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The Stingy News Weekly (08/07/2017)
| "The fact that people will be full of greed, fear or folly is
predictable. The sequence is not predicatable." | |
| - Warren Buffett | |
Stingy Links
3G's wiener
"Why the hatchet men of 3G spent $10 Million on a better Oscar
Mayer wiener" [Buffett]
The August of our discontent
"This month is the ten-year anniversary of the "quant crisis" or
"quant quake" - that one week period in August 2007 when
quantitative equity strategies like factor investing and statistical
arbitrage suffered very large losses and then, in the next few
weeks, made an almost full recovery. Given the current popularity
of factor investing it seems a good time to review what happened
that summer and discuss its relevance for today." [Value Investing]
Retirement makes you miserable
"Some people find that after trying retirement, it just doesn.t
agree with them. Here are three such stories of 'un-retirees' -
people who crave returning to work after retiring or went back to
work part-time, and not only for the money." [Retirement]
A 93% tax rate
"Small business owners across the land are still reeling from
last month's announcement by Finance Minister Bill Morneau
targeting private corporations and fundamentally changing the way
businesses and incorporated professionals are taxed." [Taxes]
Addiction to real estate
"Canada's addiction to real estate goes far beyond our obsession
with talking about it. Our economy actually relies more on the
fees associated with buying and selling houses than it does on
agriculture, fishing, forestry and hunting combined." [Real Estate]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 4 | 1 | 5 | 5 |
| IBM (IBM) | 5 | 2 | 4 | 5 |
| Chevron (CVX) | 1 | 5 | 4 | 5 |
| Exxon Mobil (XOM) | 1 | 5 | 5 | 5 |
| Pfizer (PFE) | 2 | 4 | 2 | 5 |
| General Electric (GE) | 2 | 4 | 4 | 5 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| Coca-Cola (KO) | 1 | 1 | 1 | 4 |
| Procter & Gamble (PG) | 4 | 3 | 2 | 4 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | IBM (IBM) | 5 | 2 | 4 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Travelers (TRV) | 5 | 5 | 5 | 2 |
| JP Morgan Chase (JPM) | 5 | 5 | 2 | 2 |
| American Express (AXP) | 5 | 3 | 3 | 1 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| Verizon (VZ) | 4 | 1 | 5 | 5 |
| Procter & Gamble (PG) | 4 | 3 | 2 | 4 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | IBM (IBM) | 5 | 2 | 4 | 5 | 2.86 |
| Verizon (VZ) | 4 | 1 | 5 | 5 | 3.46 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 | 4.43 |
| Intel (INTC) | 4 | 4 | 3 | 4 | 5.26 |
| Procter & Gamble (PG) | 4 | 3 | 2 | 4 | 5.53 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 5.71 |
| JP Morgan Chase (JPM) | 5 | 5 | 2 | 2 | 6.76 |
| General Electric (GE) | 2 | 4 | 4 | 5 | 7.02 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 | 7.30 |
| Pfizer (PFE) | 2 | 4 | 2 | 5 | 7.38 |
| 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 |
| Procter & Gamble (PG) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| General Electric (GE) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| Wal-Mart (WMT) | | Y | Y |
| American Express (AXP) | | Y | |
| Chevron (CVX) | Y | | |
| Coca-Cola (KO) | Y | | |
| Exxon Mobil (XOM) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | 3 | 2 | 1 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Pembina Pipeline (PPL) | 1 | 2 | 2 | 5 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Enbridge (ENB) | 1 | 3 | 4 | 5 |
| Emera (EMA) | 4 | 4 | 4 | 5 |
| Shaw (SJR.B) | 2 | 2 | 2 | 5 |
| TELUS (T) | 3 | 1 | 3 | 5 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | 5 | 5 | 5 | 3 |
| Barrick Gold (ABX) | 5 | 3 | 3 | 1 |
| Teck Resources (TECK.B) | 5 | 5 | 4 | 1 |
| Magna (MG) | 5 | 4 | 5 | 3 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Husky Energy (HSE) | 5 | 5 | 5 | 0 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| EnCana (ECA) | 5 | 4 | 3 | 1 |
| Thomson Reuters (TRI) | 5 | 2 | 2 | 3 |
| Imperial Oil (IMO) | 5 | 5 | 4 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | CIBC (CM) | 5 | 3 | 3 | 5 | 1.93 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 | 2.20 |
| Cenovus Energy (CVE) | 5 | 5 | 5 | 3 | 2.33 |
| Inter Pipeline (IPL) | 3 | 2 | 1 | 5 | 2.75 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 2.85 |
| Bank of Montreal (BMO) | 4 | 4 | 3 | 4 | 3.12 |
| Bank of Nova Scotia (BNS) | 4 | 3 | 2 | 4 | 3.18 |
| Sun Life Financial (SLF) | 4 | 4 | 4 | 4 | 3.31 |
| TD Bank (TD) | 4 | 3 | 2 | 4 | 3.39 |
| Royal Bank (RY) | 4 | 2 | 2 | 4 | 3.48 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | CIBC (CM) | Y | Y | Y |
| Power Corp of Canada (POW) | Y | Y | Y |
| Cenovus Energy (CVE) | | Y | Y |
| Inter Pipeline (IPL) | Y | | Y |
| National Bank (NA) | Y | | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | | Y |
| Bank of Nova Scotia (BNS) | | | Y |
| Barrick Gold (ABX) | | Y | |
| Emera (EMA) | Y | | |
| EnCana (ECA) | | Y | |
| Enbridge (ENB) | Y | | |
| Husky Energy (HSE) | | Y | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Royal Bank (RY) | | | Y |
| Shaw (SJR.B) | Y | | |
| Sun Life Financial (SLF) | | | Y |
| TD Bank (TD) | | | Y |
| TELUS (T) | Y | | |
| Teck Resources (TECK.B) | | Y | |
| Thomson Reuters (TRI) | | Y | |
| Notes... |
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