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The Stingy News Weekly (11/25/2012)
| "Based on my own personal experience - both as an investor in
recent years and an expert witness in years past - rarely do more
than three or four variables really count. Everything else is
noise." | |
| - Marty Whitman | |
New @ StingyInvestor
Sculpting a portfolio by subtraction
"Rather than look for stocks at the extremes, I take a different
tack. Instead of seeking the best, I endeavour to avoid the
worst. It's like sculpting: I start with all the stocks on the
Toronto Stock Exchange then slowly whittle down this long list
through a series of relatively mild cuts."
Stingy Links
Simple but not easy
"Tobias Carlisle makes the case for quantitative value."
Virtual Brokers becomes ETF leader
"I think it is fair to say that Virtual Brokers now offers the
most compelling suite of services to ETF investors. I have often
discouraged people with small accounts from using ETFs because
the trading costs can make them far less efficient than index
mutual funds. But with VB, you can now add new money to your
portfolio every week or every month at no cost: you'd only pay
commissions once or twice a year if it becomes necessary to trim a
holding or two while rebalancing."
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 |
| Hewlett-Packard (HPQ) | 0 | 5 | 5 | 5 |
| EI DuPont (DD) | 3 | 1 | 4 | 5 |
| Merck (MRK) | 1 | 3 | 1 | 5 |
| McDonald's (MCD) | 2 | 1 | 1 | 4 |
| Pfizer (PFE) | 2 | 4 | 1 | 4 |
| Johnson & Johnson (JNJ) | 1 | 2 | 1 | 4 |
| Chevron (CVX) | 5 | 5 | 4 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Intel (INTC) | 5 | 4 | 3 | 5 |
| Caterpillar (CAT) | 5 | 3 | 5 | 2 |
| Chevron (CVX) | 5 | 5 | 4 | 4 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 2 |
| Travelers (TRV) | 4 | 5 | 4 | 2 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 |
| Boeing (BA) | 4 | 1 | 5 | 2 |
| American Express (AXP) | 4 | 2 | 2 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Intel (INTC) | 5 | 4 | 3 | 5 | 1.87 |
| Chevron (CVX) | 5 | 5 | 4 | 4 | 2.47 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.01 |
| EI DuPont (DD) | 3 | 1 | 4 | 5 | 3.25 |
| Caterpillar (CAT) | 5 | 3 | 5 | 2 | 3.45 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 2 | 3.62 |
| Travelers (TRV) | 4 | 5 | 4 | 2 | 3.92 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 | 4.05 |
| Microsoft (MSFT) | 3 | 2 | 1 | 4 | 4.40 |
| McDonald's (MCD) | 2 | 1 | 1 | 4 | 4.55 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Chevron (CVX) | Y | Y | Y |
| Intel (INTC) | Y | Y | Y |
| Caterpillar (CAT) | | Y | Y |
| Cisco (CSCO) | | Y | Y |
| EI DuPont (DD) | Y | | Y |
| Exxon Mobil (XOM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| McDonald's (MCD) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| AT&T (T) | Y | | |
| American Express (AXP) | | Y | |
| Boeing (BA) | | Y | |
| Hewlett-Packard (HPQ) | Y | | |
| Johnson & Johnson (JNJ) | Y | | |
| Merck (MRK) | Y | | |
| Microsoft (MSFT) | | | 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 | 3 | 5 |
| Enerplus (ERF) | 0 | 5 | 2 | 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 | 1 | 4 | 5 |
| Sun Life Financial (SLF) | 1 | 5 | 5 | 5 |
| ARC Resources (ARX) | 1 | 2 | 1 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | First Quantum (FM) | 5 | 3 | 1 | 1 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 |
| Magna (MG) | 5 | 5 | 5 | 3 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| 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 |
| Barrick Gold (ABX) | 5 | 4 | 2 | 2 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.48 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 2.13 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.14 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 | 2.16 |
| CIBC (CM) | 5 | 2 | 3 | 5 | 2.20 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 | 2.23 |
| BCE Inc. (BCE) | 4 | 1 | 4 | 5 | 2.55 |
| Bank of Nova Scotia (BNS) | 4 | 3 | 2 | 4 | 2.61 |
| Royal Bank (RY) | 4 | 2 | 2 | 4 | 2.98 |
| Shaw (SJR.B) | 4 | 2 | 3 | 4 | 2.98 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | Y | Y | Y |
| Canadian Oil Sands (COS) | Y | Y | Y |
| Power Corp of Canada (POW) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bombardier (BBD.B) | | Y | Y |
| CIBC (CM) | | Y | Y |
| National Bank (NA) | | Y | Y |
| ARC Resources (ARX) | Y | | |
| Bank of Nova Scotia (BNS) | | | Y |
| Barrick Gold (ABX) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| First Quantum (FM) | | Y | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Royal Bank (RY) | | | Y |
| Shaw (SJR.B) | | | Y |
| Sun Life Financial (SLF) | Y | | |
| TransAlta (TA) | Y | | |
| Notes... |
The Rothery Report
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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
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