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The Stingy News Weekly (11/20/2011)


"In the short run, the market is a voting machine but in the long run it is a weighing machine."
- Benjamin Graham


Stingy News Flash

I've been invited to give a talk to the University of Toronto Faculty Association this Friday, November 25, from 4 pm to 6 pm. If you're in the area, you're welcome to stop by. It's being held in Room KP-108 (small auditorium) at Koffler House, 569 Spadina Crescent, Toronto. If you plan on attending, let me know.

The talk is aimed at a fairly basic level and you can peruse a preliminary copy of the slides via the link below. I expect that most of the time allotted will be devoted to the first 11 slides.

http://www.stingyinvestor.com/SI/articles/talk_1111.pdf



Stingy Links

A model for Ontario
"California has long been among America’s most extensive taxers and regulators of business. But at the same time, the state had assets that seemed to offset its economic disincentives: a famously sunny climate, a world-class public university system that produced a talented local workforce, sturdy infrastructure that often made doing business easier, and a history of innovative companies. No more. As California has transformed into a relentlessly antibusiness state, those redeeming characteristics haven’t been enough to keep firms from leaving. Relocation experts say that the number of companies exiting the state for greener pastures has exploded. In surveys, executives regularly call California one of the country’s most toxic business environments and one of the least likely places to open or expand a new company. Many firms still headquartered in California have forsaken expansion there."


I was wrong, and so are you
"The new results invalidated our original result: under the right circumstances, conservatives and libertarians were as likely as anyone on the left to give wrong answers to economic questions. The proper inference from our work is not that one group is more enlightened, or less. It’s that “myside bias”—the tendency to judge a statement according to how conveniently it fits with one’s settled position—is pervasive among all of America’s political groups. The bias is seen in the data, and in my actions."


Congress: Trading stock on inside information?
"The next national election is now less than a year away and congressmen and senators are expending much of their time and their energy raising the millions of dollars in campaign funds they'll need just to hold onto a job that pays $174,000 a year. Few of them are doing it for the salary and all of them will say they are doing it to serve the public. But there are other benefits: Power, prestige, and the opportunity to become a Washington insider with access to information and connections that no one else has, in an environment of privilege where rules that govern the rest of the country, don't always apply to them. When Nancy Pelosi, John Boehner, and other lawmakers wouldn't answer Steve Kroft's questions, he headed to Washington to get some answers about their stock trades. Most former congressmen and senators manage to leave Washington - if they ever leave Washington - with more money in their pockets than they had when they arrived, and as you are about to see, the biggest challenge is often avoiding temptation."


What Graham thought of IBM
"The word that Warren Buffett has bought 5.4% of International Business Machines came as a surprise to most of his followers, as Buffett has long scorned investments in technology. Buffett’s mentor, the great value investor Benjamin Graham, had a long history with IBM."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)5435
Verizon (VZ)1345
Merck (MRK)1425
Pfizer (PFE)1425
General Electric (GE)4545
Johnson & Johnson (JNJ)2315
EI DuPont (DD)3134
Intel (INTC)4314
Kraft (KFT)1434
Procter & Gamble (PG)2324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
JP Morgan Chase (JPM)5534
Hewlett-Packard (HPQ)5552
AT&T (T)5435
Chevron (CVX)5444
Microsoft (MSFT)5212
Exxon Mobil (XOM)4342
Travelers (TRV)4543
Alcoa (AA)4551
Intel (INTC)4314
American Express (AXP)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)54351.39
JP Morgan Chase (JPM)55342.00
Chevron (CVX)54442.68
Verizon (VZ)13453.06
General Electric (GE)45453.22
Intel (INTC)43143.22
Travelers (TRV)45433.64
EI DuPont (DD)31343.64
Microsoft (MSFT)52123.72
Hewlett-Packard (HPQ)55524.02
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
Intel (INTC)YYY
Chevron (CVX)YY
EI DuPont (DD)YY
General Electric (GE)YY
Hewlett-Packard (HPQ)YY
JP Morgan Chase (JPM)YY
Microsoft (MSFT)YY
Travelers (TRV)YY
Verizon (VZ)YY
Alcoa (AA)Y
American Express (AXP)Y
Exxon Mobil (XOM)Y
Johnson & Johnson (JNJ)Y
Kraft (KFT)Y
Merck (MRK)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Enerplus (ERF)4415
Sun Life Financial (SLF)2555
Penn West Petroleum (PWT)3525
Canadian Oil Sands (COS)5225
TransAlta (TA)3345
BCE Inc. (BCE)3245
Power Corp of Canada (POW)4455
CIBC (CM)4235
Royal Bank (RY)2335
Bank of Montreal (BMO)4435
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Research In Motion (RIM)5550
Brookfield (BAM.A)5542
Inmet Mining (IMN)5521
Canadian Oil Sands (COS)5225
Bombardier (BBD.B)5153
Agrium (AGU)5351
Teck Resources (TCK.B)5433
First Quantum (FM)5221
Iamgold (IMG)5211
Magna (MG)5553
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Enerplus (ERF)44151.26
Canadian Oil Sands (COS)52251.36
Power Corp of Canada (POW)44552.03
Penn West Petroleum (PWT)35252.07
CIBC (CM)42352.12
Bank of Montreal (BMO)44352.25
Sun Life Financial (SLF)25552.26
TransAlta (TA)33452.26
National Bank (NA)44342.33
Manulife (MFC)45542.35
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Enerplus (ERF)YY
Penn West Petroleum (PWT)YY
Power Corp of Canada (POW)YY
Sun Life Financial (SLF)YY
TransAlta (TA)YY
Agrium (AGU)Y
BCE Inc. (BCE)Y
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
First Quantum (FM)Y
Iamgold (IMG)Y
Inmet Mining (IMN)Y
Magna (MG)Y
Manulife (MFC)Y
National Bank (NA)Y
Research In Motion (RIM)Y
Royal Bank (RY)Y
Teck Resources (TCK.B)Y
Notes...



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