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The Stingy News Weekly (02/01/2014)
| "Yes, risk-taking is inherently failure-prone. Otherwise, it would
be called sure-thing taking." | |
| - Tim McMahon | |
New @ StingyInvestor
A bargain from Tweedy
"These days more than a few famous value investors are selling
stocks and allowing cash to pile up in their portfolios."
Stingy Links
Retiring on your own terms
"To be assured of having enough money to fund a comfortable
retirement, you should save a total of 22 times the annual income you
want to earn when you retire. That is higher than many previous
estimates, but it offers near-certainty of hitting your
target."
How indexing distorts investment reality
"Is indexing the perfect investment solution for the majority of
investors - or is it the most dangerous threat to free markets
since Communism? Is the investment management business an
intelligent way for an investor to access expertise - or is it a
collection of greedy and incompetent thieves? Like most things in
life, reality is somewhere between the extreme portrayals that tend
to inhabit the media, and taking time to peel away the more
nuanced layers is a valuable and productive exercise."
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 4 | 3 | 4 | 5 |
| Intel (INTC) | 4 | 4 | 3 | 5 |
| General Electric (GE) | 2 | 5 | 3 | 5 |
| Pfizer (PFE) | 5 | 4 | 1 | 5 |
| McDonald's (MCD) | 3 | 1 | 2 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 4 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Cisco (CSCO) | 4 | 4 | 3 | 4 |
| Procter & Gamble (PG) | 2 | 3 | 2 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 5 | 2 |
| Pfizer (PFE) | 5 | 4 | 1 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 4 |
| AT&T (T) | 5 | 5 | 4 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| EI DuPont (DD) | 5 | 2 | 4 | 3 |
| IBM (IBM) | 4 | 1 | 3 | 2 |
| Cisco (CSCO) | 4 | 4 | 3 | 4 |
| Verizon (VZ) | 4 | 3 | 4 | 5 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | AT&T (T) | 5 | 5 | 4 | 5 | 1.79 |
| Pfizer (PFE) | 5 | 4 | 1 | 5 | 2.40 |
| Verizon (VZ) | 4 | 3 | 4 | 5 | 2.67 |
| Chevron (CVX) | 5 | 5 | 5 | 4 | 2.69 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 3.47 |
| Intel (INTC) | 4 | 4 | 3 | 5 | 3.61 |
| Cisco (CSCO) | 4 | 4 | 3 | 4 | 3.84 |
| EI DuPont (DD) | 5 | 2 | 4 | 3 | 4.06 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 3 | 4.46 |
| Microsoft (MSFT) | 3 | 2 | 1 | 4 | 4.67 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Cisco (CSCO) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| EI DuPont (DD) | | Y | Y |
| Exxon Mobil (XOM) | | Y | Y |
| Intel (INTC) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| IBM (IBM) | | Y | |
| McDonald's (MCD) | Y | | |
| Merck (MRK) | Y | | |
| Microsoft (MSFT) | | | Y |
| Procter & Gamble (PG) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | TransAlta (TA) | 1 | 3 | 3 | 5 |
| Crescent Point (CPG) | 1 | 4 | 1 | 5 |
| Canadian Oil Sands (COS) | 5 | 3 | 2 | 5 |
| Penn West Petroleum (PWT) | 0 | 5 | 3 | 5 |
| Enerplus (ERF) | 0 | 5 | 2 | 5 |
| BCE Inc. (BCE) | 4 | 1 | 3 | 5 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 |
| Potash Corp. (POT) | 4 | 2 | 1 | 5 |
| CIBC (CM) | 5 | 2 | 3 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Metro (MRU) | 5 | 3 | 5 | 2 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Agrium (AGU) | 5 | 3 | 5 | 3 |
| CIBC (CM) | 5 | 2 | 3 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 |
| Canadian Oil Sands (COS) | 5 | 3 | 2 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 |
| Rogers (RCI.B) | 5 | 1 | 3 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 3 | 2 | 5 | 1.66 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 2.17 |
| CIBC (CM) | 5 | 2 | 3 | 5 | 2.38 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.48 |
| Agrium (AGU) | 5 | 3 | 5 | 3 | 2.89 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.96 |
| BCE Inc. (BCE) | 4 | 1 | 3 | 5 | 3.15 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 | 3.24 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 | 3.33 |
| Potash Corp. (POT) | 4 | 2 | 1 | 5 | 3.44 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| Canadian Oil Sands (COS) | Y | Y | Y |
| Agrium (AGU) | | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Potash Corp. (POT) | Y | | Y |
| Royal Bank (RY) | | Y | Y |
| Shaw (SJR.B) | Y | | Y |
| Bombardier (BBD.B) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Metro (MRU) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Rogers (RCI.B) | | Y | |
| TransAlta (TA) | Y | | |
| Notes... |
The Rothery Report
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poor indicator of future performance. The information on this site,
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