The Stingy News Weekly (11/19/2018)
| "The first principle is that you must not fool yourself - and you
are the easiest person to fool." | |
| - Richard Feynman | |
Stingy Links
The opportunity in trucking
"Lewis was intrigued by private interests circling the freight
tech sector. 'What will a hedge fund manager pay you to have
exclusive access to your data?'" [Markets]
The fetishization of hustle porn
"What you find is that, like fitness people who want to show and
talk about their gains and what they've been working on, you'll
have guys who want to show off their life hacking. You'll have
people who want to talk about how they wake up early in the
morning to start work, or how they stayed in the office all night
working. It's almost as if they value themselves based on this
performance, which makes sense, because if you think about it, in an
industrial economy where people made things, they could say
that they went to work and did something. Whereas in an office
environment - and in a service-driven economy - that's harder to
determine" [Behaviour]
The unfair advantage of discomfort
"The most uncrowded path to profound wealth is often subtle
improvements in an existing industry so beautifully boring as to not
attract attention from those attempting to sharpen a unicorn
horn instead." [Behaviour]
Fanning the flames
"What could possibly be wrong with saving like crazy, so you can
retire early? That's the notion behind the Financial
Independence/Retire Early, or FIRE, movement. Yet lately, I've read a lot
of carping about FIRE" [Thrift]
Investing rules of thumb don't always work
"Today, we examine five such rules of thumb, and try and see whom
they might work for, and who might need to tweak them." [Behaviour]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | D | C | A |
| Crescent Point (CPG) | F | A | A | A |
| Enbridge (ENB) | E | B | C | A |
| Power Corp of Canada (POW) | A | A | A | A |
| ARC Resources (ARX) | D | A | B | A |
| BCE Inc. (BCE) | C | E | B | A |
| Emera (EMA) | E | B | B | A |
| TransCanada (TRP) | B | D | C | A |
| Pembina Pipeline (PPL) | C | D | D | A |
| Bank of Nova Scotia (BNS) | A | B | E | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | A | A | A | E |
| Metro (MRU) | A | D | D | D |
| Magna (MG) | A | C | B | C |
| Husky Energy (HSE) | A | A | A | C |
| Power Corp of Canada (POW) | A | A | A | A |
| CIBC (CM) | A | C | A | A |
| National Bank (NA) | A | C | F | B |
| Bank of Nova Scotia (BNS) | A | B | E | A |
| Cdn Natural Resources (CNQ) | A | B | A | B |
| Royal Bank (RY) | A | C | C | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | F | A | A | A |
| Goldcorp (G) | E | A | C | E |
| Cenovus Energy (CVE) | F | A | B | D |
| First Quantum (FM) | E | A | A | E |
| Kinross Gold (K) | B | A | A | F |
| Teck Resources (TECK.B) | A | A | A | E |
| Power Corp of Canada (POW) | A | A | A | A |
| Husky Energy (HSE) | A | A | A | C |
| Manulife (MFC) | C | A | A | B |
| ARC Resources (ARX) | D | A | B | A |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| ARC Resources (ARX) | Y | | Y |
| Bank of Nova Scotia (BNS) | Y | Y | |
| Crescent Point (CPG) | Y | | Y |
| Husky Energy (HSE) | | Y | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| CIBC (CM) | | Y | |
| Cdn Natural Resources (CNQ) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Goldcorp (G) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Kinross Gold (K) | | | Y |
| Magna (MG) | | Y | |
| Manulife (MFC) | | | Y |
| Metro (MRU) | | Y | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Royal Bank (RY) | | Y | |
| TransCanada (TRP) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | IBM (IBM) | C | D | A | A |
| Exxon Mobil (XOM) | B | B | A | A |
| Verizon (VZ) | A | C | C | A |
| Chevron (CVX) | B | A | B | A |
| Pfizer (PFE) | A | C | E | A |
| Coca-Cola (KO) | E | E | E | A |
| Procter & Gamble (PG) | C | C | D | B |
| JP Morgan Chase (JPM) | A | A | D | B |
| Merck (MRK) | E | D | D | B |
| Cisco (CSCO) | E | D | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | A | C | C | A |
| Pfizer (PFE) | A | C | E | A |
| JP Morgan Chase (JPM) | A | A | D | B |
| Walt Disney (DIS) | A | B | C | E |
| Goldman Sachs (GS) | A | A | C | D |
| Travelers (TRV) | A | A | A | C |
| Exxon Mobil (XOM) | B | B | A | A |
| Intel (INTC) | B | B | C | C |
| Apple (AAPL) | B | D | D | E |
| Chevron (CVX) | B | A | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| DowDuPont (DWDP) | E | A | B | C |
| Chevron (CVX) | B | A | B | A |
| Travelers (TRV) | A | A | A | C |
| JP Morgan Chase (JPM) | A | A | D | B |
| Exxon Mobil (XOM) | B | B | A | A |
| Walgreens (WBA) | B | B | A | D |
| Intel (INTC) | B | B | C | C |
| United Technologies (UTX) | C | B | B | D |
| Walt Disney (DIS) | A | B | C | E |
| 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 | |
| Walt Disney (DIS) | | Y | Y |
| Apple (AAPL) | | Y | |
| Cisco (CSCO) | Y | | |
| Coca-Cola (KO) | Y | | |
| DowDuPont (DWDP) | | | Y |
| IBM (IBM) | Y | | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | | Y |
| Walgreens (WBA) | | | Y |
| Notes... |
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