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The Stingy News Weekly (11/04/2012)


"The fact that people will be full of greed, fear or folly is predictable. The sequence is not predicatable."
- Warren Buffett


New @ StingyInvestor

Is the stock market overpriced?
"The market is 29 per cent higher than its average CAPE of 16.5, and 31 per cent higher than its average P/PeakE of 11.3. As a result, despite their differences, it turns out that both methods point to similar levels of overvaluation."


Measures of value
"The results are clear: You would have done well by buying stocks with low ratios"


Stingy Links

Last refuge of scoundrels
"Governments involved in financial repression (keeping savings rates below the inflation rate) encourage their citizens to do stupid things by reaching for yield. Remember, most people think of yield as a magic chicken that lays eggs on schedule, and never gets sick or dies. Those who truly understand markets know that yield is an allocation of free cash flow, and that many businesses can.t control their free cash flow, so dividends are less than fully certain."


One for the ages
"The next bankruptcy cycle, whether in 2 or 3 or 4 years, is going to be one for the ages."


The guide to trading candy
"Everything you need to know to get ahead in candy trading."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Intel (INTC)5325
Hewlett-Packard (HPQ)0555
EI DuPont (DD)3145
Merck (MRK)1315
Pfizer (PFE)2414
McDonald's (MCD)2114
Johnson & Johnson (JNJ)1214
General Electric (GE)2434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5544
Caterpillar (CAT)5352
JP Morgan Chase (JPM)5533
Exxon Mobil (XOM)5342
Intel (INTC)5325
Travelers (TRV)4543
UnitedHealth (UNH)4451
Cisco (CSCO)4433
Boeing (BA)4152
American Express (AXP)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Intel (INTC)53252.41
Chevron (CVX)55442.52
JP Morgan Chase (JPM)55333.21
EI DuPont (DD)31453.59
Cisco (CSCO)44333.64
Caterpillar (CAT)53523.66
Exxon Mobil (XOM)53423.80
Travelers (TRV)45433.82
McDonald's (MCD)21144.67
Boeing (BA)41524.94
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Intel (INTC)YYY
Boeing (BA)YY
Caterpillar (CAT)YY
Chevron (CVX)YY
Cisco (CSCO)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Travelers (TRV)YY
AT&T (T)Y
American Express (AXP)Y
General Electric (GE)Y
Hewlett-Packard (HPQ)Y
Johnson & Johnson (JNJ)Y
Merck (MRK)Y
Pfizer (PFE)Y
UnitedHealth (UNH)Y
Verizon (VZ)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Penn West Petroleum (PWT)2535
TransAlta (TA)0345
Enerplus (ERF)0525
Canadian Oil Sands (COS)5225
Sun Life Financial (SLF)0555
BCE Inc. (BCE)3145
ARC Resources (ARX)1215
Bank of Montreal (BMO)5435
CIBC (CM)5235
Power Corp of Canada (POW)5555
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
First Quantum (FM)5211
Bombardier (BBD.B)5153
National Bank (NA)5334
Magna (MG)5553
Canadian Oil Sands (COS)5225
Bank of Montreal (BMO)5435
CIBC (CM)5235
Barrick Gold (ABX)5423
Power Corp of Canada (POW)5555
Bank of Nova Scotia (BNS)5324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.57
Penn West Petroleum (PWT)25351.73
Bank of Montreal (BMO)54352.13
National Bank (NA)53342.17
CIBC (CM)52352.19
Power Corp of Canada (POW)55552.27
BCE Inc. (BCE)31452.56
Bank of Nova Scotia (BNS)53242.58
Royal Bank (RY)43242.94
Shaw (SJR.B)42343.02
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
Power Corp of Canada (POW)YYY
BCE Inc. (BCE)YY
Bank of Nova Scotia (BNS)YY
National Bank (NA)YY
Penn West Petroleum (PWT)YY
ARC Resources (ARX)Y
Barrick Gold (ABX)Y
Bombardier (BBD.B)Y
Enerplus (ERF)Y
First Quantum (FM)Y
Magna (MG)Y
Royal Bank (RY)Y
Shaw (SJR.B)Y
Sun Life Financial (SLF)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 09/30/2012)
Average Capital Gain
39.6%



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