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The Stingy News Weekly (06/19/2016)
| "Timidity prompted by past failures causes investors to miss the
most important bull markets." | |
| - Walter Schloss | |
New from StingyInvestor
Inflation and the 4% rule
"Simply taking 4% out of a portfolio annually, and not adjusting
for inflation, can boost a portfolio's longevity and the
payments it produces during bull markets. But it comes with the risk
that the payments will shrink during down periods."
Stingy Links
Economist at the self-checkout
"This insight into what drives decision-making has great
practical implications when we wish to change behaviour - a small change
in the environment in which agents operate is probably all we
need." [Behaviour]
The dubious power of power poses
"This story will sound familiar to some. Many notable results in
psychology are now being questioned because later research has
reached different conclusions." [Science]
John Oliver: retirement plans
"Saving for retirement means navigating a potential minefield of
high fees and bad advice." [video] [Brokers]
Concentrated value
"The best returns came from a 5 stock portfolio. The best Sharpe
ratio came from the 15 stock version. Both return and Sharpe
degrade after 15 stocks." [Value Investing]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | 1 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Caterpillar (CAT) | 1 | 4 | 5 | 5 |
| IBM (IBM) | 5 | 1 | 4 | 5 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 |
| Pfizer (PFE) | 2 | 3 | 1 | 5 |
| Boeing (BA) | 4 | 1 | 5 | 4 |
| Exxon Mobil (XOM) | 1 | 5 | 4 | 4 |
| Merck (MRK) | 1 | 3 | 2 | 4 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 5 | 2 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Apple (AAPL) | 5 | 3 | 3 | 2 |
| IBM (IBM) | 5 | 1 | 4 | 5 |
| United Technologies (UTX) | 5 | 4 | 5 | 2 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| American Express (AXP) | 4 | 4 | 4 | 1 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| 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 | 2.90 |
| IBM (IBM) | 5 | 1 | 4 | 5 | 3.13 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.43 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 | 3.99 |
| Intel (INTC) | 4 | 4 | 3 | 4 | 4.15 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 4.37 |
| Apple (AAPL) | 5 | 3 | 3 | 2 | 4.44 |
| United Technologies (UTX) | 5 | 4 | 5 | 2 | 4.55 |
| Boeing (BA) | 4 | 1 | 5 | 4 | 5.22 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 | 5.56 |
| 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 |
| Boeing (BA) | 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 | |
| Caterpillar (CAT) | Y | | |
| Chevron (CVX) | Y | | |
| Exxon Mobil (XOM) | Y | | |
| Merck (MRK) | Y | | |
| Pfizer (PFE) | 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 | 1 | 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 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 2 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 5 |
| TELUS (T) | 3 | 2 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Magna (MG) | 5 | 3 | 5 | 3 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 5 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 4 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| TD Bank (TD) | 4 | 3 | 2 | 4 |
| Cenovus Energy (CVE) | 4 | 4 | 4 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Power Corp of Canada (POW) | 5 | 5 | 5 | 5 | 1.88 |
| CIBC (CM) | 5 | 3 | 2 | 5 | 2.34 |
| Potash Corp. (POT) | 4 | 3 | 3 | 5 | 2.46 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 2.51 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 5 | 2.58 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 | 2.79 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 | 2.84 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 | 2.89 |
| Magna (MG) | 5 | 3 | 5 | 3 | 2.99 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 4 | 3.08 |
| 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 |
| Power Corp of Canada (POW) | Y | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Magna (MG) | | Y | Y |
| Potash Corp. (POT) | Y | | Y |
| Royal Bank (RY) | | Y | Y |
| Shaw (SJR.B) | Y | | Y |
| Sun Life Financial (SLF) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Cenovus Energy (CVE) | | Y | |
| Inter Pipeline (IPL) | Y | | |
| TD Bank (TD) | | Y | |
| TELUS (T) | Y | | |
| Talisman Energy (TLM) | Y | | |
| Notes... |
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qualified investment adviser before trading. Past performance is a
poor indicator of future performance. The information on this site,
and in its related newsletters, is not intended to be, nor does it
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