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The Stingy News Weekly (05/08/2016)
| "Only buy something that you'd be perfectly happy to hold if the
market shut down for 10 years." | |
| - Warren Buffett | |
New from StingyInvestor
How the Hot Potato is cooking
"It seems like high time to provide a quick update on where the
Global Hot Potato stands today."
Stingy Links
The cost of dividends
"It turns out that the simple value strategy (which included
avoiding high yield stocks) actually produced higher returns than
the dividend strategy - not just similar returns. In other words,
before we even get to the tax benefits, 'value' had already
trumped 'dividends.'" [Value Investing]
Shrinkage vs. growth
"The most interesting story in the history of capital allocation
was the rapid growth and then steady shrinking of Teledyne, a
conglomerate formed by Henry Singleton in 1960." [Value Investing]
The forgotten bear market
"The market collapse of 1973-74 has been oddly ignored in the
annals of investing. Yet it was truly epochal, and on a par with
the 1930s." [Markets]
The high price of low vol
"If you buy a 'low-volatility' fund, make sure you're comfortable
paying a higher price. That's the warning that emerges from the
surge in popularity of funds specializing in stocks that
fluctuate less than the stock market as a whole." [Indexing]
Charlie Munger interview
"what could be more asinine than making a judgment about
something without taking into account both the advantages and
disadvantages? What kind of a nut would just look at one side and not the
other?" [Munger]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 5 | 1 | 4 | 5 |
| Chevron (CVX) | 1 | 5 | 4 | 5 |
| Caterpillar (CAT) | 3 | 4 | 5 | 5 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 |
| IBM (IBM) | 5 | 1 | 4 | 5 |
| Pfizer (PFE) | 1 | 3 | 1 | 5 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| Merck (MRK) | 1 | 3 | 2 | 4 |
| Exxon Mobil (XOM) | 2 | 5 | 4 | 4 |
| Boeing (BA) | 3 | 1 | 5 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Apple (AAPL) | 5 | 3 | 3 | 2 |
| Travelers (TRV) | 5 | 5 | 5 | 2 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| IBM (IBM) | 5 | 1 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| United Technologies (UTX) | 4 | 4 | 5 | 2 |
| American Express (AXP) | 4 | 4 | 4 | 1 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| Goldman Sachs (GS) | 4 | 5 | 3 | 1 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Verizon (VZ) | 5 | 1 | 4 | 5 | 2.65 |
| IBM (IBM) | 5 | 1 | 4 | 5 | 2.89 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 | 3.35 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.59 |
| Intel (INTC) | 4 | 4 | 3 | 4 | 3.73 |
| Apple (AAPL) | 5 | 3 | 3 | 2 | 4.01 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 4.18 |
| United Technologies (UTX) | 4 | 4 | 5 | 2 | 4.49 |
| Caterpillar (CAT) | 3 | 4 | 5 | 5 | 4.99 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 | 5.10 |
| 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 |
| Caterpillar (CAT) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| United Technologies (UTX) | | Y | Y |
| American Express (AXP) | | Y | |
| Boeing (BA) | Y | | |
| Chevron (CVX) | Y | | |
| Exxon Mobil (XOM) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Merck (MRK) | Y | | |
| Pfizer (PFE) | Y | | |
| Wal-Mart (WMT) | | | Y |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Potash Corp. (POT) | 4 | 3 | 3 | 5 |
| Inter Pipeline (IPL) | 2 | 2 | 1 | 5 |
| Talisman Energy (TLM) | 0 | 0 | 0 | 5 |
| National Bank (NA) | 5 | 4 | 3 | 5 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| TELUS (T) | 3 | 2 | 3 | 5 |
| BCE Inc. (BCE) | 2 | 1 | 2 | 5 |
| TransCanada (TRP) | 0 | 2 | 1 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Power Corp of Canada (POW) | 5 | 5 | 5 | 4 |
| Magna (MG) | 5 | 3 | 5 | 3 |
| National Bank (NA) | 5 | 4 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 3 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 |
| Agrium (AGU) | 4 | 3 | 5 | 4 |
| TD Bank (TD) | 4 | 3 | 2 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Power Corp of Canada (POW) | 5 | 5 | 5 | 4 | 1.71 |
| National Bank (NA) | 5 | 4 | 3 | 5 | 1.98 |
| Potash Corp. (POT) | 4 | 3 | 3 | 5 | 2.18 |
| CIBC (CM) | 5 | 3 | 2 | 5 | 2.27 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 | 2.31 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 | 2.68 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 | 2.70 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 | 2.87 |
| Agrium (AGU) | 4 | 3 | 5 | 4 | 3.02 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 3 | 3.21 |
| 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 |
| Agrium (AGU) | | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Potash Corp. (POT) | Y | | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| Shaw (SJR.B) | Y | | Y |
| Sun Life Financial (SLF) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Inter Pipeline (IPL) | Y | | |
| Magna (MG) | | Y | |
| TD Bank (TD) | | Y | |
| TELUS (T) | Y | | |
| Talisman Energy (TLM) | Y | | |
| TransCanada (TRP) | 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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