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The Stingy News Weekly (08/05/2012)

	"Debt is always repaid, either by the borrower or by the lender."
	- James Grant

Stingy Links

Vancouver crash
"The bottom line is that I'm confident that there are many households now reliant on home equity extraction to maintain their current lifestyle and likely to continue making timely payments on debt obligations. I suspect that when the tide goes out, we'll be shocked at how many Vancouver households have been swimming naked:"

Unintended consequences
"President Clinton raised taxes in the 1990s and the economy grew. So does that mean it would grow today if we did the same thing?"

Just how bad is the economy?
"The second-quarter GDP numbers came out. The newspapers and Republicans pounced on low growth and anemic job growth. The Democrats rebut growth is growth and tell us of the steady job gains. How bad is the economy?"

After this, therefore because of this
"Correlation isn't causation. It's a hint or a possibility, but no sure thing. This entire process is so difficult because we have so much trouble isolating causation. It's easy to see that bad traffic can cause one's commute to be longer than normal, but ascertaining causation where there are huge numbers of variables can be astonishingly difficult. Finding a causal chain in the hard sciences can be made easier by creating experiments that limit the variables or even eliminate all other possible variables. That's simply not possible in the markets."

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
Merck (MRK)	1	3	1	5
Pfizer (PFE)	2	4	1	5
Johnson & Johnson (JNJ)	1	3	1	5
Intel (INTC)	4	3	2	5
Procter & Gamble (PG)	2	3	2	4
EI DuPont (DD)	4	1	4	4
JP Morgan Chase (JPM)	5	5	3	4
General Electric (GE)	2	4	3	4
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Hewlett-Packard (HPQ)	5	5	5	3
Bank of America (BAC)	5	5	5	1
Chevron (CVX)	5	4	4	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	5
Travelers (TRV)	4	5	4	3
Cisco (CSCO)	4	5	3	2
Boeing (BA)	4	1	5	2
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Hewlett-Packard (HPQ)	5	5	5	3	2.37
JP Morgan Chase (JPM)	5	5	3	4	2.45
Chevron (CVX)	5	4	4	4	2.51
Intel (INTC)	4	3	2	5	3.18
Exxon Mobil (XOM)	5	3	4	3	3.42
Caterpillar (CAT)	5	2	5	2	3.80
EI DuPont (DD)	4	1	4	4	3.82
Travelers (TRV)	4	5	4	3	3.95
Pfizer (PFE)	2	4	1	5	4.91
Boeing (BA)	4	1	5	2	5.25
Notes \| More Info...

US Stock Summary	Yield	P/E	V.R.
Intel (INTC)	Y	Y	Y
JP Morgan Chase (JPM)	Y	Y	Y
Boeing (BA)		Y	Y
Caterpillar (CAT)		Y	Y
Chevron (CVX)		Y	Y
EI DuPont (DD)	Y		Y
Exxon Mobil (XOM)		Y	Y
Hewlett-Packard (HPQ)		Y	Y
Pfizer (PFE)	Y		Y
Travelers (TRV)		Y	Y
AT&T (T)	Y
Bank of America (BAC)		Y
Cisco (CSCO)		Y
General Electric (GE)	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
TransAlta (TA)	2	4	4	5
Enerplus (ERF)	1	5	2	5
Canadian Oil Sands (COS)	5	2	2	5
Sun Life Financial (SLF)	0	5	5	5
ARC Resources (ARX)	1	2	1	5
Power Corp of Canada (POW)	5	5	5	5
BCE Inc. (BCE)	3	1	4	5
Shaw (SJR.B)	3	2	3	5
Manulife (MFC)	1	5	5	5
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Iamgold (IMG)	5	5	2	3
First Quantum (FM)	5	3	1	1
Barrick Gold (ABX)	5	4	2	3
Bombardier (BBD.B)	5	1	5	3
Teck Resources (TCK.B)	5	5	4	3
Canadian Oil Sands (COS)	5	2	2	5
National Bank (NA)	5	3	3	4
Magna (MG)	5	5	5	3
Inmet Mining (IMN)	5	5	2	1
Power Corp of Canada (POW)	5	5	5	5
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Canadian Oil Sands (COS)	5	2	2	5	1.21
Power Corp of Canada (POW)	5	5	5	5	1.90
Penn West Petroleum (PWT)	2	5	3	5	2.04
National Bank (NA)	5	3	3	4	2.07
CIBC (CM)	4	2	3	5	2.19
Bank of Montreal (BMO)	4	3	3	4	2.25
Iamgold (IMG)	5	5	2	3	2.38
TransAlta (TA)	2	4	4	5	2.52
Shaw (SJR.B)	3	2	3	5	2.67
Bank of Nova Scotia (BNS)	4	3	3	4	2.76
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	V.R.
Canadian Oil Sands (COS)	Y	Y	Y
Power Corp of Canada (POW)	Y	Y	Y
Iamgold (IMG)		Y	Y
National Bank (NA)		Y	Y
Penn West Petroleum (PWT)	Y		Y
Shaw (SJR.B)	Y		Y
TransAlta (TA)	Y		Y
ARC Resources (ARX)	Y
BCE Inc. (BCE)	Y
Bank of Montreal (BMO)			Y
Bank of Nova Scotia (BNS)			Y
Barrick Gold (ABX)		Y
Bombardier (BBD.B)		Y
CIBC (CM)			Y
Enerplus (ERF)	Y
First Quantum (FM)		Y
Inmet Mining (IMN)		Y
Magna (MG)		Y
Manulife (MFC)	Y
Sun Life Financial (SLF)	Y
Teck Resources (TCK.B)		Y
Notes...

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