|
|
 |
|
|
| |
The Stingy News Weekly (10/09/2018)
| "there are all kinds of wonderful new inventions that give you
nothing as owners except the opportunity to spend a lot more money
in a business that's still going to be lousy. The money still
won't come to you. All of the advantages from great improvements
are going to flow through to the customers." | |
| - Charlie Munger | |
New from StingyInvestor
High-yield small-caps
"the middle portfolio of medium-yielding (quintile) stocks grew
at a compound annual rate of 14.1 per cent and outperformed the
S&P/TSX Composite Index by an average of 6.6 percentage points
per year." (Avoid the top and bottom yield quintiles.) [$]
Stingy Links
The best market predictor is useless
"While you might think this is far-fetched, the basic forces of
supply and demand are also one of the best predictors of future
stock market returns." [Markets]
Micro and small cap factor investing
"The quality factor is most effective in micro caps, successfully
screening out the deteriorating businesses." [Value Investing]
Cliff Asness hasn't smashed his screen this year - yet
"There is part of investing that must be done with great skill.
There is part of investing that was automatable. Part of what
Warren Buffett does is to always own cheaper, more profitable,
lower-risk stocks. I think it's been a pretty good deal for Warren
Buffett's investors. But with most active managers, you paid
through the nose for it. Nowadays, you pay tiny amounts for it.
There are ETFs out there charging nine basis points on factors for
U.S. large-cap stocks." [Asness]
Slightly more than 100 fantastic articles
"A list of nonfiction journalism from 2017 that will stand the
test of time." [Media]
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 | C | A |
| Power Corp of Canada (POW) | A | A | A | A |
| TransCanada (TRP) | B | D | D | A |
| Pembina Pipeline (PPL) | D | D | D | A |
| Shaw (SJR.B) | D | D | D | A |
| TELUS (T) | C | E | B | A |
| Bank of Nova Scotia (BNS) | A | B | C | 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 |
| Magna (MG) | A | B | A | C |
| Power Corp of Canada (POW) | A | A | A | A |
| Kinross Gold (K) | A | A | B | F |
| CIBC (CM) | A | C | C | A |
| 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 | B |
| Goldcorp (G) | D | A | D | E |
| Kinross Gold (K) | A | A | B | F |
| First Quantum (FM) | E | A | C | E |
| Teck Resources (TECK.B) | A | A | B | E |
| Cenovus Energy (CVE) | F | A | A | D |
| Power Corp of Canada (POW) | A | A | A | A |
| Manulife (MFC) | D | A | B | B |
| Husky Energy (HSE) | B | A | B | C |
| Fortis (FTS) | B | A | C | B |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| Bank of Nova Scotia (BNS) | Y | Y | |
| Kinross Gold (K) | | Y | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| CIBC (CM) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Crescent Point (CPG) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Fortis (FTS) | | | Y |
| Goldcorp (G) | | | Y |
| Husky Energy (HSE) | | | 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 | A | A |
| Exxon Mobil (XOM) | B | B | A | A |
| Chevron (CVX) | B | A | B | A |
| Procter & Gamble (PG) | C | C | C | A |
| Coca-Cola (KO) | E | E | E | A |
| Pfizer (PFE) | A | C | E | B |
| JP Morgan Chase (JPM) | A | A | D | B |
| McDonald's (MCD) | C | F | E | B |
| Cisco (CSCO) | E | C | 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 | C |
| Walgreens (WBA) | A | B | A | C |
| Exxon Mobil (XOM) | B | B | A | A |
| Goldman Sachs (GS) | B | A | C | E |
| Travelers (TRV) | B | A | A | C |
| Chevron (CVX) | B | A | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | B | A | C | E |
| DowDuPont (DWDP) | E | A | B | C |
| Travelers (TRV) | B | A | A | C |
| Chevron (CVX) | B | A | B | A |
| 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 | C |
| 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 |
| JP Morgan Chase (JPM) | Y | Y | Y |
| Goldman Sachs (GS) | | Y | Y |
| Intel (INTC) | | 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 | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | | Y |
| Notes... |
|
|
| |
|
|
|
| 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...
|
