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The Stingy News Weekly (09/27/2015)
| "The intelligent investor is likely to need considerable will
power to keep from following the crowd." | |
| - Benjamin Graham | |
Stingy Links
Charlie Munger on Benjamin Graham
"Charlie Munger has developed a powerful system that is useful in
making any type of decision. One notable application of this
system by Munger relates to investing and involves another system
developed by Benjamin Graham." [Munger]
Mansion owners who plead poverty
"The tax unfairness caused by the growing phenomenon of mansion
owners alleging poverty can be traced largely to Canada failing
to catch trans-national migrants who refuse to report their total
global income at tax times." [Government]
How to beat activist investors
"One problem with riding the coattails of activists is that their
stocks rally sharply the second it becomes known that they have
big positions in companies. So you miss out on a lot of their
gains." [Value Investing]
Charlie Dreifus interview
"veteran contrarian investor Charlie Dreifus explains why he is
not worried about recent stock market turbulence and where he is
still finding high quality bargains." [Value Investing]
Fake audiences
"About 18 months ago, he set to figuring out how much of his
inventory - ad spaces for sale - was fake. The answer mortified him:
Two-thirds was either fraud or suspicious" [Media]
Playing the long game
"The premise that you're going to run a business, and that if
someone is in need, I'm going to charge them a ton of money, is
completely wrong" [Management]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | 5 | 5 | 5 | 5 |
| Verizon (VZ) | 2 | 1 | 4 | 5 |
| Caterpillar (CAT) | 5 | 4 | 5 | 5 |
| Exxon Mobil (XOM) | 4 | 5 | 5 | 5 |
| General Electric (GE) | 0 | 4 | 4 | 5 |
| Procter & Gamble (PG) | 1 | 3 | 3 | 5 |
| Merck (MRK) | 3 | 3 | 1 | 4 |
| IBM (IBM) | 4 | 1 | 4 | 4 |
| Pfizer (PFE) | 2 | 4 | 1 | 4 |
| McDonald's (MCD) | 2 | 1 | 2 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 4 | 2 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Caterpillar (CAT) | 5 | 4 | 5 | 5 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 2 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| United Technologies (UTX) | 4 | 4 | 4 | 2 |
| IBM (IBM) | 4 | 1 | 4 | 4 |
| Exxon Mobil (XOM) | 4 | 5 | 5 | 5 |
| American Express (AXP) | 4 | 3 | 3 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Chevron (CVX) | 5 | 5 | 5 | 5 | 2.18 |
| Caterpillar (CAT) | 5 | 4 | 5 | 5 | 2.34 |
| Exxon Mobil (XOM) | 4 | 5 | 5 | 5 | 3.27 |
| IBM (IBM) | 4 | 1 | 4 | 4 | 3.57 |
| Verizon (VZ) | 2 | 1 | 4 | 5 | 3.60 |
| Intel (INTC) | 4 | 4 | 3 | 4 | 3.67 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 3.75 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 2 | 3.88 |
| Merck (MRK) | 3 | 3 | 1 | 4 | 3.99 |
| United Technologies (UTX) | 4 | 4 | 4 | 2 | 4.27 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Caterpillar (CAT) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | Y | Y |
| IBM (IBM) | Y | Y | Y |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Merck (MRK) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| United Technologies (UTX) | | Y | Y |
| Verizon (VZ) | Y | | Y |
| American Express (AXP) | | Y | |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| McDonald's (MCD) | Y | | |
| Pfizer (PFE) | Y | | |
| Procter & Gamble (PG) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | 1 | 5 | 2 | 5 |
| Potash Corp. (POT) | 4 | 2 | 2 | 5 |
| ARC Resources (ARX) | 1 | 3 | 1 | 5 |
| Inter Pipeline (IPL) | 2 | 2 | 1 | 5 |
| Husky Energy (HSE) | 1 | 4 | 4 | 5 |
| Talisman Energy (TLM) | 0 | 0 | 0 | 5 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | SNC-Lavalin (SNC) | 5 | 3 | 5 | 3 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 |
| First Quantum (FM) | 5 | 5 | 4 | 1 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| Teck Resources (TCK.B) | 5 | 5 | 5 | 4 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 |
| Brookfield (BAM.A) | 5 | 3 | 3 | 2 |
| Bank of Montreal (BMO) | 4 | 4 | 3 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | SNC-Lavalin (SNC) | 5 | 3 | 5 | 3 | 1.66 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 | 1.68 |
| Potash Corp. (POT) | 4 | 2 | 2 | 5 | 1.75 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 1.90 |
| CIBC (CM) | 5 | 3 | 2 | 5 | 2.17 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 | 2.23 |
| Teck Resources (TCK.B) | 5 | 5 | 5 | 4 | 2.36 |
| Bank of Montreal (BMO) | 4 | 4 | 3 | 4 | 2.38 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 | 2.49 |
| TD Bank (TD) | 4 | 3 | 2 | 4 | 3.12 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| National Bank (NA) | Y | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Potash Corp. (POT) | Y | | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| SNC-Lavalin (SNC) | | Y | Y |
| Teck Resources (TCK.B) | | Y | Y |
| ARC Resources (ARX) | Y | | |
| BCE Inc. (BCE) | Y | | |
| Brookfield (BAM.A) | | Y | |
| Crescent Point (CPG) | Y | | |
| First Quantum (FM) | | Y | |
| Husky Energy (HSE) | Y | | |
| Inter Pipeline (IPL) | Y | | |
| TD Bank (TD) | | | Y |
| Talisman Energy (TLM) | Y | | |
| Notes... |
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