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Tip Sheet
Tip Sheet Archive
Overview
High Dividend Yield
High Yield DJIA30
High Yield TSX60
Dividends at Risk
Dividend Risk DJIA30
Dividend Risk TSX60
Value Ratio Approach
Value Ratio DJIA30
Value Ratio TSX60
Graham's Approach
Graham DJIA30
Graham TSX60
Other Screens
Low P/E DJIA
Low P/E TSX60
Low P/B DJIA
Low P/B TSX60
Low P/S DJIA
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Stingy Investor Tip Sheet
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| Stingy Stock December Update |
Our Stingy
Stock method is very popular and, we're pleased to say, that it
has also been highly profitable.
| Table 1: Past Performance |
| Period | Stingy Stocks | S&P500 (SPY) | +/- |
| 2001 - 2002 | -1.9% | -22.1% | 20.2 |
| 2002 - 2003 | 33.8% | 23.0% | 10.8 |
| 2003 - 2004 | 29.8% | 13.4% | 16.4 |
| 2004 - 2005 | 29.2% | 8.2% | 21.0 |
| 2005 - 2006 | 28.9% | 12.6% | 16.3 |
| 2006 - 2007 | -5.5% | 7.4% | -12.9 |
| 2007 - 2008 | -40.1% | -37.5% | -2.6 |
| 2008 - 2009 | 64.5% | 26.0% | 38.5 |
| 2009 - 2010 | 69.4% | 12.4% | 57.0 |
| Total Gain Since Inception | 347.3% | 25.8% | 321.5 |
After the huge run, it won't surprise you that we've had several
requests for updates from keen investors. But before revealing the
current list of Stingy Stocks, let's take a quick look at
some of the criteria we used to find them.
| Stingy Stock Criteria |
1. A member of the S&P500
2. Debt-to-Equity Ratio less than or equal to 0.5
3. Current Ratio of more than 2
4. Interest Coverage of more than 2
5. Some Cash Flow from Operations
6. Some Earnings
7. Price to Sales ratio of less than 1 |
You can learn even more about the approach by perusing this year's article.
The rest of this update has been reserved for Rothery Report
subscribers. If you're a current subscriber, just login to discover interesting value stocks. If
not, subscribe today!
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| | 12/2/2011 8:20 PM EST Permlink save & share | Value Investing |
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| 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...
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