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The Stingy News Weekly (09/23/2012)


"In theory there is no difference between theory and practice. In practice there is."
- Yogi Berra


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"Value investing is all about finding stocks (and other securities) that are both cheap and relatively safe. The two are intimately related because buying at a low price is inherently safer than buying at a high price, everything else being equal."


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Stingy Links

The iPhone's sexy, but 'I save' is far smarter
"But iPhones are also symbolic of a change in society's attitude toward money. We now get our gratification through spending money rather than by saving it. The savings rate in Canada has been falling for decades, more or less in line with the decline in interest rates. Today, savings accounts offer less than 1 per cent in many cases and barely 2 per cent at best. As a result, a lot of us have come to believe that saving is useless, even foolish. And so, we've moved on to spending."


Hayek on the standing committee
"In the past year, the spirits of Keynes and Hayek have done battle for the minds of China's policymakers. This month Andrew Batson of GK Dragonomics, a research consultancy in Beijing, argued that Hayek seems to be winning. China's leadership is now keen to avoid the 'Hayekian risk' of wasted investment, he wrote, even if that increases the 'Keynesian risk' of inadequate demand and weak growth."


Krugman's Baltic problem
"All the southern European countries have overregulated labor markets that have caused persistently high unemployment. In Spain, it is easier to get a divorce than to sack a worker -- which explains in part why companies are very reluctant to hire new ones."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Intel (INTC)5435
Merck (MRK)2315
Pfizer (PFE)2415
Johnson & Johnson (JNJ)1315
EI DuPont (DD)4144
Procter & Gamble (PG)2324
Chevron (CVX)5544
General Electric (GE)2434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5544
JP Morgan Chase (JPM)5534
Exxon Mobil (XOM)5352
Intel (INTC)5435
Bank of America (BAC)5541
Caterpillar (CAT)4252
Boeing (BA)4152
Travelers (TRV)4543
Cisco (CSCO)4423
American Express (AXP)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Intel (INTC)54352.52
Chevron (CVX)55442.83
JP Morgan Chase (JPM)55343.26
Exxon Mobil (XOM)53523.88
EI DuPont (DD)41444.24
Cisco (CSCO)44234.37
Travelers (TRV)45434.57
Caterpillar (CAT)42524.66
Boeing (BA)41524.84
Pfizer (PFE)24155.10
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
Intel (INTC)YYY
Boeing (BA)YY
Caterpillar (CAT)YY
Cisco (CSCO)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
Pfizer (PFE)YY
Travelers (TRV)YY
AT&T (T)Y
American Express (AXP)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
Canadian Oil Sands (COS)4225
Enerplus (ERF)0525
Sun Life Financial (SLF)0555
BCE Inc. (BCE)3145
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
National Bank (NA)5334
Bombardier (BBD.B)5153
Teck Resources (TCK.B)5543
Magna (MG)5553
CIBC (CM)5235
Inmet Mining (IMN)5521
Bank of Montreal (BMO)5435
Power Corp of Canada (POW)5555
Barrick Gold (ABX)5322
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)42251.74
National Bank (NA)53342.02
Bank of Montreal (BMO)54352.09
CIBC (CM)52352.12
Power Corp of Canada (POW)55552.15
BCE Inc. (BCE)31452.52
Bank of Nova Scotia (BNS)43342.56
Penn West Petroleum (PWT)25252.74
Royal Bank (RY)42242.83
Husky Energy (HSE)44442.92
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
(03/31/2001 to 06/30/2012)
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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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