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The Stingy News Weekly (08/29/2014)
| "Nothing is so permanent as a temporary government program." | |
| - Milton Friedman | |
Stingy Links
The Peculiar Passivity of Active Management
"If active stock-pickers are going to prove their worth, they'd
better start getting a lot more active - not by trading more, but
by looking different from the indexes they are trying to beat." [Funds]
Tobias Carlisle at Deep Value Summit 2013
"Tobias Carlisle talks about KLIC and why he bought it." [Video] [Value Investing]
Tobias Carlisle interview
"Tobias Carlisle talks about his book Deep Value." [Audio] [Value Investing]
The criminalisation of business
"Companies must be punished when they do wrong, but the legal
system has become an extortion racket." [Government]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Pfizer (PFE) | 3 | 4 | 1 | 5 |
| McDonald's (MCD) | 4 | 1 | 2 | 5 |
| General Electric (GE) | 2 | 5 | 3 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Procter & Gamble (PG) | 2 | 3 | 2 | 4 |
| Cisco (CSCO) | 4 | 4 | 3 | 4 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Coca-Cola (KO) | 1 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 5 | 2 |
| AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| IBM (IBM) | 5 | 1 | 3 | 2 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 |
| JP Morgan Chase (JPM) | 4 | 5 | 3 | 3 |
| Wal-Mart (WMT) | 4 | 3 | 5 | 3 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | AT&T (T) | 5 | 5 | 4 | 5 | 1.95 |
| Verizon (VZ) | 5 | 1 | 4 | 5 | 2.52 |
| Chevron (CVX) | 5 | 5 | 5 | 5 | 3.73 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 4.12 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 | 4.58 |
| McDonald's (MCD) | 4 | 1 | 2 | 5 | 4.90 |
| Pfizer (PFE) | 3 | 4 | 1 | 5 | 5.22 |
| IBM (IBM) | 5 | 1 | 3 | 2 | 5.30 |
| Cisco (CSCO) | 4 | 4 | 3 | 4 | 5.51 |
| JP Morgan Chase (JPM) | 4 | 5 | 3 | 3 | 5.67 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Cisco (CSCO) | Y | | Y |
| Exxon Mobil (XOM) | | Y | Y |
| IBM (IBM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| McDonald's (MCD) | Y | | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| Coca-Cola (KO) | Y | | |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Wal-Mart (WMT) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Penn West Petroleum (PWT) | 0 | 5 | 4 | 5 |
| Crescent Point (CPG) | 1 | 3 | 1 | 5 |
| Canadian Oil Sands (COS) | 4 | 3 | 2 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Enerplus (ERF) | 1 | 2 | 1 | 5 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 |
| Shaw (SJR.B) | 3 | 2 | 3 | 5 |
| Potash Corp. (POT) | 2 | 1 | 1 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Manulife (MFC) | 5 | 5 | 3 | 3 |
| Brookfield (BAM.A) | 5 | 4 | 4 | 2 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Bombardier (BBD.B) | 5 | 1 | 5 | 3 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 |
| TD Bank (TD) | 4 | 3 | 2 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 4 | 3 | 2 | 5 | 2.42 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 3.24 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 3.33 |
| CIBC (CM) | 5 | 3 | 3 | 5 | 3.37 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 | 3.43 |
| Manulife (MFC) | 5 | 5 | 3 | 3 | 3.65 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 | 3.67 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 | 3.70 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 | 3.75 |
| Shaw (SJR.B) | 3 | 2 | 3 | 5 | 4.06 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | CIBC (CM) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| Canadian Oil Sands (COS) | Y | | Y |
| Manulife (MFC) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Rogers (RCI.B) | Y | | Y |
| Royal Bank (RY) | | Y | Y |
| Shaw (SJR.B) | Y | | Y |
| Bombardier (BBD.B) | | Y | |
| Brookfield (BAM.A) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Potash Corp. (POT) | Y | | |
| TD Bank (TD) | | Y | |
| TransAlta (TA) | Y | | |
| Notes... |
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