The Stingy News Weekly (10/04/2014)
| "Based on my own personal experience - both as an investor in
recent years and an expert witness in years past - rarely do more
than three or four variables really count. Everything else is
noise." | |
| - Marty Whitman | |
New from StingyInvestor
5 middleweight dividend stocks
"Many mid-sized companies also pay generous dividends and are
worth a second look by adventuresome souls"
Stingy Links
Budget-friendly entertainment ideas
"Yes, retirement can be expensive if you insist on multiple
residences, luxury vehicles and frequent exotic locations. On the
other hand, you can get by on a lot less and as the old saying has
it, the best things in life are free." [Thrift]
Is value investing a hoax?
"It was a wide-ranging conversation canvassing some interesting
ideas: Net nets, the Acquirer's Multiple, and the validity of
value investing" [Value Investing]
Prudence penalised
"The reluctance of workers to save for their old age is usually
put down to inertia or impatience - being unable to defer
gratification to the distant future. In fact, it may be a rational
decision in the face of high charges, confusing products and poor
returns." [Thrift]
Is Bernanke a bad credit risk?
"Ben S. Bernanke said the mortgage market is so tight that even
he is having a hard time refinancing his own home loan." [Fun]
Do valuation shorts work?
"In conclusion, it seems the poor reputation valuation shorts
have is at least partially deserved. Even when we look at some of
the best-known and most-memorable short campaigns of the past
decade, valuation shorts significantly under-perform fraud shorts." [Markets]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 5 | 4 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| McDonald's (MCD) | 3 | 1 | 2 | 5 |
| Pfizer (PFE) | 3 | 4 | 1 | 5 |
| General Electric (GE) | 2 | 5 | 4 | 4 |
| Procter & Gamble (PG) | 2 | 3 | 2 | 4 |
| Cisco (CSCO) | 3 | 4 | 3 | 4 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Caterpillar (CAT) | 4 | 3 | 5 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 4 | 2 |
| AT&T (T) | 5 | 4 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| IBM (IBM) | 5 | 1 | 3 | 2 |
| Goldman Sachs (GS) | 4 | 5 | 3 | 1 |
| JP Morgan Chase (JPM) | 4 | 5 | 3 | 3 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| Wal-Mart (WMT) | 4 | 3 | 5 | 3 |
| Caterpillar (CAT) | 4 | 3 | 5 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | AT&T (T) | 5 | 4 | 4 | 5 | 2.00 |
| Verizon (VZ) | 5 | 1 | 4 | 5 | 2.42 |
| Chevron (CVX) | 5 | 5 | 5 | 5 | 3.09 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 4.09 |
| McDonald's (MCD) | 3 | 1 | 2 | 5 | 4.80 |
| IBM (IBM) | 5 | 1 | 3 | 2 | 5.11 |
| Pfizer (PFE) | 3 | 4 | 1 | 5 | 5.16 |
| Caterpillar (CAT) | 4 | 3 | 5 | 4 | 5.64 |
| Cisco (CSCO) | 3 | 4 | 3 | 4 | 5.66 |
| General Electric (GE) | 2 | 5 | 4 | 4 | 5.76 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Cisco (CSCO) | Y | | Y |
| General Electric (GE) | Y | | Y |
| IBM (IBM) | | Y | Y |
| McDonald's (MCD) | Y | | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| Goldman Sachs (GS) | | Y | |
| JP Morgan Chase (JPM) | | Y | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Wal-Mart (WMT) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Penn West Petroleum (PWT) | 0 | 5 | 4 | 5 |
| Canadian Oil Sands (COS) | 5 | 3 | 3 | 5 |
| Crescent Point (CPG) | 1 | 3 | 1 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| Enerplus (ERF) | 1 | 3 | 2 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Teck Resources (TCK.B) | 3 | 5 | 4 | 5 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 |
| Potash Corp. (POT) | 2 | 1 | 1 | 5 |
| ARC Resources (ARX) | 1 | 2 | 1 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Manulife (MFC) | 5 | 4 | 3 | 3 |
| Brookfield (BAM.A) | 5 | 4 | 4 | 1 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Bombardier (BBD.B) | 5 | 2 | 5 | 3 |
| Canadian Oil Sands (COS) | 5 | 3 | 3 | 5 |
| CIBC (CM) | 5 | 2 | 3 | 4 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 |
| Magna (MG) | 4 | 2 | 5 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 3 | 3 | 5 | 1.77 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 3.02 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 3.06 |
| CIBC (CM) | 5 | 2 | 3 | 4 | 3.11 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 | 3.30 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 | 3.44 |
| Manulife (MFC) | 5 | 4 | 3 | 3 | 3.53 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 | 3.57 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 4 | 3.63 |
| Royal Bank (RY) | 4 | 2 | 1 | 4 | 3.63 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Canadian Oil Sands (COS) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| CIBC (CM) | | Y | Y |
| Manulife (MFC) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Rogers (RCI.B) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| Bombardier (BBD.B) | | Y | |
| Brookfield (BAM.A) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Potash Corp. (POT) | Y | | |
| Power Corp of Canada (POW) | | | Y |
| Royal Bank (RY) | | | Y |
| Teck Resources (TCK.B) | Y | | |
| TransAlta (TA) | Y | | |
| Notes... |
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