The Stingy News Weekly (01/29/2017)
| "We attracted a lot of market timers and asset allocators. I don't
need those ... amateurs in my fund." | |
| - Martin Whitman | |
Stingy Links
Burst your filter bubble
"See if you can make the best case for whatever you might find to
be deplorable, or at least objectionable, in today's debate. If
you're feeling really secure, show it to someone you disagree
with, and ask them if they can recognize their own views in
there, honestly stated." [Behaviour]
The momentum index
"Momentum investors cut their losers and let their winners run.
In a roundabout way, that's exactly what the stock market has
done over time." [Indexing]
Francis Chou profile
"At the moment, no sector stands out in terms of valuation - it's
all expensive, he says - but he's being patient." [Chou]
Charley Ellis interview
"Ellis explains that the best approach for most individual
investors is a simple asset allocation composed primarily of low cost
index funds." [Indexing]
Gates and Buffet town hall
"Bill Gates and Warren Buffet at Columbia University" [video] [Buffett]
James Grant interview
"A different investment world. Financial Thought Leader, James
Grant, Editor of Grant's Interest Rate Observer declares the 35
year bull market over and sees few opportunities to replace it."
[video] [Grant]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 4 | 1 | 4 | 5 |
| Pfizer (PFE) | 1 | 4 | 2 | 5 |
| Chevron (CVX) | 0 | 5 | 4 | 5 |
| Exxon Mobil (XOM) | 1 | 5 | 4 | 5 |
| Boeing (BA) | 3 | 1 | 5 | 5 |
| Coca-Cola (KO) | 2 | 2 | 1 | 5 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| General Electric (GE) | 1 | 3 | 4 | 4 |
| IBM (IBM) | 5 | 1 | 4 | 4 |
| Caterpillar (CAT) | 1 | 2 | 5 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 5 | 2 |
| American Express (AXP) | 5 | 4 | 3 | 1 |
| JP Morgan Chase (JPM) | 5 | 5 | 2 | 2 |
| Wal-Mart (WMT) | 5 | 4 | 5 | 3 |
| IBM (IBM) | 5 | 1 | 4 | 4 |
| Goldman Sachs (GS) | 4 | 5 | 2 | 1 |
| Apple (AAPL) | 4 | 2 | 3 | 2 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| Verizon (VZ) | 4 | 1 | 4 | 5 |
| Procter & Gamble (PG) | 4 | 3 | 2 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Verizon (VZ) | 4 | 1 | 4 | 5 | 3.32 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 | 4.41 |
| IBM (IBM) | 5 | 1 | 4 | 4 | 4.53 |
| Wal-Mart (WMT) | 5 | 4 | 5 | 3 | 4.67 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 5.06 |
| Procter & Gamble (PG) | 4 | 3 | 2 | 4 | 5.14 |
| JP Morgan Chase (JPM) | 5 | 5 | 2 | 2 | 6.35 |
| Boeing (BA) | 3 | 1 | 5 | 5 | 6.50 |
| Intel (INTC) | 4 | 4 | 3 | 3 | 6.54 |
| Johnson & Johnson (JNJ) | 3 | 3 | 1 | 3 | 6.78 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Cisco (CSCO) | Y | Y | Y |
| IBM (IBM) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Boeing (BA) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Procter & Gamble (PG) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Wal-Mart (WMT) | | Y | Y |
| American Express (AXP) | | Y | |
| Apple (AAPL) | | Y | |
| Caterpillar (CAT) | Y | | |
| Chevron (CVX) | Y | | |
| Coca-Cola (KO) | Y | | |
| Exxon Mobil (XOM) | Y | | |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Intel (INTC) | | | Y |
| Johnson & Johnson (JNJ) | | | Y |
| Pfizer (PFE) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | 3 | 1 | 1 | 5 |
| Pembina Pipeline (PPL) | 1 | 2 | 2 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Emera (EMA) | 4 | 4 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| TELUS (T) | 3 | 2 | 3 | 5 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 5 |
| Shaw (SJR.B) | 5 | 2 | 3 | 5 |
| Enbridge (ENB) | 2 | 1 | 4 | 5 |
| National Bank (NA) | 4 | 3 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Magna (MG) | 5 | 4 | 5 | 3 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| Shaw (SJR.B) | 5 | 2 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 4 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 |
| TD Bank (TD) | 5 | 3 | 1 | 4 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 5 |
| Canadian Tire (CTC.A) | 4 | 3 | 5 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | CIBC (CM) | 5 | 3 | 2 | 5 | 2.41 |
| Shaw (SJR.B) | 5 | 2 | 3 | 5 | 3.01 |
| Magna (MG) | 5 | 4 | 5 | 3 | 3.55 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 5 | 3.58 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 3.60 |
| Inter Pipeline (IPL) | 3 | 1 | 1 | 5 | 3.78 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 | 3.95 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 | 4.02 |
| Emera (EMA) | 4 | 4 | 3 | 5 | 4.07 |
| Bank of Montreal (BMO) | 5 | 4 | 2 | 4 | 4.16 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | CIBC (CM) | Y | Y | Y |
| Power Corp of Canada (POW) | Y | Y | Y |
| Shaw (SJR.B) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| Emera (EMA) | Y | | Y |
| Inter Pipeline (IPL) | Y | | Y |
| Magna (MG) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| Canadian Tire (CTC.A) | | Y | |
| Enbridge (ENB) | Y | | |
| National Bank (NA) | Y | | |
| Pembina Pipeline (PPL) | Y | | |
| Sun Life Financial (SLF) | | Y | |
| TD Bank (TD) | | Y | |
| TELUS (T) | Y | | |
| Notes... |
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