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The Stingy News Weekly (08/29/2014)

	"Nothing is so permanent as a temporary government program."
	- Milton Friedman

Stingy Links

The Peculiar Passivity of Active Management
"If active stock-pickers are going to prove their worth, they'd better start getting a lot more active - not by trading more, but by looking different from the indexes they are trying to beat." [Funds]

Tobias Carlisle at Deep Value Summit 2013
"Tobias Carlisle talks about KLIC and why he bought it." [Video] [Value Investing]

Tobias Carlisle interview
"Tobias Carlisle talks about his book Deep Value." [Audio] [Value Investing]

The criminalisation of business
"Companies must be punished when they do wrong, but the legal system has become an extortion racket." [Government]

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)	3	4	1	5
McDonald's (MCD)	4	1	2	5
General Electric (GE)	2	5	3	5
Chevron (CVX)	5	5	5	5
Procter & Gamble (PG)	2	3	2	4
Cisco (CSCO)	4	4	3	4
Merck (MRK)	1	3	1	4
Coca-Cola (KO)	1	2	1	4
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Travelers (TRV)	5	5	5	2
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)	5	5	5	5
Exxon Mobil (XOM)	4	4	5	4
JP Morgan Chase (JPM)	4	5	3	3
Wal-Mart (WMT)	4	3	5	3
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	1.95
Verizon (VZ)	5	1	4	5	2.52
Chevron (CVX)	5	5	5	5	3.73
Travelers (TRV)	5	5	5	2	4.12
Exxon Mobil (XOM)	4	4	5	4	4.58
McDonald's (MCD)	4	1	2	5	4.90
Pfizer (PFE)	3	4	1	5	5.22
IBM (IBM)	5	1	3	2	5.30
Cisco (CSCO)	4	4	3	4	5.51
JP Morgan Chase (JPM)	4	5	3	3	5.67
Notes \| More Info...

US Stock Summary	Yield	P/E	V.R.
AT&T (T)	Y	Y	Y
Chevron (CVX)	Y	Y	Y
Verizon (VZ)	Y	Y	Y
Cisco (CSCO)	Y		Y
Exxon Mobil (XOM)		Y	Y
IBM (IBM)		Y	Y
JP Morgan Chase (JPM)		Y	Y
McDonald's (MCD)	Y		Y
Pfizer (PFE)	Y		Y
Travelers (TRV)		Y	Y
Coca-Cola (KO)	Y
General Electric (GE)	Y
Goldman Sachs (GS)		Y
Merck (MRK)	Y
Procter & Gamble (PG)	Y
UnitedHealth (UNH)		Y
Wal-Mart (WMT)		Y
Notes...

S&P/TSX60 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Penn West Petroleum (PWT)	0	5	4	5
Crescent Point (CPG)	1	3	1	5
Canadian Oil Sands (COS)	4	3	2	5
TransAlta (TA)	0	4	4	5
BCE Inc. (BCE)	3	1	3	5
Enerplus (ERF)	1	2	1	5
Rogers (RCI.B)	4	1	3	5
Shaw (SJR.B)	3	2	3	5
Potash Corp. (POT)	2	1	1	5
CIBC (CM)	5	3	3	5
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Manulife (MFC)	5	5	3	3
Brookfield (BAM.A)	5	4	4	2
National Bank (NA)	5	3	3	4
Bank of Nova Scotia (BNS)	5	3	2	4
Bombardier (BBD.B)	5	1	5	3
Imperial Oil (IMO)	5	3	4	1
Bank of Montreal (BMO)	5	4	3	4
CIBC (CM)	5	3	3	5
Royal Bank (RY)	5	2	2	4
TD Bank (TD)	4	3	2	3
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Canadian Oil Sands (COS)	4	3	2	5	2.42
National Bank (NA)	5	3	3	4	3.24
Bank of Nova Scotia (BNS)	5	3	2	4	3.33
CIBC (CM)	5	3	3	5	3.37
Bank of Montreal (BMO)	5	4	3	4	3.43
Manulife (MFC)	5	5	3	3	3.65
BCE Inc. (BCE)	3	1	3	5	3.67
Royal Bank (RY)	5	2	2	4	3.70
Rogers (RCI.B)	4	1	3	5	3.75
Shaw (SJR.B)	3	2	3	5	4.06
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	V.R.
CIBC (CM)	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
Manulife (MFC)		Y	Y
National Bank (NA)		Y	Y
Rogers (RCI.B)	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
Imperial Oil (IMO)		Y
Penn West Petroleum (PWT)	Y
Potash Corp. (POT)	Y
TD Bank (TD)		Y
TransAlta (TA)	Y
Notes...

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