The Stingy News Weekly (10/30/2017)
| "In the short run, the market is a voting machine but in the long
run it is a weighing machine." | |
| - Benjamin Graham | |
New from StingyInvestor
The monster portfolio
"But if investing in solid stocks bores you to tears and you're
willing to take on more risk for the slim possibility of gigantic
rewards then I might have the just thing for you." [$]
Stingy Links
Tobias Carlisle interview
"Toby tells us that the book describes a simple way to find
undervalued companies. In essence, you're trying to find a company
trading below its intrinsic value. This is how to get a great
price as a value investor. Of course, you get these prices because
things don't look too rosy with the stock - there's usually a
crisis or some hair on it" [audio] [Value Investing]
Avoid dividends
"Many investors, including retirees, value those quarterly
dividend checks. But recognize the huge opportunity cost ones pays for
them. The 'bird in the hand,' so to speak, is costing about
three or four in the bush." [Dividends]
Daily Journal Meeting 2015
"Charlie Munger audio of Daily Journal Meeting in 2015." [video] [Munger]
Investors do not underperform their investments
"There is no evidence that there is such a group of consistently
good decision makers. As is well known, for example,
institutional investors in aggregate beat the market no more frequently
than individual investors in aggregate." [Behaviour]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | 3 | 2 | 1 | 5 |
| Pembina Pipeline (PPL) | 2 | 2 | 2 | 5 |
| Enbridge (ENB) | 1 | 4 | 4 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Emera (EMA) | 2 | 4 | 4 | 5 |
| CIBC (CM) | 5 | 4 | 3 | 5 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| TELUS (T) | 3 | 1 | 3 | 5 |
| Shaw (SJR.B) | 4 | 2 | 2 | 5 |
| TransCanada (TRP) | 1 | 2 | 2 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | 5 | 5 | 5 | 2 |
| Teck Resources (TECK.B) | 5 | 5 | 4 | 1 |
| Barrick Gold (ABX) | 5 | 3 | 4 | 1 |
| Magna (MG) | 5 | 3 | 5 | 3 |
| CIBC (CM) | 5 | 4 | 3 | 5 |
| BlackBerry (BB) | 5 | 3 | 1 | 0 |
| Thomson Reuters (TRI) | 5 | 2 | 2 | 3 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 4 |
| ARC Resources (ARX) | 5 | 4 | 1 | 4 |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | 5 | 5 | 5 | 2 |
| Crescent Point (CPG) | 0 | 5 | 3 | 4 |
| Cameco (CCO) | 0 | 5 | 4 | 4 |
| Teck Resources (TECK.B) | 5 | 5 | 4 | 1 |
| First Quantum (FM) | 0 | 5 | 2 | 1 |
| Goldcorp (G) | 3 | 5 | 2 | 1 |
| Valeant Pharma (VRX) | 0 | 5 | 5 | 0 |
| Husky Energy (HSE) | 1 | 5 | 4 | 0 |
| Kinross Gold (K) | 1 | 5 | 4 | 0 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| CIBC (CM) | Y | Y | |
| Cenovus Energy (CVE) | | Y | Y |
| Teck Resources (TECK.B) | | Y | Y |
| ARC Resources (ARX) | | Y | |
| BCE Inc. (BCE) | Y | | |
| Barrick Gold (ABX) | | Y | |
| BlackBerry (BB) | | Y | |
| Cameco (CCO) | | | Y |
| Crescent Point (CPG) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Goldcorp (G) | | | Y |
| Husky Energy (HSE) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Kinross Gold (K) | | | Y |
| Magna (MG) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Shaw (SJR.B) | Y | | |
| Sun Life Financial (SLF) | | Y | |
| TELUS (T) | Y | | |
| Thomson Reuters (TRI) | | Y | |
| TransCanada (TRP) | Y | | |
| Valeant Pharma (VRX) | | | Y |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 5 | 2 | 5 | 5 |
| General Electric (GE) | 2 | 4 | 5 | 5 |
| IBM (IBM) | 5 | 1 | 4 | 5 |
| Exxon Mobil (XOM) | 1 | 5 | 4 | 5 |
| Chevron (CVX) | 1 | 5 | 4 | 5 |
| Pfizer (PFE) | 2 | 3 | 2 | 5 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| Coca-Cola (KO) | 1 | 1 | 1 | 4 |
| Procter & Gamble (PG) | 4 | 3 | 3 | 4 |
| Merck (MRK) | 2 | 3 | 2 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 5 | 2 | 5 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| IBM (IBM) | 5 | 1 | 4 | 5 |
| Travelers (TRV) | 5 | 5 | 5 | 2 |
| JP Morgan Chase (JPM) | 5 | 5 | 2 | 2 |
| Procter & Gamble (PG) | 4 | 3 | 3 | 4 |
| Intel (INTC) | 4 | 4 | 2 | 4 |
| Walt Disney (DIS) | 4 | 3 | 3 | 2 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| United Technologies (UTX) | 4 | 4 | 4 | 3 |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Chevron (CVX) | 1 | 5 | 4 | 5 |
| Travelers (TRV) | 5 | 5 | 5 | 2 |
| JP Morgan Chase (JPM) | 5 | 5 | 2 | 2 |
| Exxon Mobil (XOM) | 1 | 5 | 4 | 5 |
| General Electric (GE) | 2 | 4 | 5 | 5 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| Intel (INTC) | 4 | 4 | 2 | 4 |
| United Technologies (UTX) | 4 | 4 | 4 | 3 |
| Wal-Mart (WMT) | 3 | 4 | 5 | 3 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Cisco (CSCO) | Y | Y | Y |
| Chevron (CVX) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| General Electric (GE) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Procter & Gamble (PG) | Y | Y | |
| Travelers (TRV) | | Y | Y |
| United Technologies (UTX) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| Coca-Cola (KO) | Y | | |
| Merck (MRK) | Y | | |
| Pfizer (PFE) | Y | | |
| Wal-Mart (WMT) | | | Y |
| Walt Disney (DIS) | | Y | |
| Notes... |
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