The Stingy News Weekly (10/27/2013)
| "Not everything that can be counted counts, and not everything
that counts can be counted." | |
| - Albert Einstein | |
New @ StingyInvestor
Beat the pack by steering around disaster
"The riders careened down narrow paths while desperately trying
to avoid an overly intimate encounter with the surrounding trees.
Those with a sharp eye might have spotted money manager David
McLean cruising by."
CMS Slides
Slides for my talk at the Canadian MoneySaver Seminar
Stingy Links
Cliff Asness
"Cliff Asness interview on WealthTrack"
Nick Brown smelled bull
"Cultivate a 'positivity ratio' of greater than 2.9-to-1 and sail
smoothly through life; fall below it, and sink like a stone.
The theory was well credentialed. Now cited in academic journals
over 350 times, it was first put forth in a 2005 paper by Barbara
Fredrickson, a luminary of the positive psychology movement,
and Marcial Losada, a Chilean management consultant, and published
in the American Psychologist, the flagship peer-reviewed
journal of the largest organization of psychologists in the U.S. But
Brown smelled bullshit. A universal constant predicting success
and fulfillment, failure and discontent? "In what world could
this be true?" he wondered."
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 1 | 5 | 4 | 5 |
| Verizon (VZ) | 1 | 2 | 4 | 5 |
| Intel (INTC) | 4 | 4 | 3 | 5 |
| Merck (MRK) | 1 | 4 | 2 | 5 |
| McDonald's (MCD) | 3 | 1 | 1 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Microsoft (MSFT) | 4 | 3 | 1 | 4 |
| Pfizer (PFE) | 5 | 4 | 1 | 4 |
| Cisco (CSCO) | 4 | 5 | 3 | 4 |
| Procter & Gamble (PG) | 2 | 3 | 2 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Pfizer (PFE) | 5 | 4 | 1 | 4 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Exxon Mobil (XOM) | 5 | 4 | 5 | 3 |
| Travelers (TRV) | 5 | 5 | 4 | 2 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Cisco (CSCO) | 4 | 5 | 3 | 4 |
| EI DuPont (DD) | 4 | 2 | 4 | 3 |
| IBM (IBM) | 4 | 1 | 3 | 2 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Pfizer (PFE) | 5 | 4 | 1 | 4 | 2.74 |
| Chevron (CVX) | 5 | 5 | 5 | 5 | 2.96 |
| Intel (INTC) | 4 | 4 | 3 | 5 | 3.54 |
| Exxon Mobil (XOM) | 5 | 4 | 5 | 3 | 3.82 |
| Cisco (CSCO) | 4 | 5 | 3 | 4 | 4.02 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 4.10 |
| EI DuPont (DD) | 4 | 2 | 4 | 3 | 4.17 |
| Microsoft (MSFT) | 4 | 3 | 1 | 4 | 4.32 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 4.82 |
| McDonald's (MCD) | 3 | 1 | 1 | 5 | 5.03 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Chevron (CVX) | Y | Y | Y |
| Cisco (CSCO) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| EI DuPont (DD) | | Y | Y |
| Exxon Mobil (XOM) | | Y | Y |
| Intel (INTC) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| McDonald's (MCD) | Y | | Y |
| Microsoft (MSFT) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| AT&T (T) | Y | | |
| Goldman Sachs (GS) | | Y | |
| IBM (IBM) | | Y | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Verizon (VZ) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | TransAlta (TA) | 2 | 4 | 4 | 5 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Crescent Point (CPG) | 0 | 3 | 1 | 5 |
| Enerplus (ERF) | 0 | 5 | 2 | 5 |
| BCE Inc. (BCE) | 5 | 1 | 3 | 5 |
| Penn West Petroleum (PWT) | 1 | 5 | 3 | 5 |
| CIBC (CM) | 5 | 2 | 3 | 5 |
| Iamgold (IMG) | 4 | 0 | 0 | 5 |
| Potash Corp. (POT) | 4 | 2 | 1 | 5 |
| ARC Resources (ARX) | 1 | 2 | 1 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Power Corp of Canada (POW) | 5 | 4 | 5 | 4 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Agrium (AGU) | 5 | 3 | 5 | 3 |
| Brookfield (BAM.A) | 5 | 4 | 4 | 1 |
| CIBC (CM) | 5 | 2 | 3 | 5 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Bank of Montreal (BMO) | 5 | 3 | 3 | 4 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| BCE Inc. (BCE) | 5 | 1 | 3 | 5 |
| Imperial Oil (IMO) | 5 | 2 | 4 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.55 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 | 1.90 |
| CIBC (CM) | 5 | 2 | 3 | 5 | 2.31 |
| BCE Inc. (BCE) | 5 | 1 | 3 | 5 | 2.32 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 2.39 |
| TransAlta (TA) | 2 | 4 | 4 | 5 | 2.56 |
| Bank of Montreal (BMO) | 5 | 3 | 3 | 4 | 2.75 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.90 |
| Potash Corp. (POT) | 4 | 2 | 1 | 5 | 2.94 |
| Sun Life Financial (SLF) | 4 | 5 | 4 | 4 | 3.09 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | BCE Inc. (BCE) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| Canadian Oil Sands (COS) | Y | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Potash Corp. (POT) | Y | | Y |
| Power Corp of Canada (POW) | | Y | Y |
| TransAlta (TA) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| Agrium (AGU) | | Y | |
| Brookfield (BAM.A) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Iamgold (IMG) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Sun Life Financial (SLF) | | | Y |
| Notes... |
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