The Stingy News Weekly (07/24/2016)
| "I make Homer Simpson look active." | |
| - Tim McElvaine | |
Stingy Links
That 1% move
"When describing differences in percentages (interest rates,
growth rates, returns, etc.) you'll do your readers a kindness by
using percentage points or basis points." [Stingy Investor]
Ted Weschler makes his mark
"He honed his skills at Peninsula Capital Advisors, the hedge
fund firm he launched in 2000 above a bookstore in a
Charlottesville mall. Peninsula's $2 billion fund returned 1,236 percent
before he shuttered it in 2011, versus 146 percent for Berkshire
during the same period." [Buffett]
Do the hard thing
"The reach for yield is becoming a reckless lunge. While
high-quality bonds still have their place, too many investors are buying
high-risk bonds instead." [Bonds]
Beware 13Fs
"Sadly, the bottomline is we should follow the SEC's own advice
as it pertains to 13F filings: The reader should not assume that
information is accurate and complete." [Markets]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | 1 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Caterpillar (CAT) | 1 | 4 | 5 | 5 |
| IBM (IBM) | 4 | 1 | 4 | 5 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 |
| Boeing (BA) | 3 | 1 | 5 | 5 |
| Pfizer (PFE) | 1 | 3 | 1 | 4 |
| Exxon Mobil (XOM) | 1 | 5 | 4 | 4 |
| Procter & Gamble (PG) | 2 | 3 | 2 | 4 |
| Merck (MRK) | 1 | 3 | 2 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Apple (AAPL) | 5 | 3 | 3 | 2 |
| Travelers (TRV) | 5 | 5 | 5 | 2 |
| American Express (AXP) | 5 | 4 | 4 | 1 |
| United Technologies (UTX) | 5 | 4 | 5 | 2 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| IBM (IBM) | 4 | 1 | 4 | 5 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 |
| Goldman Sachs (GS) | 4 | 5 | 3 | 1 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Verizon (VZ) | 5 | 1 | 4 | 5 | 3.16 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.62 |
| IBM (IBM) | 4 | 1 | 4 | 5 | 3.81 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 | 4.48 |
| Apple (AAPL) | 5 | 3 | 3 | 2 | 4.75 |
| United Technologies (UTX) | 5 | 4 | 5 | 2 | 4.91 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 4.93 |
| Boeing (BA) | 3 | 1 | 5 | 5 | 5.52 |
| Intel (INTC) | 4 | 4 | 3 | 4 | 5.60 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 | 5.98 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Cisco (CSCO) | Y | Y | Y |
| IBM (IBM) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Apple (AAPL) | | Y | Y |
| Boeing (BA) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| United Technologies (UTX) | | Y | Y |
| Wal-Mart (WMT) | | Y | Y |
| American Express (AXP) | | Y | |
| Caterpillar (CAT) | Y | | |
| Chevron (CVX) | Y | | |
| Exxon Mobil (XOM) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Intel (INTC) | | | Y |
| Merck (MRK) | Y | | |
| Pfizer (PFE) | Y | | |
| Procter & Gamble (PG) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Potash Corp. (POT) | 4 | 3 | 2 | 5 |
| Inter Pipeline (IPL) | 2 | 2 | 1 | 5 |
| Talisman Energy (TLM) | 0 | 0 | 0 | 5 |
| National Bank (NA) | 4 | 3 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Shaw (SJR.B) | 5 | 3 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 2 | 5 |
| Emera (EMA) | 2 | 2 | 2 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Magna (MG) | 5 | 3 | 5 | 3 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Shaw (SJR.B) | 5 | 3 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 4 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 |
| TD Bank (TD) | 4 | 3 | 2 | 4 |
| National Bank (NA) | 4 | 3 | 3 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Power Corp of Canada (POW) | 5 | 5 | 5 | 5 | 1.88 |
| Shaw (SJR.B) | 5 | 3 | 3 | 5 | 2.07 |
| CIBC (CM) | 5 | 3 | 3 | 5 | 2.25 |
| Potash Corp. (POT) | 4 | 3 | 2 | 5 | 2.55 |
| National Bank (NA) | 4 | 3 | 3 | 5 | 2.68 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 | 2.71 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 | 2.94 |
| Magna (MG) | 5 | 3 | 5 | 3 | 3.05 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 | 3.12 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 4 | 3.14 |
| 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 |
| Power Corp of Canada (POW) | Y | Y | Y |
| Shaw (SJR.B) | Y | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Magna (MG) | | Y | Y |
| Potash Corp. (POT) | Y | | Y |
| Royal Bank (RY) | | Y | Y |
| Sun Life Financial (SLF) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Emera (EMA) | Y | | |
| Inter Pipeline (IPL) | Y | | |
| TD Bank (TD) | | Y | |
| Talisman Energy (TLM) | Y | | |
| Notes... |
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