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Stingy News Weekly
The Latest Edition

2014
  11: 02 08 16
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
  12: 05 12 19 26
  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31
2009
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 11 18 25
  09: 06 13 20 27
  08: 09 16 23 30
  07: 05 12 19 26 31
  06: 07 14 21 28
  05: 03 10 17 24 31
  04: 05 12 19 26
  03: 01 08 15 22 29
  02: 01 08 15 22
  01: 04 11 18 25
2008
  12: 07 14 21 28
  11: 02 09 16 23 30
  10: 05 12 19 26
  09: 07 14 21 28
  08: 01 10 17 24 31
  07: 06 13 20 27
  06: 01 08 15 22 29
  05: 04 11 18 25
  04: 06 13 20 27
  03: 02 09 16 23 30
  02: 03 10 17 24
  01: 06 13 20 27

Stingy News Quarterly
2014: Q1
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
  Perspective on the bear
  Dilution excessive
  Fund fees revisited
  T class funds
  Bonds vs. bond funds
  Bear market protectors
  Investing in bonds
  Ignore bonds at your peril
  Coping with change
  Future of trust funds
  Dilution trumps
  Are fees excessive?
  Performance anxiety
  Top advisory model?
  81-106 a step back
  Poor fund classifications
  Pension shortfall
  A longer-term report card
  Information overload
About Dan

Privacy Policy



The Stingy News Weekly (10/03/2010)


"There are two times in a man's life when he should not speculate - when he can't afford it and when he can."
- Mark Twain


Stingy Links

In praise of inflation
"In times when people are reluctant to take risks, a little inflation can help grease the skids. In doing this, though, inflation helps debtors and spenders at the expense of creditors and savers. It’s easy to see why this makes us uncomfortable. It seems to reward those who have behaved recklessly, and to punish those who played by the rules, saving their money and living frugally. But the economy doesn’t exist, in the end, to reward virtue and punish vice. It exists to maximize our well-being, and, currently, doing that may require helping the undeserving and irresponsible, if only because there are so many of them. Boosting inflation isn’t the right policy, but it may just be the correct one."


The 10 Biggest Gold Myths
"Gold has been the investment phenomenon of the past decade. It hit a new high of 1,278 an ounce this week. In the past 10 years, investors in gold have made nearly five times their money. Over the same time, Wall Street has gone sideways. But few investments seem to attract more myths and hokum than gold and other precious metals. At the risk of inflaming those on both sides of the issue, here are 10."


The Bond Bubble
"If anybody is to blame for a bond bubble, it isn't Joe Schmo it's Uncle Sam, with some help from overseas.'The Fed has effectively been taxing money-market funds by cutting short-term interest rates to recapitalize the financial system and to make things easier on borrowers,' says Dan Dektar, chief investment officer at Smith Breeden Associates."


What is the Carry Trade
"For the next 20 years, and many hedge funds specialized in the ‘carry trade’, which was as simple as it was successful: lend capital to high interest rate currencies, enjoy the high riskless rates and currency appreciation on the spot rate borrow capital at the low interest rate currency, and make money on the depreciation of this debt over time. In 2008 these strategies suffered significantly, but the net effect is still there is no clear relation between risk and return in currencies."


China Metal Monopoly
"A generation after Chinese leader Deng Xiaoping made mastering neodymium and 16 other elements known as rare earths a priority, China dominates the market, with far-reaching effects ranging from global trade friction to U.S. job losses and threats to national security."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SP/DYield
Verizon (VZ)13555
AT&T (T)34355
Pfizer (PFE)25255
Merck (MRK)54155
Kraft (KFT)54455
EI DuPont (DD)31344
Chevron (CVX)54444
Johnson & Johnson (JNJ)42144
Intel (INTC)43244
McDonald's (MCD)11144
Notes | More Info...


Value Ratio StocksP/EP/BP/SP/DVR
Merck (MRK)54152.22
AT&T (T)34352.32
Chevron (CVX)54442.78
Travelers (TRV)55432.80
Kraft (KFT)54453.07
Intel (INTC)43243.50
EI DuPont (DD)31343.54
Johnson & Johnson (JNJ)42143.65
Pfizer (PFE)25253.87
Exxon Mobil (XOM)44434.31
Notes | More Info...


Graham-Lite StocksP/EP/BP/DG$dG$(%)
Travelers (TRV)55391.1274.83
JP Morgan Chase (JPM)45156.4345.41
Chevron (CVX)54497.2618.68
Kraft (KFT)54534.4910.52
Merck (MRK)54539.708.46
AT&T (T)34529.121.07
Notes | More Info...


Top US StocksYieldV.R.Graham
AT&T (T)YYY
Chevron (CVX)YYY
Kraft (KFT)YYY
Merck (MRK)YYY
EI DuPont (DD)YY
Intel (INTC)YY
Johnson & Johnson (JNJ)YY
Pfizer (PFE)YY
Travelers (TRV)YY
Exxon Mobil (XOM)Y
JP Morgan Chase (JPM)Y
McDonald's (MCD)Y
Verizon (VZ)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SP/DYield
BCE (BCE)53455
Sun Life (SLF)25555
Transalta (TA)34355
Husky Energy (HSE)34455
Bank of Montreal (BMO)43355
CIBC (CM)52355
Power Corp (POW)35555
Telus (T)43455
TransCanada (TRP)24255
Manulife (MFC)05555
Notes | More Info...


Value Ratio StocksP/EP/BP/SP/DVR
BCE (BCE)53452.16
CIBC (CM)52352.53
Bank of Montreal (BMO)43352.90
National Bank (NA)53342.93
Transalta (TA)34353.33
Telus (T)43453.40
Husky Energy (HSE)34453.50
Sun Life (SLF)25553.58
Royal Bank (RY)42243.69
Power Corp (POW)35553.84
Notes | More Info...


Graham-Lite StocksP/EP/BP/DG$dG$(%)
Canadian Tire (CTC.A)55267.6619.14
Inmet Mining (IMN)55167.4017.08
Brookfield A.M. (BAM.A)55333.2113.89
Sun Life (SLF)25529.3211.05
Nexen (NXY)45222.8510.87
Encana (ECA)45433.719.27
Teck Cominco (TCK.B)54147.028.47
National Bank (NA)53467.905.72
BCE (BCE)53534.384.15
Notes | More Info...


Top Canadian StocksYieldV.R.Graham
BCE (BCE)YYY
Sun Life (SLF)YYY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Husky Energy (HSE)YY
National Bank (NA)YY
Power Corp (POW)YY
Telus (T)YY
Transalta (TA)YY
Brookfield A.M. (BAM.A)Y
Canadian Tire (CTC.A)Y
Encana (ECA)Y
Inmet Mining (IMN)Y
Manulife (MFC)Y
Nexen (NXY)Y
Royal Bank (RY)Y
Teck Cominco (TCK.B)Y
TransCanada (TRP)Y
Notes...



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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 06/30/2010)
Average Capital Gain
31.2%



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
(06/2009 to 06/2010)
Simple WayDividend WayDefensive
+24%C+7%U+20%C+14%U+4%U



 
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