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The Stingy News Weekly (10/16/2011)


"To me, it's obvious that the winner has to bet very selectively. It's been obvious to me since very early in life. I don't know why it's not obvious to very many other people."
- Charlie Munger


Stingy Links

Capitol gains
"It’s also possible that congressional insiders could have simply stopped reporting potentially dubious transactions once they knew people were paying attention. According to Ziobrowski, the forms still aren’t audited, and they’re woefully inadequate—for example, Eggers and Hainmueller say there’s no clear method for reporting short-selling, one of the major ways to profit from inside information."


A trillion here, $500 billion there
"In 2009 Joshua Rauh of the Kellogg School of Management at Northwestern University and Robert Novy-Marx, then at the University of Chicago’s Booth School of Business, estimated that the deficit of American state and local-government pension plans was $3.1 trillion. Mr Rauh reckons that the deficit is now $4.4 trillion. In other words, a cool $1.3 trillion has been added in two years."


Longleaf Q3
"I think the future of equities will be roughly the same as their past in particular, common-stock purchases will prove satisfactory when made at appropriate price levels. It may be objected that it is far too cursory and superficial a conclusion that it fails to take into account the new factors and problems that have entered the economic picture in recent years — especially those of ... the movement towards less consumption and zero growth. Perhaps I should add to my list the widespread public mistrust of Wall Street as a whole, engendered by its well-nigh scandalous behavior during recent years in the areas of ethics, financial practices of all sorts, and plain business sense."


Why China won't conquer the world
"Its young are incapable, its old are exhausted, and box-ticking bureaucrats make life hell. China, a superpower? First it needs to grow up"



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)3245
General Electric (GE)3535
Intel (INTC)4314
Johnson & Johnson (JNJ)2214
Kraft (KFT)1434
Procter & Gamble (PG)2324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Hewlett-Packard (HPQ)5552
JP Morgan Chase (JPM)5534
AT&T (T)5435
Chevron (CVX)5443
Travelers (TRV)5554
Microsoft (MSFT)4112
Exxon Mobil (XOM)4342
Intel (INTC)4314
Alcoa (AA)4551
American Express (AXP)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)54351.44
JP Morgan Chase (JPM)55342.17
Chevron (CVX)54432.82
Intel (INTC)43143.02
Travelers (TRV)55543.03
Verizon (VZ)13453.21
EI DuPont (DD)32453.43
Hewlett-Packard (HPQ)55523.49
General Electric (GE)35353.62
Pfizer (PFE)14254.23
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Intel (INTC)YYY
Chevron (CVX)YY
EI DuPont (DD)YY
General Electric (GE)YY
Hewlett-Packard (HPQ)YY
JP Morgan Chase (JPM)YY
Pfizer (PFE)YY
Travelers (TRV)YY
Verizon (VZ)YY
Alcoa (AA)Y
American Express (AXP)Y
Exxon Mobil (XOM)Y
Johnson & Johnson (JNJ)Y
Kraft (KFT)Y
Merck (MRK)Y
Microsoft (MSFT)Y
Procter & Gamble (PG)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Enerplus (ERF)1415
Penn West Petroleum (PWT)3525
Sun Life Financial (SLF)5555
BCE Inc. (BCE)2245
TransAlta (TA)2335
Canadian Oil Sands (COS)5225
ARC Resources (ARX)1215
Husky Energy (HSE)3445
Bank of Montreal (BMO)4435
Power Corp of Canada (POW)4455
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Research In Motion (RIM)5450
Nexen (NXY)5542
Inmet Mining (IMN)5521
Brookfield (BAM.A)5542
Bombardier (BBD.B)5153
Sun Life Financial (SLF)5555
Magna (MG)5553
Iamgold (IMG)5211
Canadian Oil Sands (COS)5225
National Bank (NA)5334
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Sun Life Financial (SLF)55551.55
Canadian Oil Sands (COS)52251.83
Bank of Montreal (BMO)44352.33
Penn West Petroleum (PWT)35252.33
CIBC (CM)42352.41
Power Corp of Canada (POW)44552.43
National Bank (NA)53342.55
Husky Energy (HSE)34452.67
Enerplus (ERF)14152.77
Bank of Nova Scotia (BNS)42242.89
Notes | More Info...


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