The Stingy News Weekly (10/10/2015)
| "All intelligent investing is value investing - to acquire more
than you are paying for. Investing is where you find a few great
companies and then sit on your ass." | |
| - Charlie Munger | |
Stingy Links
Buybacks and debt
"The number one question I get about the shareholder yield factor
is whether or not this debt-funding-buybacks is a big issue and
something that should scare us. Asked differently, are
companies that are taking on more debt to buy back shares ticking time
bombs?" [Value Investing]
In praise of the dead
"The dead have their drawbacks. They make for dull company, and
when the dishes need washing, they are never around. As
investment mentors, however, they have their merits." [Behaviour]
Thomas Russo on global value
"I consider myself to be a farmer - not a hunter. And I think
most people on Wall Street are hunters. They like to fell big
beasts and I'm very comfortable planting a few rows and just tending
to them carefully." [video] [Value Investing]
Taking on the drug profiteers
"The Turing scandal has shown just how vulnerable drug pricing is
to exploitative, rent-seeking behavior. It's fair enough to
excoriate Martin Shkreli for greed and indifference. The real
problem, however, is not the man but the system that has let him
thrive." [Government]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 3 | 1 | 4 | 5 |
| Chevron (CVX) | 4 | 5 | 5 | 5 |
| Caterpillar (CAT) | 5 | 4 | 5 | 5 |
| Exxon Mobil (XOM) | 3 | 5 | 5 | 5 |
| Procter & Gamble (PG) | 1 | 3 | 3 | 5 |
| Merck (MRK) | 3 | 3 | 2 | 5 |
| IBM (IBM) | 4 | 1 | 4 | 4 |
| Pfizer (PFE) | 2 | 4 | 1 | 4 |
| McDonald's (MCD) | 1 | 1 | 1 | 4 |
| General Electric (GE) | 0 | 4 | 3 | 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 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Caterpillar (CAT) | 5 | 4 | 5 | 5 |
| Apple (AAPL) | 5 | 2 | 3 | 2 |
| IBM (IBM) | 4 | 1 | 4 | 4 |
| American Express (AXP) | 4 | 3 | 3 | 1 |
| Intel (INTC) | 4 | 4 | 2 | 3 |
| United Technologies (UTX) | 4 | 4 | 4 | 2 |
| Chevron (CVX) | 4 | 5 | 5 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Caterpillar (CAT) | 5 | 4 | 5 | 5 | 2.82 |
| Chevron (CVX) | 4 | 5 | 5 | 5 | 2.89 |
| Verizon (VZ) | 3 | 1 | 4 | 5 | 3.59 |
| Exxon Mobil (XOM) | 3 | 5 | 5 | 5 | 3.83 |
| IBM (IBM) | 4 | 1 | 4 | 4 | 3.93 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.94 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 3.98 |
| Merck (MRK) | 3 | 3 | 2 | 5 | 4.21 |
| Intel (INTC) | 4 | 4 | 2 | 3 | 4.55 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 | 4.73 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Caterpillar (CAT) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| IBM (IBM) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Merck (MRK) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | | Y |
| American Express (AXP) | | Y | |
| Apple (AAPL) | | Y | |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| McDonald's (MCD) | Y | | |
| Pfizer (PFE) | Y | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | Y | |
| Wal-Mart (WMT) | | | Y |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Potash Corp. (POT) | 4 | 2 | 2 | 5 |
| Crescent Point (CPG) | 1 | 5 | 2 | 5 |
| Talisman Energy (TLM) | 0 | 0 | 0 | 5 |
| Inter Pipeline (IPL) | 2 | 2 | 1 | 5 |
| ARC Resources (ARX) | 1 | 3 | 1 | 5 |
| Husky Energy (HSE) | 1 | 4 | 4 | 5 |
| National Bank (NA) | 5 | 4 | 3 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| TransCanada (TRP) | 3 | 3 | 2 | 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 | 5 | 5 | 4 |
| National Bank (NA) | 5 | 4 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 2 | 4 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| Brookfield (BAM.A) | 5 | 3 | 3 | 2 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 |
| Magna (MG) | 5 | 2 | 5 | 2 |
| First Quantum (FM) | 4 | 5 | 3 | 1 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Power Corp of Canada (POW) | 5 | 5 | 5 | 4 | 1.86 |
| Potash Corp. (POT) | 4 | 2 | 2 | 5 | 1.88 |
| National Bank (NA) | 5 | 4 | 3 | 5 | 1.88 |
| SNC-Lavalin (SNC) | 5 | 3 | 5 | 3 | 2.15 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 | 2.43 |
| CIBC (CM) | 5 | 3 | 2 | 4 | 2.46 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 | 2.63 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 | 2.74 |
| TD Bank (TD) | 4 | 3 | 2 | 4 | 3.29 |
| Shaw (SJR.B) | 4 | 2 | 2 | 5 | 3.58 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| National Bank (NA) | Y | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| CIBC (CM) | | Y | Y |
| Potash Corp. (POT) | Y | | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| SNC-Lavalin (SNC) | | 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 | | |
| Magna (MG) | | Y | |
| Shaw (SJR.B) | | | Y |
| TD Bank (TD) | | | Y |
| Talisman Energy (TLM) | Y | | |
| TransCanada (TRP) | Y | | |
| Notes... |
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