|
|
 |
|
|
| |
The Stingy News Weekly (11/08/2014)
| "A pack of lemmings looks like a group of rugged individualists
compared with Wall Street when it gets a concept in its teeth." | |
| - Warren Buffett | |
New from StingyInvestor
Cloning value
"Today I'll focus on cloning smart investors like Warren Buffett.
I'm not talking about brewing up mini-Buffetts in some sort of
nefarious genetic experiment, but simply copying the portfolios
of the best investors in the world. The idea is to ride the
coattails of their expertise - without having to pay for it."
Stingy Links
Concentrated value
"To take advantage of value investing, you need a smaller
portfolio than you may think. I was curious to see what different
levels of portfolio concentration would have produced in a value-only
portfolio over the past 50 years, and report the results here." [Value Investing]
Index-linked notes: buyer beware
"I'm reminded of the knowledge gap every time I open the
newspaper, or walk by a bank branch, and see an ad for an index-linked
GIC. Despite intense industry criticism, these products remain in
vogue and are heavily promoted by the banks." [Funds]
Watch for traps on high interest savings
"Banks lure you with high rates on savings. But the fine-print
conditions and transfer fees can offset the benefits of such
deals." [Thrift]
We're unduly discouraged about retirement
"Pension expert Malcolm Hamilton explains why Canadians needn't
worry so much." [Retirement]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| McDonald's (MCD) | 3 | 2 | 2 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 |
| General Electric (GE) | 2 | 5 | 3 | 5 |
| Cisco (CSCO) | 3 | 4 | 3 | 4 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Coca-Cola (KO) | 1 | 2 | 1 | 4 |
| Procter & Gamble (PG) | 1 | 3 | 2 | 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 | 5 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 |
| IBM (IBM) | 4 | 1 | 4 | 3 |
| Intel (INTC) | 4 | 4 | 2 | 3 |
| United Technologies (UTX) | 4 | 4 | 4 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | AT&T (T) | 5 | 5 | 4 | 5 | 2.03 |
| Verizon (VZ) | 5 | 1 | 4 | 5 | 2.54 |
| Chevron (CVX) | 5 | 5 | 5 | 5 | 3.04 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 | 4.25 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 4.38 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 4.62 |
| McDonald's (MCD) | 3 | 2 | 2 | 5 | 4.81 |
| IBM (IBM) | 4 | 1 | 4 | 3 | 4.85 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 | 5.32 |
| Cisco (CSCO) | 3 | 4 | 3 | 4 | 5.67 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Cisco (CSCO) | Y | | Y |
| Exxon Mobil (XOM) | | Y | Y |
| IBM (IBM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| McDonald's (MCD) | Y | | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| Coca-Cola (KO) | Y | | |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Intel (INTC) | | Y | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | 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) | 4 | 3 | 3 | 5 |
| Crescent Point (CPG) | 1 | 4 | 1 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| Enerplus (ERF) | 3 | 3 | 2 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Teck Resources (TCK.B) | 2 | 5 | 4 | 5 |
| Talisman Energy (TLM) | 0 | 5 | 4 | 5 |
| Husky Energy (HSE) | 4 | 5 | 4 | 5 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Manulife (MFC) | 5 | 4 | 3 | 3 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Brookfield (BAM.A) | 5 | 4 | 3 | 1 |
| Sun Life Financial (SLF) | 5 | 4 | 3 | 4 |
| National Bank (NA) | 5 | 2 | 3 | 3 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 |
| Magna (MG) | 5 | 2 | 5 | 1 |
| CIBC (CM) | 5 | 2 | 3 | 4 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 4 | 3 | 3 | 5 | 1.72 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.92 |
| Enerplus (ERF) | 3 | 3 | 2 | 5 | 2.98 |
| Husky Energy (HSE) | 4 | 5 | 4 | 5 | 2.99 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 | 3.24 |
| CIBC (CM) | 5 | 2 | 3 | 4 | 3.32 |
| Sun Life Financial (SLF) | 5 | 4 | 3 | 4 | 3.41 |
| Manulife (MFC) | 5 | 4 | 3 | 3 | 3.41 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 4 | 3.43 |
| National Bank (NA) | 5 | 2 | 3 | 3 | 3.46 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| CIBC (CM) | | Y | Y |
| Canadian Oil Sands (COS) | Y | | Y |
| Enerplus (ERF) | Y | | Y |
| Husky Energy (HSE) | Y | | Y |
| Manulife (MFC) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Sun Life Financial (SLF) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Brookfield (BAM.A) | | Y | |
| Crescent Point (CPG) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Rogers (RCI.B) | Y | | |
| Talisman Energy (TLM) | Y | | |
| Teck Resources (TCK.B) | Y | | |
| TransAlta (TA) | Y | | |
| Notes... |
The Rothery Report
(Learn More |
Subscribe)
The Rothery Report provides research on select deep-value stocks in
North America. Discover overlooked and undervalued stocks in quarterly
investment reports which provide detailed analysis of Canadian and
U.S. stocks. Weekly email news and additional updates keep
subscribers informed about new opportunities and developments.
|
|
| |
|
|
|
| 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...
|
