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The Stingy News Weekly (08/05/2012)


"Debt is always repaid, either by the borrower or by the lender."
- James Grant


Stingy Links

Vancouver crash
"The bottom line is that I'm confident that there are many households now reliant on home equity extraction to maintain their current lifestyle and likely to continue making timely payments on debt obligations. I suspect that when the tide goes out, we'll be shocked at how many Vancouver households have been swimming naked:"


Unintended consequences
"President Clinton raised taxes in the 1990s and the economy grew. So does that mean it would grow today if we did the same thing?"


Just how bad is the economy?
"The second-quarter GDP numbers came out. The newspapers and Republicans pounced on low growth and anemic job growth. The Democrats rebut growth is growth and tell us of the steady job gains. How bad is the economy?"


After this, therefore because of this
"Correlation isn't causation. It's a hint or a possibility, but no sure thing. This entire process is so difficult because we have so much trouble isolating causation. It's easy to see that bad traffic can cause one's commute to be longer than normal, but ascertaining causation where there are huge numbers of variables can be astonishingly difficult. Finding a causal chain in the hard sciences can be made easier by creating experiments that limit the variables or even eliminate all other possible variables. That's simply not possible in the markets."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Merck (MRK)1315
Pfizer (PFE)2415
Johnson & Johnson (JNJ)1315
Intel (INTC)4325
Procter & Gamble (PG)2324
EI DuPont (DD)4144
JP Morgan Chase (JPM)5534
General Electric (GE)2434
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Hewlett-Packard (HPQ)5553
Bank of America (BAC)5551
Chevron (CVX)5444
JP Morgan Chase (JPM)5534
Exxon Mobil (XOM)5343
Caterpillar (CAT)5252
Intel (INTC)4325
Travelers (TRV)4543
Cisco (CSCO)4532
Boeing (BA)4152
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Hewlett-Packard (HPQ)55532.37
JP Morgan Chase (JPM)55342.45
Chevron (CVX)54442.51
Intel (INTC)43253.18
Exxon Mobil (XOM)53433.42
Caterpillar (CAT)52523.80
EI DuPont (DD)41443.82
Travelers (TRV)45433.95
Pfizer (PFE)24154.91
Boeing (BA)41525.25
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Intel (INTC)YYY
JP Morgan Chase (JPM)YYY
Boeing (BA)YY
Caterpillar (CAT)YY
Chevron (CVX)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
Hewlett-Packard (HPQ)YY
Pfizer (PFE)YY
Travelers (TRV)YY
AT&T (T)Y
Bank of America (BAC)Y
Cisco (CSCO)Y
General Electric (GE)Y
Johnson & Johnson (JNJ)Y
Merck (MRK)Y
Procter & Gamble (PG)Y
Verizon (VZ)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Penn West Petroleum (PWT)2535
TransAlta (TA)2445
Enerplus (ERF)1525
Canadian Oil Sands (COS)5225
Sun Life Financial (SLF)0555
ARC Resources (ARX)1215
Power Corp of Canada (POW)5555
BCE Inc. (BCE)3145
Shaw (SJR.B)3235
Manulife (MFC)1555
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Iamgold (IMG)5523
First Quantum (FM)5311
Barrick Gold (ABX)5423
Bombardier (BBD.B)5153
Teck Resources (TCK.B)5543
Canadian Oil Sands (COS)5225
National Bank (NA)5334
Magna (MG)5553
Inmet Mining (IMN)5521
Power Corp of Canada (POW)5555
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.21
Power Corp of Canada (POW)55551.90
Penn West Petroleum (PWT)25352.04
National Bank (NA)53342.07
CIBC (CM)42352.19
Bank of Montreal (BMO)43342.25
Iamgold (IMG)55232.38
TransAlta (TA)24452.52
Shaw (SJR.B)32352.67
Bank of Nova Scotia (BNS)43342.76
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Canadian Oil Sands (COS)YYY
Power Corp of Canada (POW)YYY
Iamgold (IMG)YY
National Bank (NA)YY
Penn West Petroleum (PWT)YY
Shaw (SJR.B)YY
TransAlta (TA)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Bank of Nova Scotia (BNS)Y
Barrick Gold (ABX)Y
Bombardier (BBD.B)Y
CIBC (CM)Y
Enerplus (ERF)Y
First Quantum (FM)Y
Inmet Mining (IMN)Y
Magna (MG)Y
Manulife (MFC)Y
Sun Life Financial (SLF)Y
Teck Resources (TCK.B)Y
Notes...



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Simple WayDividend WayDefensive
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