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The Stingy News Weekly (02/07/2016)
| "The chief losses to investors come from the purchase of
low-quality securities at times of favorable business conditions." | |
| - Benjamin Graham | |
New from StingyInvestor
Asset Mixer Portfolios
The Asset Mixer portfolios of index funds and ETFs have been
updated to reflect recent annual fee data (MER)
Asset Mixer Update
We've updated our Asset Mixer to include inflation-adjusted data
for 2015.
Periodic Table Update
We've updated our periodic table of annual returns for Canadians
to include inflation-adjusted data for 2015.
Stingy Links
Kleinschmidt interview
"An exclusive interview with Tocqueville Fund.s long-time
portfolio manager Robert Kleinschmidt. The contrarian value investor
explains why commodities are key to the market and what they are
telling him now." [Value Investing]
Change in shares outstanding
"The first quintile barely exhibited a positive annualized
return. The stock of these companies that increased shares outstanding
underperformed the market in 75% of the years in this 16-year
test period. The average excess returns versus the S&P 500 equal
weight benchmark were a negative 3.34%. In contrast, the 5th
quintile outperformed the benchmark 81.25% of the time and produced
average excess return of 5.54%." [Markets]
A select group
"Tech-boosters would doubtless love to see a prolonged bout of
jostling for top spot between Alphabet and Apple (which before
this week had held on to its crown for 653 consecutive days). But
an obvious threat to both comes from a company that isn't even
listed yet: Aramco, Saudi Arabia's state-owned oil giant, which is
almost certainly the world's most valuable firm and is toying
with an initial public offering." [Stocks]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | 1 | 5 | 5 | 5 |
| Caterpillar (CAT) | 3 | 4 | 5 | 5 |
| Verizon (VZ) | 4 | 1 | 4 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 |
| IBM (IBM) | 5 | 1 | 4 | 5 |
| Merck (MRK) | 1 | 3 | 2 | 5 |
| Cisco (CSCO) | 4 | 5 | 3 | 4 |
| Exxon Mobil (XOM) | 2 | 5 | 4 | 4 |
| Intel (INTC) | 4 | 4 | 2 | 4 |
| Boeing (BA) | 3 | 1 | 5 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | IBM (IBM) | 5 | 1 | 4 | 5 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Travelers (TRV) | 5 | 5 | 5 | 2 |
| Apple (AAPL) | 5 | 2 | 3 | 2 |
| United Technologies (UTX) | 5 | 4 | 4 | 3 |
| American Express (AXP) | 4 | 4 | 4 | 2 |
| Verizon (VZ) | 4 | 1 | 4 | 5 |
| Cisco (CSCO) | 4 | 5 | 3 | 4 |
| Intel (INTC) | 4 | 4 | 2 | 4 |
| Goldman Sachs (GS) | 4 | 5 | 3 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | IBM (IBM) | 5 | 1 | 4 | 5 | 2.37 |
| Verizon (VZ) | 4 | 1 | 4 | 5 | 2.63 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.15 |
| Cisco (CSCO) | 4 | 5 | 3 | 4 | 3.32 |
| Intel (INTC) | 4 | 4 | 2 | 4 | 3.48 |
| United Technologies (UTX) | 5 | 4 | 4 | 3 | 3.50 |
| Caterpillar (CAT) | 3 | 4 | 5 | 5 | 4.05 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 4.25 |
| Apple (AAPL) | 5 | 2 | 3 | 2 | 4.53 |
| Boeing (BA) | 3 | 1 | 5 | 4 | 4.63 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Cisco (CSCO) | Y | Y | Y |
| IBM (IBM) | Y | Y | Y |
| Intel (INTC) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Apple (AAPL) | | Y | Y |
| Boeing (BA) | Y | | Y |
| Caterpillar (CAT) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| United Technologies (UTX) | | Y | Y |
| American Express (AXP) | | Y | |
| Chevron (CVX) | Y | | |
| Exxon Mobil (XOM) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Merck (MRK) | Y | | |
| Pfizer (PFE) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | 0 | 5 | 2 | 5 |
| Inter Pipeline (IPL) | 2 | 2 | 1 | 5 |
| ARC Resources (ARX) | 0 | 2 | 1 | 5 |
| EnCana (ECA) | 0 | 5 | 5 | 5 |
| Potash Corp. (POT) | 4 | 3 | 2 | 5 |
| Talisman Energy (TLM) | 0 | 0 | 0 | 5 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Shaw (SJR.B) | 4 | 2 | 2 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | SNC-Lavalin (SNC) | 5 | 3 | 5 | 3 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 |
| Magna (MG) | 5 | 3 | 5 | 3 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 4 |
| Bank of Montreal (BMO) | 4 | 4 | 3 | 4 |
| Potash Corp. (POT) | 4 | 3 | 2 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | National Bank (NA) | 5 | 3 | 3 | 5 | 1.61 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 | 1.68 |
| SNC-Lavalin (SNC) | 5 | 3 | 5 | 3 | 1.68 |
| CIBC (CM) | 5 | 3 | 3 | 5 | 1.96 |
| Potash Corp. (POT) | 4 | 3 | 2 | 5 | 2.01 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 | 2.02 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 | 2.38 |
| Bank of Montreal (BMO) | 4 | 4 | 3 | 4 | 2.49 |
| Magna (MG) | 5 | 3 | 5 | 3 | 2.76 |
| Shaw (SJR.B) | 4 | 2 | 2 | 5 | 2.76 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| National Bank (NA) | Y | Y | Y |
| Potash Corp. (POT) | Y | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Magna (MG) | | Y | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| SNC-Lavalin (SNC) | | Y | Y |
| Shaw (SJR.B) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| Crescent Point (CPG) | Y | | |
| EnCana (ECA) | Y | | |
| Inter Pipeline (IPL) | Y | | |
| Sun Life Financial (SLF) | | Y | |
| Talisman Energy (TLM) | Y | | |
| Notes... |
The Rothery Report
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| Disclaimers: Consult with a
qualified investment adviser before trading. Past performance is a
poor indicator of future performance. The information on this site,
and in its related newsletters, is not intended to be, nor does it
constitute, financial advice or recommendations. The information on
this site is in no way guaranteed for completeness, accuracy or in any
other way. More...
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