The Stingy News Weekly (08/07/2018)
| "Debt is always repaid, either by the borrower or by the lender." | |
| - James Grant | |
New from StingyInvestor
7 strategies that walloped the market
"For instance, the portfolio containing the 20 stocks with the
lowest price-to-earnings ratios (P/E) in the index generated
compound annual returns of 14 per cent over the 15-year period
through to the end of 2017. It beat the index, which climbed at a
9-per-cent annual rate over the same period, by an average of five
percentage points annually." [$]
Stingy Links
Loss aversion dies
"The popular idea that avoiding losses is a bigger motivator than
achieving gains is not supported by the evidence" [Behaviour]
Momentum for retirement
"Under every withdrawal rate scenario tested, from 3.4% to 12%,
the median portfolio managed to more than double the initial
investment after 30 years despite withdrawals of various sizes.
Further, as a 'risk of ruin' measure, only when the withdrawal rate
approached or exceeded 10% did any risk at all appear that the
account balance would dip below half of the original amount
invested at any time within the 30 years." [Momentum Investing]
Charley Ellis interview
"Charley was an early guest on the show and we reconvened to talk
through the full case of indexing for individuals and some of
its constraints for institutions. Our conversation covers the
case for indexing, smart beta, the retirement problem, investing in
alternatives, private equity, and indexing challenges in
emerging markets." [audio] [Indexing]
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 | C | 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 | D | E | A |
| TransCanada (TRP) | B | D | D | A |
| CIBC (CM) | A | B | C | A |
| Shaw (SJR.B) | E | D | D | A |
| TELUS (T) | C | D | C | 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 |
| Kinross Gold (K) | A | A | B | F |
| CIBC (CM) | A | B | C | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| National Bank (NA) | A | C | C | B |
| 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 |
| Goldcorp (G) | C | A | D | E |
| Cenovus Energy (CVE) | A | A | A | D |
| Kinross Gold (K) | A | A | B | F |
| Teck Resources (TECK.B) | A | A | B | E |
| Power Corp of Canada (POW) | A | A | A | A |
| First Quantum (FM) | F | A | D | E |
| Cameco (CCO) | F | A | D | C |
| Manulife (MFC) | D | A | A | B |
| Husky Energy (HSE) | D | A | B | D |
| 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 |
| 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 | | |
| Royal Bank (RY) | | 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 | B | A |
| Exxon Mobil (XOM) | A | B | A | A |
| General Electric (GE) | F | B | A | A |
| Chevron (CVX) | B | A | B | A |
| Procter & Gamble (PG) | C | C | C | A |
| Coca-Cola (KO) | E | E | E | B |
| Pfizer (PFE) | A | B | E | B |
| Cisco (CSCO) | F | C | D | B |
| Merck (MRK) | E | D | 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 | B |
| Walt Disney (DIS) | A | C | C | D |
| JP Morgan Chase (JPM) | A | A | D | D |
| Exxon Mobil (XOM) | A | B | A | A |
| Travelers (TRV) | B | A | A | C |
| Intel (INTC) | B | B | C | C |
| Apple (AAPL) | B | D | D | E |
| Goldman Sachs (GS) | B | A | C | E |
| Chevron (CVX) | B | A | B | A |
| 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 |
| Chevron (CVX) | B | A | B | A |
| DowDuPont (DWDP) | E | A | B | C |
| JP Morgan Chase (JPM) | A | A | D | D |
| Exxon Mobil (XOM) | A | B | A | A |
| General Electric (GE) | F | B | A | A |
| Intel (INTC) | B | B | C | C |
| United Technologies (UTX) | C | B | B | D |
| Pfizer (PFE) | A | B | E | B |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Chevron (CVX) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| General Electric (GE) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | 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 | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | | Y |
| Walt Disney (DIS) | | Y | |
| Notes... |
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