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The Stingy News Weekly (02/21/2015)
| "I will tell you how to become rich. Close the doors. Be fearful
when others are greedy. Be greedy when others are fearful." | |
| - Warren Buffett | |
New from StingyInvestor
Testing the Dogs of the TSX
"While the basic Dogs strategy is simple, results can vary
depending on how you calculate yield"
Stingy Links
Is it time to dump market-cap weighting?
"We are not trying to say market-capitalization indexing is a bad
thing, it is better than many of the alternatives out there.
The problem we often see, however, is that investors do not
realize how big of an allocation Canadian markets have toward a few
industries." [Indexing]
The Financial Freedom Index
"My adjustments suggest that a median Canadian family in 2015 has
about $74,000 in annual after-tax income. I figure to generate
that same income in a portfolio split evenly between Canadian
stocks and Canadian five-year government bonds, you would need
just under $4.5-million." [For those who want to party like Bertie
Wooster.] [Retirement]
Achievable retirement planning
"Despite widespread warnings to the contrary, veteran financial
planner and investment advisor Jonathan Pond believes no matter
what your age or circumstances you can take steps to get your
financial house in order and achieve a comfortable retirement."
[video] [Retirement]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 1 | 5 | 4 | 5 |
| Verizon (VZ) | 2 | 1 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| General Electric (GE) | 4 | 5 | 4 | 5 |
| McDonald's (MCD) | 3 | 2 | 2 | 5 |
| Caterpillar (CAT) | 4 | 4 | 5 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 4 |
| Merck (MRK) | 4 | 3 | 1 | 4 |
| Exxon Mobil (XOM) | 5 | 4 | 5 | 4 |
| Procter & Gamble (PG) | 1 | 3 | 2 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 4 | 2 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Exxon Mobil (XOM) | 5 | 4 | 5 | 4 |
| IBM (IBM) | 5 | 1 | 4 | 3 |
| Merck (MRK) | 4 | 3 | 1 | 4 |
| American Express (AXP) | 4 | 3 | 3 | 1 |
| Caterpillar (CAT) | 4 | 4 | 5 | 5 |
| Intel (INTC) | 4 | 4 | 2 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Chevron (CVX) | 5 | 5 | 5 | 5 | 2.72 |
| Exxon Mobil (XOM) | 5 | 4 | 5 | 4 | 3.85 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 4.22 |
| Caterpillar (CAT) | 4 | 4 | 5 | 5 | 4.33 |
| Verizon (VZ) | 2 | 1 | 4 | 5 | 4.51 |
| General Electric (GE) | 4 | 5 | 4 | 5 | 4.61 |
| Merck (MRK) | 4 | 3 | 1 | 4 | 4.66 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 4.94 |
| IBM (IBM) | 5 | 1 | 4 | 3 | 5.11 |
| AT&T (T) | 1 | 5 | 4 | 5 | 5.19 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Caterpillar (CAT) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | Y | Y |
| Merck (MRK) | Y | Y | Y |
| AT&T (T) | Y | | Y |
| General Electric (GE) | Y | | Y |
| IBM (IBM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | | Y |
| American Express (AXP) | | Y | |
| Goldman Sachs (GS) | | Y | |
| Intel (INTC) | | Y | |
| McDonald's (MCD) | Y | | |
| Pfizer (PFE) | Y | | |
| Procter & Gamble (PG) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | 1 | 4 | 1 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| ARC Resources (ARX) | 3 | 3 | 1 | 5 |
| Cenovus Energy (CVE) | 3 | 4 | 5 | 5 |
| Teck Resources (TCK.B) | 2 | 5 | 4 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| Inter Pipeline (IPL) | 1 | 1 | 1 | 5 |
| National Bank (NA) | 5 | 3 | 2 | 5 |
| Husky Energy (HSE) | 3 | 4 | 4 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | 5 | 5 | 3 | 3 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| National Bank (NA) | 5 | 3 | 2 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| Canadian Oil Sands (COS) | 5 | 5 | 4 | 2 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 |
| Manulife (MFC) | 5 | 4 | 4 | 3 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | EnCana (ECA) | 5 | 5 | 3 | 3 | 1.85 |
| National Bank (NA) | 5 | 3 | 2 | 5 | 2.60 |
| CIBC (CM) | 5 | 3 | 2 | 5 | 2.62 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.92 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 | 2.94 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 | 3.20 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 3 | 3.72 |
| TD Bank (TD) | 4 | 3 | 2 | 4 | 3.72 |
| Sun Life Financial (SLF) | 4 | 4 | 4 | 4 | 3.81 |
| Crescent Point (CPG) | 1 | 4 | 1 | 5 | 3.87 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | CIBC (CM) | Y | Y | Y |
| National Bank (NA) | 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 |
| Power Corp of Canada (POW) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| ARC Resources (ARX) | Y | | |
| BCE Inc. (BCE) | Y | | |
| Canadian Oil Sands (COS) | | Y | |
| Cenovus Energy (CVE) | Y | | |
| Husky Energy (HSE) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Inter Pipeline (IPL) | Y | | |
| Manulife (MFC) | | Y | |
| Sun Life Financial (SLF) | | | Y |
| TD Bank (TD) | | | Y |
| Teck Resources (TCK.B) | 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
constitute, financial advice or recommendations. The information on
this site is in no way guaranteed for completeness, accuracy or in any
other way. More...
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