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The Stingy News Weekly (05/19/2013)
| "I quickly convinced myself that the true key to happiness lay in
a modest standard of living which could be achieved with little
difficulty under almost all economic conditions." | |
| - Ben Graham | |
Stingy News Flash
Findependence Day
To celebrate the release of the U.S. version of Jonathan Chevreau's
Findependence Day,
I'll be giving away an electronic copy of the book plus a few paper
copies of the earlier Canadian edition.
Just email me if you want to be included in the random draw for the
books with your preference for the Canadian or U.S. version. (There
is no need to send another email if you sent one last week.) I'll
contact the winners via email to get their mailing address which I'll
pass on to Jonathan who will send out the books.
New @ StingyInvestor
Is saving for suckers?
"From time to time, opting for a touch of spendthrift indolence
might be the right move"
Stingy Links
How predictive is the Fed model?
"Are stocks cheap on the basis of the Fed model? It seems so.
Should we care? No."
The toilet paper revolution
One of the most hilarious things I've read recently ... "'The
revolution will bring the country the equivalent of 50 million
rolls of toilet paper,' he was quoted as saying Tuesday by state
news agency AVN. 'We are going to saturate the market so that our
people calm down.'" Viva la revolucion!
How Benjamin Graham revolutionized activism
"Like much of Graham's investment wisdom, his writings regarding
shareholder activism remain relevant in our time. They are
especially pertinent, given recent high-profile disputes between
activist shareholders and well-known public companies."
Making money out of junk
A 1973 interview with Walter Schloss
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 | 1 | 4 | 5 |
| Merck (MRK) | 2 | 3 | 1 | 5 |
| Intel (INTC) | 4 | 4 | 2 | 5 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 |
| General Electric (GE) | 3 | 4 | 3 | 5 |
| Chevron (CVX) | 5 | 5 | 4 | 4 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 |
| Procter & Gamble (PG) | 3 | 3 | 2 | 4 |
| Johnson & Johnson (JNJ) | 1 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | 5 | 5 | 4 | 4 |
| Exxon Mobil (XOM) | 5 | 4 | 4 | 3 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 4 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 |
| Caterpillar (CAT) | 5 | 3 | 5 | 2 |
| Intel (INTC) | 4 | 4 | 2 | 5 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| Travelers (TRV) | 4 | 5 | 4 | 2 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Chevron (CVX) | 5 | 5 | 4 | 4 | 2.92 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 4 | 3.22 |
| Intel (INTC) | 4 | 4 | 2 | 5 | 3.25 |
| Exxon Mobil (XOM) | 5 | 4 | 4 | 3 | 3.45 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 | 3.55 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 | 4.20 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 | 4.81 |
| Caterpillar (CAT) | 5 | 3 | 5 | 2 | 4.93 |
| General Electric (GE) | 3 | 4 | 3 | 5 | 5.43 |
| Travelers (TRV) | 4 | 5 | 4 | 2 | 5.71 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Chevron (CVX) | Y | Y | Y |
| EI DuPont (DD) | Y | Y | Y |
| Intel (INTC) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Caterpillar (CAT) | | Y | Y |
| Cisco (CSCO) | | Y | Y |
| Exxon Mobil (XOM) | | Y | Y |
| General Electric (GE) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| AT&T (T) | Y | | |
| Johnson & Johnson (JNJ) | Y | | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | 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 |
| TransAlta (TA) | 0 | 3 | 3 | 5 |
| Crescent Point (CPG) | 1 | 3 | 1 | 5 |
| Canadian Oil Sands (COS) | 4 | 2 | 2 | 5 |
| Enerplus (ERF) | 0 | 5 | 2 | 5 |
| Iamgold (IMG) | 5 | 5 | 4 | 5 |
| BCE Inc. (BCE) | 4 | 1 | 3 | 5 |
| Sun Life Financial (SLF) | 5 | 4 | 5 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Iamgold (IMG) | 5 | 5 | 4 | 5 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| Agrium (AGU) | 5 | 3 | 5 | 2 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Magna (MG) | 5 | 3 | 5 | 2 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Sun Life Financial (SLF) | 5 | 4 | 5 | 5 |
| TD Bank (TD) | 5 | 3 | 2 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Iamgold (IMG) | 5 | 5 | 4 | 5 | 1.52 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 1.77 |
| Canadian Oil Sands (COS) | 4 | 2 | 2 | 5 | 1.81 |
| CIBC (CM) | 5 | 3 | 3 | 5 | 2.09 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.16 |
| Sun Life Financial (SLF) | 5 | 4 | 5 | 5 | 2.35 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.73 |
| BCE Inc. (BCE) | 4 | 1 | 3 | 5 | 2.86 |
| TD Bank (TD) | 5 | 3 | 2 | 4 | 2.96 |
| Royal Bank (RY) | 4 | 2 | 2 | 4 | 3.02 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| Iamgold (IMG) | Y | Y | Y |
| Sun Life Financial (SLF) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| Canadian Oil Sands (COS) | Y | | Y |
| National Bank (NA) | | Y | Y |
| TD Bank (TD) | | Y | Y |
| Agrium (AGU) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Royal Bank (RY) | | | 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
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