The Stingy News Weekly: 05/15/2019
Stingy Links
Honesty instead of cheer
"Practising the Greek virtues of wisdom and courage is one thing.
But being cheerful the American way borders on psychosis" [Behaviour]
Investing for the disaster to come
"The way I see it, by spending less on fancy caffeine now I
either reach my goals more quickly, or I am better insulated against
my personal apocalypse, if and when it happens." [Thrift]
Financial superpowers
"Having, and sticking to, a true long term perspective is the
closest you can come to possessing an investing superpower." [Behaviour]
Charlie Munger interview
"But of course, when people use the word "common sense," what
they mean is uncommon sense. Because the standard human condition
is ignorance and stupidity. And when they say, old Joe has common
sense, what they mean is he has uncommon sense." [Munger]
10 times sales
"First, over the past 10 years, buying stocks trading above a
relatively high level of sales (10x) was actually a decent strategy
as it would have beat the market (before transaction costs and
taxes). However, over a longer time period, this was a bad bet." [Markets]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | C | C | D | A |
| Enbridge (ENB) | D | B | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| BCE Inc. (BCE) | C | D | C | A |
| CIBC (CM) | A | B | C | A |
| Pembina Pipeline (PPL) | D | C | D | A |
| Bank of Nova Scotia (BNS) | B | B | C | A |
| Brookfield Infrastructure (BIP.UN) | E | F | C | A |
| TransCanada (TRP) | C | D | E | A |
| Emera (EMA) | C | C | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | A | A | B | E |
| Magna (MG) | A | B | A | C |
| Thomson Reuters (TRI) | A | D | E | C |
| Manulife (MFC) | A | A | B | B |
| Nutrien (NTR) | A | A | B | C |
| EnCana (ECA) | A | A | B | E |
| Husky Energy (HSE) | A | A | A | B |
| Bombardier (BBD.B) | A | F | A | F |
| CIBC (CM) | A | B | C | A |
| National Bank (NA) | A | C | C | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | First Quantum (FM) | B | A | B | E |
| Teck Resources (TECK.B) | A | A | B | E |
| Husky Energy (HSE) | A | A | A | B |
| Cenovus Energy (CVE) | F | A | A | D |
| Kinross Gold (K) | F | A | B | F |
| EnCana (ECA) | A | A | B | E |
| Power Corp of Canada (POW) | B | A | A | A |
| Manulife (MFC) | A | A | B | B |
| Cameco (CCO) | E | A | D | E |
| Imperial Oil (IMO) | B | A | B | C |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | CIBC (CM) | Y | Y | |
| EnCana (ECA) | | Y | Y |
| Husky Energy (HSE) | | Y | Y |
| Manulife (MFC) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Nova Scotia (BNS) | Y | | |
| Bombardier (BBD.B) | | Y | |
| Brookfield Infrastructure (BIP.UN) | Y | | |
| Cameco (CCO) | | | Y |
| Cenovus Energy (CVE) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Imperial Oil (IMO) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Kinross Gold (K) | | | Y |
| Magna (MG) | | Y | |
| National Bank (NA) | | Y | |
| Nutrien (NTR) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Thomson Reuters (TRI) | | Y | |
| TransCanada (TRP) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | IBM (IBM) | A | D | B | A |
| Exxon Mobil (XOM) | C | B | A | A |
| Verizon (VZ) | B | C | B | A |
| Chevron (CVX) | B | A | B | A |
| Pfizer (PFE) | D | C | D | A |
| DowDuPont (DWDP) | D | A | A | A |
| Walgreens (WBA) | A | B | A | B |
| Coca-Cola (KO) | E | E | E | B |
| 3M (MMM) | C | E | C | B |
| Procter & Gamble (PG) | D | D | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| Walgreens (WBA) | A | B | A | B |
| Intel (INTC) | A | B | C | C |
| Caterpillar (CAT) | A | C | B | C |
| JP Morgan Chase (JPM) | A | A | D | B |
| IBM (IBM) | A | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Travelers (TRV) | B | A | A | D |
| American Express (AXP) | B | C | C | E |
| Walt Disney (DIS) | B | B | D | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | DowDuPont (DWDP) | D | A | A | A |
| Goldman Sachs (GS) | A | A | C | D |
| Chevron (CVX) | B | A | B | A |
| JP Morgan Chase (JPM) | A | A | D | B |
| Travelers (TRV) | B | A | A | D |
| Exxon Mobil (XOM) | C | B | A | A |
| Walgreens (WBA) | A | B | A | B |
| Walt Disney (DIS) | B | B | D | E |
| Intel (INTC) | A | B | C | C |
| United Technologies (UTX) | D | B | B | D |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Walgreens (WBA) | Y | Y | Y |
| Chevron (CVX) | Y | | Y |
| DowDuPont (DWDP) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| Walt Disney (DIS) | | Y | Y |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Caterpillar (CAT) | | Y | |
| Coca-Cola (KO) | Y | | |
| Pfizer (PFE) | Y | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | | Y |
| Notes... |
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