY
Cisco (CSCO)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
Merck (MRK)YY
Pfizer (PFE)YY
Travelers (TRV)YY
AT&T (T)Y
American Express (AXP)Y
Bank of America (BAC)Y
Boeing (BA)Y
General Electric (GE)Y
Johnson & Johnson (JNJ)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
ARC Resources (ARX)1215
BCE Inc. (BCE)3145
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
National Bank (NA)5334
Bombardier (BBD.B)5153
Teck Resources (TCK.B)5543
Barrick Gold (ABX)5423
Magna (MG)5553
CIBC (CM)5235
Bank of Montreal (BMO)5435
Power Corp of Canada (POW)5555
Inmet Mining (IMN)5521
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)42251.81
National Bank (NA)53341.97
Bank of Montreal (BMO)54352.07
Power Corp of Canada (POW)55552.12
CIBC (CM)52352.12
Bank of Nova Scotia (BNS)43342.44
Penn West Petroleum (PWT)25252.60
BCE Inc. (BCE)31452.74
Royal Bank (RY)42242.84
Husky Energy (HSE)44452.89
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
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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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Graham Value Stocks
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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
(6/2009 to 6/2012)
Simple WayDividend WayDefensive
+26%C+35%U+22%C+41%U+63%U



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