The Stingy News Weekly (06/23/2013)
| "there are all kinds of wonderful new inventions that give you
nothing as owners except the opportunity to spend a lot more money
in a business that's still going to be lousy. The money still
won't come to you. All of the advantages from great improvements
are going to flow through to the customers." | |
| - Charlie Munger | |
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"It's rare to find ancient structures that have stood the test of
time. But those that survive hold lessons for the modern world.
One of those lessons was recently learned by researchers at the
Lawrence Berkeley National Laboratory who cracked the puzzle
behind Roman concrete. When used to build ports, the ancient stuff
significantly outlasts the common version, which can handle
only a few decades in the waves."
Too much liquidity can drain returns
"Liquidity sounds like something an investor might need after a
bad day in the market. But when it comes to stocks, a highly
liquid approach is not the way to go. Instead, teetotallers are more
likely to outperform."
Stingy Links
The next financial crisis
"The 2007-2008 financial crisis, you might think, was an
unpredictable one-time crash. But Didier Sornette and his Financial
Crisis Observatory have plotted a set of early warning signs for
unstable, growing systems, tracking the moment when any bubble is
about to pop."
What's your outlook on the markets
"No one is happy with these answers. They are not what they want
to hear, but often what they need to hear."
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 1 | 4 | 3 | 5 |
| Verizon (VZ) | 1 | 1 | 4 | 5 |
| Merck (MRK) | 1 | 3 | 1 | 5 |
| Intel (INTC) | 4 | 4 | 2 | 5 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 |
| Chevron (CVX) | 5 | 5 | 4 | 5 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 |
| General Electric (GE) | 3 | 5 | 3 | 4 |
| McDonald's (MCD) | 2 | 1 | 1 | 4 |
| Johnson & Johnson (JNJ) | 2 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | 5 | 5 | 4 | 5 |
| Exxon Mobil (XOM) | 5 | 4 | 4 | 3 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 4 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 |
| Caterpillar (CAT) | 5 | 3 | 5 | 3 |
| Travelers (TRV) | 4 | 5 | 4 | 2 |
| Intel (INTC) | 4 | 4 | 2 | 5 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| IBM (IBM) | 4 | 1 | 3 | 1 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Chevron (CVX) | 5 | 5 | 4 | 5 | 2.64 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 | 3.16 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 4 | 3.20 |
| Exxon Mobil (XOM) | 5 | 4 | 4 | 3 | 3.25 |
| Intel (INTC) | 4 | 4 | 2 | 5 | 3.27 |
| Caterpillar (CAT) | 5 | 3 | 5 | 3 | 3.87 |
| Pfizer (PFE) | 4 | 3 | 1 | 5 | 4.00 |
| Travelers (TRV) | 4 | 5 | 4 | 2 | 4.80 |
| Cisco (CSCO) | 4 | 4 | 2 | 3 | 4.86 |
| AT&T (T) | 1 | 4 | 3 | 5 | 5.13 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Chevron (CVX) | Y | Y | Y |
| EI DuPont (DD) | Y | Y | Y |
| Intel (INTC) | Y | Y | Y |
| AT&T (T) | Y | | Y |
| Caterpillar (CAT) | | Y | Y |
| Cisco (CSCO) | | Y | Y |
| Exxon Mobil (XOM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| General Electric (GE) | Y | | |
| IBM (IBM) | | Y | |
| Johnson & Johnson (JNJ) | Y | | |
| McDonald's (MCD) | Y | | |
| Merck (MRK) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Verizon (VZ) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Penn West Petroleum (PWT) | 1 | 5 | 2 | 5 |
| TransAlta (TA) | 0 | 3 | 3 | 5 |
| Crescent Point (CPG) | 1 | 3 | 1 | 5 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Enerplus (ERF) | 0 | 5 | 2 | 5 |
| Iamgold (IMG) | 5 | 5 | 4 | 5 |
| BCE Inc. (BCE) | 4 | 1 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Iamgold (IMG) | 5 | 5 | 4 | 5 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Agrium (AGU) | 5 | 3 | 5 | 2 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Magna (MG) | 5 | 3 | 5 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Iamgold (IMG) | 5 | 5 | 4 | 5 | 1.33 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.54 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 1.80 |
| CIBC (CM) | 5 | 3 | 3 | 5 | 1.85 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.02 |
| BCE Inc. (BCE) | 4 | 1 | 3 | 5 | 2.42 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.43 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 | 2.63 |
| Sun Life Financial (SLF) | 4 | 4 | 5 | 5 | 2.79 |
| TD Bank (TD) | 4 | 3 | 2 | 3 | 2.91 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| Canadian Oil Sands (COS) | Y | Y | Y |
| Iamgold (IMG) | Y | Y | Y |
| National Bank (NA) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| Agrium (AGU) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Sun Life Financial (SLF) | | | Y |
| TD Bank (TD) | | | Y |
| TransAlta (TA) | Y | | |
| Notes... |
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