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The Stingy News Weekly (04/25/2010)
| "It is hard to make predictions, especially about the future." | |
| - Yogi Berra | |
Stingy Links
The party's over
"So will ours be the Chinese century? Probably not. China has
just about reached high tide, and will soon begin a long painful
process of falling back."
Risks hide in plain sight
"The good news: By presenting a simplified emphasis on fees, the
researchers tripled the number of investors who favored the
lowest-cost funds. The bad news: That tripling brought the
proportion up only to 9% from 3%. "We still ended up with a 91% failure
rate," says Prof. Laibson. Encouraged to focus on fees, investors
nevertheless fixated on - and chased - past performance."
Nudges gone wrong
"But this starts to sound an awful lot like fine-tuned social
engineering, which gets us away from the original vision of simple
nudges making a better world. And it starts to sound exactly
like the type of heavy-handed governing that Republicans may be
quietly rebelling against by turning up their thermostats." [Spot
the questionable math for extra fun.]
The beholden state
"How public employees became members of the elite class in a
declining California offers a cautionary tale to the rest of the
country, where the same process is happening in slower motion."
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | P/D | Yield | | Verizon (VZ) | 1 | 4 | 5 | 5 | 5 |
| AT&T (T) | 5 | 5 | 4 | 5 | 5 |
| Merck (MRK) | 5 | 4 | 1 | 5 | 5 |
| Pfizer (PFE) | 4 | 5 | 2 | 5 | 5 |
| EI DuPont (DD) | 2 | 1 | 3 | 5 | 5 |
| Kraft (KFT) | 4 | 4 | 4 | 4 | 4 |
| Chevron (CVX) | 4 | 4 | 5 | 4 | 4 |
| Coca-Cola (KO) | 3 | 1 | 1 | 4 | 4 |
| McDonald's (MCD) | 3 | 1 | 1 | 4 | 4 |
| Johnson & Johnson (JNJ) | 5 | 2 | 2 | 4 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | P/D | VR | | Merck (MRK) | 5 | 4 | 1 | 5 | 1.46 |
| AT&T (T) | 5 | 5 | 4 | 5 | 2.04 |
| Pfizer (PFE) | 4 | 5 | 2 | 5 | 3.21 |
| Travelers (TRV) | 5 | 5 | 4 | 3 | 3.37 |
| Verizon (VZ) | 1 | 4 | 5 | 5 | 3.48 |
| Kraft (KFT) | 4 | 4 | 4 | 4 | 3.79 |
| Johnson & Johnson (JNJ) | 5 | 2 | 2 | 4 | 4.55 |
| Chevron (CVX) | 4 | 4 | 5 | 4 | 4.78 |
| Procter & Gamble (PG) | 4 | 3 | 3 | 4 | 5.05 |
| EI DuPont (DD) | 2 | 1 | 3 | 5 | 5.11 |
| Notes | More Info... |
| Graham-Lite Stocks | P/E | P/B | P/D | G$ | dG$(%) | | Travelers (TRV) | 5 | 5 | 3 | 86.35 | 61.76 |
| Merck (MRK) | 5 | 4 | 5 | 50.35 | 42.00 |
| JP Morgan Chase (JPM) | 3 | 5 | 1 | 48.22 | 7.29 |
| AT&T (T) | 5 | 5 | 5 | 27.93 | 6.39 |
| Pfizer (PFE) | 4 | 5 | 5 | 17.75 | 4.99 |
| Notes | More Info... |
| Top US Stocks | Yield | V.R. | Graham | | AT&T (T) | Y | Y | Y |
| Merck (MRK) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Chevron (CVX) | Y | Y | |
| EI DuPont (DD) | Y | Y | |
| Johnson & Johnson (JNJ) | Y | Y | |
| Kraft (KFT) | Y | Y | |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| Coca-Cola (KO) | Y | | |
| JP Morgan Chase (JPM) | | | Y |
| McDonald's (MCD) | Y | | |
| Procter & Gamble (PG) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | P/D | Yield | | BCE (BCE) | 4 | 4 | 4 | 5 | 5 |
| Transalta (TA) | 2 | 4 | 4 | 5 | 5 |
| Telus (T) | 5 | 4 | 4 | 5 | 5 |
| Sun Life (SLF) | 2 | 5 | 5 | 5 | 5 |
| Shaw Comm Cl.B (SJR.B) | 3 | 1 | 3 | 5 | 5 |
| CIBC (CM) | 3 | 2 | 3 | 5 | 5 |
| Bank of Montreal (BMO) | 3 | 3 | 3 | 5 | 5 |
| TransCanada (TRP) | 3 | 4 | 2 | 5 | 5 |
| Power Corp (POW) | 3 | 5 | 5 | 5 | 5 |
| Husky Energy (HSE) | 3 | 4 | 4 | 4 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | P/D | VR | | Telus (T) | 5 | 4 | 4 | 5 | 2.45 |
| BCE (BCE) | 4 | 4 | 4 | 5 | 2.58 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 2.85 |
| Enbridge (ENB) | 5 | 1 | 4 | 4 | 3.54 |
| Shaw Comm Cl.B (SJR.B) | 3 | 1 | 3 | 5 | 3.63 |
| Manulife (MFC) | 5 | 5 | 5 | 4 | 3.75 |
| Bank of Montreal (BMO) | 3 | 3 | 3 | 5 | 3.91 |
| Bank of Nova Scotia (BNS) | 4 | 2 | 3 | 4 | 4.04 |
| Rogers Comm Cl.B (RCI.B) | 4 | 1 | 3 | 4 | 4.08 |
| TransCanada (TRP) | 3 | 4 | 2 | 5 | 4.09 |
| Notes | More Info... |
| Graham-Lite Stocks | P/E | P/B | P/D | G$ | dG$(%) | | Manulife (MFC) | 5 | 5 | 4 | 25.76 | 34.25 |
| Weston George (WN) | 5 | 5 | 3 | 96.37 | 28.72 |
| Inmet Mining (IMN) | 5 | 5 | 1 | 67.71 | 19.80 |
| Canadian Tire (CTC.A) | 4 | 5 | 2 | 64.51 | 14.37 |
| Encana (ECA) | 5 | 5 | 3 | 36.17 | 10.71 |
| Cameco (CCO) | 5 | 3 | 2 | 27.97 | 9.59 |
| Telus (T) | 5 | 4 | 5 | 40.94 | 7.16 |
| National Bank (NA) | 5 | 3 | 4 | 67.18 | 4.96 |
| Teck Cominco (TCK.B) | 5 | 4 | 0 | 44.32 | 1.25 |
| Notes | More Info... |
| Top Canadian Stocks | Yield | V.R. | Graham | | Telus (T) | Y | Y | Y |
| BCE (BCE) | Y | Y | |
| Bank of Montreal (BMO) | Y | Y | |
| Manulife (MFC) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Shaw Comm Cl.B (SJR.B) | Y | Y | |
| TransCanada (TRP) | Y | Y | |
| Bank of Nova Scotia (BNS) | | Y | |
| CIBC (CM) | Y | | |
| Cameco (CCO) | | | Y |
| Canadian Tire (CTC.A) | | | Y |
| Enbridge (ENB) | | Y | |
| Encana (ECA) | | | Y |
| Husky Energy (HSE) | Y | | |
| Inmet Mining (IMN) | | | Y |
| Power Corp (POW) | Y | | |
| Rogers Comm Cl.B (RCI.B) | | Y | |
| Sun Life (SLF) | Y | | |
| Teck Cominco (TCK.B) | | | Y |
| Transalta (TA) | Y | | |
| Weston George (WN) | | | Y |
| Notes... |
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