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The Stingy News Weekly (03/28/2015)
| "All intelligent investing is value investing - to acquire more
than you are paying for. Investing is where you find a few great
companies and then sit on your ass." | |
| - Charlie Munger | |
Stingy Links
Chou annual for Canadians
"In 1981, I felt the economic conditions were such that you were
set up for a huge success. You just needed the courage to load
up the truck and buy everything in sight. By contrast current
conditions make me feel that investors are being set up for a
heartbreaking disappointment, especially for the unwary." [Chou]
Mohnish Pabrai and Guy Spier
"Mohnish Pabrai and Guy Spier in conversation with Saurabh Madaan
at Google" [video] [Value Investing]
A liberal heretic contradicts Piketty
"Despite Rose's pedigree and his meticulous, thoughtful studies
pointing out that the supposed stasis in living standards for the
poor and middle class doesn't hold up, a contrary narrative has
taken root in the media and few dare to contradict it." [Economics]
Kraft-Heinz
"That sounds like a good deal to me. You get a nice premium, and
you end up with a better stock than you owned previously. You
were stuck with sort of a no-growth situation and suddenly there
is hope. The new Kraft-Heinz (synergies are already priced into
the above metrics) would not only have better margins, but also a
much more interesting and promising growth profile than the
current KRFT." [Buffett]
Munger mocks Greek idea
"Billionaire investor Charles Munger faulted Greek citizens for
their notion that you can 'vote yourselves rich.'" [Munger]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 2 | 1 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| General Electric (GE) | 3 | 5 | 4 | 5 |
| McDonald's (MCD) | 2 | 1 | 2 | 5 |
| Caterpillar (CAT) | 4 | 4 | 5 | 5 |
| Exxon Mobil (XOM) | 5 | 5 | 5 | 5 |
| Coca-Cola (KO) | 1 | 2 | 1 | 4 |
| Pfizer (PFE) | 1 | 4 | 1 | 4 |
| Merck (MRK) | 4 | 4 | 1 | 4 |
| Procter & Gamble (PG) | 1 | 3 | 3 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 4 | 2 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Exxon Mobil (XOM) | 5 | 5 | 5 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| IBM (IBM) | 5 | 1 | 4 | 3 |
| Caterpillar (CAT) | 4 | 4 | 5 | 5 |
| Intel (INTC) | 4 | 4 | 3 | 3 |
| American Express (AXP) | 4 | 3 | 3 | 1 |
| Merck (MRK) | 4 | 4 | 1 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Chevron (CVX) | 5 | 5 | 5 | 5 | 2.51 |
| Exxon Mobil (XOM) | 5 | 5 | 5 | 5 | 3.33 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.80 |
| Caterpillar (CAT) | 4 | 4 | 5 | 5 | 3.86 |
| Verizon (VZ) | 2 | 1 | 4 | 5 | 4.43 |
| General Electric (GE) | 3 | 5 | 4 | 5 | 4.48 |
| Merck (MRK) | 4 | 4 | 1 | 4 | 4.55 |
| Intel (INTC) | 4 | 4 | 3 | 3 | 4.62 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 4.88 |
| IBM (IBM) | 5 | 1 | 4 | 3 | 4.92 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Caterpillar (CAT) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | Y | Y |
| Merck (MRK) | Y | Y | Y |
| General Electric (GE) | Y | | Y |
| IBM (IBM) | | Y | Y |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | | Y |
| American Express (AXP) | | Y | |
| Coca-Cola (KO) | Y | | |
| Goldman Sachs (GS) | | Y | |
| McDonald's (MCD) | Y | | |
| Pfizer (PFE) | Y | | |
| Procter & Gamble (PG) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | 2 | 5 | 1 | 5 |
| TransAlta (TA) | 2 | 4 | 4 | 5 |
| ARC Resources (ARX) | 3 | 3 | 1 | 5 |
| Teck Resources (TCK.B) | 2 | 5 | 4 | 5 |
| Cenovus Energy (CVE) | 2 | 4 | 5 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Potash Corp. (POT) | 3 | 2 | 1 | 5 |
| Husky Energy (HSE) | 3 | 5 | 4 | 5 |
| CIBC (CM) | 4 | 3 | 2 | 5 |
| Inter Pipeline (IPL) | 1 | 1 | 1 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | 5 | 5 | 4 | 3 |
| SNC-Lavalin (SNC) | 5 | 3 | 5 | 3 |
| Magna (MG) | 5 | 4 | 5 | 3 |
| First Quantum (FM) | 5 | 5 | 2 | 1 |
| Canadian Oil Sands (COS) | 5 | 5 | 4 | 2 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Cdn Natural Resources (CNQ) | 5 | 4 | 2 | 2 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| Manulife (MFC) | 5 | 4 | 4 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | EnCana (ECA) | 5 | 5 | 4 | 3 | 1.05 |
| SNC-Lavalin (SNC) | 5 | 3 | 5 | 3 | 1.81 |
| Magna (MG) | 5 | 4 | 5 | 3 | 1.96 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 2.43 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.50 |
| Crescent Point (CPG) | 2 | 5 | 1 | 5 | 2.50 |
| CIBC (CM) | 4 | 3 | 2 | 5 | 2.68 |
| Bank of Montreal (BMO) | 4 | 4 | 2 | 4 | 2.79 |
| Royal Bank (RY) | 4 | 2 | 2 | 4 | 2.91 |
| ARC Resources (ARX) | 3 | 3 | 1 | 5 | 3.27 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | ARC Resources (ARX) | Y | | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| CIBC (CM) | Y | | Y |
| Crescent Point (CPG) | Y | | Y |
| EnCana (ECA) | | Y | Y |
| Magna (MG) | | Y | Y |
| National Bank (NA) | | Y | Y |
| SNC-Lavalin (SNC) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | | Y |
| Canadian Oil Sands (COS) | | Y | |
| Cdn Natural Resources (CNQ) | | Y | |
| Cenovus Energy (CVE) | Y | | |
| First Quantum (FM) | | Y | |
| Husky Energy (HSE) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Inter Pipeline (IPL) | Y | | |
| Manulife (MFC) | | Y | |
| Potash Corp. (POT) | Y | | |
| Royal Bank (RY) | | | Y |
| Teck Resources (TCK.B) | Y | | |
| TransAlta (TA) | Y | | |
| Notes... |
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