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The Stingy News Weekly (01/13/2013)
| "Debt is always repaid, either by the borrower or by the lender." | |
| - James Grant | |
Stingy Links
We are the 98 percent
"The only way to finance a big European-style state is to have it
paid for by massive taxation of everyone, mostly the middle
class. Right now, we are avoiding honest debate on this fact."
Examining Benjamin Graham's record
"The evidence suggests that Graham's simplified approach to value
investment continues to outperform the market."
The future of shopping
"How long can brick-and-mortar retailers afford to operate stores
that serve as display cases for someone else? More importantly,
will that be long enough to transform themselves into something
less vulnerable to Internet competition?"
Howard Marks on Bonds
"These are unhappy times for bond investors according to Howard
Marks."
The uncertainty of market returns
"The dawn of a new year gives birth to a plethora of predictions.
Stock market prognostications are entertaining, but they should
taken with a big grain of salt."
Net-nets are not for faint of heart
"Strategy Lab contributor Norman Rothery recently tackled an
issue that's important for those investors who rely on screens to
identify attractive stocks. Should you buy all of the stocks that
pass your screen, or simply view them as prospects, which
require additional analysis before you sort out winners from losers?"
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 1 | 4 | 3 | 5 |
| Verizon (VZ) | 1 | 2 | 4 | 5 |
| Intel (INTC) | 5 | 4 | 3 | 5 |
| Merck (MRK) | 2 | 3 | 1 | 5 |
| EI DuPont (DD) | 3 | 1 | 4 | 5 |
| General Electric (GE) | 3 | 4 | 3 | 5 |
| Pfizer (PFE) | 2 | 3 | 1 | 4 |
| Microsoft (MSFT) | 3 | 2 | 1 | 4 |
| McDonald's (MCD) | 2 | 1 | 1 | 4 |
| Johnson & Johnson (JNJ) | 1 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | 5 | 5 | 4 | 4 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 |
| Intel (INTC) | 5 | 4 | 3 | 5 |
| Caterpillar (CAT) | 5 | 2 | 5 | 2 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| Travelers (TRV) | 4 | 5 | 4 | 2 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 |
| Boeing (BA) | 4 | 1 | 5 | 2 |
| IBM (IBM) | 4 | 1 | 2 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Intel (INTC) | 5 | 4 | 3 | 5 | 2.34 |
| Chevron (CVX) | 5 | 5 | 4 | 4 | 2.78 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 | 3.65 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.76 |
| EI DuPont (DD) | 3 | 1 | 4 | 5 | 3.86 |
| Microsoft (MSFT) | 3 | 2 | 1 | 4 | 4.14 |
| Travelers (TRV) | 4 | 5 | 4 | 2 | 4.28 |
| Caterpillar (CAT) | 5 | 2 | 5 | 2 | 4.43 |
| General Electric (GE) | 3 | 4 | 3 | 5 | 4.65 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 | 4.89 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Intel (INTC) | Y | Y | Y |
| Caterpillar (CAT) | | Y | Y |
| Chevron (CVX) | | Y | Y |
| Cisco (CSCO) | | Y | Y |
| EI DuPont (DD) | Y | | Y |
| Exxon Mobil (XOM) | | Y | Y |
| General Electric (GE) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Microsoft (MSFT) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| AT&T (T) | Y | | |
| Boeing (BA) | | Y | |
| IBM (IBM) | | Y | |
| Johnson & Johnson (JNJ) | Y | | |
| McDonald's (MCD) | Y | | |
| Merck (MRK) | Y | | |
| Pfizer (PFE) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Verizon (VZ) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Penn West Petroleum (PWT) | 1 | 5 | 4 | 5 |
| Enerplus (ERF) | 0 | 5 | 3 | 5 |
| TransAlta (TA) | 0 | 3 | 4 | 5 |
| Crescent Point (CPG) | 1 | 3 | 1 | 5 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| BCE Inc. (BCE) | 4 | 2 | 4 | 5 |
| Sun Life Financial (SLF) | 1 | 5 | 5 | 5 |
| ARC Resources (ARX) | 1 | 3 | 1 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| CIBC (CM) | 5 | 2 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | First Quantum (FM) | 5 | 3 | 1 | 1 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Magna (MG) | 5 | 4 | 5 | 3 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Imperial Oil (IMO) | 5 | 2 | 4 | 1 |
| Barrick Gold (ABX) | 5 | 4 | 2 | 3 |
| CIBC (CM) | 5 | 2 | 3 | 5 |
| Iamgold (IMG) | 5 | 5 | 2 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.39 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 1.95 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.20 |
| CIBC (CM) | 5 | 2 | 3 | 5 | 2.29 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 5 | 2.46 |
| BCE Inc. (BCE) | 4 | 2 | 4 | 5 | 2.50 |
| Penn West Petroleum (PWT) | 1 | 5 | 4 | 5 | 2.78 |
| Bank of Nova Scotia (BNS) | 4 | 3 | 2 | 4 | 2.79 |
| Royal Bank (RY) | 4 | 2 | 2 | 4 | 3.16 |
| TD Bank (TD) | 4 | 3 | 2 | 4 | 3.21 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| Canadian Oil Sands (COS) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| National Bank (NA) | | Y | Y |
| Penn West Petroleum (PWT) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| Bank of Nova Scotia (BNS) | | | Y |
| Barrick Gold (ABX) | | Y | |
| Bombardier (BBD.B) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| First Quantum (FM) | | Y | |
| Iamgold (IMG) | | Y | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Power Corp of Canada (POW) | | | Y |
| Royal Bank (RY) | | | Y |
| Sun Life Financial (SLF) | Y | | |
| TD Bank (TD) | | | 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
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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
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