The Stingy News Weekly (09/24/2018)
| "A government big enough to give you everything you want is strong
enough to take everything you have." | |
| - Thomas Jefferson | |
New from StingyInvestor
Low-P/E in the DJIA
"It's easy to find simple stock-picking strategies that have
outperformed the market for decades. One of the very simplest was
highlighted way back in 1973 and has continued to trounce the
market since then." [$]
Stingy Links
The curious case for emerging markets
"Since the inception of the MSCI Emerging Markets Index in 1988
through August of this year, EM returned 10.84% annualized while
the S&P 500 returned 10.80%. Despite the eerily similar gains, a
blend of the two, rebalanced annually, would have yielded
better results." [World]
Active vs. index investing
"The vast majority of investors can benefit from qualified
professional advice that integrates wealth planning with investment
management. This includes a robust discovery process, goals-based
planning and a portfolio designed around these important inputs.
The value of this combination is so significant over time that
it can render the active vs passive debate almost meaningless." [Hallett]
Weird Al: Mission Statement
"Some 'Mandatory Fun'" [video] [Fun]
Go small value
"Small-cap value is where you have a fighting chance of finding
the alpha opportunities passed over by the big guys. With little
sell-side coverage or institutional ownership of these stocks,
your research could lead you to a proprietary insight and
significant upside." [Value Investing]
P/E 10 works better in some markets
"the more domestically-concentrated a given market is, the less
the explanatory power of its P/E 10" [World]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | D | D | A |
| Enbridge (ENB) | D | B | B | A |
| Emera (EMA) | E | B | B | A |
| BCE Inc. (BCE) | B | D | B | A |
| Power Corp of Canada (POW) | A | A | A | A |
| TransCanada (TRP) | B | D | D | A |
| Pembina Pipeline (PPL) | D | C | D | A |
| Shaw (SJR.B) | E | D | D | A |
| TELUS (T) | C | E | C | A |
| Crescent Point (CPG) | F | A | B | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Metro (MRU) | A | C | 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 | C | C | B |
| National Bank (NA) | A | C | C | B |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Royal Bank (RY) | A | D | D | B |
| Sun Life Financial (SLF) | A | B | B | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | F | A | B | A |
| Goldcorp (G) | D | A | D | E |
| Kinross Gold (K) | A | A | B | F |
| Cenovus Energy (CVE) | F | A | A | D |
| Teck Resources (TECK.B) | A | A | B | E |
| First Quantum (FM) | E | A | C | E |
| Power Corp of Canada (POW) | A | A | A | A |
| Cameco (CCO) | F | A | D | B |
| Manulife (MFC) | D | A | B | B |
| Fortis (FTS) | C | A | C | B |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| Crescent Point (CPG) | Y | | Y |
| Kinross Gold (K) | | Y | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Nova Scotia (BNS) | | Y | |
| CIBC (CM) | | Y | |
| Cameco (CCO) | | | Y |
| Cenovus Energy (CVE) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Fortis (FTS) | | | Y |
| Goldcorp (G) | | | 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 | | |
| Sun Life Financial (SLF) | | 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) | B | B | A | A |
| Chevron (CVX) | B | A | A | A |
| Coca-Cola (KO) | E | E | E | A |
| Procter & Gamble (PG) | C | C | C | A |
| Pfizer (PFE) | A | C | E | B |
| McDonald's (MCD) | C | F | E | B |
| Cisco (CSCO) | E | 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 | C | E | B |
| Walt Disney (DIS) | A | B | C | D |
| JP Morgan Chase (JPM) | A | A | D | B |
| Intel (INTC) | A | B | C | B |
| Walgreens (WBA) | A | B | A | C |
| Exxon Mobil (XOM) | B | B | A | A |
| Travelers (TRV) | B | A | A | C |
| Goldman Sachs (GS) | B | A | C | E |
| Chevron (CVX) | B | A | A | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | B | A | C | E |
| Chevron (CVX) | B | A | A | A |
| Travelers (TRV) | B | A | A | C |
| DowDuPont (DWDP) | E | A | B | D |
| JP Morgan Chase (JPM) | A | A | D | B |
| Exxon Mobil (XOM) | B | B | A | A |
| Walgreens (WBA) | A | B | A | C |
| Intel (INTC) | A | B | C | B |
| United Technologies (UTX) | B | B | B | D |
| Walt Disney (DIS) | A | B | C | D |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Chevron (CVX) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | Y | Y |
| Goldman Sachs (GS) | | Y | Y |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Pfizer (PFE) | Y | Y | |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| Walgreens (WBA) | | Y | Y |
| Walt Disney (DIS) | | Y | Y |
| Cisco (CSCO) | Y | | |
| Coca-Cola (KO) | Y | | |
| DowDuPont (DWDP) | | | Y |
| IBM (IBM) | Y | | |
| McDonald's (MCD) | Y | | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | | Y |
| Notes... |
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