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The Stingy News Weekly (12/02/2012)
| "The important thing is to keep playing, to play against weak
opponents and to play for big stakes." | |
| - Warren Buffett | |
New @ StingyInvestor
What value is good value for stocks?
"Next time you're in the bathtub, consider the dynamics of the
rubber duck - an easy-to-submerge toy that quickly pops to the
surface when it is released. In much the same way, value investors
buy stocks that the market has pushed deep underwater because
they expect these firms to turn around and head back to more
normal levels."
Stingy Links
Kindly note the impending bankruptcy
"You cannot simultaneously enjoy American-sized taxes and
European-sized government. One or the other has to go." [Some colourful
language.]
Capital preservation and financial repression
"Essentially, Bernanke's first commandment to investors goes
something like this: Go forth and speculate. I don't care what you
do as long as you do something irresponsible."
Taleb mishandles fragility
"Another key to understanding Taleb is that he has a French
post-modern tendency to write to impress rather than explain. He
provides hundreds of loosely related anecdotes, reminding me of the
Talmud quote that 'when a debater's point is not impressive, he
brings forth many arguments.'"
Charlie talks to Warren and Carol
"Warren Buffett and Carol Loomis on the book 'Tap Dancing to
Work'"
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 | 3 | 1 | 4 |
| Johnson & Johnson (JNJ) | 1 | 2 | 1 | 4 |
| Microsoft (MSFT) | 3 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Intel (INTC) | 5 | 4 | 3 | 5 |
| Chevron (CVX) | 5 | 5 | 4 | 4 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Caterpillar (CAT) | 5 | 3 | 5 | 2 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 |
| Travelers (TRV) | 4 | 5 | 4 | 2 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 |
| American Express (AXP) | 4 | 2 | 2 | 1 |
| Boeing (BA) | 4 | 1 | 5 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Intel (INTC) | 5 | 4 | 3 | 5 | 1.85 |
| Chevron (CVX) | 5 | 5 | 4 | 4 | 2.55 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.01 |
| EI DuPont (DD) | 3 | 1 | 4 | 5 | 3.34 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 | 3.58 |
| Caterpillar (CAT) | 5 | 3 | 5 | 2 | 3.64 |
| Travelers (TRV) | 4 | 5 | 4 | 2 | 3.89 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 | 4.21 |
| Microsoft (MSFT) | 3 | 2 | 1 | 4 | 4.23 |
| McDonald's (MCD) | 2 | 1 | 1 | 4 | 4.55 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Intel (INTC) | 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 |
| McDonald's (MCD) | Y | | Y |
| Microsoft (MSFT) | 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 | | |
| 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 |
| 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 | 1 | 1 |
| Magna (MG) | 5 | 5 | 5 | 3 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Imperial Oil (IMO) | 5 | 2 | 4 | 1 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Barrick Gold (ABX) | 5 | 4 | 2 | 3 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| CIBC (CM) | 5 | 2 | 3 | 5 |
| Suncor Energy (SU) | 5 | 4 | 4 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.42 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 2.18 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.19 |
| CIBC (CM) | 5 | 2 | 3 | 5 | 2.23 |
| Power Corp of Canada (POW) | 4 | 4 | 5 | 4 | 2.34 |
| BCE Inc. (BCE) | 4 | 1 | 4 | 5 | 2.51 |
| Bank of Nova Scotia (BNS) | 4 | 3 | 2 | 4 | 2.72 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 | 2.80 |
| Royal Bank (RY) | 4 | 2 | 2 | 4 | 2.94 |
| Shaw (SJR.B) | 4 | 2 | 3 | 4 | 3.05 |
| 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 |
| Bombardier (BBD.B) | | 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 | | |
| Power Corp of Canada (POW) | | | Y |
| Royal Bank (RY) | | | Y |
| Shaw (SJR.B) | | | Y |
| Sun Life Financial (SLF) | Y | | |
| Suncor Energy (SU) | | Y | |
| TransAlta (TA) | Y | | |
| Notes... |
The Rothery Report
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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
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