The Stingy News Weekly (06/09/2013)
| "In the financial world it tends to be misleading to state, "There
is no free lunch." Rather the more meaningful comment is,
"Somebody has to pay for lunch."" | |
| - Martin Whitman | |
New @ StingyInvestor
Stocks with a bounty
"I have a soft spot for old Westerns, the type where it's easy to
tell the villains and heroes apart - largely because the bad
guys are framed in posters proclaiming they're wanted either dead
or alive. When it comes to stocks, is it possible to want them
dead or alive? It might be, provided they have enough assets that
can be liquidated at a profit. In such cases, investors stand
to make money if a firm goes bankrupt, but can also do very well
should it turn around and thrive."
Stingy Links
Boring stocks can bring exciting returns
"In the stock market, boring is often beautiful. That is because
'boring' stocks - those that have exhibited the least historical
volatility - on average outperform the most 'exciting' issues -
those that have been the most volatile. And not by just a small
margin, either."
Canada's mixed blessing
"This is a mixed blessing to say the least, since there was
already plenty of concern that the Canadian job market had been
artificially pumped up in recent years by the building boom - well,
double down on those concerns, as construction payrolls now
account for a record high of overall jobs at 7.6%."
Markel thrives on buy and hold
"Piece by tiny piece, Thomas Gayner is building the next
Berkshire Hathaway."
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 1 | 4 | 3 | 5 |
| Verizon (VZ) | 1 | 2 | 4 | 5 |
| Intel (INTC) | 4 | 4 | 2 | 5 |
| Merck (MRK) | 1 | 3 | 1 | 5 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 |
| Chevron (CVX) | 5 | 5 | 4 | 5 |
| General Electric (GE) | 3 | 5 | 3 | 4 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 |
| McDonald's (MCD) | 3 | 1 | 1 | 4 |
| Johnson & Johnson (JNJ) | 2 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | 5 | 5 | 4 | 5 |
| Exxon Mobil (XOM) | 5 | 4 | 4 | 3 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 |
| Caterpillar (CAT) | 5 | 3 | 5 | 3 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| Intel (INTC) | 4 | 4 | 2 | 5 |
| Travelers (TRV) | 4 | 5 | 4 | 2 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Chevron (CVX) | 5 | 5 | 4 | 5 | 2.79 |
| Intel (INTC) | 4 | 4 | 2 | 5 | 3.32 |
| Exxon Mobil (XOM) | 5 | 4 | 4 | 3 | 3.32 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.46 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 | 3.52 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 | 3.98 |
| Caterpillar (CAT) | 5 | 3 | 5 | 3 | 4.56 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 | 4.86 |
| Travelers (TRV) | 4 | 5 | 4 | 2 | 5.28 |
| AT&T (T) | 1 | 4 | 3 | 5 | 5.38 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Chevron (CVX) | Y | Y | Y |
| EI DuPont (DD) | Y | Y | Y |
| Intel (INTC) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| AT&T (T) | Y | | Y |
| Caterpillar (CAT) | | Y | Y |
| Cisco (CSCO) | | Y | Y |
| Exxon Mobil (XOM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| General Electric (GE) | Y | | |
| Johnson & Johnson (JNJ) | Y | | |
| McDonald's (MCD) | Y | | |
| Merck (MRK) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Verizon (VZ) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Penn West Petroleum (PWT) | 1 | 5 | 3 | 5 |
| TransAlta (TA) | 0 | 3 | 3 | 5 |
| Crescent Point (CPG) | 1 | 3 | 1 | 5 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Enerplus (ERF) | 0 | 5 | 2 | 5 |
| BCE Inc. (BCE) | 4 | 1 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Iamgold (IMG) | 5 | 5 | 4 | 5 |
| Sun Life Financial (SLF) | 4 | 5 | 5 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | National Bank (NA) | 5 | 3 | 3 | 5 |
| Iamgold (IMG) | 5 | 5 | 4 | 5 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| Agrium (AGU) | 5 | 3 | 5 | 2 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Magna (MG) | 5 | 3 | 5 | 2 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.65 |
| Iamgold (IMG) | 5 | 5 | 4 | 5 | 1.83 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 1.91 |
| CIBC (CM) | 5 | 3 | 3 | 5 | 1.94 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.08 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.55 |
| BCE Inc. (BCE) | 4 | 1 | 3 | 5 | 2.61 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 | 2.70 |
| Sun Life Financial (SLF) | 4 | 5 | 5 | 5 | 2.79 |
| Shaw (SJR.B) | 4 | 2 | 3 | 4 | 2.97 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| Canadian Oil Sands (COS) | Y | Y | Y |
| Iamgold (IMG) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| Sun Life Financial (SLF) | Y | | Y |
| Agrium (AGU) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Shaw (SJR.B) | | | Y |
| TransAlta (TA) | Y | | |
| Notes... |
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