The Stingy News Weekly: 03/18/2019
New from Norm
The good, the bad, and the ugly of value investing
"The simple low-P/E method generated good long-term returns. But
I doubt many investors would have been able to stick with it
through its bad and ugly periods." [$]
Stingy Links
Guy Gottfried talks at Ivey
"Guy Gottfried talks to Dr. George's class" [video] [Value Investing]
Most Amazon brands are duds
"Turns out most Amazon-branded goods are flops that don't
threaten other businesses at all, according to Marketplace Pulse." [Stocks]
Getting high on their own supply
"The industry will surely grow on a macro level, but whether the
stocks are investable is a different story. Incorporating even
the most optimistic assumptions about future growth, the industry
is trading at nosebleed valuations. The total market cap of all
marijuana stocks in the US and Canada is about $50 billion,
despite sales of only $580 million. That translates to a
price/sales multiple of 85x." [Stocks]
DSCs should be banned
"The financial advisory industry needs to think about what being
a client is like, and remember the adage: 'Take care of clients
and they will take care of you.'" [Hallett]
Seventy over seventy
"One of the things that's great about the investment business is
that there are people who stay active and sharp into their
eighties and nineties. Buffett and Munger, the archetypes of the
category, will once again be on stage in a packed arena come May." [Kahn]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | D | D | A |
| ARC Resources (ARX) | B | A | D | A |
| Enbridge (ENB) | E | C | B | A |
| BCE Inc. (BCE) | C | E | C | A |
| Power Corp of Canada (POW) | A | A | A | A |
| CIBC (CM) | A | B | C | A |
| TransCanada (TRP) | B | D | E | A |
| Emera (EMA) | C | B | B | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Pembina Pipeline (PPL) | D | D | E | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | A | A | B | E |
| EnCana (ECA) | A | A | B | E |
| Magna (MG) | A | B | A | C |
| Husky Energy (HSE) | A | A | A | B |
| Manulife (MFC) | A | A | B | B |
| CIBC (CM) | A | B | C | A |
| National Bank (NA) | A | C | C | B |
| Power Corp of Canada (POW) | A | A | A | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Bank of Montreal (BMO) | A | B | C | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | F | A | A | E |
| Teck Resources (TECK.B) | A | A | B | E |
| Husky Energy (HSE) | A | A | A | B |
| First Quantum (FM) | C | A | C | E |
| Cenovus Energy (CVE) | F | A | A | D |
| Kinross Gold (K) | F | A | B | F |
| ARC Resources (ARX) | B | A | D | A |
| Goldcorp (G) | F | A | D | E |
| EnCana (ECA) | A | A | B | E |
| Power Corp of Canada (POW) | A | A | A | A |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| ARC Resources (ARX) | Y | | Y |
| Bank of Nova Scotia (BNS) | Y | Y | |
| CIBC (CM) | Y | Y | |
| EnCana (ECA) | | Y | Y |
| Husky Energy (HSE) | | Y | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Crescent Point (CPG) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Goldcorp (G) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Kinross Gold (K) | | | Y |
| Magna (MG) | | Y | |
| Manulife (MFC) | | Y | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| TransCanada (TRP) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Exxon Mobil (XOM) | C | B | A | A |
| Chevron (CVX) | B | A | B | A |
| Coca-Cola (KO) | E | E | E | A |
| Pfizer (PFE) | D | C | D | A |
| JP Morgan Chase (JPM) | A | A | C | B |
| Home Depot (HD) | C | F | B | B |
| Walgreens (WBA) | A | B | A | B |
| Procter & Gamble (PG) | D | C | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| Walgreens (WBA) | A | B | A | B |
| JP Morgan Chase (JPM) | A | A | C | B |
| Intel (INTC) | A | B | D | D |
| Caterpillar (CAT) | A | D | A | C |
| American Express (AXP) | A | C | C | E |
| Travelers (TRV) | B | A | A | D |
| IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Walt Disney (DIS) | B | B | C | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| DowDuPont (DWDP) | E | A | B | B |
| JP Morgan Chase (JPM) | A | A | C | B |
| Chevron (CVX) | B | A | B | A |
| Travelers (TRV) | B | A | A | D |
| Exxon Mobil (XOM) | C | B | A | A |
| Walgreens (WBA) | A | B | A | B |
| United Technologies (UTX) | C | B | B | C |
| Intel (INTC) | A | B | D | D |
| Walt Disney (DIS) | B | B | C | E |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | JP Morgan Chase (JPM) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| Chevron (CVX) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| Walt Disney (DIS) | | Y | Y |
| American Express (AXP) | | Y | |
| Caterpillar (CAT) | | Y | |
| Coca-Cola (KO) | Y | | |
| DowDuPont (DWDP) | | | Y |
| Home Depot (HD) | Y | | |
| Pfizer (PFE) | Y | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | | Y |
| Notes... |
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