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The Stingy News Weekly (12/28/2014)

	"To me, it's obvious that the winner has to bet very selectively. It's been obvious to me since very early in life. I don't know why it's not obvious to very many other people."
	- Charlie Munger

Stingy Links

The high cost of movie treats
"There is no question popcorn and soda pop prices at North American theatres far exceed what you'd pay to enjoy the same goods at home. So why do we pay? It turns out popcorn has a story to tell about economics and consumer preferences that goes far beyond the silver screen." [Pricing]

Tobias Carlisle and Deep Value
"The evidence reveals an axiomatic truth about investing: Investors aren't rewarded for picking winners; they're rewarded for uncovering mis-pricing." [Value Investing]

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	1	4	5
Chevron (CVX)	5	5	5	5
McDonald's (MCD)	3	1	2	5
Pfizer (PFE)	2	4	1	5
General Electric (GE)	2	5	3	5
Merck (MRK)	1	3	1	4
Caterpillar (CAT)	4	4	5	4
Exxon Mobil (XOM)	4	4	5	4
Coca-Cola (KO)	1	2	1	4
Notes \| More Info...

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

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
AT&T (T)	5	5	4	5	1.94
Verizon (VZ)	5	1	4	5	2.25
Chevron (CVX)	5	5	5	5	2.76
Exxon Mobil (XOM)	4	4	5	4	3.96
JP Morgan Chase (JPM)	5	5	3	3	4.52
IBM (IBM)	4	1	4	4	4.85
Travelers (TRV)	5	5	4	2	5.02
Caterpillar (CAT)	4	4	5	4	5.13
McDonald's (MCD)	3	1	2	5	5.19
Pfizer (PFE)	2	4	1	5	5.52
Notes \| More Info...

US Stock Summary	Yield	P/E	V.R.
AT&T (T)	Y	Y	Y
Caterpillar (CAT)	Y	Y	Y
Chevron (CVX)	Y	Y	Y
Exxon Mobil (XOM)	Y	Y	Y
Verizon (VZ)	Y	Y	Y
IBM (IBM)		Y	Y
JP Morgan Chase (JPM)		Y	Y
McDonald's (MCD)	Y		Y
Pfizer (PFE)	Y		Y
Travelers (TRV)		Y	Y
Coca-Cola (KO)	Y
General Electric (GE)	Y
Goldman Sachs (GS)		Y
Merck (MRK)	Y
United Technologies (UTX)		Y
Notes...

S&P/TSX60 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Canadian Oil Sands (COS)	5	5	4	5
Crescent Point (CPG)	1	5	1	5
TransAlta (TA)	0	4	4	5
Teck Resources (TCK.B)	3	5	4	5
BCE Inc. (BCE)	3	1	3	5
ARC Resources (ARX)	2	2	1	5
Cenovus Energy (CVE)	4	4	4	5
Husky Energy (HSE)	4	4	4	5
Inter Pipeline (IPL)	1	0	0	5
CIBC (CM)	4	2	2	5
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
EnCana (ECA)	5	5	3	2
Canadian Oil Sands (COS)	5	5	4	5
Manulife (MFC)	5	4	2	3
Imperial Oil (IMO)	5	3	4	1
National Bank (NA)	5	3	3	5
Bank of Nova Scotia (BNS)	5	3	2	4
Brookfield (BAM.A)	5	3	3	1
Power Corp of Canada (POW)	5	4	5	4
Cdn Natural Resources (CNQ)	5	4	2	3
Bank of Montreal (BMO)	5	3	2	4
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Canadian Oil Sands (COS)	5	5	4	5	0.64
EnCana (ECA)	5	5	3	2	1.67
National Bank (NA)	5	3	3	5	2.84
Bank of Nova Scotia (BNS)	5	3	2	4	2.93
Husky Energy (HSE)	4	4	4	5	3.05
CIBC (CM)	4	2	2	5	3.13
Crescent Point (CPG)	1	5	1	5	3.15
Bank of Montreal (BMO)	5	3	2	4	3.26
Teck Resources (TCK.B)	3	5	4	5	3.34
Power Corp of Canada (POW)	5	4	5	4	3.34
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	V.R.
Canadian Oil Sands (COS)	Y	Y	Y
Bank of Montreal (BMO)		Y	Y
Bank of Nova Scotia (BNS)		Y	Y
CIBC (CM)	Y		Y
Crescent Point (CPG)	Y		Y
EnCana (ECA)		Y	Y
Husky Energy (HSE)	Y		Y
National Bank (NA)		Y	Y
Power Corp of Canada (POW)		Y	Y
Teck Resources (TCK.B)	Y		Y
ARC Resources (ARX)	Y
BCE Inc. (BCE)	Y
Brookfield (BAM.A)		Y
Cdn Natural Resources (CNQ)		Y
Cenovus Energy (CVE)	Y
Imperial Oil (IMO)		Y
Inter Pipeline (IPL)	Y
Manulife (MFC)		Y
TransAlta (TA)	Y
Notes...

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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.

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