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The Stingy News Weekly (06/19/2018)
| "I'd be a bum on the street with a tin cup if the markets were
efficient" | |
| - Warren Buffett | |
Stingy News Flash
You'll notice that I've changed the number grades in the stock screen
tables to letter grades. I did so in an effort to avoid confusion
because some people erroneously believed that a stock with a yield of
5 had a 5% yield. Not so. It was simply in the highest yield
group.
Now stocks with high yields get As for yield. On the other hand,
stocks with low ratios get high grades for those ratios. The idea
being that good investment characteristics get good grades.
The grades range from A to F with A being good down to E being poor.
Fs are reserved for stocks lacking data or with negative ratios.
Also, the latest Graham Defensive Stocks letter was published for
subscribers. See ...
http://www.ndir.com/RR/
Stingy Links
Theranos lessons
"There are jerks, egomaniacs, and hucksters everywhere. Many of
them are good at their craft. Plan accordingly." [Books]
Warren and Bill visit a candy store
"So when we got together in Omaha during this year's Berkshire
Hathaway shareholder meeting, we decided to check out a real candy
store." [Buffett]
Does your alpha cover its taxes?
"Management fees, the investment industry's most visible cost,
often get more attention than the less visible and typically
larger costs associated with trading and taxes." [Index Investing]
Sector vs country momentum
"This short research note shows that long-short Momentum
portfolios of sectors or countries in European stock markets generated
positive excess returns over the last two decades." [Momentum Investing]
52 week high and the Q-factor
"Firms with high momentum (close to 52-week high) and low asset
growth perform the best." [Momentum Investing]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | C | D | E | A |
| Enbridge (ENB) | D | B | B | A |
| BCE Inc. (BCE) | C | E | C | A |
| Emera (EMA) | E | B | B | A |
| Power Corp of Canada (POW) | A | A | A | A |
| Pembina Pipeline (PPL) | D | C | E | A |
| TransCanada (TRP) | B | D | E | A |
| CIBC (CM) | A | B | C | A |
| ARC Resources (ARX) | B | A | D | A |
| TELUS (T) | C | D | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | A | A | A | D |
| Metro (MRU) | A | D | A | D |
| Teck Resources (TECK.B) | A | A | B | E |
| Power Corp of Canada (POW) | A | A | A | A |
| CIBC (CM) | A | B | C | A |
| Magna (MG) | A | C | A | C |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| National Bank (NA) | A | C | C | B |
| Kinross Gold (K) | A | A | B | F |
| Royal Bank (RY) | A | D | D | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | F | A | B | B |
| Cenovus Energy (CVE) | A | A | A | D |
| Goldcorp (G) | D | A | D | E |
| Teck Resources (TECK.B) | A | A | B | E |
| Power Corp of Canada (POW) | A | A | A | A |
| Kinross Gold (K) | A | A | B | F |
| Husky Energy (HSE) | C | A | B | D |
| First Quantum (FM) | F | A | D | E |
| Cameco (CCO) | F | A | D | C |
| ARC Resources (ARX) | B | A | D | A |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| ARC Resources (ARX) | Y | | Y |
| CIBC (CM) | Y | Y | |
| Cenovus Energy (CVE) | | Y | Y |
| Kinross Gold (K) | | Y | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Nova Scotia (BNS) | | Y | |
| Cameco (CCO) | | | Y |
| Crescent Point (CPG) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Goldcorp (G) | | | Y |
| Husky Energy (HSE) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Magna (MG) | | Y | |
| Metro (MRU) | | Y | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Royal Bank (RY) | | Y | |
| TELUS (T) | Y | | |
| TransCanada (TRP) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | A | C | A | A |
| IBM (IBM) | C | D | B | A |
| Exxon Mobil (XOM) | A | B | A | A |
| Pfizer (PFE) | A | B | D | A |
| Procter & Gamble (PG) | B | C | C | A |
| Chevron (CVX) | C | A | B | A |
| Coca-Cola (KO) | E | D | E | B |
| General Electric (GE) | F | B | A | B |
| Merck (MRK) | E | C | D | B |
| Cisco (CSCO) | F | C | E | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | A | C | A | A |
| Pfizer (PFE) | A | B | D | A |
| Walt Disney (DIS) | A | B | C | E |
| JP Morgan Chase (JPM) | A | A | D | D |
| Exxon Mobil (XOM) | A | B | A | A |
| Travelers (TRV) | B | A | A | C |
| Apple (AAPL) | B | D | D | D |
| Procter & Gamble (PG) | B | C | C | A |
| Goldman Sachs (GS) | B | A | C | E |
| UnitedHealth (UNH) | B | D | A | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | B | A | C | E |
| Travelers (TRV) | B | A | A | C |
| DowDuPont (DWDP) | E | A | B | C |
| JP Morgan Chase (JPM) | A | A | D | D |
| Chevron (CVX) | C | A | B | A |
| Exxon Mobil (XOM) | A | B | A | A |
| General Electric (GE) | F | B | A | B |
| Pfizer (PFE) | A | B | D | A |
| Wal-Mart (WMT) | D | B | A | C |
| United Technologies (UTX) | C | B | B | D |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Exxon Mobil (XOM) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Chevron (CVX) | Y | | Y |
| General Electric (GE) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Procter & Gamble (PG) | Y | Y | |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| Apple (AAPL) | | Y | |
| Cisco (CSCO) | Y | | |
| Coca-Cola (KO) | Y | | |
| DowDuPont (DWDP) | | | Y |
| IBM (IBM) | Y | | |
| Merck (MRK) | Y | | |
| United Technologies (UTX) | | | Y |
| UnitedHealth (UNH) | | Y | |
| Wal-Mart (WMT) | | | Y |
| Walt Disney (DIS) | | 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
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