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The Stingy News Weekly: 07/07/2019


Stingy Links

Eric Cinnamond interview
"Eric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap value" [video]
[Value Investing]

Bill Gurley interview
"My guest this week is Bill Gurley, a general partner at Benchmark Capital and one my favorite investment thinkers. As you'll hear, despite enormous success through his career, Bill is clearly still in love with business and investing. Where many might discuss past glories, I've been incredibly impressed with how both Bill and his partners emphasize the current portfolio and market landscape." [audio]
[Markets]

Quant Cassandra
"But the real magic skill of his is that despite some fairly horrific and none-too-short relative and absolute return periods, he's stuck with his style, and his risk level, like grim death."
[Asness]

Why did Enloe State Bank fail?
"The failure of Enloe State Bank is fascinating, and after a little digging I'm convinced there's a lot more here than meets the eye. First off in the FDIC's press release they note that the bank had assets of $36m and deposits of $31m. So then why did Legend Bank (the acquiring bank) only take $5.2m in assets and why did this little bank incur a $27m hit to the FDIC's insurance fund? Secondly if you Googled the bank news articles from two weeks ago appeared saying that the ATF was investigating a suspicious fire at the bank. Someone was seen burning papers inside. Suddenly this is starting to sound like a movie plot and merited further investigation."
[Crime]

The Costco cult
"Since the day Costco went public in December of 1985, investors have complained that the company has been 'too generous' with its customers and employees. They've called for higher markups on goods, steeper prices, and reduced benefits for workers. But Costco has always insisted that their policies aren't just altruistic - they're good for business"
[Stocks]

The earnings mirage
"The conceptual problems with book value as an accounting tool are well-known. But one problem that often gets missed is the problem of inflation. Book values are not adjusted for inflation over time, and therefore they tend to understate the true value of corporate net assets. We recently developed a new technique for calculating book value, called 'integrated equity' that corrects this distortion. Our original research piece, "The Earnings Mirage" carefully explains this technique and uses it to generate data for sectors, countries, periods of history, and even factors."
[Markets]

Professor Tetlock interview
"He has spent 40 years as a meticulous social scientist, collecting millions of predictions from tens of thousands of people, in order to figure out how good humans really are at foreseeing the future, and what habits of thought allow us to do better." [audio]
[Academia]

Talk about nuclear
"Serious people are finally talking about decarbonizing national economies by mid-century, but such talk must be accompanied by credible plans - and no plan can be considered credible if it does not deal explicitly with nuclear power."
[World]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)CCDA
Enbridge (ENB)DBCA
Power Corp of Canada (POW)BAAA
CIBC (CM)ABCA
BCE Inc. (BCE)CDCA
Bank of Nova Scotia (BNS)BBCA
Pembina Pipeline (PPL)DCDA
Brookfield Infrastructure (BIP.UN)EFCA
TC Energy (TRP)CDEA
TELUS (T)CDCA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Teck Resources (TECK.B)AABE
Magna (MG)ABAC
EnCana (ECA)AABD
Husky Energy (HSE)AAAB
Thomson Reuters (TRI)ADEC
Manulife (MFC)AABB
Nutrien (NTR)ABBC
CIBC (CM)ABCA
Bombardier (BBD.B)AFAF
National Bank (NA)ACCB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
First Quantum (FM)BABE
Husky Energy (HSE)AAAB
EnCana (ECA)AABD
Teck Resources (TECK.B)AABE
Cenovus Energy (CVE)FAAD
Power Corp of Canada (POW)BAAA
Kinross Gold (K)FABF
Manulife (MFC)AABB
Cameco (CCO)EADE
Imperial Oil (IMO)BABC
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
CIBC (CM)YY
EnCana (ECA)YY
Husky Energy (HSE)YY
Manulife (MFC)YY
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Nova Scotia (BNS)Y
Bombardier (BBD.B)Y
Brookfield Infrastructure (BIP.UN)Y
Cameco (CCO)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
National Bank (NA)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
TC Energy (TRP)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
IBM (IBM)BDBA
Exxon Mobil (XOM)CBAA
DowDuPont (DWDP)AAAA
Verizon (VZ)BCBA
Chevron (CVX)BABA
3M (MMM)CECA
Pfizer (PFE)DCDB
Walgreens (WBA)ABAB
Coca-Cola (KO)EEEB
Caterpillar (CAT)ACBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
DowDuPont (DWDP)AAAA
Goldman Sachs (GS)AACD
Walgreens (WBA)ABAB
Intel (INTC)ABCC
JP Morgan Chase (JPM)AADB
Caterpillar (CAT)ACBB
IBM (IBM)BDBA
Verizon (VZ)BCBA
Travelers (TRV)BAAD
Walt Disney (DIS)BBDE
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
DowDuPont (DWDP)AAAA
Goldman Sachs (GS)AACD
Chevron (CVX)BABA
JP Morgan Chase (JPM)AADB
Travelers (TRV)BAAD
Exxon Mobil (XOM)CBAA
Walgreens (WBA)ABAB
Walt Disney (DIS)BBDE
United Technologies (UTX)DBBD
Intel (INTC)ABCC
Notes | More Info...


US Stock SummaryYieldP/EP/B
DowDuPont (DWDP)YYY
Walgreens (WBA)YYY
Caterpillar (CAT)YY
Chevron (CVX)YY
Exxon Mobil (XOM)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
Walt Disney (DIS)YY
3M (MMM)Y
Coca-Cola (KO)Y
Pfizer (PFE)Y
United Technologies (UTX)Y
Notes...



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2019
  12: 03 11
  11: 03 08 16 22 27
  10: 04 11 18 22
  09: 06 11 17 25
  08: 12 19 31
  07: 07 26 31
  06: 06 15 21 26
  05: 01 08 15 20 27
  04: 03 13 16 21
  03: 04 12 18 25
  02: 05 13 20 25
  01: 01 08 16 22 28
2018
  12: 03 11 17 26
  11: 01 05 12 19 26
  10: 09 15 22
  09: 06 10 17 24 30
  08: 07 13 22 28
  07: 02 09 16 23 30
  06: 04 12 19 25
  05: 08 14 23 28
  04: 02 10 16 22 30
  03: 05 12 19 27
  02: 05 12 20 26
  01: 01 08 15 22 29
2017
  12: 04 11 18 24
  11: 06 12 20 27
  10: 01 07 16 23 30
  09: 04 11 17 23
  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
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  03: 05 12 19 26
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  01: 02 07 15 22 29
2016
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  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
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  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
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  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
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  05: 04 11 18 25 30
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2013
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  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
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  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
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  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
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  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
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  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
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