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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...

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