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The Stingy News Weekly (02/24/2013) "Don't gamble. Take all your savings and buy a good stock, and hold it till it goes up, then sell it. If it don't go up, don't buy it." - Will Rogers New @ StingyInvestor Put cheapness first "EBIT/EV alone outperformed the magic formula's combination of ratios. Investors would have been better off simply looking for cheap stocks and not paying any attention to quality." Stingy Links Mohnish Pabrai interview "I don't invest in technology stocks because I understand it. Basically, Buffett would say that he doesn't invest in tech businesses because they are subject to change. Industries with rapid change are the enemy of the investor. Tech businesses, particularly biotech, is a problem from that point of view. All industries work with change but you should ideally be investing in businesses with a low rate of change, not a high rate of change." Tough times for classic value investors "While the U.S. equity market has performed exceptionally well since its bottom in March 2009, Warren Buffett's Berkshire Hathaway has trailed the index by nearly 6%. Buffett is among a number of prominent classic-value investors who have fared poorly over this period. Over long time horizons, value investing has consistently outperformed growth strategies and the broad market index. So what is causing this recent phenomenon?" Teaching college students about finance "I would revise the concept of the cost of capital to make it credit-centric. All the efforts to calculate the cost of equity capital from equity market correlations are bogus. They don't make any economic sense. In most cases, the cost of equity should not exceed the yield on an average CCC bond." Mindful of bubbles in a boom for deals "Thomson Reuters reports that during the first two months of 2013 there have been over a thousand deals valued at almost $163 billion in total. That's more than double the amount for the same months in 2012. If this blistering pace continues, merger and buyout deals could surpass $2 trillion in 2013, far more than the $1.57 trillion in 2007." 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) 1 4 1 5 EI DuPont (DD) 3 1 4 5 Pfizer (PFE) 4 3 1 5 McDonald's (MCD) 2 1 1 4 Microsoft (MSFT) 3 3 1 4 Johnson & Johnson (JNJ) 2 2 1 4 General Electric (GE) 2 4 3 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 5 3 JP Morgan Chase (JPM) 5 5 3 2 Intel (INTC) 5 4 3 5 UnitedHealth (UNH) 5 4 5 1 Caterpillar (CAT) 4 2 4 2 Cisco (CSCO) 4 4 2 3 Travelers (TRV) 4 5 4 2 IBM (IBM) 4 1 2 2 Pfizer (PFE) 4 3 1 5 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Intel (INTC) 5 4 3 5 2.23 Chevron (CVX) 5 5 4 4 2.81 Exxon Mobil (XOM) 5 3 5 3 3.54 JP Morgan Chase (JPM) 5 5 3 2 3.76 Pfizer (PFE) 4 3 1 5 4.04 EI DuPont (DD) 3 1 4 5 4.33 Cisco (CSCO) 4 4 2 3 4.45 Microsoft (MSFT) 3 3 1 4 4.62 Merck (MRK) 1 4 1 5 4.73 Caterpillar (CAT) 4 2 4 2 4.90 Notes | More Info... US Stock Summary Yield P/E V.R. Intel (INTC) Y Y Y Pfizer (PFE) 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 JP Morgan Chase (JPM) Y Y Merck (MRK) Y Y Microsoft (MSFT) Y Y AT&T (T) Y General Electric (GE) Y IBM (IBM) Y Johnson & Johnson (JNJ) Y McDonald's (MCD) Y Travelers (TRV) 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 2 5 Crescent Point (CPG) 1 3 1 5 TransAlta (TA) 0 3 4 5 Canadian Oil Sands (COS) 5 2 2 5 BCE Inc. (BCE) 4 1 3 5 Sun Life Financial (SLF) 4 4 5 5 Bank of Montreal (BMO) 5 4 3 5 ARC Resources (ARX) 1 2 1 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 2 1 Iamgold (IMG) 5 5 4 3 National Bank (NA) 5 3 3 4 Magna (MG) 5 4 5 2 Bombardier (BBD.B) 5 1 5 3 Imperial Oil (IMO) 5 2 4 1 Canadian Oil Sands (COS) 5 2 2 5 Bank of Montreal (BMO) 5 4 3 5 CIBC (CM) 5 2 3 5 Canadian Tire (CTC.A) 5 5 5 2 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Canadian Oil Sands (COS) 5 2 2 5 1.51 National Bank (NA) 5 3 3 4 1.97 Bank of Montreal (BMO) 5 4 3 5 2.20 Sun Life Financial (SLF) 4 4 5 5 2.25 Iamgold (IMG) 5 5 4 3 2.37 CIBC (CM) 5 2 3 5 2.40 Penn West Petroleum (PWT) 1 5 4 5 2.52 BCE Inc. (BCE) 4 1 3 5 2.60 Power Corp of Canada (POW) 4 4 5 4 2.73 Thomson Reuters (TRI) 4 4 3 4 2.76 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 Iamgold (IMG) Y Y National Bank (NA) Y Y Penn West Petroleum (PWT) Y Y Sun Life Financial (SLF) Y Y ARC Resources (ARX) Y Bombardier (BBD.B) Y Canadian Tire (CTC.A) Y Crescent Point (CPG) Y Enerplus (ERF) Y First Quantum (FM) Y Imperial Oil (IMO) Y Magna (MG) Y Power Corp of Canada (POW) Y Thomson Reuters (TRI) Y TransAlta (TA) Y Notes... The Rothery Report (Learn More | Subscribe) 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 12/31/2012) Average Capital Gain 40.8%	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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