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The Stingy News Weekly: 09/25/2019
New from Norm
The hot potato portfolio
"While the humble spud fills bellies, it also lends its name to
two portfolios in the investing world. The passive couch potato
portfolio is standard fare for index investors and sports a solid
record. More adventurous souls nibble on the hot potato
portfolio and its scorching returns." [$]
Stingy Links
What number
"In retrospect, I learned that the idea of a single number is
compelling, even if it isn.t realistic. After my initial failure at
communicating the results, I tried a different tack. I took a
narrative approach. I explained to my wife that we were on track
for a comfortable retirement." [Retirement]
How high can markets fly
"The graph of the ratio of imputed US household net worth to GDP
is more of a statement about the low cost of capital than it is
a statement of improved economic prospects in the US." [Markets]
Jim Mitchell on microcaps
"His fund documents illustrate just how unusual his strategy is.
They refer to market capitalization 'below $100 million,' no
'quarterly SEC filings,' and average holding periods of 'more than
five years.' This is not a typical investment vehicle. But he
has been at it for more than 38 years and racking up impressive
returns in the process." [Value Investing]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | C | D | A |
| Enbridge (ENB) | D | B | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| CIBC (CM) | A | B | B | A |
| BCE Inc. (BCE) | D | D | D | A |
| Pembina Pipeline (PPL) | C | C | D | A |
| Bank of Nova Scotia (BNS) | B | B | C | A |
| TELUS (T) | C | D | C | A |
| Shaw (SJR.B) | C | C | D | A |
| TC Energy (TRP) | C | C | E | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | A | A | A | D |
| Teck Resources (TECK.B) | A | A | B | D |
| Magna (MG) | A | B | A | C |
| Manulife (MFC) | A | A | A | B |
| Imperial Oil (IMO) | A | A | B | C |
| Cdn Natural Resources (CNQ) | A | A | C | B |
| Thomson Reuters (TRI) | A | E | E | C |
| CIBC (CM) | A | B | B | A |
| Nutrien (NTR) | A | A | B | B |
| Bank of Montreal (BMO) | A | B | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | A | A | B | D |
| First Quantum (FM) | C | A | B | E |
| EnCana (ECA) | A | A | A | D |
| Cenovus Energy (CVE) | E | A | A | D |
| Power Corp of Canada (POW) | B | A | A | A |
| Cameco (CCO) | E | A | D | E |
| Manulife (MFC) | A | A | A | B |
| Imperial Oil (IMO) | A | A | B | C |
| BlackBerry (BB) | F | A | D | F |
| Nutrien (NTR) | A | A | B | B |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | CIBC (CM) | Y | Y | |
| EnCana (ECA) | | Y | Y |
| Imperial Oil (IMO) | | Y | Y |
| Manulife (MFC) | | Y | Y |
| Nutrien (NTR) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | Y | |
| Bank of Nova Scotia (BNS) | Y | | |
| BlackBerry (BB) | | | Y |
| Cameco (CCO) | | | Y |
| Cdn Natural Resources (CNQ) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Magna (MG) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Shaw (SJR.B) | Y | | |
| TC Energy (TRP) | Y | | |
| TELUS (T) | Y | | |
| Thomson Reuters (TRI) | | Y | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Exxon Mobil (XOM) | C | A | A | A |
| IBM (IBM) | B | D | B | A |
| DuPont (DD) | E | A | A | A |
| Verizon (VZ) | B | C | B | A |
| Pfizer (PFE) | B | C | D | A |
| Chevron (CVX) | B | A | B | A |
| 3M (MMM) | C | E | C | B |
| Walgreens (WBA) | A | B | A | B |
| Caterpillar (CAT) | A | D | B | B |
| JP Morgan Chase (JPM) | A | B | C | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | B | C |
| Walgreens (WBA) | A | B | A | B |
| Caterpillar (CAT) | A | D | B | B |
| Intel (INTC) | A | B | C | C |
| JP Morgan Chase (JPM) | A | B | C | B |
| Travelers (TRV) | A | A | A | D |
| American Express (AXP) | B | C | C | E |
| IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Chevron (CVX) | B | A | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | B | C |
| DuPont (DD) | E | A | A | A |
| Chevron (CVX) | B | A | B | A |
| Travelers (TRV) | A | A | A | D |
| Exxon Mobil (XOM) | C | A | A | A |
| JP Morgan Chase (JPM) | A | B | C | B |
| Walgreens (WBA) | A | B | A | B |
| Walt Disney (DIS) | C | B | D | E |
| United Technologies (UTX) | D | B | B | D |
| Intel (INTC) | A | B | C | C |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Chevron (CVX) | Y | Y | Y |
| JP Morgan Chase (JPM) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | |
| DuPont (DD) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Pfizer (PFE) | Y | | |
| United Technologies (UTX) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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| Disclaimers: Consult with a
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
constitute, financial advice or recommendations. The information on
this site is in no way guaranteed for completeness, accuracy or in any
other way. More...
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