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The Stingy News Weekly (02/12/2017)

	"Don't gamble. Take all your savings and buy a good stock, and hold it till it goes up, then sell it. If it don't go up, don't buy it."
	- Will Rogers

Stingy Links

Gross margin for fun and profit
"Businesses come in all varieties and the gross margins generated by various businesses are no exception. Software businesses and pharmaceutical firms have high gross margins. Costco and Exxon have low gross margins." [Accounting]

Virality is a myth
"Raymond Loewy [is] the father of industrial design. He designed the modern locomotive, the modern car, the livery, Air Force One and the interior habitat of the first NASA space ship. He basically designed the middle of the 20th century in America, and he had a rule for why people like what they like, MAYA: Most Advanced, Yet Acceptable." [Markets]

Dividend policy
"The shift is remarkable. In 1988, almost 70% of all cash returned to stockholders took the form of dividends and by 2016, close to 60% of all cash returned took the form of buybacks." [Dividends]

A taxing trend
"The odds of a federal budget that targets investors with higher taxes on capital gains or even dividends are rising." [Taxes]

Klarman's letter
"President Trump may be able to temporarily hold off the sweep of automation and globalization by cajoling companies to keep jobs at home, but bolstering inefficient and uncompetitive enterprises is likely to only temporarily stave off market forces" [Value Investing]

Betting against correlation
"These findings are a strong indication that leverage aversion is indeed an important part of the low-risk effect though by no means does it rule out other contributing explanations." [Behaviour]

DOW 30 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Verizon (VZ)	4	1	4	5
Pfizer (PFE)	1	4	2	5
Chevron (CVX)	0	5	4	5
Exxon Mobil (XOM)	1	5	4	5
Coca-Cola (KO)	2	1	1	5
Boeing (BA)	3	1	5	5
Cisco (CSCO)	4	4	2	4
General Electric (GE)	1	3	4	4
Caterpillar (CAT)	0	3	5	4
IBM (IBM)	5	1	4	4
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Travelers (TRV)	5	5	5	2
American Express (AXP)	5	4	3	1
JP Morgan Chase (JPM)	5	5	2	2
IBM (IBM)	5	1	4	4
Wal-Mart (WMT)	5	4	5	3
Goldman Sachs (GS)	4	5	2	1
Cisco (CSCO)	4	4	2	4
Verizon (VZ)	4	1	4	5
Apple (AAPL)	4	2	3	2
Procter & Gamble (PG)	4	2	2	4
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Verizon (VZ)	4	1	4	5	3.23
Cisco (CSCO)	4	4	2	4	4.57
IBM (IBM)	5	1	4	4	4.61
Wal-Mart (WMT)	5	4	5	3	5.02
Travelers (TRV)	5	5	5	2	5.20
Procter & Gamble (PG)	4	2	2	4	5.29
Intel (INTC)	3	4	3	3	5.67
JP Morgan Chase (JPM)	5	5	2	2	6.36
Boeing (BA)	3	1	5	5	6.39
Pfizer (PFE)	1	4	2	5	6.96
Notes \| More Info...

US Stock Summary	Yield	P/E	V.R.
Cisco (CSCO)	Y	Y	Y
IBM (IBM)	Y	Y	Y
Verizon (VZ)	Y	Y	Y
Boeing (BA)	Y		Y
JP Morgan Chase (JPM)		Y	Y
Pfizer (PFE)	Y		Y
Procter & Gamble (PG)		Y	Y
Travelers (TRV)		Y	Y
Wal-Mart (WMT)		Y	Y
American Express (AXP)		Y
Apple (AAPL)		Y
Caterpillar (CAT)	Y
Chevron (CVX)	Y
Coca-Cola (KO)	Y
Exxon Mobil (XOM)	Y
General Electric (GE)	Y
Goldman Sachs (GS)		Y
Intel (INTC)			Y
Notes...

S&P/TSX60 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Inter Pipeline (IPL)	3	1	1	5
BCE Inc. (BCE)	3	1	3	5
Pembina Pipeline (PPL)	1	2	2	5
Emera (EMA)	3	4	3	5
TELUS (T)	3	2	3	5
CIBC (CM)	5	3	2	5
Power Corp of Canada (POW)	4	5	5	5
Shaw (SJR.B)	5	2	3	5
Enbridge (ENB)	2	1	4	5
National Bank (NA)	4	3	3	5
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Magna (MG)	5	4	5	3
CIBC (CM)	5	3	2	5
Shaw (SJR.B)	5	2	3	5
Sun Life Financial (SLF)	5	4	4	4
Bank of Nova Scotia (BNS)	5	3	2	4
Royal Bank (RY)	5	3	2	4
Bank of Montreal (BMO)	5	4	2	4
TD Bank (TD)	5	3	2	4
Power Corp of Canada (POW)	4	5	5	5
Canadian Tire (CTC.A)	4	3	5	3
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
CIBC (CM)	5	3	2	5	2.49
Shaw (SJR.B)	5	2	3	5	2.93
BCE Inc. (BCE)	3	1	3	5	3.55
Power Corp of Canada (POW)	4	5	5	5	3.63
Bank of Nova Scotia (BNS)	5	3	2	4	3.75
Inter Pipeline (IPL)	3	1	1	5	3.75
Magna (MG)	5	4	5	3	3.77
TELUS (T)	3	2	3	5	4.09
Bank of Montreal (BMO)	5	4	2	4	4.10
Emera (EMA)	3	4	3	5	4.10
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	V.R.
CIBC (CM)	Y	Y	Y
Power Corp of Canada (POW)	Y	Y	Y
Shaw (SJR.B)	Y	Y	Y
BCE Inc. (BCE)	Y		Y
Bank of Montreal (BMO)		Y	Y
Bank of Nova Scotia (BNS)		Y	Y
Emera (EMA)	Y		Y
Inter Pipeline (IPL)	Y		Y
Magna (MG)		Y	Y
TELUS (T)	Y		Y
Canadian Tire (CTC.A)		Y
Enbridge (ENB)	Y
National Bank (NA)	Y
Pembina Pipeline (PPL)	Y
Royal Bank (RY)		Y
Sun Life Financial (SLF)		Y
TD Bank (TD)		Y
Notes...

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