The Stingy News Weekly: 04/16/2019
Stingy Links
You have to live it
"Another takeaway is remembering that people whose views and
decisions look crazy to you may be less crazy than you think,
because they're being made by people whose views on risk and reward
were shaped in a different world than you've experienced." [Behaviour]
Notes from the FFH AGM
"Fairfax's meeting day is a miniature version of Berkshire's,
with better food." [Watsa]
Never be happy
"There is a silver lining here though. One of our defining
characteristics as humans is that we're rarely, if ever, satisfied or
content. Maybe it's a good thing people haven't decided to rest
on their laurels just because things have gotten better over
time. There's still room for improvement." [Behaviour]
Factor exposure of Berkshire Hathaway
"BRK.A had positive exposure to the Value, Size, Low Volatility,
and Quality factors as well as negative exposure to Growth and
Dividend Yield" [Buffett]
Stock picks from space
"Panos N. Patatoukas, one of the study's co-authors, told me he
thinks the use of satellite imagery creates opportunities for
sophisticated investors at the expense of small individual
investors." [Markets]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | D | D | A |
| Enbridge (ENB) | E | B | B | A |
| BCE Inc. (BCE) | C | D | C | A |
| CIBC (CM) | A | B | C | A |
| TransCanada (TRP) | B | D | E | A |
| Brookfield Infrastructure (BIP.UN) | E | C | C | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| Emera (EMA) | B | B | B | A |
| Pembina Pipeline (PPL) | D | D | D | 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 |
| Thomson Reuters (TRI) | A | E | E | C |
| CIBC (CM) | A | B | C | A |
| Husky Energy (HSE) | A | A | A | B |
| National Bank (NA) | A | C | C | B |
| Manulife (MFC) | A | A | B | B |
| 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 | | Husky Energy (HSE) | A | A | A | B |
| Teck Resources (TECK.B) | A | A | B | E |
| First Quantum (FM) | C | A | C | E |
| EnCana (ECA) | A | A | B | E |
| Cenovus Energy (CVE) | F | A | A | D |
| Kinross Gold (K) | F | A | B | F |
| Goldcorp (G) | F | A | D | E |
| Power Corp of Canada (POW) | B | A | A | A |
| Manulife (MFC) | A | A | B | B |
| Cameco (CCO) | E | A | D | E |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Bank of Nova Scotia (BNS) | Y | Y | |
| CIBC (CM) | Y | Y | |
| EnCana (ECA) | | Y | Y |
| Husky Energy (HSE) | | Y | Y |
| Manulife (MFC) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | Y | |
| Brookfield Infrastructure (BIP.UN) | Y | | |
| Cameco (CCO) | | | Y |
| Cenovus Energy (CVE) | | | 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 | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Thomson Reuters (TRI) | | 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) | B | B | A | A |
| Chevron (CVX) | B | A | B | A |
| Coca-Cola (KO) | E | E | E | A |
| Pfizer (PFE) | D | B | D | A |
| JP Morgan Chase (JPM) | A | A | C | B |
| DowDuPont (DWDP) | D | A | A | B |
| Walgreens (WBA) | A | B | A | B |
| 3M (MMM) | D | E | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | B | D |
| Walgreens (WBA) | A | B | A | B |
| JP Morgan Chase (JPM) | A | A | C | B |
| Intel (INTC) | A | B | D | C |
| Caterpillar (CAT) | A | D | B | 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 |
| Chevron (CVX) | B | A | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | DowDuPont (DWDP) | D | A | A | B |
| Goldman Sachs (GS) | A | A | B | D |
| Chevron (CVX) | B | A | B | A |
| Travelers (TRV) | B | A | A | D |
| JP Morgan Chase (JPM) | A | A | C | B |
| Exxon Mobil (XOM) | B | B | A | A |
| Walgreens (WBA) | A | B | A | B |
| United Technologies (UTX) | C | B | B | D |
| Intel (INTC) | A | B | D | C |
| Pfizer (PFE) | D | B | D | A |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Chevron (CVX) | Y | Y | Y |
| JP Morgan Chase (JPM) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| DowDuPont (DWDP) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Caterpillar (CAT) | | Y | |
| Coca-Cola (KO) | Y | | |
| United Technologies (UTX) | | | Y |
| Notes... |
|
|
