The Stingy News Weekly (07/15/2012)
| "Frugality and economy are home virtues, without which no
household can prosper." | |
| - Isabella Beeton | |
Stingy Links
Buffett speaks with Betty Liu
"Warren Buffett, the billionaire chairman of Berkshire Hathaway
Inc., talks about JPMorgan Chase and Co.'s $4.4 billion trading
loss at its chief investment office and the U.S. banking
industry. Buffett also discusses his investment strategy and holdings,
the U.S. economy and housing market, and the outlook for the
euro."
David and Goliath
"What should the strategy of the weak be when facing the strong?
Does being an underdog - whether as a team a country or an
individual - help foster creativity?"
Online ads decline
"The average cost to reach 1,000 people with an online display ad
fell to about $11.50 at the end of 2011 from $13.35 in late
2009, according to SQAD Inc., which tracks negotiated ad deals. In
July 1998, Yahoo was getting about $25 per thousand, according
to The Wall Street Journal."
Irving B. Kahn interview
"At 106, Irving Kahn is the oldest living, active investment
professional. Here, he recalls being mentored by the legendary Ben
Graham and learning first-hand the principles of finding large
profits in small-risk investments"
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 | 3 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 |
| Merck (MRK) | 2 | 3 | 1 | 5 |
| EI DuPont (DD) | 4 | 1 | 4 | 5 |
| Johnson & Johnson (JNJ) | 2 | 3 | 1 | 5 |
| General Electric (GE) | 3 | 4 | 3 | 4 |
| Procter & Gamble (PG) | 1 | 3 | 2 | 4 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 4 |
| Chevron (CVX) | 5 | 5 | 5 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Hewlett-Packard (HPQ) | 5 | 5 | 5 | 2 |
| Chevron (CVX) | 5 | 5 | 5 | 4 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 4 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 |
| Caterpillar (CAT) | 5 | 2 | 5 | 2 |
| Intel (INTC) | 4 | 3 | 2 | 4 |
| Microsoft (MSFT) | 4 | 2 | 1 | 3 |
| Cisco (CSCO) | 4 | 4 | 3 | 1 |
| Boeing (BA) | 4 | 1 | 5 | 2 |
| EI DuPont (DD) | 4 | 1 | 4 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Chevron (CVX) | 5 | 5 | 5 | 4 | 2.29 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 4 | 2.29 |
| Hewlett-Packard (HPQ) | 5 | 5 | 5 | 2 | 2.74 |
| Intel (INTC) | 4 | 3 | 2 | 4 | 3.14 |
| EI DuPont (DD) | 4 | 1 | 4 | 5 | 3.45 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 | 3.82 |
| Microsoft (MSFT) | 4 | 2 | 1 | 3 | 3.85 |
| Caterpillar (CAT) | 5 | 2 | 5 | 2 | 3.98 |
| General Electric (GE) | 3 | 4 | 3 | 4 | 4.67 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 | 4.74 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Chevron (CVX) | Y | Y | Y |
| EI DuPont (DD) | Y | Y | Y |
| JP Morgan Chase (JPM) | Y | Y | Y |
| Caterpillar (CAT) | | Y | Y |
| Exxon Mobil (XOM) | | Y | Y |
| General Electric (GE) | Y | | Y |
| Hewlett-Packard (HPQ) | | Y | Y |
| Intel (INTC) | | Y | Y |
| Microsoft (MSFT) | | Y | Y |
| Pfizer (PFE) | Y | | Y |
| AT&T (T) | Y | | |
| Boeing (BA) | | Y | |
| Cisco (CSCO) | | Y | |
| Johnson & Johnson (JNJ) | Y | | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | 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) | 2 | 5 | 3 | 5 |
| Enerplus (ERF) | 1 | 5 | 2 | 5 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| TransAlta (TA) | 3 | 4 | 4 | 5 |
| Sun Life Financial (SLF) | 0 | 5 | 5 | 5 |
| ARC Resources (ARX) | 1 | 2 | 1 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| CIBC (CM) | 4 | 2 | 3 | 5 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 5 |
| Shaw (SJR.B) | 3 | 2 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | First Quantum (FM) | 5 | 3 | 1 | 1 |
| Iamgold (IMG) | 5 | 4 | 2 | 3 |
| Teck Resources (TCK.B) | 5 | 5 | 4 | 3 |
| Barrick Gold (ABX) | 5 | 4 | 2 | 3 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Inmet Mining (IMN) | 5 | 5 | 2 | 1 |
| Magna (MG) | 5 | 5 | 5 | 3 |
| Cdn Natural Resources (CNQ) | 5 | 4 | 2 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.12 |
| Penn West Petroleum (PWT) | 2 | 5 | 3 | 5 | 1.78 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 5 | 1.95 |
| TransAlta (TA) | 3 | 4 | 4 | 5 | 2.03 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 2.06 |
| CIBC (CM) | 4 | 2 | 3 | 5 | 2.10 |
| Bank of Montreal (BMO) | 4 | 3 | 3 | 4 | 2.23 |
| Iamgold (IMG) | 5 | 4 | 2 | 3 | 2.30 |
| Husky Energy (HSE) | 4 | 4 | 4 | 4 | 2.37 |
| Shaw (SJR.B) | 3 | 2 | 3 | 5 | 2.72 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Canadian Oil Sands (COS) | Y | Y | Y |
| CIBC (CM) | Y | | Y |
| Iamgold (IMG) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Penn West Petroleum (PWT) | Y | | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Shaw (SJR.B) | Y | | Y |
| TransAlta (TA) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | | Y |
| Barrick Gold (ABX) | | Y | |
| Bombardier (BBD.B) | | Y | |
| Cdn Natural Resources (CNQ) | | Y | |
| Enerplus (ERF) | Y | | |
| First Quantum (FM) | | Y | |
| Husky Energy (HSE) | | | Y |
| Inmet Mining (IMN) | | Y | |
| Magna (MG) | | Y | |
| Sun Life Financial (SLF) | Y | | |
| Teck Resources (TCK.B) | | Y | |
| Notes... |
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Graham Portfolio Performance
(3/2009 to 3/2012) |
| Simple Way | Dividend Way | Defensive |
| +147%C | +131%U | +46%C | +120%U | | +176%U |
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