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The Stingy News Weekly (09/25/2011)


"It is hard to make predictions, especially about the future."
- Yogi Berra


Stingy Links

The great debt scare
"It might not seem that Europe’s sovereign-debt crisis and growing concern about the United States’ debt position should shake basic economic confidence. But they apparently have. And loss of confidence, by discouraging consumption and investment, can be a self-fulfilling prophecy, causing the economic weakness that is feared. Significant drops in consumer-confidence indices in Europe and North America already reflect this perverse dynamic."


Ireland recovers as Greece sinks
"The country is meeting targets set for it by the EU, IMF and European Central Bank as Kenny’s government pushes austerity measures through parliament by controlling 113 seats in the 166- seat legislature. By contrast, Papandreou’s four-seat majority imperils the implementation of Greece’s bailout package. Chatzis, the plastic surgeon, said he moved to Ireland in 2000 in part because the Irish were similar to Greeks in that “they both like to talk and have fun.” The difference is “in Greece, the black economy thrives, many people avoid taxes, and you can get one price with a receipt and once price without,” he said. “Here, there is respect for the system. People will do what it takes.”"


A Ponzi scheme that should be fixed
"You can force young people into Social Security, but if there just aren’t enough young people in existence to support current beneficiaries, the system will collapse anyway. When Social Security began making monthly distributions in 1940, there were 160 workers for every senior receiving benefits. In 1950, there were 16.5 today, three in 20 years, there will be but two. Now, the average senior receives in Social Security about a third of what the average worker makes. Applying that ratio retroactively, this means that in 1940, the average worker had to pay only 0.2 percent of his salary to sustain the older folks of his time in 1950, 2 percent today, 11 percent in 20 years, 17 percent. This is a staggering sum, considering that it is in addition to all the other taxes he pays to sustain other functions of government, such as Medicare, whose costs are exploding."


The ultimate asset bubble
"Gold bought for investment accounted for 38 percent of total demand in 2010, compared with about 4 percent a decade before, the World Gold Council estimates. Holdings in gold- backed ETPs are equal to more than nine years of U.S. mine production. The SPDR Gold Trust, the biggest bullion ETP, exceeded the market capitalization of the SPDR S&P 500 ETF Trust in August, beating what had been the industry’s largest exchange-traded fund since 1993."


Trust issues
"Hartwick College didn’t really mean to annihilate the U.S. economy. A small liberal-arts school in the Catskills, Hartwick is the kind of sleepy institution that local worthies were in the habit of founding back in the 1790s it counts a former ambassador to Belize among its more prominent alumni, and placidly reclines in its berth as the number-174-ranked liberal-arts college in the country. But along with charming buildings and a spring-fed lake, the college once possessed a rather more unusual feature: a slumbering giant of compound interest."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5435
Verizon (VZ)1345
Merck (MRK)1425
Pfizer (PFE)1425
EI DuPont (DD)4235
General Electric (GE)3545
Intel (INTC)4314
Johnson & Johnson (JNJ)2214
Travelers (TRV)5554
Chevron (CVX)5444
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Hewlett-Packard (HPQ)5552
JP Morgan Chase (JPM)5533
Chevron (CVX)5444
AT&T (T)5435
Travelers (TRV)5554
Exxon Mobil (XOM)4342
Microsoft (MSFT)4112
Intel (INTC)4314
Wal-Mart (WMT)4353
EI DuPont (DD)4235
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)54351.31
JP Morgan Chase (JPM)55331.87
Chevron (CVX)54442.27
Hewlett-Packard (HPQ)55522.55
Travelers (TRV)55542.56
Intel (INTC)43142.68
EI DuPont (DD)42352.77
Verizon (VZ)13452.96
General Electric (GE)35453.04
Exxon Mobil (XOM)43423.37
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Chevron (CVX)YYY
EI DuPont (DD)YYY
Intel (INTC)YYY
Travelers (TRV)YYY
Exxon Mobil (XOM)YY
General Electric (GE)YY
Hewlett-Packard (HPQ)YY
JP Morgan Chase (JPM)YY
Verizon (VZ)YY
Johnson & Johnson (JNJ)Y
Merck (MRK)Y
Microsoft (MSFT)Y
Pfizer (PFE)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Yellow Media (YLO)1555
Enerplus (ERF)1415
Penn West Petroleum (PWT)3525
Sun Life Financial (SLF)5555
Canadian Oil Sands (COS)5225
ARC Resources (ARX)1315
BCE Inc. (BCE)2145
Power Corp of Canada (POW)4555
Husky Energy (HSE)4445
CIBC (CM)4235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Research In Motion (RIM)5450
Magna (MG)5553
Nexen (NXY)5542
Inmet Mining (IMN)5521
Brookfield (BAM.A)5442
Sun Life Financial (SLF)5555
Bombardier (BBD.B)5153
Canadian Oil Sands (COS)5225
Iamgold (IMG)5211
First Quantum (FM)5221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Sun Life Financial (SLF)55551.24
Canadian Oil Sands (COS)52251.39
Power Corp of Canada (POW)45551.79
CIBC (CM)42352.03
Magna (MG)55532.05
Bank of Montreal (BMO)44342.15
Husky Energy (HSE)44452.22
Penn West Petroleum (PWT)35252.23
National Bank (NA)43342.33
Enerplus (ERF)14152.34
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
Sun Life Financial (SLF)YYY
CIBC (CM)YY
Enerplus (ERF)YY
Husky Energy (HSE)YY
Magna (MG)YY
Penn West Petroleum (PWT)YY
Power Corp of Canada (POW)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
First Quantum (FM)Y
Iamgold (IMG)Y
Inmet Mining (IMN)Y
National Bank (NA)Y
Nexen (NXY)Y
Research In Motion (RIM)Y
Yellow Media (YLO)Y
Notes...



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