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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