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The Stingy News Weekly (11/14/2010)


"I quickly convinced myself that the true key to happiness lay in a modest standard of living which could be achieved with little difficulty under almost all economic conditions."
- Ben Graham


Stingy Links

The slaying of the Celtic Tiger
"Ireland itself is a fiscal mess, thanks to a budget deficit that makes Greece's look like spare change. The real estate market is a disaster, and interest rates demanded by bond investors are so high that the exchequer effectively can't afford to finance the country. The Irish government has some breathing room Ė it doesnít have to return to the capital markets until next July. But if that bond auction fails, the country will almost certainly be broke and require a bailout from the European Union."


Are ETFs a Menace?
"The proliferation of ETFs, the report contends, raises at least three worries. First, these funds have overconcentrated the ownership of thinly traded stocks. Second, they have led to an escalating number of trading failures. Third, ETFs could trigger another massive market swing like the May 6 'flash crash.'"


Cultures of Impunity
"The Irish government now has to deal with the effective evaporation of a major source of revenue at the worst possible time Ė raising taxes on either individual taxpayers or businesses will further deepen the economic hole that the country is in. But even with drastic cutbacks in government spending, itís unavoidable. This particular bit of the Irish crisis is a direct result of the countryís grossly skewed taxation model. And itís left the country in a pretty horrible bind."


The High Cost of Free Parking
"Professor Shoup is the author of The High Cost of Free Parking, and points out that, 'just because the driver doesn't pay for parking doesn't mean the cost goes away.' In addition to making it harder to find a spot when you need one, 'free' parking exacerbates other problems, from pollution to traffic congestion. Using the power of market pricing, Shoup explains how to fix the parking mess in three steps."


Losing the Lender of Last Resort
"Now, of course, the default risk free asset is the government bond. Ultimately, the reasoning goes, a government can just print money if it needs to, so an investor can guarantee getting paid even if the value of that money is devalued. The problem is, that as Reinhart and Rogoff have shown, this ainít necessarily true."


Ireland is effectively insolvent
"Ireland faced a painful choice between imposing a resolution on banks that were too big to save or becoming insolvent, and, for whatever reason, chose the latter. Sovereign nations get to make policy choices, and we are no longer a sovereign nation in any meaningful sense of that term. From here on, for better or worse, we can only rely on the kindness of strangers."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SP/DYield
Verizon (VZ)13555
AT&T (T)55355
Merck (MRK)34255
Pfizer (PFE)14255
Kraft (KFT)44455
EI DuPont (DD)32344
Johnson & Johnson (JNJ)32144
Chevron (CVX)54444
McDonald's (MCD)21144
Intel (INTC)43144
Notes | More Info...


Value Ratio StocksP/EP/BP/SP/DVR
AT&T (T)55351.36
Chevron (CVX)54443.09
Kraft (KFT)44453.11
Merck (MRK)34253.12
Travelers (TRV)55433.18
Johnson & Johnson (JNJ)32143.84
Intel (INTC)43143.86
EI DuPont (DD)32343.94
Microsoft (MSFT)51124.71
Exxon Mobil (XOM)43435.03
Notes | More Info...


Graham-Lite StocksP/EP/BP/DG$dG$(%)
Travelers (TRV)55397.2572.71
JP Morgan Chase (JPM)55158.0246.47
AT&T (T)55539.5238.85
Chevron (CVX)54497.6114.24
Kraft (KFT)44534.2711.92
Notes | More Info...


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



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SP/DYield
Transalta (TA)24455
BCE (BCE)44455
Sun Life (SLF)55555
Bank of Montreal (BMO)53355
Husky Energy (HSE)24455
CIBC (CM)52355
Telus (T)43455
TransCanada (TRP)24255
Shaw Comm Cl.B (SJR.B)31255
Power Corp (POW)35555
Notes | More Info...


Value Ratio StocksP/EP/BP/SP/DVR
Sun Life (SLF)55552.38
BCE (BCE)44452.51
CIBC (CM)52352.58
Bank of Montreal (BMO)53352.80
National Bank (NA)53342.99
Transalta (TA)24453.29
Telus (T)43453.39
Royal Bank (RY)42243.59
Encana (ECA)55443.64
Bank of Nova Scotia (BNS)42343.85
Notes | More Info...


Graham-Lite StocksP/EP/BP/DG$dG$(%)
Sun Life (SLF)55538.9035.32
Magna (MG)55366.0735.01
Encana (ECA)55438.8332.00
Nexen (NXY)55228.2226.77
Inmet Mining (IMN)54170.2611.96
Canadian Tire (CTC.A)45267.9211.26
National Bank (NA)53467.864.62
Notes | More Info...


Top Canadian StocksYieldV.R.Graham
Sun Life (SLF)YYY
BCE (BCE)YY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Encana (ECA)YY
National Bank (NA)YY
Telus (T)YY
Transalta (TA)YY
Bank of Nova Scotia (BNS)Y
Canadian Tire (CTC.A)Y
Husky Energy (HSE)Y
Inmet Mining (IMN)Y
Magna (MG)Y
Nexen (NXY)Y
Power Corp (POW)Y
Royal Bank (RY)Y
Shaw Comm Cl.B (SJR.B)Y
TransCanada (TRP)Y
Notes...



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