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The Stingy News Weekly (11/03/2013)


"Investors repeatedly jump ship on a good strategy just because it hasn't worked so well lately, and, almost invariably, abandon it at precisely the wrong time."
- David Dreman


Stingy Links

Prem Watsa the Canadian Warren Buffett
"Fairfax, which has a portfolio worth US$24.1 billion, has gained 31% this year, compared with a 7.8% rise in the Standard & Poor's/TSX Composite Index. The investment firm has returned 13% annually over the past 20 years, mirroring the rise of Warren Buffett's Berkshire Hathaway Inc., according to data compiled by Bloomberg."


Obamacare's losers and why they matter
"If we want health inflation to stay low and health care costs to be less of an anchor on advancement, we should want more Americans making $50,000 or $60,000 or $70,000 to spend less upfront on health insurance, rather than using regulatory pressure to induce them to spend more. And seen in that light, the potential problem with Obamacare's regulation-driven 'rate shock' isn't that it doesn't let everyone keep their pre-existing plans. It's that it cancels plans, and raises rates, for people who were doing their part to keep all of our costs low."


Political fear vs technical needs
"Inside the Department of Health and Human Services. Centers for Medicare and Medicaid, the main agency responsible for the exchanges, there was no single administrator whose full-time job was to manage the project."


The pension dragon
"After days of struggling to understand the financial condition of the retirement system for state employees and teachers, she came to realize that the system no longer made sense. Years of mismanagement and underfunding had allowed money to be drained that was needed to pay promised pensions. The crisis was much worse than Raimondo had expected."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1445
Verizon (VZ)1245
Merck (MRK)1425
Intel (INTC)4435
McDonald's (MCD)3115
Chevron (CVX)5555
Microsoft (MSFT)4314
Pfizer (PFE)5414
Procter & Gamble (PG)2324
Cisco (CSCO)4534
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Pfizer (PFE)5414
Chevron (CVX)5555
Goldman Sachs (GS)5531
Travelers (TRV)5542
Exxon Mobil (XOM)5453
JP Morgan Chase (JPM)5533
EI DuPont (DD)4244
Cisco (CSCO)4534
IBM (IBM)4132
UnitedHealth (UNH)4452
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Pfizer (PFE)54142.79
Chevron (CVX)55552.90
Intel (INTC)44353.56
Exxon Mobil (XOM)54533.90
Cisco (CSCO)45344.04
JP Morgan Chase (JPM)55334.08
EI DuPont (DD)42444.12
Microsoft (MSFT)43144.16
Travelers (TRV)55424.81
McDonald's (MCD)31155.16
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
Cisco (CSCO)YYY
Pfizer (PFE)YYY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Microsoft (MSFT)YY
Travelers (TRV)YY
AT&T (T)Y
Goldman Sachs (GS)Y
IBM (IBM)Y
Merck (MRK)Y
Procter & Gamble (PG)Y
UnitedHealth (UNH)Y
Verizon (VZ)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
TransAlta (TA)1445
Canadian Oil Sands (COS)5325
Crescent Point (CPG)0315
Enerplus (ERF)0525
BCE Inc. (BCE)4135
Penn West Petroleum (PWT)1535
CIBC (CM)5235
EnCana (ECA)1225
Potash Corp. (POT)4215
ARC Resources (ARX)1215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Power Corp of Canada (POW)5454
Metro (MRU)5251
National Bank (NA)5334
Brookfield (BAM.A)5441
Agrium (AGU)5453
CIBC (CM)5235
Bank of Montreal (BMO)5334
Canadian Oil Sands (COS)5325
Bank of Nova Scotia (BNS)5324
Imperial Oil (IMO)5241
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)53251.64
Power Corp of Canada (POW)54542.07
BCE Inc. (BCE)41352.36
CIBC (CM)52352.44
National Bank (NA)53342.46
Bank of Montreal (BMO)53342.76
Bank of Nova Scotia (BNS)53243.02
Sun Life Financial (SLF)44453.19
Royal Bank (RY)42243.30
Husky Energy (HSE)44443.38
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
ARC Resources (ARX)Y
Agrium (AGU)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
EnCana (ECA)Y
Enerplus (ERF)Y
Husky Energy (HSE)Y
Imperial Oil (IMO)Y
Metro (MRU)Y
Penn West Petroleum (PWT)Y
Potash Corp. (POT)Y
Royal Bank (RY)Y
Sun Life Financial (SLF)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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Average Capital Gain
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