The Stingy News Weekly (12/16/2012)
| "I've seen more people fail because of liquor and leverage -
leverage being borrowed money. You really don't need leverage in this
world much. If you're smart, you're going to make a lot of
money without borrowing." | |
| - Warren Buffett | |
New @ StingyInvestor
Focus on the numbers
"Simple numerical strategies may well represent a ceiling to
returns for most investors. It's something that's well worth
considering the next time you screen for stocks."
Stingy Links
Not enough Canadian content
"Every one of the ailments we imagine ourselves to be suffering
is a reality in the United States: where our incomes are growing,
theirs are stagnating; where poverty here is at record lows,
there it is at record highs; where inequality in Canada has not
grown in recent years, in the United States it has surged."
Saving economics from the economists
"Economics as currently presented in textbooks and taught in the
classroom does not have much to do with business management, and
still less with entrepreneurship. The degree to which economics
is isolated from the ordinary business of life is extraordinary
and unfortunate."
Pay giveaway
"From coast to coast, states are cutting funding for schools,
public safety and the poor as they struggle with fallout left by
politicians who made pay-and-pension promises that taxpayers
couldn't afford."
Save more, work longer
"AQR Capital co-founder on the fiscal cliff and why he sees
challenging times ahead for the U.S. economy."
Income malaise complicates tax talks
"If the two parties fail to come to a deal by Jan. 1, taxes on
the average middle-income family would rise about $2,000 over the
next year. That would follow a 12-year period in which median
inflation-adjusted income dropped 8.9 percent, from $54,932 in
1999 to $50,054 in 2011."
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 1 | 4 | 3 | 5 |
| Verizon (VZ) | 1 | 2 | 4 | 5 |
| Intel (INTC) | 5 | 4 | 3 | 5 |
| EI DuPont (DD) | 3 | 1 | 4 | 5 |
| Merck (MRK) | 1 | 3 | 1 | 5 |
| Hewlett-Packard (HPQ) | 0 | 5 | 5 | 5 |
| McDonald's (MCD) | 2 | 1 | 1 | 4 |
| Pfizer (PFE) | 2 | 3 | 1 | 4 |
| Microsoft (MSFT) | 3 | 2 | 1 | 4 |
| Johnson & Johnson (JNJ) | 1 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | 5 | 5 | 4 | 4 |
| Intel (INTC) | 5 | 4 | 3 | 5 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Caterpillar (CAT) | 5 | 2 | 5 | 2 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| Travelers (TRV) | 4 | 5 | 4 | 2 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 |
| Boeing (BA) | 4 | 1 | 5 | 2 |
| American Express (AXP) | 4 | 2 | 2 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Intel (INTC) | 5 | 4 | 3 | 5 | 2.03 |
| Chevron (CVX) | 5 | 5 | 4 | 4 | 2.68 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.24 |
| EI DuPont (DD) | 3 | 1 | 4 | 5 | 3.50 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 | 3.58 |
| Caterpillar (CAT) | 5 | 2 | 5 | 2 | 3.80 |
| Travelers (TRV) | 4 | 5 | 4 | 2 | 4.19 |
| Microsoft (MSFT) | 3 | 2 | 1 | 4 | 4.26 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 | 4.58 |
| McDonald's (MCD) | 2 | 1 | 1 | 4 | 4.78 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Intel (INTC) | Y | Y | Y |
| Caterpillar (CAT) | | Y | Y |
| Chevron (CVX) | | Y | Y |
| Cisco (CSCO) | | Y | Y |
| EI DuPont (DD) | Y | | Y |
| Exxon Mobil (XOM) | | 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 | | |
| American Express (AXP) | | Y | |
| Boeing (BA) | | Y | |
| Hewlett-Packard (HPQ) | Y | | |
| Johnson & Johnson (JNJ) | Y | | |
| Merck (MRK) | Y | | |
| Pfizer (PFE) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Verizon (VZ) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Penn West Petroleum (PWT) | 1 | 5 | 3 | 5 |
| Enerplus (ERF) | 0 | 5 | 3 | 5 |
| TransAlta (TA) | 0 | 3 | 4 | 5 |
| Crescent Point (CPG) | 1 | 4 | 1 | 5 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| BCE Inc. (BCE) | 4 | 1 | 4 | 5 |
| Sun Life Financial (SLF) | 1 | 5 | 5 | 5 |
| ARC Resources (ARX) | 1 | 2 | 1 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | First Quantum (FM) | 5 | 3 | 1 | 1 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 |
| Magna (MG) | 5 | 4 | 5 | 3 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Imperial Oil (IMO) | 5 | 2 | 4 | 1 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Barrick Gold (ABX) | 5 | 4 | 2 | 3 |
| CIBC (CM) | 5 | 2 | 3 | 5 |
| Suncor Energy (SU) | 5 | 5 | 4 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.32 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 1.91 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.06 |
| CIBC (CM) | 5 | 2 | 3 | 5 | 2.25 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 5 | 2.26 |
| BCE Inc. (BCE) | 4 | 1 | 4 | 5 | 2.58 |
| Bank of Nova Scotia (BNS) | 4 | 3 | 2 | 4 | 2.73 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 | 2.75 |
| Royal Bank (RY) | 4 | 2 | 2 | 4 | 2.96 |
| Shaw (SJR.B) | 4 | 2 | 3 | 4 | 3.15 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | Y | Y | Y |
| Canadian Oil Sands (COS) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bombardier (BBD.B) | | Y | Y |
| CIBC (CM) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| Bank of Nova Scotia (BNS) | | | Y |
| Barrick Gold (ABX) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| First Quantum (FM) | | Y | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Royal Bank (RY) | | | Y |
| Shaw (SJR.B) | | | Y |
| Sun Life Financial (SLF) | Y | | |
| Suncor Energy (SU) | | Y | |
| TransAlta (TA) | Y | | |
| Notes... |
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