Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly (11/17/2013)


"Value stocks are about as exciting as watching grass grow. But have you ever noticed just how much your grass grows in a week?"
- Christopher Browne


New @ StingyInvestor

Markets are partying like it's 1999
"As a buyer of stocks, my preference is clear. I would like to buy stocks at more reasonable valuation, which should enable them to achieve good returns in the years ahead. That means I would prefer to see the market come crashing back down to earth sooner rather than later - provided it doesn't cause too much collateral damage along the way."


Stingy Links

Where will the boot land next?
"But there is another kind of political risk: the temptation for governments of all political colours to change the rules, whether they relate to tax, the way that companies operate or how markets behave. And that risk has increased significantly since the 2008 crisis."


Paul Krugman's blind spot
"Few have written more about the European financial crisis since 2008 than the Nobel laureate, New York Times columnist, and Princeton economics professor Paul Krugman. After five years, it is clear that the eurozone has survived contrary to his predictions and the countries that pursued fiscal discipline, contrary to Krugman's advice, have done better -- both economically and politically -- than those that did not."


Confessions of a Quantitative Easer
"Even by the Fed's sunniest calculations, aggressive QE over five years has generated only a few percentage points of U.S. growth. By contrast, experts outside the Fed, such as Mohammed El Erian at the Pimco investment firm, suggest that the Fed may have created and spent over $4 trillion for a total return of as little as 0.25% of GDP (i.e., a mere $40 billion bump in U.S. economic output). Both of those estimates indicate that QE isn't really working."


A clever way to beat the taxman
"Many seniors would like to have the opportunity to claim RRSP deductions even after age 71 when their RRSP is no longer around. You can do this by contributing to a spousal RRSP if your spouse has not yet reached at 71 and still has an RRSP. Or, you can consider a 'senior's overcontribution.'"


Different strategies find common ground
"Two recent but different research papers on the mechanics of withdrawal strategies find some common ground against the conventional wisdom while sharing some aspects of the popular "bucket" strategy, in which assets are segmented by certain categories."



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)5534
EI DuPont (DD)5244
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Pfizer (PFE)5414
Chevron (CVX)5555
Goldman Sachs (GS)5531
Travelers (TRV)5542
Cisco (CSCO)5534
EI DuPont (DD)5244
JP Morgan Chase (JPM)4533
Exxon Mobil (XOM)4453
IBM (IBM)4132
Intel (INTC)4435
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Pfizer (PFE)54142.87
Chevron (CVX)55552.98
Intel (INTC)44353.58
Cisco (CSCO)55343.99
EI DuPont (DD)52444.19
JP Morgan Chase (JPM)45334.42
Exxon Mobil (XOM)44534.44
Microsoft (MSFT)42144.72
Travelers (TRV)55424.94
AT&T (T)15455.09
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
Cisco (CSCO)YYY
EI DuPont (DD)YYY
Intel (INTC)YYY
Pfizer (PFE)YYY
AT&T (T)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)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
Shaw (SJR.B)4235
EnCana (ECA)1225
Potash Corp. (POT)4215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Metro (MRU)5351
Power Corp of Canada (POW)5454
National Bank (NA)5334
Brookfield (BAM.A)5441
Agrium (AGU)5352
CIBC (CM)5235
Bank of Montreal (BMO)5434
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)52251.74
Power Corp of Canada (POW)54542.19
BCE Inc. (BCE)41352.48
CIBC (CM)52352.54
National Bank (NA)53342.61
Bank of Montreal (BMO)54342.83
Bank of Nova Scotia (BNS)53243.21
Shaw (SJR.B)42353.33
Royal Bank (RY)42243.39
Rogers (RCI.B)41343.48
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
Rogers (RCI.B)Y
Royal Bank (RY)Y
TransAlta (TA)Y
Notes...



The Rothery Report
(Learn More | Subscribe)

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%



Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2017
  09: 04 11 17 23
  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
  02: 05 12 19 26
  01: 02 07 15 22 29
2016
  12: 04 11 18 26
  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
  04: 03 10 17 24
  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
  12: 05 12 19 26
  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
About Dan

Privacy Policy


 
About Us | Legal | Contact Us
Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...