The Stingy News Weekly (12/14/2014)
| "It is hard to make predictions, especially about the future." | |
| - Yogi Berra | |
New from StingyInvestor
Time to snap up oil stocks?
"Brave buyers might try to take advantage of the lower prices.
For my part, I'm in no rush to dive headlong into commodity
stocks, but their prices are starting to look pretty good."
Stingy Links
Patient investing
"First Eagle Global Fund's Matthew McLennan. First Eagle is known
for its value-oriented, margin of safety approach and making
preservation of capital its first investment goal. ... McLennan
explains why he is currently finding markets around the world
expensive, and why 'patience' is his best investment idea." [video] [Value Investing]
In praise of small miracles
"Most of us don't save enough. When governments try to encourage
saving, they usually enact big policies to increase the
incentives. But, in Kenya, people were given a lockable metal box - a
simple place to put their money. After one year, the people with
metal boxes increased savings by so much that they had 66 percent
more money available to pay for health emergencies. It would
have taken a giant tax reform to produce a shift in behavior that
large." [Behaviour]
Digging manager graveyards
"Taking on tracking error is a great way to get fired as an asset
manager. As an individual, it is a great way to break your
confidence and sell your hated value stocks." [Value Investing]
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 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| McDonald's (MCD) | 3 | 1 | 2 | 5 |
| General Electric (GE) | 2 | 5 | 3 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 |
| Exxon Mobil (XOM) | 5 | 4 | 5 | 4 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 |
| Coca-Cola (KO) | 1 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | 5 | 5 | 5 | 5 |
| AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Travelers (TRV) | 5 | 5 | 4 | 2 |
| Exxon Mobil (XOM) | 5 | 4 | 5 | 4 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| JP Morgan Chase (JPM) | 4 | 5 | 3 | 3 |
| IBM (IBM) | 4 | 1 | 4 | 3 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 |
| United Technologies (UTX) | 4 | 4 | 4 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | AT&T (T) | 5 | 5 | 4 | 5 | 1.72 |
| Verizon (VZ) | 5 | 1 | 4 | 5 | 2.04 |
| Chevron (CVX) | 5 | 5 | 5 | 5 | 2.26 |
| Exxon Mobil (XOM) | 5 | 4 | 5 | 4 | 3.41 |
| JP Morgan Chase (JPM) | 4 | 5 | 3 | 3 | 4.18 |
| IBM (IBM) | 4 | 1 | 4 | 3 | 4.45 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 4.70 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 | 4.74 |
| McDonald's (MCD) | 3 | 1 | 2 | 5 | 4.76 |
| General Electric (GE) | 2 | 5 | 3 | 5 | 5.37 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| General Electric (GE) | Y | | Y |
| IBM (IBM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| McDonald's (MCD) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| Coca-Cola (KO) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Merck (MRK) | Y | | |
| Pfizer (PFE) | Y | | |
| United Technologies (UTX) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Penn West Petroleum (PWT) | 0 | 5 | 5 | 5 |
| Canadian Oil Sands (COS) | 5 | 5 | 4 | 5 |
| Crescent Point (CPG) | 2 | 5 | 2 | 5 |
| Enerplus (ERF) | 4 | 4 | 3 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| Teck Resources (TCK.B) | 3 | 5 | 5 | 5 |
| Talisman Energy (TLM) | 0 | 5 | 4 | 5 |
| Husky Energy (HSE) | 5 | 4 | 4 | 5 |
| Cenovus Energy (CVE) | 4 | 4 | 4 | 5 |
| ARC Resources (ARX) | 2 | 2 | 1 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | 5 | 5 | 3 | 2 |
| Canadian Oil Sands (COS) | 5 | 5 | 4 | 5 |
| Imperial Oil (IMO) | 5 | 3 | 3 | 1 |
| Manulife (MFC) | 5 | 4 | 3 | 3 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Husky Energy (HSE) | 5 | 4 | 4 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Brookfield (BAM.A) | 5 | 3 | 3 | 1 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 |
| Cdn Natural Resources (CNQ) | 4 | 4 | 2 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 5 | 4 | 5 | 0.45 |
| Enerplus (ERF) | 4 | 4 | 3 | 5 | 1.25 |
| EnCana (ECA) | 5 | 5 | 3 | 2 | 1.36 |
| Crescent Point (CPG) | 2 | 5 | 2 | 5 | 1.89 |
| Husky Energy (HSE) | 5 | 4 | 4 | 5 | 2.02 |
| Teck Resources (TCK.B) | 3 | 5 | 5 | 5 | 2.28 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 2.38 |
| Cenovus Energy (CVE) | 4 | 4 | 4 | 5 | 2.51 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.71 |
| CIBC (CM) | 4 | 2 | 2 | 4 | 2.93 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Canadian Oil Sands (COS) | Y | Y | Y |
| Husky Energy (HSE) | Y | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| Cenovus Energy (CVE) | Y | | Y |
| Crescent Point (CPG) | Y | | Y |
| EnCana (ECA) | | Y | Y |
| Enerplus (ERF) | Y | | Y |
| National Bank (NA) | | Y | Y |
| Teck Resources (TCK.B) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| Brookfield (BAM.A) | | Y | |
| CIBC (CM) | | | Y |
| Cdn Natural Resources (CNQ) | | Y | |
| Imperial Oil (IMO) | | Y | |
| Manulife (MFC) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Power Corp of Canada (POW) | | Y | |
| Talisman Energy (TLM) | Y | | |
| TransAlta (TA) | Y | | |
| Notes... |
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