Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly (11/27/2011)


"Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good results."
- Warren Buffett


Stingy Links

How to kill an economy
"Venezuelan President Hugo Chavezís move to expand price controls this week sparked panic purchases by consumers, leading to shortages of everything from coffee to toilet paper."


Is this really the end?
"The chances of the euro zone being smashed apart have risen alarmingly, thanks to financial panic, a rapidly weakening economic outlook and pigheaded brinkmanship. The odds of a safe landing are dwindling fast."


Dogs bite back
"The Dogs of the Dow are running strong this year. The decades-old strategy, which calls for buying the 10 highest-yielding shares among the 30 Dow Jones Industrial Average members at the end of each year, has returned 5.5% this year through Wednesday, versus a 0.4% decline for the broader Dow."


Charlie Rose interviews Seth Klarman
"Award-winning journalist Charlie Rose interviews Seth Klarman, co-chair of the Facing History and Ourselves Board of Trustees, about his deep commitment to the work of Facing History and his thoughts on philanthropic and financial investment."


House of horrors
"Based on the average of the two measures, home prices are overvalued by about 25% or more in Australia, Belgium, Canada, France, New Zealand, Britain, the Netherlands, Spain and Sweden (see table). Indeed, in the first four of those countries housing looks more overvalued than it was in America at the peak of its bubble."


Fridayís deals may not be the best
"Professor Etzioni, who teaches computer science at the University of Washington, has directed his considerable intellect at the American ritual of shopping for bargains on Black Friday. After examining billions of prices of consumer electronics, he has decided to spend the busiest shopping day of the year scuba-diving in Bali."


No money for sauerkraut
"Germany failed to get bids for 35 percent of the 10-year bonds offered for sale today, propelling borrowing costs in Europe higher and the euro lower on concern the regionís debt crisis is driving away investors."


Why taxing the rich wonít help
"Itís tempting to look to our millionaires and demand they pay more in taxes, but the same inconvenient truth applies. When you add up all the money made by all the people who earn more than $1 million a year, it amounts to around $700 billion. But since the millionaires already pay close to $200 billion in taxes, the government would have to increase rates to nearly 100 percent ó which is about the worst idea ever ó for it to have any real impact."


More corporate tax wonít help
"A tax rate is one thing. Tax collected is another. Indeed, in Canada progressives like to point out that thereís no need for corporate income tax cuts, since the rates in the U.S. are much higher. But no one pays the posted rate in the U.S."


Lessons from Canada's 'basket case' moment
"Finance officials bit their nails and nervously watched the clock. There were 30 minutes left in a bond auction aimed at funding the deficit and there was not a single bid. Sounds like today's Italy or Greece? No, this was Canada in 1994."



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
EI DuPont (DD)3135
Johnson & Johnson (JNJ)2314
Intel (INTC)4314
JP Morgan Chase (JPM)5534
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)5454
Microsoft (MSFT)5212
Exxon Mobil (XOM)4342
Travelers (TRV)4543
Alcoa (AA)4551
Intel (INTC)4314
General Electric (GE)4545
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
AT&T (T)54351.27
JP Morgan Chase (JPM)55341.73
Chevron (CVX)54542.38
Intel (INTC)43142.82
General Electric (GE)45452.83
Verizon (VZ)13452.87
EI DuPont (DD)31353.25
Travelers (TRV)45433.29
Hewlett-Packard (HPQ)55523.30
Microsoft (MSFT)52123.43
Notes | More Info...


US Stock SummaryYieldP/EV.R.
AT&T (T)YYY
General Electric (GE)YYY
Intel (INTC)YYY
JP Morgan Chase (JPM)YYY
Chevron (CVX)YY
EI DuPont (DD)YY
Hewlett-Packard (HPQ)YY
Microsoft (MSFT)YY
Travelers (TRV)YY
Verizon (VZ)YY
Alcoa (AA)Y
Exxon Mobil (XOM)Y
Johnson & Johnson (JNJ)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)2335
BCE Inc. (BCE)3145
Power Corp of Canada (POW)4555
Bank of Montreal (BMO)4435
CIBC (CM)4335
Husky Energy (HSE)4445
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Research In Motion (RIM)5550
Brookfield (BAM.A)5542
Inmet Mining (IMN)5521
Bombardier (BBD.B)5153
Canadian Oil Sands (COS)5225
Agrium (AGU)5351
Teck Resources (TCK.B)5533
First Quantum (FM)5221
Iamgold (IMG)5211
Magna (MG)5553
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Enerplus (ERF)44151.10
Canadian Oil Sands (COS)52251.24
Penn West Petroleum (PWT)35251.69
Power Corp of Canada (POW)45551.86
Sun Life Financial (SLF)25551.90
CIBC (CM)43351.97
Bank of Montreal (BMO)44352.02
Husky Energy (HSE)44452.07
Manulife (MFC)45542.11
National Bank (NA)44342.11
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Enerplus (ERF)YY
Husky Energy (HSE)YY
Penn West Petroleum (PWT)YY
Power Corp of Canada (POW)YY
Sun Life Financial (SLF)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
Teck Resources (TCK.B)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 09/30/2011)
Average Capital Gain
33.1%



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...