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The Stingy News Weekly (09/04/2016)
| "The fact that people will be full of greed, fear or folly is
predictable. The sequence is not predicatable." | |
| - Warren Buffett | |
New from StingyInvestor
The pleasures of the bargain bin
"Strategy Lab celebrates its fourth anniversary this month. The
lab features four fundamental investment strategies and it has
been my pleasure to head up the value investing effort, which is
devoted to stocks in the market's bargain bin." [$]
Stingy Links
11th sector a boondoggle
"Real estate will become the S&P 500's 11th sector next month.
Market historian and money manager Laszlo Birinyi isn't
applauding." [Markets]
Apple took tax game too far
"When the corporate structures you devise cross the line from
frugality into utter absurdity - and a 'head office' with no
employees or premises is pretty absurd - you are asking for trouble." [Taxes]
Chou's Semi-Annual
"We are alarmed by the torrent of negative-yield bonds issued by
European and Japanese central banks. We believe that more than
$10 trillion of such bonds have been issued globally to date.
Investors have been gobbling them up as if there is no tomorrow.
They are not aware of the enormous risks they are taking here.
Even a modest increase in interest rates will culminate to an
unmitigated disaster. Please stay clear of such bonds. We wouldn't
touch it with a barge pole - let alone a 10-foot pole" [Chou]
Saving, investing and parting thoughts
"Each crash was followed by a strong recovery and each recession
by renewed economic growth. The lesson is that better things
usually lie ahead." [Retirement]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 4 | 1 | 4 | 5 |
| Chevron (CVX) | 0 | 5 | 4 | 5 |
| Caterpillar (CAT) | 1 | 4 | 5 | 5 |
| IBM (IBM) | 4 | 1 | 4 | 5 |
| Pfizer (PFE) | 1 | 3 | 1 | 5 |
| Exxon Mobil (XOM) | 1 | 5 | 4 | 5 |
| Boeing (BA) | 2 | 1 | 5 | 4 |
| Cisco (CSCO) | 4 | 5 | 2 | 4 |
| Coca-Cola (KO) | 2 | 2 | 1 | 4 |
| McDonald's (MCD) | 3 | 1 | 2 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 5 | 2 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| American Express (AXP) | 5 | 4 | 4 | 1 |
| Apple (AAPL) | 5 | 2 | 3 | 2 |
| United Technologies (UTX) | 5 | 4 | 5 | 2 |
| IBM (IBM) | 4 | 1 | 4 | 5 |
| Verizon (VZ) | 4 | 1 | 4 | 5 |
| Cisco (CSCO) | 4 | 5 | 2 | 4 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 |
| Goldman Sachs (GS) | 4 | 5 | 3 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Verizon (VZ) | 4 | 1 | 4 | 5 | 3.50 |
| IBM (IBM) | 4 | 1 | 4 | 5 | 3.70 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 4.03 |
| Cisco (CSCO) | 4 | 5 | 2 | 4 | 4.61 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 5.06 |
| United Technologies (UTX) | 5 | 4 | 5 | 2 | 5.11 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 | 5.66 |
| Apple (AAPL) | 5 | 2 | 3 | 2 | 5.92 |
| Intel (INTC) | 3 | 4 | 2 | 3 | 6.08 |
| American Express (AXP) | 5 | 4 | 4 | 1 | 6.48 |
| 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 |
| American Express (AXP) | | Y | Y |
| Apple (AAPL) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| United Technologies (UTX) | | Y | Y |
| Wal-Mart (WMT) | | Y | Y |
| Boeing (BA) | Y | | |
| Caterpillar (CAT) | Y | | |
| Chevron (CVX) | Y | | |
| Coca-Cola (KO) | Y | | |
| Exxon Mobil (XOM) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Intel (INTC) | | | Y |
| McDonald's (MCD) | Y | | |
| Pfizer (PFE) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | 2 | 1 | 1 | 5 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Pembina Pipeline (PPL) | 1 | 2 | 2 | 5 |
| National Bank (NA) | 4 | 4 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Shaw (SJR.B) | 5 | 3 | 3 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 2 | 5 |
| Emera (EMA) | 4 | 3 | 2 | 5 |
| TELUS (T) | 4 | 2 | 3 | 5 |
| Manulife (MFC) | 4 | 5 | 4 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Magna (MG) | 5 | 4 | 5 | 3 |
| Shaw (SJR.B) | 5 | 3 | 3 | 5 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 4 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 |
| TD Bank (TD) | 4 | 4 | 2 | 4 |
| National Bank (NA) | 4 | 4 | 3 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Shaw (SJR.B) | 5 | 3 | 3 | 5 | 2.13 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 | 2.31 |
| CIBC (CM) | 5 | 3 | 3 | 5 | 2.45 |
| National Bank (NA) | 4 | 4 | 3 | 5 | 2.89 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 | 2.98 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 3.08 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 4 | 3.15 |
| Magna (MG) | 5 | 4 | 5 | 3 | 3.17 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 | 3.26 |
| Manulife (MFC) | 4 | 5 | 4 | 5 | 3.40 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | 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 |
| Bank of Nova Scotia (BNS) | | Y | Y |
| Magna (MG) | | Y | Y |
| Manulife (MFC) | Y | | Y |
| Royal Bank (RY) | | Y | Y |
| Sun Life Financial (SLF) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Emera (EMA) | Y | | |
| Inter Pipeline (IPL) | Y | | |
| Pembina Pipeline (PPL) | Y | | |
| TD Bank (TD) | | Y | |
| TELUS (T) | Y | | |
| Notes... |
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qualified investment adviser before trading. Past performance is a
poor indicator of future performance. The information on this site,
and in its related newsletters, is not intended to be, nor does it
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