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The Stingy News Weekly (06/19/2018)

	"I'd be a bum on the street with a tin cup if the markets were efficient"
	- Warren Buffett

Stingy News Flash

You'll notice that I've changed the number grades in the stock screen tables to letter grades. I did so in an effort to avoid confusion because some people erroneously believed that a stock with a yield of 5 had a 5% yield. Not so. It was simply in the highest yield group.

Now stocks with high yields get As for yield. On the other hand, stocks with low ratios get high grades for those ratios. The idea being that good investment characteristics get good grades.

The grades range from A to F with A being good down to E being poor. Fs are reserved for stocks lacking data or with negative ratios.

Also, the latest Graham Defensive Stocks letter was published for subscribers. See ...

http://www.ndir.com/RR/

Stingy Links

Theranos lessons
"There are jerks, egomaniacs, and hucksters everywhere. Many of them are good at their craft. Plan accordingly." [Books]

Warren and Bill visit a candy store
"So when we got together in Omaha during this year's Berkshire Hathaway shareholder meeting, we decided to check out a real candy store." [Buffett]

Does your alpha cover its taxes?
"Management fees, the investment industry's most visible cost, often get more attention than the less visible and typically larger costs associated with trading and taxes." [Index Investing]

Sector vs country momentum
"This short research note shows that long-short Momentum portfolios of sectors or countries in European stock markets generated positive excess returns over the last two decades." [Momentum Investing]

52 week high and the Q-factor
"Firms with high momentum (close to 52-week high) and low asset growth perform the best." [Momentum Investing]

S&P/TSX60 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Inter Pipeline (IPL)	C	D	E	A
Enbridge (ENB)	D	B	B	A
BCE Inc. (BCE)	C	E	C	A
Emera (EMA)	E	B	B	A
Power Corp of Canada (POW)	A	A	A	A
Pembina Pipeline (PPL)	D	C	E	A
TransCanada (TRP)	B	D	E	A
CIBC (CM)	A	B	C	A
ARC Resources (ARX)	B	A	D	A
TELUS (T)	C	D	C	A
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Cenovus Energy (CVE)	A	A	A	D
Metro (MRU)	A	D	A	D
Teck Resources (TECK.B)	A	A	B	E
Power Corp of Canada (POW)	A	A	A	A
CIBC (CM)	A	B	C	A
Magna (MG)	A	C	A	C
Bank of Nova Scotia (BNS)	A	B	C	A
National Bank (NA)	A	C	C	B
Kinross Gold (K)	A	A	B	F
Royal Bank (RY)	A	D	D	B
Notes \| More Info...

Low Price/Book Value Stocks	P/E	P/B	P/S	Yield
Crescent Point (CPG)	F	A	B	B
Cenovus Energy (CVE)	A	A	A	D
Goldcorp (G)	D	A	D	E
Teck Resources (TECK.B)	A	A	B	E
Power Corp of Canada (POW)	A	A	A	A
Kinross Gold (K)	A	A	B	F
Husky Energy (HSE)	C	A	B	D
First Quantum (FM)	F	A	D	E
Cameco (CCO)	F	A	D	C
ARC Resources (ARX)	B	A	D	A
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	P/B
Power Corp of Canada (POW)	Y	Y	Y
ARC Resources (ARX)	Y		Y
CIBC (CM)	Y	Y
Cenovus Energy (CVE)		Y	Y
Kinross Gold (K)		Y	Y
Teck Resources (TECK.B)		Y	Y
BCE Inc. (BCE)	Y
Bank of Nova Scotia (BNS)		Y
Cameco (CCO)			Y
Crescent Point (CPG)			Y
Emera (EMA)	Y
Enbridge (ENB)	Y
First Quantum (FM)			Y
Goldcorp (G)			Y
Husky Energy (HSE)			Y
Inter Pipeline (IPL)	Y
Magna (MG)		Y
Metro (MRU)		Y
National Bank (NA)		Y
Pembina Pipeline (PPL)	Y
Royal Bank (RY)		Y
TELUS (T)	Y
TransCanada (TRP)	Y
Notes...

DOW 30 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Verizon (VZ)	A	C	A	A
IBM (IBM)	C	D	B	A
Exxon Mobil (XOM)	A	B	A	A
Pfizer (PFE)	A	B	D	A
Procter & Gamble (PG)	B	C	C	A
Chevron (CVX)	C	A	B	A
Coca-Cola (KO)	E	D	E	B
General Electric (GE)	F	B	A	B
Merck (MRK)	E	C	D	B
Cisco (CSCO)	F	C	E	B
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Verizon (VZ)	A	C	A	A
Pfizer (PFE)	A	B	D	A
Walt Disney (DIS)	A	B	C	E
JP Morgan Chase (JPM)	A	A	D	D
Exxon Mobil (XOM)	A	B	A	A
Travelers (TRV)	B	A	A	C
Apple (AAPL)	B	D	D	D
Procter & Gamble (PG)	B	C	C	A
Goldman Sachs (GS)	B	A	C	E
UnitedHealth (UNH)	B	D	A	E
Notes \| More Info...

Low Price/Book Value Stocks	P/E	P/B	P/S	Yield
Goldman Sachs (GS)	B	A	C	E
Travelers (TRV)	B	A	A	C
DowDuPont (DWDP)	E	A	B	C
JP Morgan Chase (JPM)	A	A	D	D
Chevron (CVX)	C	A	B	A
Exxon Mobil (XOM)	A	B	A	A
General Electric (GE)	F	B	A	B
Pfizer (PFE)	A	B	D	A
Wal-Mart (WMT)	D	B	A	C
United Technologies (UTX)	C	B	B	D
Notes \| More Info...

US Stock Summary	Yield	P/E	P/B
Exxon Mobil (XOM)	Y	Y	Y
Pfizer (PFE)	Y	Y	Y
Chevron (CVX)	Y		Y
General Electric (GE)	Y		Y
Goldman Sachs (GS)		Y	Y
JP Morgan Chase (JPM)		Y	Y
Procter & Gamble (PG)	Y	Y
Travelers (TRV)		Y	Y
Verizon (VZ)	Y	Y
Apple (AAPL)		Y
Cisco (CSCO)	Y
Coca-Cola (KO)	Y
DowDuPont (DWDP)			Y
IBM (IBM)	Y
Merck (MRK)	Y
United Technologies (UTX)			Y
UnitedHealth (UNH)		Y
Wal-Mart (WMT)			Y
Walt Disney (DIS)		Y
Notes...

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