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The Stingy News Weekly (06/29/2014)
| "Timidity prompted by past failures causes investors to miss the
most important bull markets." | |
| - Walter Schloss | |
New from StingyInvestor
Diversify with Warren Buffett
"Berkshire Hathaway represents an interesting option for
cost-conscious investors who want to pick up a diversified collection of
businesses in one handy package."
Perils of too much information
"Investors routinely face information overload. It's easy to find
hundreds, or even thousands, of data points on stocks with just
a few clicks of the mouse. Only a small amount of which is
actually useful."
Stingy Links
Value combo
"The attraction of the combo is that it delivers returns
comparable to the very best metric at any point in time." [Value Investing]
The power of share repurchases
"One of the most effective stock selection strategies in the U.S.
over the past several decades has been to buy stocks that are
in the midst of repurchasing significant quantities of their
shares-but just blindly following buybacks isn't always the best
strategy. While many companies that are repurchasing large
quantities of their shares make for great investments, others are
dangerous and should be avoided." [Dividends]
Backtesting backfire
"Given long enough time and deep enough data, you can find a
seemingly impressive linkage between almost any two factors. But
correlation isn't causation." [Zweig]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Pfizer (PFE) | 5 | 4 | 1 | 5 |
| General Electric (GE) | 1 | 5 | 3 | 5 |
| Chevron (CVX) | 4 | 5 | 5 | 5 |
| Procter & Gamble (PG) | 2 | 3 | 3 | 5 |
| McDonald's (MCD) | 3 | 1 | 2 | 4 |
| Cisco (CSCO) | 3 | 4 | 2 | 4 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Intel (INTC) | 3 | 4 | 2 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 4 | 2 |
| Pfizer (PFE) | 5 | 4 | 1 | 5 |
| AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| IBM (IBM) | 5 | 1 | 3 | 2 |
| Chevron (CVX) | 4 | 5 | 5 | 5 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 3 |
| JP Morgan Chase (JPM) | 4 | 5 | 3 | 4 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | AT&T (T) | 5 | 5 | 4 | 5 | 1.98 |
| Verizon (VZ) | 5 | 1 | 4 | 5 | 2.57 |
| Pfizer (PFE) | 5 | 4 | 1 | 5 | 2.64 |
| Chevron (CVX) | 4 | 5 | 5 | 5 | 3.90 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 3.92 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 3 | 5.10 |
| IBM (IBM) | 5 | 1 | 3 | 2 | 5.11 |
| JP Morgan Chase (JPM) | 4 | 5 | 3 | 4 | 5.13 |
| Cisco (CSCO) | 3 | 4 | 2 | 4 | 5.41 |
| Intel (INTC) | 3 | 4 | 2 | 4 | 5.68 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Cisco (CSCO) | Y | | Y |
| Exxon Mobil (XOM) | | Y | Y |
| IBM (IBM) | | Y | Y |
| Intel (INTC) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| McDonald's (MCD) | Y | | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | 1 | 3 | 1 | 5 |
| Canadian Oil Sands (COS) | 4 | 2 | 2 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| Penn West Petroleum (PWT) | 0 | 5 | 3 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Rogers (RCI.B) | 5 | 1 | 3 | 5 |
| National Bank (NA) | 5 | 4 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Enerplus (ERF) | 1 | 2 | 1 | 5 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | National Bank (NA) | 5 | 4 | 3 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Manulife (MFC) | 5 | 5 | 3 | 3 |
| Bombardier (BBD.B) | 5 | 2 | 5 | 3 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Brookfield (BAM.A) | 5 | 4 | 4 | 2 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Rogers (RCI.B) | 5 | 1 | 3 | 5 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 4 | 2 | 2 | 5 | 2.46 |
| National Bank (NA) | 5 | 4 | 3 | 5 | 2.48 |
| CIBC (CM) | 5 | 3 | 3 | 5 | 3.00 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 3.03 |
| Rogers (RCI.B) | 5 | 1 | 3 | 5 | 3.23 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 | 3.51 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 4 | 3.59 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 | 3.67 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 3.68 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 | 3.99 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | CIBC (CM) | Y | Y | Y |
| National Bank (NA) | Y | Y | Y |
| Rogers (RCI.B) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| Canadian Oil Sands (COS) | Y | | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| Shaw (SJR.B) | Y | | Y |
| Bombardier (BBD.B) | | Y | |
| Brookfield (BAM.A) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Manulife (MFC) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| TransAlta (TA) | Y | | |
| Notes... |
The Rothery Report
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| Disclaimers: Consult with a
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
constitute, financial advice or recommendations. The information on
this site is in no way guaranteed for completeness, accuracy or in any
other way. More...
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