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The Stingy News Weekly (11/25/2012)


"Based on my own personal experience - both as an investor in recent years and an expert witness in years past - rarely do more than three or four variables really count. Everything else is noise."
- Marty Whitman


New @ StingyInvestor

Sculpting a portfolio by subtraction
"Rather than look for stocks at the extremes, I take a different tack. Instead of seeking the best, I endeavour to avoid the worst. It's like sculpting: I start with all the stocks on the Toronto Stock Exchange then slowly whittle down this long list through a series of relatively mild cuts."


Stingy Links

Simple but not easy
"Tobias Carlisle makes the case for quantitative value."


Virtual Brokers becomes ETF leader
"I think it is fair to say that Virtual Brokers now offers the most compelling suite of services to ETF investors. I have often discouraged people with small accounts from using ETFs because the trading costs can make them far less efficient than index mutual funds. But with VB, you can now add new money to your portfolio every week or every month at no cost: you'd only pay commissions once or twice a year if it becomes necessary to trim a holding or two while rebalancing."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Intel (INTC)5435
Hewlett-Packard (HPQ)0555
EI DuPont (DD)3145
Merck (MRK)1315
McDonald's (MCD)2114
Pfizer (PFE)2414
Johnson & Johnson (JNJ)1214
Chevron (CVX)5544
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Intel (INTC)5435
Caterpillar (CAT)5352
Chevron (CVX)5544
JP Morgan Chase (JPM)5533
Exxon Mobil (XOM)5342
Travelers (TRV)4542
UnitedHealth (UNH)4451
Cisco (CSCO)4423
Boeing (BA)4152
American Express (AXP)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Intel (INTC)54351.87
Chevron (CVX)55442.47
JP Morgan Chase (JPM)55333.01
EI DuPont (DD)31453.25
Caterpillar (CAT)53523.45
Exxon Mobil (XOM)53423.62
Travelers (TRV)45423.92
Cisco (CSCO)44234.05
Microsoft (MSFT)32144.40
McDonald's (MCD)21144.55
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
Intel (INTC)YYY
Caterpillar (CAT)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
Boeing (BA)Y
Hewlett-Packard (HPQ)Y
Johnson & Johnson (JNJ)Y
Merck (MRK)Y
Microsoft (MSFT)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)1535
Enerplus (ERF)0525
TransAlta (TA)0345
Crescent Point (CPG)1315
Canadian Oil Sands (COS)5225
BCE Inc. (BCE)4145
Sun Life Financial (SLF)1555
ARC Resources (ARX)1215
Bank of Montreal (BMO)5435
Power Corp of Canada (POW)5555
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
First Quantum (FM)5311
Bombardier (BBD.B)5153
Magna (MG)5553
National Bank (NA)5334
Imperial Oil (IMO)5241
Canadian Oil Sands (COS)5225
Bank of Montreal (BMO)5435
CIBC (CM)5235
Barrick Gold (ABX)5422
Power Corp of Canada (POW)5555
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.48
National Bank (NA)53342.13
Bank of Montreal (BMO)54352.14
Bombardier (BBD.B)51532.16
CIBC (CM)52352.20
Power Corp of Canada (POW)55552.23
BCE Inc. (BCE)41452.55
Bank of Nova Scotia (BNS)43242.61
Royal Bank (RY)42242.98
Shaw (SJR.B)42342.98
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
Canadian Oil Sands (COS)YYY
Power Corp of Canada (POW)YYY
BCE Inc. (BCE)YY
Bombardier (BBD.B)YY
CIBC (CM)YY
National Bank (NA)YY
ARC Resources (ARX)Y
Bank of Nova Scotia (BNS)Y
Barrick Gold (ABX)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
Magna (MG)Y
Penn West Petroleum (PWT)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
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