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The Stingy News Weekly (05/07/2012) "Unless you can watch your stock holdings decline by 50% without becoming panic-stricken, you should not be in the stock market." - Warren Buffett Stingy News Flash Sorry for being a little tardy this week! New @ StingyInvestor Can Fairfax's bear market strategy work for you? "Prem Watsa is worried about the stock market. In fact, the famed value investor and CEO of Fairfax Financial has hedged his company’s stock portfolio against a market downturn. When an investor as successful as Mr. Watsa adopts such cautious measures, should ordinary investors follow his lead?" Stingy Links Another Warren Buffett? "Buffett is a man of character, unequaled in the investment business. He folded his private partnership in 1969 because he didn’t want his investors to be rocked by the bear market he saw coming." We're spent "This is why pleas for 'Stimulus now, austerity later' in the U.S. and Europe have the ring of chalkboard economics: Looks great in (someone's) theory, but out in the real world the market and the citizens see right through it. The biggest economic problems are political: And the biggest political problem is commitment." Berkshire's Charlie Munger speaks "Vice-chairman of Berkshire Hathaway Corporation Charlie Munger talks to CNBC's Becky Quick about the consistency of Berkshire, Warren Buffett's health, the company's succession plan and his feelings on the future of the company." Lessons of the recession "In fact, today’s economic troubles are not simply the result of inadequate demand but the result, equally, of a distorted supply side. For decades before the financial crisis in 2008, advanced economies were losing their ability to grow by making useful things. But they needed to somehow replace the jobs that had been lost to technology and foreign competition and to pay for the pensions and health care of their aging populations. So in an effort to pump up growth, governments spent more than they could afford and promoted easy credit to get households to do the same. The growth that these countries engineered, with its dependence on borrowing, proved unsustainable. Rather than attempting to return to their artificially inflated gdp numbers from before the crisis, governments need to address the underlying flaws in their economies." What was the very first hedge fund? "The legendary economist and investor Benjamin Graham is widely known as the father of value investing. He may also be the father of the hedge-fund industry. While most historians and industry professionals credit Alfred Winslow Jones with launching the first hedge fund in 1949, some people, including Graham’s protege, Warren Buffett, disagree." Which price ratio outperforms the EM? "Having just anointed the enterprise multiple as king yesterday, I’m prepared to bury it in a shallow grave today if I can get a little more performance. Fickle." Which price ratio best identifies value stocks? "Which price ratio best identifies undervalued stocks? It’s a fraught question, dependent on various factors including the time period tested, and the market capitalization and industries under consideration" 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 Merck (MRK) 2 3 2 5 Pfizer (PFE) 2 4 1 5 General Electric (GE) 3 5 3 5 Procter & Gamble (PG) 1 3 2 5 Johnson & Johnson (JNJ) 2 3 1 4 Chevron (CVX) 5 4 5 4 EI DuPont (DD) 4 1 4 4 McDonald's (MCD) 2 1 1 4 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Chevron (CVX) 5 4 5 4 Hewlett-Packard (HPQ) 5 5 5 2 JP Morgan Chase (JPM) 5 5 3 3 Exxon Mobil (XOM) 5 3 5 3 Microsoft (MSFT) 5 2 1 2 Intel (INTC) 4 3 1 4 Caterpillar (CAT) 4 2 4 2 Wal-Mart (WMT) 4 3 5 3 Boeing (BA) 4 1 5 2 EI DuPont (DD) 4 1 4 4 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Chevron (CVX) 5 4 5 4 2.24 JP Morgan Chase (JPM) 5 5 3 3 3.31 Exxon Mobil (XOM) 5 3 5 3 3.79 Merck (MRK) 2 3 2 5 4.01 Intel (INTC) 4 3 1 4 4.07 Hewlett-Packard (HPQ) 5 5 5 2 4.25 EI DuPont (DD) 4 1 4 4 4.43 Microsoft (MSFT) 5 2 1 2 4.54 General Electric (GE) 3 5 3 5 4.57 Pfizer (PFE) 2 4 1 5 4.65 Notes | More Info... US Stock Summary Yield P/E V.R. Chevron (CVX) Y Y Y EI DuPont (DD) Y Y Y Exxon Mobil (XOM) Y Y General Electric (GE) Y Y Hewlett-Packard (HPQ) Y Y Intel (INTC) Y Y JP Morgan Chase (JPM) Y Y Merck (MRK) Y Y Microsoft (MSFT) Y Y Pfizer (PFE) Y Y AT&T (T) Y Boeing (BA) Y Caterpillar (CAT) Y Johnson & Johnson (JNJ) Y McDonald's (MCD) Y Procter & Gamble (PG) Y Verizon (VZ) Y Wal-Mart (WMT) Y Notes... S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B P/S Yield Enerplus (ERF) 1 5 2 5 TransAlta (TA) 4 4 4 5 Penn West Petroleum (PWT) 4 5 2 5 Canadian Oil Sands (COS) 5 2 2 5 Sun Life Financial (SLF) 0 5 5 5 ARC Resources (ARX) 1 3 1 5 BCE Inc. (BCE) 3 1 3 5 CIBC (CM) 5 2 3 5 Bank of Montreal (BMO) 4 4 3 5 Shaw (SJR.B) 3 2 3 5 Notes | More Info... Low Price/Earnings Stocks P/E P/B P/S Yield Iamgold (IMG) 5 4 2 3 First Quantum (FM) 5 2 1 1 Research In Motion (RIM) 5 5 5 0 Barrick Gold (ABX) 5 3 2 2 Teck Resources (TCK.B) 5 5 3 3 Bombardier (BBD.B) 5 3 5 3 Canadian Oil Sands (COS) 5 2 2 5 Agrium (AGU) 5 2 4 1 CIBC (CM) 5 2 3 5 Magna (MG) 5 4 5 3 Notes | More Info... Value Ratio Stocks P/E P/B P/S Yield V.R. Canadian Oil Sands (COS) 5 2 2 5 1.46 Penn West Petroleum (PWT) 4 5 2 5 1.67 TransAlta (TA) 4 4 4 5 1.77 CIBC (CM) 5 2 3 5 2.03 Husky Energy (HSE) 4 4 4 5 2.22 Bank of Montreal (BMO) 4 4 3 5 2.24 Enerplus (ERF) 1 5 2 5 2.32 Power Corp of Canada (POW) 4 4 5 4 2.34 Iamgold (IMG) 5 4 2 3 2.47 National Bank (NA) 4 3 3 4 2.59 Notes | More Info... Canadian Stock Summary Yield P/E V.R. CIBC (CM) Y Y Y Canadian Oil Sands (COS) Y Y Y Bank of Montreal (BMO) Y Y Enerplus (ERF) Y Y Iamgold (IMG) Y Y Penn West Petroleum (PWT) Y Y TransAlta (TA) Y Y ARC Resources (ARX) Y Agrium (AGU) Y BCE Inc. (BCE) Y Barrick Gold (ABX) Y Bombardier (BBD.B) Y First Quantum (FM) Y Husky Energy (HSE) Y Magna (MG) Y National Bank (NA) Y Power Corp of Canada (POW) Y Research In Motion (RIM) Y Shaw (SJR.B) Y Sun Life Financial (SLF) Y Teck Resources (TCK.B) 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 03/31/2012) Average Capital Gain 38.9% Graham Value Stocks (Learn More) The Graham Value Stocks letter is designed for investors who want to keep up with our sensational stock selection methods inspired by Benjamin Graham. We comb through mountains of data to highlight U.S. and Canadian stocks that we believe to be both cheap and relatively safe. Graham Portfolio Performance (3/2009 to 3/2012) Simple Way Dividend Way Defensive +147%C +131%U +46%C +120%U +176%U	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... 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