Search - Contact - Login
Home | Articles | Links
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 (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 09/30/2012) Average Capital Gain 39.6%	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...