The Stingy News Weekly (01/04/2015)
| "Thousands of experts study overbought indicators, oversold
indicators, head-and-shoulder patterns, put-call ratios, the Fed's
policy on money supply, foreign investment, the movement of the
constellations through the heavens, and the moss on oak trees, and
they can't predict markets with any useful consistency, any more
than the gizzard squeezers could tell the Roman emperors when
the Huns would attack." | |
| - Peter Lynch | |
New from StingyInvestor
Check out low-fee balanced funds
"If you're just getting into the markets then it's best to test
the water by putting a small amount of money into a balanced
fund. If the ride proves to be too wild then it's an easy matter to
lean more heavily on bonds and GICs. Alternately, those who
don't mind the ups and downs might tilt their portfolios a little
more heavily to stocks. Either way, it's a valuable lesson to
learn before putting a large amount of money at risk."
Stingy Links
The education of a value investor
"Guy Spier talks about his book at Google" [video] [Books]
Surge
"Suppose you just don't care about distribution and you favor
price-rationing of scarce goods over alternative schemes full stop.
Then you should still be troubled by Uber's surges, because
Uber itself is a cartel." [Economics]
Red tape is strangling good samaritans
"Regulations and rules are making it harder to do the right
thing." [Government]
Why Are Resolutions So Hard To Follow?
"While setting New Year's resolutions is routine for many of us,
research from the University of Scranton shows while 45% of
Americans usually make New Year's resolutions, only 8% actually
stick to them. So, why are resolutions so quickly discarded? The
easy answer is because most resolutions require a change in habit." [Behaviour]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| McDonald's (MCD) | 3 | 1 | 2 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 |
| General Electric (GE) | 2 | 5 | 3 | 5 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 |
| Coca-Cola (KO) | 1 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 5 | 1 | 4 | 5 |
| Travelers (TRV) | 5 | 5 | 4 | 2 |
| AT&T (T) | 5 | 5 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 |
| IBM (IBM) | 4 | 1 | 4 | 3 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 |
| United Technologies (UTX) | 4 | 4 | 4 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | AT&T (T) | 5 | 5 | 4 | 5 | 1.91 |
| Verizon (VZ) | 5 | 1 | 4 | 5 | 2.17 |
| Chevron (CVX) | 5 | 5 | 5 | 5 | 2.73 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 | 3.93 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 4.52 |
| IBM (IBM) | 4 | 1 | 4 | 3 | 4.83 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 | 4.87 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 4.89 |
| McDonald's (MCD) | 3 | 1 | 2 | 5 | 5.03 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 | 5.42 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| IBM (IBM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| McDonald's (MCD) | Y | | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| Coca-Cola (KO) | Y | | |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Merck (MRK) | Y | | |
| United Technologies (UTX) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Canadian Oil Sands (COS) | 5 | 5 | 4 | 5 |
| Crescent Point (CPG) | 2 | 5 | 1 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| Teck Resources (TCK.B) | 3 | 5 | 4 | 5 |
| ARC Resources (ARX) | 2 | 2 | 1 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Inter Pipeline (IPL) | 1 | 0 | 0 | 5 |
| Cenovus Energy (CVE) | 4 | 3 | 4 | 5 |
| Husky Energy (HSE) | 4 | 4 | 4 | 5 |
| CIBC (CM) | 5 | 2 | 2 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | 5 | 5 | 3 | 2 |
| Canadian Oil Sands (COS) | 5 | 5 | 4 | 5 |
| Manulife (MFC) | 5 | 4 | 3 | 3 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| National Bank (NA) | 5 | 3 | 2 | 4 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 5 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 |
| Cdn Natural Resources (CNQ) | 5 | 4 | 2 | 3 |
| CIBC (CM) | 5 | 2 | 2 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 5 | 4 | 5 | 0.59 |
| EnCana (ECA) | 5 | 5 | 3 | 2 | 1.84 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 5 | 2.86 |
| National Bank (NA) | 5 | 3 | 2 | 4 | 2.87 |
| Crescent Point (CPG) | 2 | 5 | 1 | 5 | 3.01 |
| CIBC (CM) | 5 | 2 | 2 | 5 | 3.11 |
| Husky Energy (HSE) | 4 | 4 | 4 | 5 | 3.12 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 | 3.31 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 | 3.31 |
| Royal Bank (RY) | 4 | 2 | 1 | 4 | 3.61 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | CIBC (CM) | Y | Y | Y |
| Canadian Oil Sands (COS) | Y | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| Crescent Point (CPG) | Y | | Y |
| EnCana (ECA) | | Y | Y |
| Husky Energy (HSE) | Y | | Y |
| National Bank (NA) | | Y | Y |
| Power Corp of Canada (POW) | | Y | Y |
| ARC Resources (ARX) | Y | | |
| BCE Inc. (BCE) | Y | | |
| Cdn Natural Resources (CNQ) | | Y | |
| Cenovus Energy (CVE) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Inter Pipeline (IPL) | Y | | |
| Manulife (MFC) | | Y | |
| Royal Bank (RY) | | | Y |
| Teck Resources (TCK.B) | Y | | |
| TransAlta (TA) | Y | | |
| Notes... |
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