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The Stingy News Weekly (12/09/2013)


"The first principle is that you must not fool yourself - and you are the easiest person to fool."
- Richard Feynman


New @ StingyInvestor

Hewlett-Packard may finally compute
"When it comes to stocks, I take a different tack and look for the long-term losers. It might seem counter intuitive, but such stocks tend to be inexpensive based on various measures of financial merit and they've had time to make improvements. Both factors are positives."


Why a stock screen is only a first step
"Take Reitmans (Canada) Ltd. as an example. The ladies' wear specialty apparel retailer, based in Montreal, ran into trouble over the last few years."


Stingy Links

My top 10 peeves
"Clifford S. Asness discusses a list of peeves that share three characteristics: (1) They are about investing or finance in general, (2) they are about beliefs that are very commonly held and often repeated, and (3) they are wrong or misleading and they hurt investors."


Index effect raises concerns
"Goodhart's law was widely cited in the 1980s, when the UK government tried to control inflation by targeting the money supply. But policymakers found that as soon as they focused on a monetary aggregate such as M-3, the measure started to misbehave. The law is familiar to those in the indexing business, too. Investors have long been aware of the distortions that can arise when large volumes of money track or reference a particular measure of the stock market."


Prem Watsa opens up about BlackBerry
"Bets on debt-ravaged Greece or ailing phone maker BlackBerry would make many investors flee, but for Prem Watsa both are part of a 'cautious' strategy he employs to manage Fairfax Financial's US$23.3 billion portfolio. Indian-born Watsa, 63, often compared to U.S. investor Warren Buffett, another self-made man, prides himself on a strategy of investing in stocks and markets others avoid."


Norbert's gambit
"Norbert's gambit remains the least expensive way to convert Canadian and US dollars at a discount brokerage. For investors looking to buy US-listed ETFs, learning this technique can save hundreds of dollars by sidestepping the wide currency spreads charged by brokerages."


Key new findings on stock selection
"Better and more consistent results are achieved when a composite of individual factors is used. A value composite helps avoid value traps and can show some seemingly pricey stocks to be attractively valued. Financial strength and earnings quality composites are better used to identify stocks to avoid."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1545
Verizon (VZ)1245
Intel (INTC)4435
Merck (MRK)1325
Chevron (CVX)5555
McDonald's (MCD)3115
Cisco (CSCO)5534
Microsoft (MSFT)4214
Pfizer (PFE)5414
EI DuPont (DD)5244
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Pfizer (PFE)5414
Chevron (CVX)5555
Goldman Sachs (GS)5531
Travelers (TRV)5542
Cisco (CSCO)5534
EI DuPont (DD)5244
IBM (IBM)4132
Exxon Mobil (XOM)4453
JP Morgan Chase (JPM)4533
Intel (INTC)4435
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Pfizer (PFE)54142.90
Chevron (CVX)55553.03
Intel (INTC)44353.53
Cisco (CSCO)55343.62
EI DuPont (DD)52444.13
Exxon Mobil (XOM)44534.63
JP Morgan Chase (JPM)45334.68
Microsoft (MSFT)42144.79
AT&T (T)15454.96
Travelers (TRV)55425.18
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
Cisco (CSCO)YYY
EI DuPont (DD)YYY
Intel (INTC)YYY
Pfizer (PFE)YYY
AT&T (T)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
Microsoft (MSFT)YY
Travelers (TRV)YY
Goldman Sachs (GS)Y
IBM (IBM)Y
McDonald's (MCD)Y
Merck (MRK)Y
Verizon (VZ)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
TransAlta (TA)1445
Canadian Oil Sands (COS)5325
Crescent Point (CPG)1315
Penn West Petroleum (PWT)0535
Enerplus (ERF)0515
BCE Inc. (BCE)3135
CIBC (CM)5235
Bank of Montreal (BMO)5435
Potash Corp. (POT)4215
ARC Resources (ARX)2215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Metro (MRU)5251
Power Corp of Canada (POW)5454
National Bank (NA)5335
CIBC (CM)5235
Agrium (AGU)5352
Bank of Montreal (BMO)5435
Canadian Oil Sands (COS)5325
Royal Bank (RY)5224
Bank of Nova Scotia (BNS)5324
Rogers (RCI.B)5134
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)53251.60
Power Corp of Canada (POW)54542.16
National Bank (NA)53352.48
CIBC (CM)52352.52
Bank of Montreal (BMO)54352.60
BCE Inc. (BCE)31353.12
Royal Bank (RY)52243.21
Bank of Nova Scotia (BNS)53243.29
Potash Corp. (POT)42153.56
Husky Energy (HSE)44443.57
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
Bank of Nova Scotia (BNS)YY
National Bank (NA)YY
Potash Corp. (POT)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
ARC Resources (ARX)Y
Agrium (AGU)Y
Crescent Point (CPG)Y
Enerplus (ERF)Y
Husky Energy (HSE)Y
Metro (MRU)Y
Penn West Petroleum (PWT)Y
Rogers (RCI.B)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 09/30/2013)
Average Capital Gain
46.2%



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