The Stingy News Weekly (05/17/2015)
| "The stock market is a no-called-strike game. You don't have to
swing at everything--you can wait for your pitch. The problem when
you're a money manager is that your fans keep yelling, 'Swing,
you bum!'" | |
| - Warren Buffett | |
New from StingyInvestor
Big asset growth = big trouble
"The stock market has a way of crushing the hopes and dreams of
investors who buy growth stocks. Problem is, they usually pay far
too much for stocks that have grown a great deal only to see
them slow down. While much has been said about earnings growth,
academics recently turned their attention to asset growth and the
news isn.t good. They figure firms with large asset growth tend
to underperform the market."
Is your asset allocation a bit askew? Relax
"If your asset allocation is a little askew, relax. Minor
variations probably won't make a big difference to your overall
results. Instead, slowly tune up your portfolio in a cost-effective
manner."
Stingy Links
David Mitchell on tax avoidance
"Comedian David Mitchell on talks about tax avoidance." [Fun]
What's wrong with finance
"Both financiers and economists still get the blame for the
2007-2009 financial crisis: the first group for causing it and the
second for not predicting it. As it turns out, the two issues are
connected. The economists failed to understand the importance of
finance and financiers put too much faith in the models
produced by economists." [Economics]
The O'Doul's of value investing
"I don't really get why anyone would prefer fundamental index to
more concentrated, pure-play bets on value or shareholder yield.
Let's see why." [Value Investing]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 2 | 1 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| McDonald's (MCD) | 2 | 1 | 2 | 5 |
| General Electric (GE) | 0 | 5 | 3 | 5 |
| Exxon Mobil (XOM) | 5 | 5 | 5 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 |
| Procter & Gamble (PG) | 1 | 3 | 3 | 4 |
| Coca-Cola (KO) | 1 | 2 | 1 | 4 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 |
| IBM (IBM) | 4 | 1 | 4 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 4 | 2 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Exxon Mobil (XOM) | 5 | 5 | 5 | 5 |
| American Express (AXP) | 4 | 3 | 3 | 1 |
| Intel (INTC) | 4 | 4 | 3 | 3 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 |
| IBM (IBM) | 4 | 1 | 4 | 4 |
| Merck (MRK) | 4 | 4 | 1 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Chevron (CVX) | 5 | 5 | 5 | 5 | 2.98 |
| Exxon Mobil (XOM) | 5 | 5 | 5 | 5 | 3.92 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 4.19 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 | 4.47 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 4.52 |
| Verizon (VZ) | 2 | 1 | 4 | 5 | 4.73 |
| IBM (IBM) | 4 | 1 | 4 | 4 | 4.81 |
| Intel (INTC) | 4 | 4 | 3 | 3 | 4.83 |
| Merck (MRK) | 4 | 4 | 1 | 4 | 5.23 |
| Cisco (CSCO) | 3 | 4 | 2 | 3 | 6.22 |
| 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 |
| IBM (IBM) | Y | Y | Y |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Merck (MRK) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | | Y |
| American Express (AXP) | | Y | |
| Cisco (CSCO) | | | Y |
| Coca-Cola (KO) | Y | | |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | 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) | 2 | 4 | 1 | 5 |
| TransAlta (TA) | 2 | 5 | 4 | 5 |
| Talisman Energy (TLM) | 0 | 0 | 0 | 5 |
| ARC Resources (ARX) | 3 | 3 | 1 | 5 |
| Cenovus Energy (CVE) | 0 | 4 | 4 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Husky Energy (HSE) | 2 | 5 | 4 | 5 |
| Inter Pipeline (IPL) | 2 | 1 | 1 | 5 |
| Potash Corp. (POT) | 3 | 2 | 1 | 5 |
| CIBC (CM) | 4 | 3 | 2 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | 5 | 5 | 4 | 3 |
| SNC-Lavalin (SNC) | 5 | 3 | 5 | 3 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Brookfield (BAM.A) | 5 | 3 | 3 | 1 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 |
| Magna (MG) | 5 | 2 | 5 | 2 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | EnCana (ECA) | 5 | 5 | 4 | 3 | 1.58 |
| SNC-Lavalin (SNC) | 5 | 3 | 5 | 3 | 2.18 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.71 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 2.76 |
| CIBC (CM) | 4 | 3 | 2 | 5 | 2.89 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 | 2.95 |
| Crescent Point (CPG) | 2 | 4 | 1 | 5 | 3.06 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 | 3.20 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 | 3.32 |
| TD Bank (TD) | 4 | 3 | 2 | 4 | 3.59 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| CIBC (CM) | Y | | Y |
| Crescent Point (CPG) | Y | | Y |
| EnCana (ECA) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| SNC-Lavalin (SNC) | | Y | Y |
| ARC Resources (ARX) | Y | | |
| BCE Inc. (BCE) | Y | | |
| Brookfield (BAM.A) | | Y | |
| Cenovus Energy (CVE) | Y | | |
| Husky Energy (HSE) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Inter Pipeline (IPL) | Y | | |
| Magna (MG) | | Y | |
| Potash Corp. (POT) | Y | | |
| TD Bank (TD) | | | Y |
| Talisman Energy (TLM) | Y | | |
| TransAlta (TA) | Y | | |
| Notes... |
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