Stingy Investor: Stingy News Weekly


	Search - Contact - Subscribe - Login

Home | Articles | Links | SNW

The Stingy News Weekly (03/02/2014)

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

New from StingyInvestor

Take a vacation
"The mood is glum in Valueville these days. Conditions are so depressed that its inhabitants can be spotted packing up their Bloomberg terminals and heading off on extended vacations."

Stingy Links

A CAPE Crusader
"Having spent a large proportion of my career prior to joining GMO working at investment banks, I'm well aware of what Andrew Smithers describes as 'Stock Broker Economics,' the second tenet of which is 'The market is always cheap.' Over the years I've witnessed many attempts by the practitioners of this most dark art to justify why tried and tested measures of valuation are no longer meaningful, or occasionally create new measures of valuation that purport to show the market to be cheap."

Stock picking skills of SEC employees
"These results raise questions about potential rent seeking activities of the regulator's employees."

Making sense of experts' picks
"Among the flurry of recommendations, it's important to keep a few things in mind in the spirit of sound portfolio construction."

The Glidepath Illusion
"Rob Arnott explains why target-date funds fail to either maximize wealth or minimize uncertainty about future income."

Berkshire Hathaway report for 2013
"Local and state financial problems are accelerating, in large part because public entities promised pensions they couldn't afford. Citizens and public officials typically under-appreciated the gigantic financial tapeworm that was born when promises were made that conflicted with a willingness to fund them. Unfortunately, pension mathematics today remain a mystery to most Americans."

DOW 30 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
AT&T (T)	5	5	4	5
Verizon (VZ)	5	2	4	5
Intel (INTC)	4	4	3	5
Cisco (CSCO)	3	4	3	5
Chevron (CVX)	5	5	5	5
General Electric (GE)	2	5	3	5
McDonald's (MCD)	3	1	2	4
Pfizer (PFE)	5	4	1	4
Coca-Cola (KO)	2	2	1	4
Merck (MRK)	1	3	1	4
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Travelers (TRV)	5	5	4	2
AT&T (T)	5	5	4	5
Pfizer (PFE)	5	4	1	4
Chevron (CVX)	5	5	5	5
Goldman Sachs (GS)	5	5	3	1
Verizon (VZ)	5	2	4	5
IBM (IBM)	4	1	3	2
EI DuPont (DD)	4	2	4	3
JP Morgan Chase (JPM)	4	5	3	3
Exxon Mobil (XOM)	4	4	5	3
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
AT&T (T)	5	5	4	5	1.64
Verizon (VZ)	5	2	4	5	2.67
Chevron (CVX)	5	5	5	5	3.00
Pfizer (PFE)	5	4	1	4	3.10
Travelers (TRV)	5	5	4	2	3.60
Intel (INTC)	4	4	3	5	3.61
Cisco (CSCO)	3	4	3	5	4.11
EI DuPont (DD)	4	2	4	3	4.76
Microsoft (MSFT)	3	2	1	4	4.86
JP Morgan Chase (JPM)	4	5	3	3	4.87
Notes \| More Info...

US Stock Summary	Yield	P/E	V.R.
AT&T (T)	Y	Y	Y
Chevron (CVX)	Y	Y	Y
Pfizer (PFE)	Y	Y	Y
Verizon (VZ)	Y	Y	Y
Cisco (CSCO)	Y		Y
EI DuPont (DD)		Y	Y
Intel (INTC)	Y		Y
JP Morgan Chase (JPM)		Y	Y
Travelers (TRV)		Y	Y
Coca-Cola (KO)	Y
Exxon Mobil (XOM)		Y
General Electric (GE)	Y
Goldman Sachs (GS)		Y
IBM (IBM)		Y
McDonald's (MCD)	Y
Merck (MRK)	Y
Microsoft (MSFT)			Y
Notes...

S&P/TSX60 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Crescent Point (CPG)	1	4	1	5
Canadian Oil Sands (COS)	5	3	2	5
Penn West Petroleum (PWT)	0	5	3	5
TransAlta (TA)	0	4	4	5
BCE Inc. (BCE)	3	1	3	5
Enerplus (ERF)	1	2	2	5
Shaw (SJR.B)	4	2	3	5
Rogers (RCI.B)	4	1	3	5
Potash Corp. (POT)	3	1	1	5
CIBC (CM)	5	2	3	5
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Metro (MRU)	5	3	5	2
National Bank (NA)	5	3	3	4
CIBC (CM)	5	2	3	5
Bombardier (BBD.B)	5	2	5	3
Bank of Montreal (BMO)	5	4	3	4
Canadian Oil Sands (COS)	5	3	2	5
Bank of Nova Scotia (BNS)	5	3	2	4
Agrium (AGU)	5	3	5	3
Royal Bank (RY)	5	2	2	4
Manulife (MFC)	4	4	3	3
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Canadian Oil Sands (COS)	5	3	2	5	1.85
CIBC (CM)	5	2	3	5	2.37
National Bank (NA)	5	3	3	4	2.39
Bank of Montreal (BMO)	5	4	3	4	2.76
Rogers (RCI.B)	4	1	3	5	3.11
Bank of Nova Scotia (BNS)	5	3	2	4	3.14
Royal Bank (RY)	5	2	2	4	3.26
Shaw (SJR.B)	4	2	3	5	3.61
BCE Inc. (BCE)	3	1	3	5	3.72
Potash Corp. (POT)	3	1	1	5	3.82
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	V.R.
CIBC (CM)	Y	Y	Y
Canadian Oil Sands (COS)	Y	Y	Y
BCE Inc. (BCE)	Y		Y
Bank of Montreal (BMO)		Y	Y
Bank of Nova Scotia (BNS)		Y	Y
National Bank (NA)		Y	Y
Potash Corp. (POT)	Y		Y
Rogers (RCI.B)	Y		Y
Royal Bank (RY)		Y	Y
Shaw (SJR.B)	Y		Y
Agrium (AGU)		Y
Bombardier (BBD.B)		Y
Crescent Point (CPG)	Y
Enerplus (ERF)	Y
Manulife (MFC)		Y
Metro (MRU)		Y
Penn West Petroleum (PWT)	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 12/31/2013)
Average Capital Gain
47.7%

Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2024
08: 04 11
07: 07 14 21 27
06: 01 09 16 22 30
05: 05 10 19 25
04: 07 14 21 28
03: 03 10 17 24 31
02: 03 09 17 25
01: 07 14 21 28
2023
12: 03 09 16 24 30
11: 05 12 19 26
10: 01 07 15 22 29
09: 04 10 17 24
08: 07 13 20 27
07: 02 09 16 23 29
06: 04 11 16 25
05: 07 14 21 28
04: 02 09 16 23 30
03: 05 12 19 25
02: 05 12 19 26
01: 01 08 15 22 29
2022
12: 04 11 18 25
11: 06 13 20 27
10: 02 09 16 23 30
09: 04 11 18 25
08: 01 07 14 20 28
07: 03 10 17 24
06: 05 12 17 26
05: 01 08 15 23 29
04: 03 10 17
03: 06 13 20 27
02: 04 13 20 27
01: 02 09 16 23 30
2021
12: 05 12 19 25
11: 06 14 21 28
10: 03 07 17 24 30
09: 05 12 19 24
08: 02 08 15 22 29
07: 04 11 19 25
06: 06 13 20 27
05: 02 09 16 23 30
04: 04 11 18 25
03: 07 14 21 28
02: 07 14 21 28
01: 03 10 17 24 30
2020
12: 06 13 20 25
11: 01 08 22 27
10: 03 11 18 24
09: 06 11 19 26
08: 01 09 16 22 30
07: 04 12 18 26
06: 06 12 20 27
05: 03 09 16 23 31
04: 04 12 17 24
03: 08 15 22 28
02: 01 07 15 22 28
01: 03 10 17 24
2019
12: 03 11 16 27
11: 03 08 16 22 27
10: 04 11 18 22
09: 06 11 17 25
08: 12 19 31
07: 07 26 31
06: 06 15 21 26
05: 01 08 15 20 27
04: 03 13 16 21
03: 04 12 18 25
02: 05 13 20 25
01: 01 08 16 22 28
2018
12: 03 11 17 26
11: 01 05 12 19 26
10: 09 15 22
09: 06 10 17 24 30
08: 07 13 22 28
07: 02 09 16 23 30
06: 04 12 19 25
05: 08 14 23 28
04: 02 10 16 22 30
03: 05 12 19 27
02: 05 12 20 26
01: 01 08 15 22 29
2017
12: 04 11 18 24
11: 06 12 20 27
10: 01 07 16 23 30
09: 04 11 17 23
08: 07 16 20 28
07: 02 09 16 23 30
06: 04 11 18 26
05: 07 14 21 28
04: 02 09 16 23 30
03: 05 12 19 26
02: 05 12 19 26
01: 02 07 15 22 29
2016
12: 04 11 18 26
11: 06 13 20 27
10: 02 09 16 23 29
09: 04 11 18 25
08: 07 14 21 28
07: 03 10 17 24 31
06: 05 11 19 26
05: 01 08 15 22
04: 03 10 17 24
03: 06 13 20 27
02: 07 14 21 28
01: 03 10 17 24 31
2015
12: 06 13 20 27
11: 01 08 15 22 29
10: 04 10 18 25
09: 05 13 20 27
08: 17 23 30
07: 05 12 19 26 31
06: 06 14 21 28
05: 03 09 17 23 31
04: 04 12 19 26
03: 01 07 15 22 28
02: 07 14 21
01: 04 12 18 25 31
2014
12: 06 14 21 28
11: 02 08 16 23 30
10: 04 11 19 26
09: 06 14 19 28
08: 10 16 24 29
07: 05 12 19 25
06: 08 15 20 29
05: 04 11 18 25 30
04: 06 12 20 27
03: 02 09 16 23 30
02: 01 09 16 23
01: 05 12 18 26
2013
12: 02 09 16 30
11: 03 11 17 24
10: 06 14 20 27
09: 09 16 23 30
08: 04 10 25
07: 07 15 21 28
06: 03 09 16 23 30
05: 05 12 19 26
04: 07 14 21 28
03: 03 11 17 24 31
02: 04 10 17 24
01: 06 13 20 27
2012
12: 02 09 16 23 30
11: 04 11 18 25
10: 07 14 21 28
09: 02 09 16 23 30
08: 05 12 19 26
07: 01 08 15 22 29
06: 03 10 17 24
05: 07 13 20 27
04: 01 08 15 22 29
03: 04 11 18 25
02: 05 12 19 26
01: 01 08 15 22 29
2011
12: 04 11 18 25
11: 06 13 20 27
10: 02 09 16 23 30
09: 04 11 18 25
08: 07 14 21 28
07: 03 10 17 24
06: 05 12 19 26
05: 01 08 15 22 29
04: 04 10 17 24
03: 06 13 20 27
02: 06 13 20 27
01: 02 09 16 23 30
2010
12: 05 12 19 26
11: 07 14 21 28
10: 03 10 17 24 31
09: 05 12 19 26
08: 01 08 15 22 29
07: 04 11 16 25
06: 06 13 20 27
05: 02 09 16 23 30
04: 04 11 18 25
03: 07 14 21 28
02: 07 14 21 28
01: 03 10 17 24 31

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Privacy Policy

About Us | Legal | Contact Us

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...