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The Stingy News Weekly (12/02/2012)


"The important thing is to keep playing, to play against weak opponents and to play for big stakes."
- Warren Buffett


New @ StingyInvestor

What value is good value for stocks?
"Next time you're in the bathtub, consider the dynamics of the rubber duck - an easy-to-submerge toy that quickly pops to the surface when it is released. In much the same way, value investors buy stocks that the market has pushed deep underwater because they expect these firms to turn around and head back to more normal levels."


Stingy Links

Kindly note the impending bankruptcy
"You cannot simultaneously enjoy American-sized taxes and European-sized government. One or the other has to go." [Some colourful language.]


Capital preservation and financial repression
"Essentially, Bernanke's first commandment to investors goes something like this: Go forth and speculate. I don't care what you do as long as you do something irresponsible."


Taleb mishandles fragility
"Another key to understanding Taleb is that he has a French post-modern tendency to write to impress rather than explain. He provides hundreds of loosely related anecdotes, reminding me of the Talmud quote that 'when a debater's point is not impressive, he brings forth many arguments.'"


Charlie talks to Warren and Carol
"Warren Buffett and Carol Loomis on the book 'Tap Dancing to Work'"



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)2314
Johnson & Johnson (JNJ)1214
Microsoft (MSFT)3214
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Intel (INTC)5435
Chevron (CVX)5544
JP Morgan Chase (JPM)5533
Caterpillar (CAT)5352
Exxon Mobil (XOM)5343
Travelers (TRV)4542
UnitedHealth (UNH)4451
Cisco (CSCO)4423
American Express (AXP)4221
Boeing (BA)4152
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Intel (INTC)54351.85
Chevron (CVX)55442.55
JP Morgan Chase (JPM)55333.01
EI DuPont (DD)31453.34
Exxon Mobil (XOM)53433.58
Caterpillar (CAT)53523.64
Travelers (TRV)45423.89
Cisco (CSCO)44234.21
Microsoft (MSFT)32144.23
McDonald's (MCD)21144.55
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Intel (INTC)YYY
Caterpillar (CAT)YY
Chevron (CVX)YY
Cisco (CSCO)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Microsoft (MSFT)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
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
CIBC (CM)5235
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
First Quantum (FM)5311
Magna (MG)5553
Bombardier (BBD.B)5153
National Bank (NA)5334
Imperial Oil (IMO)5241
Canadian Oil Sands (COS)5225
Barrick Gold (ABX)5423
Bank of Montreal (BMO)5435
CIBC (CM)5235
Suncor Energy (SU)5442
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.42
National Bank (NA)53342.18
Bank of Montreal (BMO)54352.19
CIBC (CM)52352.23
Power Corp of Canada (POW)44542.34
BCE Inc. (BCE)41452.51
Bank of Nova Scotia (BNS)43242.72
Bombardier (BBD.B)51532.80
Royal Bank (RY)42242.94
Shaw (SJR.B)42343.05
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
BCE Inc. (BCE)YY
Bombardier (BBD.B)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
Power Corp of Canada (POW)Y
Royal Bank (RY)Y
Shaw (SJR.B)Y
Sun Life Financial (SLF)Y
Suncor Energy (SU)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
39.6%



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