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The Stingy News Weekly (11/11/2013)


"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


New @ StingyInvestor

Companies that lower their share count
"Most investors focus on a company's share price. They should spend more time looking at a related question - how many shares the company has, and whether that number is growing or shrinking."


How to find bargains
"Great bargains can be found by sorting stocks into piles using different measures of financial merit."


Stingy Links

Treasure hunters of the financial crisis
"Five years ago, the global financial system was falling apart. Lehman Brothers had imploded. Banks had stopped lending. Foreclosure signs were as common as weeds on the front lawns of suburban homes. And Bruce A. Karsh saw the buying opportunity of a lifetime."


More than three little letters
"Several hundred individuals who hold a Ph.D. in economics, finance, or others fields work for institutional money management companies. The gross performance of domestic equity investment products managed by individuals with a Ph.D. (Ph.D. products) is superior to the performance of non-Ph.D. products matched by objective, size, and past performance for one-year returns, Sharpe Ratios, alphas, information ratios, and the manipulation-proof measure MPPM. Fees for Ph.D. products are lower than those for non-Ph.D. products. Investment flows to Ph.D. products substantially exceed the flows to the matched non-Ph.D. products. Ph.D.s' publications in leading economics and finance journals further enhance the performance gap."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1545
Verizon (VZ)1245
Merck (MRK)1325
Intel (INTC)4435
Chevron (CVX)5555
McDonald's (MCD)3115
Pfizer (PFE)5414
Microsoft (MSFT)4214
Cisco (CSCO)4534
JP Morgan Chase (JPM)4534
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Pfizer (PFE)5414
Goldman Sachs (GS)5531
Chevron (CVX)5555
Travelers (TRV)5542
Exxon Mobil (XOM)5453
EI DuPont (DD)5244
JP Morgan Chase (JPM)4534
IBM (IBM)4132
Cisco (CSCO)4534
Intel (INTC)4435
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Pfizer (PFE)54142.79
Chevron (CVX)55553.00
Intel (INTC)44353.52
EI DuPont (DD)52444.18
JP Morgan Chase (JPM)45344.19
Exxon Mobil (XOM)54534.33
Cisco (CSCO)45344.36
Microsoft (MSFT)42144.71
Travelers (TRV)55424.89
AT&T (T)15455.15
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
TransAlta (TA)1445
Crescent Point (CPG)0315
Canadian Oil Sands (COS)5225
Penn West Petroleum (PWT)2535
Enerplus (ERF)0525
BCE Inc. (BCE)4135
CIBC (CM)5235
EnCana (ECA)1225
Shaw (SJR.B)4235
Potash Corp. (POT)4215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Power Corp of Canada (POW)5454
Metro (MRU)5351
National Bank (NA)5334
Brookfield (BAM.A)5441
Agrium (AGU)5352
CIBC (CM)5235
Bank of Montreal (BMO)5435
Canadian Oil Sands (COS)5225
Imperial Oil (IMO)5241
Bank of Nova Scotia (BNS)5324
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.68
Power Corp of Canada (POW)54542.18
CIBC (CM)52352.44
BCE Inc. (BCE)41352.44
National Bank (NA)53342.51
Bank of Montreal (BMO)54352.74
Bank of Nova Scotia (BNS)53243.07
Royal Bank (RY)42243.30
Shaw (SJR.B)42353.36
Sun Life Financial (SLF)44443.51
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
Shaw (SJR.B)YY
Agrium (AGU)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
EnCana (ECA)Y
Enerplus (ERF)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...



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 09/30/2013)
Average Capital Gain
46.2%



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