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The Stingy News Weekly (12/28/2014)
| "To me, it's obvious that the winner has to bet very selectively.
It's been obvious to me since very early in life. I don't know
why it's not obvious to very many other people." | |
| - Charlie Munger | |
Stingy Links
The high cost of movie treats
"There is no question popcorn and soda pop prices at North
American theatres far exceed what you'd pay to enjoy the same goods at
home. So why do we pay? It turns out popcorn has a story to
tell about economics and consumer preferences that goes far beyond
the silver screen." [Pricing]
Tobias Carlisle and Deep Value
"The evidence reveals an axiomatic truth about investing:
Investors aren't rewarded for picking winners; they're rewarded for
uncovering mis-pricing." [Value Investing]
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 | 1 | 2 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 |
| General Electric (GE) | 2 | 5 | 3 | 5 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 |
| Coca-Cola (KO) | 1 | 2 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 5 | 1 | 4 | 5 |
| Travelers (TRV) | 5 | 5 | 4 | 2 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| AT&T (T) | 5 | 5 | 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 | 4 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 |
| 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 | 1.94 |
| Verizon (VZ) | 5 | 1 | 4 | 5 | 2.25 |
| Chevron (CVX) | 5 | 5 | 5 | 5 | 2.76 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 | 3.96 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 4.52 |
| IBM (IBM) | 4 | 1 | 4 | 4 | 4.85 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 5.02 |
| Caterpillar (CAT) | 4 | 4 | 5 | 4 | 5.13 |
| McDonald's (MCD) | 3 | 1 | 2 | 5 | 5.19 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 | 5.52 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | Y | Y |
| Verizon (VZ) | Y | 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 | |
| Merck (MRK) | Y | | |
| United Technologies (UTX) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Canadian Oil Sands (COS) | 5 | 5 | 4 | 5 |
| Crescent Point (CPG) | 1 | 5 | 1 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| Teck Resources (TCK.B) | 3 | 5 | 4 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| ARC Resources (ARX) | 2 | 2 | 1 | 5 |
| Cenovus Energy (CVE) | 4 | 4 | 4 | 5 |
| Husky Energy (HSE) | 4 | 4 | 4 | 5 |
| Inter Pipeline (IPL) | 1 | 0 | 0 | 5 |
| CIBC (CM) | 4 | 2 | 2 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | 5 | 5 | 3 | 2 |
| Canadian Oil Sands (COS) | 5 | 5 | 4 | 5 |
| Manulife (MFC) | 5 | 4 | 2 | 3 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Brookfield (BAM.A) | 5 | 3 | 3 | 1 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 |
| Cdn Natural Resources (CNQ) | 5 | 4 | 2 | 3 |
| Bank of Montreal (BMO) | 5 | 3 | 2 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 5 | 4 | 5 | 0.64 |
| EnCana (ECA) | 5 | 5 | 3 | 2 | 1.67 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 2.84 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.93 |
| Husky Energy (HSE) | 4 | 4 | 4 | 5 | 3.05 |
| CIBC (CM) | 4 | 2 | 2 | 5 | 3.13 |
| Crescent Point (CPG) | 1 | 5 | 1 | 5 | 3.15 |
| Bank of Montreal (BMO) | 5 | 3 | 2 | 4 | 3.26 |
| Teck Resources (TCK.B) | 3 | 5 | 4 | 5 | 3.34 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 | 3.34 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Canadian Oil Sands (COS) | Y | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| CIBC (CM) | Y | | Y |
| Crescent Point (CPG) | Y | | Y |
| EnCana (ECA) | | Y | Y |
| Husky Energy (HSE) | Y | | Y |
| National Bank (NA) | | Y | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Teck Resources (TCK.B) | Y | | Y |
| ARC Resources (ARX) | Y | | |
| BCE Inc. (BCE) | Y | | |
| Brookfield (BAM.A) | | Y | |
| Cdn Natural Resources (CNQ) | | Y | |
| Cenovus Energy (CVE) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Inter Pipeline (IPL) | Y | | |
| Manulife (MFC) | | Y | |
| TransAlta (TA) | Y | | |
| Notes... |
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