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The Stingy News Weekly (05/15/2016)

	"I don't read economic forecasts. I don't read the funny papers."
	- Warren Buffett

New from StingyInvestor

Sell in August
"The stock market has its seasons. Bears come out in the summer and party in the fall while bulls start their run in the winter and plow on into the spring. It's an ebb and flow that can impact index investors and value investors alike." [$]

Stingy Links

52 Pick-Up
"The one trend that is clear...the largest capitalization stocks--known commonly as mega cap--consistently underperform. From 1964-2015, stocks with the largest market capitalizaitions underperform by 1.7% per year. These are the stocks you here about most often on CNBC and typically find themselves as Dow components." [Markets]

Chuck Akre: compounding machine
"Great Investor Chuck Akre explains how he finds "compounding machines" -- companies that produce high rates of returns for shareholders. Chuck says these companies are few and far between, but once he finds them, he holds on to them." [video] [Value Investing]

Chris Davis: compounding machines
"Third generation value investor Chris Davis discusses why unpopular financial stocks can actually be compounding machines." [video] [Value Investing]

Defense wins championships
"Let's say an investor's portfolio missed the 20% most profitable stocks between 1989 and 2015. Instead, he invested in only the other 80%. His total gain would have been 0%." [Markets]

When to quit
"Do we tend to quit too soon or quit too late? Are we too stubborn or not determined enough?" [Behaviour]

The rise of the robots
"Companies need fewer and fewer employees to generate each dollar of profit. This trend is likely to continue." [Tech]

DOW 30 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Verizon (VZ)	5	1	4	5
Caterpillar (CAT)	1	4	5	5
Chevron (CVX)	1	5	4	5
Cisco (CSCO)	4	5	2	5
IBM (IBM)	5	1	4	5
Pfizer (PFE)	2	3	1	5
Intel (INTC)	4	4	3	4
Merck (MRK)	1	3	2	4
Exxon Mobil (XOM)	1	5	4	4
Procter & Gamble (PG)	2	3	2	4
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Apple (AAPL)	5	3	3	2
JP Morgan Chase (JPM)	5	5	3	3
Travelers (TRV)	5	5	5	2
IBM (IBM)	5	1	4	5
Verizon (VZ)	5	1	4	5
United Technologies (UTX)	5	4	5	2
Intel (INTC)	4	4	3	4
American Express (AXP)	4	4	4	1
Cisco (CSCO)	4	5	2	5
Wal-Mart (WMT)	4	4	5	3
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Verizon (VZ)	5	1	4	5	2.60
IBM (IBM)	5	1	4	5	2.95
Cisco (CSCO)	4	5	2	5	3.35
JP Morgan Chase (JPM)	5	5	3	3	3.60
Intel (INTC)	4	4	3	4	3.67
Apple (AAPL)	5	3	3	2	4.00
Travelers (TRV)	5	5	5	2	4.44
United Technologies (UTX)	5	4	5	2	4.47
Wal-Mart (WMT)	4	4	5	3	4.61
Boeing (BA)	4	1	5	4	5.41
Notes \| More Info...

US Stock Summary	Yield	P/E	V.R.
Cisco (CSCO)	Y	Y	Y
IBM (IBM)	Y	Y	Y
Intel (INTC)	Y	Y	Y
Verizon (VZ)	Y	Y	Y
Apple (AAPL)		Y	Y
JP Morgan Chase (JPM)		Y	Y
Travelers (TRV)		Y	Y
United Technologies (UTX)		Y	Y
Wal-Mart (WMT)		Y	Y
American Express (AXP)		Y
Boeing (BA)			Y
Caterpillar (CAT)	Y
Chevron (CVX)	Y
Exxon Mobil (XOM)	Y
Merck (MRK)	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
Potash Corp. (POT)	4	3	3	5
Inter Pipeline (IPL)	2	2	1	5
Talisman Energy (TLM)	0	0	0	5
National Bank (NA)	5	3	3	5
Shaw (SJR.B)	4	2	3	5
CIBC (CM)	5	3	2	5
Bank of Nova Scotia (BNS)	5	4	2	5
BCE Inc. (BCE)	2	1	2	5
TELUS (T)	3	2	3	5
TransCanada (TRP)	0	2	2	5
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Power Corp of Canada (POW)	5	5	5	4
Magna (MG)	5	3	5	3
National Bank (NA)	5	3	3	5
Bank of Nova Scotia (BNS)	5	4	2	5
CIBC (CM)	5	3	2	5
Royal Bank (RY)	5	3	2	4
Sun Life Financial (SLF)	5	4	4	3
Bank of Montreal (BMO)	5	4	3	4
Agrium (AGU)	4	3	5	4
TD Bank (TD)	4	3	2	4
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Power Corp of Canada (POW)	5	5	5	4	1.73
National Bank (NA)	5	3	3	5	2.01
Potash Corp. (POT)	4	3	3	5	2.13
Bank of Nova Scotia (BNS)	5	4	2	5	2.35
CIBC (CM)	5	3	2	5	2.40
Royal Bank (RY)	5	3	2	4	2.73
Shaw (SJR.B)	4	2	3	5	2.86
Bank of Montreal (BMO)	5	4	3	4	2.98
Magna (MG)	5	3	5	3	3.14
Agrium (AGU)	4	3	5	4	3.19
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	V.R.
Bank of Nova Scotia (BNS)	Y	Y	Y
CIBC (CM)	Y	Y	Y
National Bank (NA)	Y	Y	Y
Agrium (AGU)		Y	Y
Bank of Montreal (BMO)		Y	Y
Magna (MG)		Y	Y
Potash Corp. (POT)	Y		Y
Power Corp of Canada (POW)		Y	Y
Royal Bank (RY)		Y	Y
Shaw (SJR.B)	Y		Y
BCE Inc. (BCE)	Y
Inter Pipeline (IPL)	Y
Sun Life Financial (SLF)		Y
TD Bank (TD)		Y
TELUS (T)	Y
Talisman Energy (TLM)	Y
TransCanada (TRP)	Y
Notes...

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