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The Stingy News Weekly (07/16/2018)
| "I quickly convinced myself that the true key to happiness lay in
a modest standard of living which could be achieved with little
difficulty under almost all economic conditions." | |
| - Ben Graham | |
Stingy Links
Simple momentum
"This simple momentum strategy would have grown at 10.5% for the
last 91 years, compared to 10.1% for the index." [Momentum Investing]
Lessons from Benjamin Graham
"In June 2003, HarperCollins Publishers asked if I would be
interested in updating Benjamin Graham's classic The Intelligent
Investor. After determining that the proposal was not somebody's
idea of a practical joke, I agreed to take on the project. And as I
worked on revising the book, I was reminded, once again, what a
genius Graham was." [Graham]
Momentum's magic number
"We find similar results, with performance peaking when the
formation period plus the holding period is equal to 12-to-14
months." [Momentum Investing]
Aaron Brown on risk
"Aaron Brown talks about risk at market highs and lows." [video] [Markets]
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) | E | 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 | D | A |
| CIBC (CM) | A | B | C | A |
| TELUS (T) | C | D | C | A |
| Shaw (SJR.B) | D | D | D | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Metro (MRU) | A | D | A | D |
| Cenovus Energy (CVE) | A | A | A | D |
| Teck Resources (TECK.B) | A | A | B | E |
| Power Corp of Canada (POW) | A | A | A | A |
| Magna (MG) | A | C | A | C |
| CIBC (CM) | A | B | C | A |
| Dollarama (DOL) | A | F | B | E |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| National Bank (NA) | A | C | C | B |
| Kinross Gold (K) | A | A | B | F |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | F | A | B | B |
| Goldcorp (G) | C | A | D | E |
| Cenovus Energy (CVE) | A | A | A | D |
| Teck Resources (TECK.B) | A | A | B | E |
| Power Corp of Canada (POW) | A | A | A | A |
| Kinross Gold (K) | A | A | B | F |
| First Quantum (FM) | F | A | D | E |
| Cameco (CCO) | F | A | D | C |
| Husky Energy (HSE) | D | A | B | D |
| Manulife (MFC) | D | A | A | B |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | 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 |
| Dollarama (DOL) | | 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 | |
| Manulife (MFC) | | | Y |
| Metro (MRU) | | Y | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Shaw (SJR.B) | 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 | B | A |
| IBM (IBM) | C | D | A | A |
| Exxon Mobil (XOM) | B | B | A | A |
| Pfizer (PFE) | A | B | E | A |
| Procter & Gamble (PG) | B | C | C | A |
| General Electric (GE) | F | B | A | A |
| Chevron (CVX) | C | A | B | B |
| Coca-Cola (KO) | E | D | E | B |
| Cisco (CSCO) | F | C | D | B |
| Merck (MRK) | E | C | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | A | C | B | A |
| Pfizer (PFE) | A | B | E | A |
| Walt Disney (DIS) | A | C | C | D |
| JP Morgan Chase (JPM) | A | A | D | D |
| Travelers (TRV) | A | A | A | C |
| Exxon Mobil (XOM) | B | B | A | A |
| Apple (AAPL) | B | D | D | E |
| Procter & Gamble (PG) | B | C | C | A |
| Goldman Sachs (GS) | B | A | C | E |
| Intel (INTC) | B | B | D | C |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | B | A | C | E |
| DowDuPont (DWDP) | E | A | B | C |
| Travelers (TRV) | A | A | A | C |
| Chevron (CVX) | C | A | B | B |
| JP Morgan Chase (JPM) | A | A | D | D |
| Exxon Mobil (XOM) | B | B | A | A |
| General Electric (GE) | F | B | A | A |
| Pfizer (PFE) | A | B | E | A |
| United Technologies (UTX) | C | B | B | D |
| Wal-Mart (WMT) | D | B | A | C |
| 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 | | |
| Intel (INTC) | | Y | |
| Merck (MRK) | Y | | |
| United Technologies (UTX) | | | Y |
| Wal-Mart (WMT) | | | Y |
| Walt Disney (DIS) | | Y | |
| Notes... |
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