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The Stingy News Weekly (08/05/2012)
| "Debt is always repaid, either by the borrower or by the lender." | |
| - James Grant | |
Stingy Links
Vancouver crash
"The bottom line is that I'm confident that there are many
households now reliant on home equity extraction to maintain their
current lifestyle and likely to continue making timely payments on
debt obligations. I suspect that when the tide goes out, we'll
be shocked at how many Vancouver households have been swimming
naked:"
Unintended consequences
"President Clinton raised taxes in the 1990s and the economy
grew. So does that mean it would grow today if we did the same
thing?"
Just how bad is the economy?
"The second-quarter GDP numbers came out. The newspapers and
Republicans pounced on low growth and anemic job growth. The
Democrats rebut growth is growth and tell us of the steady job gains.
How bad is the economy?"
After this, therefore because of this
"Correlation isn't causation. It's a hint or a possibility, but
no sure thing. This entire process is so difficult because we
have so much trouble isolating causation. It's easy to see that bad
traffic can cause one's commute to be longer than normal, but
ascertaining causation where there are huge numbers of variables
can be astonishingly difficult. Finding a causal chain in the
hard sciences can be made easier by creating experiments that
limit the variables or even eliminate all other possible variables.
That's simply not possible in the markets."
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 | 2 | 4 | 5 |
| Merck (MRK) | 1 | 3 | 1 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 |
| Johnson & Johnson (JNJ) | 1 | 3 | 1 | 5 |
| Intel (INTC) | 4 | 3 | 2 | 5 |
| Procter & Gamble (PG) | 2 | 3 | 2 | 4 |
| EI DuPont (DD) | 4 | 1 | 4 | 4 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 4 |
| General Electric (GE) | 2 | 4 | 3 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Hewlett-Packard (HPQ) | 5 | 5 | 5 | 3 |
| Bank of America (BAC) | 5 | 5 | 5 | 1 |
| Chevron (CVX) | 5 | 4 | 4 | 4 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 4 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 |
| Caterpillar (CAT) | 5 | 2 | 5 | 2 |
| Intel (INTC) | 4 | 3 | 2 | 5 |
| Travelers (TRV) | 4 | 5 | 4 | 3 |
| Cisco (CSCO) | 4 | 5 | 3 | 2 |
| Boeing (BA) | 4 | 1 | 5 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Hewlett-Packard (HPQ) | 5 | 5 | 5 | 3 | 2.37 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 4 | 2.45 |
| Chevron (CVX) | 5 | 4 | 4 | 4 | 2.51 |
| Intel (INTC) | 4 | 3 | 2 | 5 | 3.18 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 | 3.42 |
| Caterpillar (CAT) | 5 | 2 | 5 | 2 | 3.80 |
| EI DuPont (DD) | 4 | 1 | 4 | 4 | 3.82 |
| Travelers (TRV) | 4 | 5 | 4 | 3 | 3.95 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 | 4.91 |
| Boeing (BA) | 4 | 1 | 5 | 2 | 5.25 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Intel (INTC) | Y | Y | Y |
| JP Morgan Chase (JPM) | Y | Y | Y |
| Boeing (BA) | | Y | Y |
| Caterpillar (CAT) | | Y | Y |
| Chevron (CVX) | | Y | Y |
| EI DuPont (DD) | Y | | Y |
| Exxon Mobil (XOM) | | Y | Y |
| Hewlett-Packard (HPQ) | | Y | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| AT&T (T) | Y | | |
| Bank of America (BAC) | | Y | |
| Cisco (CSCO) | | Y | |
| General Electric (GE) | Y | | |
| Johnson & Johnson (JNJ) | Y | | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | 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) | 2 | 5 | 3 | 5 |
| TransAlta (TA) | 2 | 4 | 4 | 5 |
| Enerplus (ERF) | 1 | 5 | 2 | 5 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Sun Life Financial (SLF) | 0 | 5 | 5 | 5 |
| ARC Resources (ARX) | 1 | 2 | 1 | 5 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 4 | 5 |
| Shaw (SJR.B) | 3 | 2 | 3 | 5 |
| Manulife (MFC) | 1 | 5 | 5 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Iamgold (IMG) | 5 | 5 | 2 | 3 |
| First Quantum (FM) | 5 | 3 | 1 | 1 |
| Barrick Gold (ABX) | 5 | 4 | 2 | 3 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 |
| Teck Resources (TCK.B) | 5 | 5 | 4 | 3 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Magna (MG) | 5 | 5 | 5 | 3 |
| Inmet Mining (IMN) | 5 | 5 | 2 | 1 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.21 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 | 1.90 |
| Penn West Petroleum (PWT) | 2 | 5 | 3 | 5 | 2.04 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 2.07 |
| CIBC (CM) | 4 | 2 | 3 | 5 | 2.19 |
| Bank of Montreal (BMO) | 4 | 3 | 3 | 4 | 2.25 |
| Iamgold (IMG) | 5 | 5 | 2 | 3 | 2.38 |
| TransAlta (TA) | 2 | 4 | 4 | 5 | 2.52 |
| Shaw (SJR.B) | 3 | 2 | 3 | 5 | 2.67 |
| Bank of Nova Scotia (BNS) | 4 | 3 | 3 | 4 | 2.76 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Canadian Oil Sands (COS) | Y | Y | Y |
| Power Corp of Canada (POW) | Y | Y | Y |
| Iamgold (IMG) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Penn West Petroleum (PWT) | Y | | Y |
| Shaw (SJR.B) | Y | | Y |
| TransAlta (TA) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | | Y |
| Bank of Nova Scotia (BNS) | | | Y |
| Barrick Gold (ABX) | | Y | |
| Bombardier (BBD.B) | | Y | |
| CIBC (CM) | | | Y |
| Enerplus (ERF) | Y | | |
| First Quantum (FM) | | Y | |
| Inmet Mining (IMN) | | Y | |
| Magna (MG) | | Y | |
| Manulife (MFC) | Y | | |
| Sun Life Financial (SLF) | Y | | |
| Teck Resources (TCK.B) | | Y | |
| Notes... |
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| Simple Way | Dividend Way | Defensive |
| +26%C | +35%U | +22%C | +41%U | | +63%U |
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qualified investment adviser before trading. Past performance is a
poor indicator of future performance. The information on this site,
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