|
|
 |
|
|
| |
The Stingy News Weekly (02/04/2013)
| "The important thing is to keep playing, to play against weak
opponents and to play for big stakes." | |
| - Warren Buffett | |
New @ StingyInvestor
How much does that indexed portfolio cost?
"If you need advice on building your portfolio, indexing may not
be your best option"
Stingy Links
Small towns can offer big savings
"Studies have shown that a majority of Canadians have thought
about where they want to retire but only a small portion would
actually leave the country. Some appear to be moving to smaller
communities, according to 2011 census data which shows the
population of people 65 and over growing in small towns."
Wall Street hates you
"Don't buy what someone wants to sell you. Buy what you have
researched."
Francis Chou on value
"What keeps you awake at night? I worry if my valuations are
wrong. If they are wrong, then you don't make money. I am looking
for something that I believe is worth 100 cents, but which I can
buy for 50 or 60 cents. But is my 100 cents accurate? Did I miss
something? Is the earning power there? Are the assets really
worth what they're saying? And is management honourable, or will
they run off with the money?"
Rethinking the importance of financial literacy
"Malcolm Hamilton talks about financial literacy"
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 |
| Merck (MRK) | 2 | 4 | 1 | 5 |
| EI DuPont (DD) | 3 | 1 | 4 | 5 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 |
| Microsoft (MSFT) | 3 | 3 | 1 | 4 |
| General Electric (GE) | 2 | 4 | 3 | 4 |
| Johnson & Johnson (JNJ) | 2 | 2 | 1 | 4 |
| Hewlett-Packard (HPQ) | 0 | 5 | 5 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Exxon Mobil (XOM) | 5 | 3 | 5 | 3 |
| Chevron (CVX) | 5 | 5 | 4 | 4 |
| Intel (INTC) | 5 | 4 | 3 | 5 |
| UnitedHealth (UNH) | 5 | 4 | 5 | 1 |
| Caterpillar (CAT) | 4 | 2 | 4 | 2 |
| Travelers (TRV) | 4 | 5 | 4 | 2 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 |
| IBM (IBM) | 4 | 1 | 2 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Intel (INTC) | 5 | 4 | 3 | 5 | 2.33 |
| Chevron (CVX) | 5 | 5 | 4 | 4 | 3.08 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.54 |
| Exxon Mobil (XOM) | 5 | 3 | 5 | 3 | 3.81 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 | 4.07 |
| Microsoft (MSFT) | 3 | 3 | 1 | 4 | 4.51 |
| EI DuPont (DD) | 3 | 1 | 4 | 5 | 4.52 |
| Merck (MRK) | 2 | 4 | 1 | 5 | 4.75 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 | 4.98 |
| General Electric (GE) | 2 | 4 | 3 | 4 | 5.15 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Intel (INTC) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Chevron (CVX) | | Y | Y |
| Cisco (CSCO) | | Y | Y |
| EI DuPont (DD) | Y | | Y |
| Exxon Mobil (XOM) | | Y | Y |
| General Electric (GE) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Merck (MRK) | Y | | Y |
| Microsoft (MSFT) | Y | | Y |
| AT&T (T) | Y | | |
| Caterpillar (CAT) | | Y | |
| Hewlett-Packard (HPQ) | Y | | |
| IBM (IBM) | | Y | |
| Johnson & Johnson (JNJ) | Y | | |
| Travelers (TRV) | | 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 | 4 | 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) | 3 | 1 | 4 | 5 |
| ARC Resources (ARX) | 1 | 3 | 1 | 5 |
| Sun Life Financial (SLF) | 1 | 5 | 5 | 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 | 2 | 1 |
| Iamgold (IMG) | 5 | 5 | 3 | 3 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Magna (MG) | 5 | 4 | 5 | 2 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 |
| Barrick Gold (ABX) | 5 | 5 | 2 | 3 |
| 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 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.51 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 2.04 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.24 |
| CIBC (CM) | 5 | 2 | 3 | 5 | 2.36 |
| Power Corp of Canada (POW) | 4 | 4 | 5 | 5 | 2.59 |
| Penn West Petroleum (PWT) | 1 | 5 | 4 | 5 | 2.74 |
| Iamgold (IMG) | 5 | 5 | 3 | 3 | 2.76 |
| BCE Inc. (BCE) | 3 | 1 | 4 | 5 | 2.78 |
| Bank of Nova Scotia (BNS) | 4 | 3 | 2 | 4 | 2.91 |
| Royal Bank (RY) | 4 | 2 | 2 | 4 | 3.29 |
| 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 |
| Iamgold (IMG) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Penn West Petroleum (PWT) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| Bank of Nova Scotia (BNS) | | | Y |
| Barrick Gold (ABX) | | Y | |
| Bombardier (BBD.B) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| First Quantum (FM) | | Y | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Power Corp of Canada (POW) | | | Y |
| Royal Bank (RY) | | | 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.
|
|
| |
|
|
|
| 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...
|
