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The Stingy News Weekly (12/04/2011)


"A pack of lemmings looks like a group of rugged individualists compared with Wall Street when it gets a concept in its teeth."
- Warren Buffett


Stingy News Flash

I'm pleased to say that I've been hired on to do a column for the Saturday Globe and Mail every other week. The first one is linked below.


New @ StingyInvestor

Teaching the professors how to pick good funds
"Imagine standing at a podium in a lecture hall and being questioned by 100 professors for two hours. Itís the stuff of student nightmares. But thatís exactly where I found myself when I recently addressed a bevy of professors from the University of Toronto on financial matters."


Stingy Links

China's hard landing
"Property construction became 'the most important sector in the universe,' in the words of UBS economist Jonathan Anderson. It directly accounts for about 13% of the economy, 20% if one includes related industries like concrete and steel. It also provided 40% of local government revenues through land sales. Worsening inflation forced the government to put on the brakes this year. As with most property busts, transactions dried up, followed by a free fall in prices. Land prices were down 60% year on year in September. Property developers are slashing prices of new homes to stave off bankruptcy."


Buying a dollar for fifty cents
"What makes the stock of particular interest to a value investor is the fact that management reports the value of the investment portfolio every quarter and, as of Oct. 31, the investments and cash were valued at $1.15 a share. So, you are effectively buying an actively managed resource portfolio at 50 cents on the dollar."


What Bay Street doesn't want you to hear
"A substantial number of do-it-yourself investors are paying for financial advice they are not getting and never will. That's what can happen when you buy mutual funds from an online broker. While you typically pay nothing to buy and sell your funds, the cost of owning them can be identical to what is paid by investors who have advisers. There's almost a conspiracy of silence on this matter in the investment industry and it results from the fact that the status quo serves brokers and fund companies quite well."


U.S. taxman to go easy
"Americans living in Canada whoíve neglected to pay their U.S. taxes are getting a big break from Uncle Sam. The U.S. Internal Revenue Service is poised to waive potentially massive penalties for Americans who agree to come clean and donít owe any taxes, The Globe and Mail has learned."


Unintended consequences: nanny state edition
"Today and tomorrow mark the last days that put-upon parents can satiate their youngsters by simply throwing down $2.18 for a Happy Meal toy. But, thanks to the new law taking effect on Dec. 1, this is no longer permitted. Now, in order to have the privilege of making a 10-cent charitable donation in exchange for the toy, you must buy the Happy Meal. Hilariously, it appears Mar et al., in their desire to keep McDonald's from selling grease and fat to kids with the lure of a toy have now actually incentivized the purchase of that grease and fat -- when, beforehand, a put-upon parent could get out cheaper and healthier with just the damn toy."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)2435
Verizon (VZ)2345
Merck (MRK)1425
Pfizer (PFE)3425
Intel (INTC)4315
General Electric (GE)4545
EI DuPont (DD)3134
Johnson & Johnson (JNJ)2314
Kraft (KFT)1434
Procter & Gamble (PG)1324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
JP Morgan Chase (JPM)5533
Chevron (CVX)5444
Hewlett-Packard (HPQ)5551
Microsoft (MSFT)5212
Exxon Mobil (XOM)5342
Alcoa (AA)4551
Intel (INTC)4315
American Express (AXP)4221
Coca-Cola (KO)4112
Wal-Mart (WMT)4253
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)54442.35
AT&T (T)24352.49
JP Morgan Chase (JPM)55332.55
Intel (INTC)43152.60
Verizon (VZ)23452.77
Pfizer (PFE)34253.21
General Electric (GE)45453.33
EI DuPont (DD)31343.65
Microsoft (MSFT)52123.67
Exxon Mobil (XOM)53423.85
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Intel (INTC)YYY
AT&T (T)YY
Chevron (CVX)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
General Electric (GE)YY
JP Morgan Chase (JPM)YY
Microsoft (MSFT)YY
Pfizer (PFE)YY
Verizon (VZ)YY
Alcoa (AA)Y
American Express (AXP)Y
Coca-Cola (KO)Y
Hewlett-Packard (HPQ)Y
Johnson & Johnson (JNJ)Y
Kraft (KFT)Y
Merck (MRK)Y
Procter & Gamble (PG)Y
Wal-Mart (WMT)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
Power Corp of Canada (POW)4555
BCE Inc. (BCE)3145
CIBC (CM)4235
Husky Energy (HSE)3445
Thomson Reuters (TRI)2545
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Research In Motion (RIM)5550
Brookfield (BAM.A)5542
Bombardier (BBD.B)5153
Agrium (AGU)5351
Inmet Mining (IMN)5521
Gildan Activewear (GIL)5342
Canadian Oil Sands (COS)5225
Iamgold (IMG)5211
Teck Resources (TCK.B)5433
Magna (MG)5553
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Enerplus (ERF)44151.23
Canadian Oil Sands (COS)52251.47
Power Corp of Canada (POW)45552.01
Sun Life Financial (SLF)25552.04
CIBC (CM)42352.15
Penn West Petroleum (PWT)35252.22
National Bank (NA)44342.27
Manulife (MFC)45542.34
Bank of Montreal (BMO)44352.45
Husky Energy (HSE)34452.52
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
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
Bank of Montreal (BMO)Y
Bombardier (BBD.B)Y
Brookfield (BAM.A)Y
Gildan Activewear (GIL)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
Thomson Reuters (TRI)Y
TransAlta (TA)Y
Notes...



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