The Stingy News Weekly (08/13/2018)
| "The important thing is to keep playing, to play against weak
opponents and to play for big stakes." | |
| - Warren Buffett | |
Stingy Links
Fixing chicken
"Today on the show, we follow the story of how some shadowy Wall
Street investors became convinced that chicken companies were
conspiring to charge Americans too much for their chicken."
[audio] [Markets]
The equilibrium delusion
"Economics is a discipline for quiet times. The profession, it
turns out, ... has no grip on understanding how the abnormal grows
out of the normal and what happens next, its practitioners like
weather forecasters who don't understand storms." [Markets]
Scott Galloway bites
"The combined market capitalization of Amazon, Apple, Facebook
and Google is now equivalent to the GDP of India. How did these
four companies come to infiltrate our lives so completely? In a
spectacular rant, Scott Galloway shares insights and eye-opening
stats about their dominance and motivation" [video] [Media]
Lollapalooza effect
"In simple words, lollapalooza effect is an outcome which is far
bigger than the sum of the parts." [Munger]
The perfect bet
"From the statisticians forecasting sports scores to the
intelligent bots beating human poker players, Adam Kucharski traces the
scientific origins of the world's best gambling strategies."
[video] [Math]
Estimating the chances
"The rule of three gives a quick and dirty way to estimate these
kinds of probabilities. It says that if you've tested N cases
and haven't found what you're looking for, a reasonable estimate
is that the probability is less than 3/N." [Math]
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) | E | B | C | 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 | D | A |
| CIBC (CM) | A | C | C | A |
| Shaw (SJR.B) | E | D | D | A |
| TELUS (T) | C | D | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Metro (MRU) | A | D | A | D |
| Cenovus Energy (CVE) | A | A | A | D |
| Teck Resources (TECK.B) | A | A | B | E |
| Magna (MG) | A | B | A | C |
| Power Corp of Canada (POW) | A | A | A | A |
| Kinross Gold (K) | A | A | B | F |
| CIBC (CM) | A | C | C | A |
| Bank of Nova Scotia (BNS) | A | B | C | B |
| National Bank (NA) | A | C | C | B |
| Barrick Gold (ABX) | A | B | B | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | F | A | B | A |
| Goldcorp (G) | C | A | D | E |
| Cenovus Energy (CVE) | A | A | A | D |
| Kinross Gold (K) | A | A | B | F |
| Teck Resources (TECK.B) | A | A | B | E |
| Power Corp of Canada (POW) | A | A | A | A |
| First Quantum (FM) | F | A | D | E |
| Cameco (CCO) | F | A | D | C |
| Manulife (MFC) | D | A | B | B |
| Husky Energy (HSE) | D | A | B | D |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | 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 | |
| Barrick Gold (ABX) | | 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 | |
| Manulife (MFC) | | | Y |
| Metro (MRU) | | Y | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Shaw (SJR.B) | 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 | B | A |
| IBM (IBM) | C | D | B | A |
| Exxon Mobil (XOM) | A | B | A | A |
| General Electric (GE) | F | B | A | A |
| Chevron (CVX) | B | A | B | A |
| Procter & Gamble (PG) | C | C | C | A |
| Coca-Cola (KO) | E | E | E | B |
| Pfizer (PFE) | A | B | E | B |
| Cisco (CSCO) | F | C | D | B |
| Merck (MRK) | E | D | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | A | C | B | A |
| Pfizer (PFE) | A | B | E | B |
| Walt Disney (DIS) | A | C | C | D |
| JP Morgan Chase (JPM) | A | A | D | D |
| Exxon Mobil (XOM) | A | B | A | A |
| Travelers (TRV) | B | A | A | C |
| Intel (INTC) | B | B | C | C |
| Goldman Sachs (GS) | B | A | C | E |
| Apple (AAPL) | B | D | D | E |
| Chevron (CVX) | B | A | B | A |
| 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 |
| Chevron (CVX) | B | A | B | A |
| DowDuPont (DWDP) | E | A | B | C |
| JP Morgan Chase (JPM) | A | A | D | D |
| Exxon Mobil (XOM) | A | B | A | A |
| General Electric (GE) | F | B | A | A |
| Intel (INTC) | B | B | C | C |
| United Technologies (UTX) | C | B | B | D |
| Pfizer (PFE) | A | B | E | B |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Chevron (CVX) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| General Electric (GE) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | 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 | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | | Y |
| Walt Disney (DIS) | | Y | |
| Notes... |
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