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The Stingy News Weekly (05/15/2016)
| "I don't read economic forecasts. I don't read the funny papers." | |
| - Warren Buffett | |
New from StingyInvestor
Sell in August
"The stock market has its seasons. Bears come out in the summer
and party in the fall while bulls start their run in the winter
and plow on into the spring. It's an ebb and flow that can impact
index investors and value investors alike." [$]
Stingy Links
52 Pick-Up
"The one trend that is clear...the largest capitalization
stocks--known commonly as mega cap--consistently underperform. From
1964-2015, stocks with the largest market capitalizaitions
underperform by 1.7% per year. These are the stocks you here about most
often on CNBC and typically find themselves as Dow components." [Markets]
Chuck Akre: compounding machine
"Great Investor Chuck Akre explains how he finds "compounding
machines" -- companies that produce high rates of returns for
shareholders. Chuck says these companies are few and far between, but
once he finds them, he holds on to them." [video] [Value Investing]
Chris Davis: compounding machines
"Third generation value investor Chris Davis discusses why
unpopular financial stocks can actually be compounding machines."
[video] [Value Investing]
Defense wins championships
"Let's say an investor's portfolio missed the 20% most profitable
stocks between 1989 and 2015. Instead, he invested in only the
other 80%. His total gain would have been 0%." [Markets]
When to quit
"Do we tend to quit too soon or quit too late? Are we too
stubborn or not determined enough?" [Behaviour]
The rise of the robots
"Companies need fewer and fewer employees to generate each dollar
of profit. This trend is likely to continue." [Tech]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 5 | 1 | 4 | 5 |
| Caterpillar (CAT) | 1 | 4 | 5 | 5 |
| Chevron (CVX) | 1 | 5 | 4 | 5 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 |
| IBM (IBM) | 5 | 1 | 4 | 5 |
| Pfizer (PFE) | 2 | 3 | 1 | 5 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| Merck (MRK) | 1 | 3 | 2 | 4 |
| Exxon Mobil (XOM) | 1 | 5 | 4 | 4 |
| Procter & Gamble (PG) | 2 | 3 | 2 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Apple (AAPL) | 5 | 3 | 3 | 2 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Travelers (TRV) | 5 | 5 | 5 | 2 |
| IBM (IBM) | 5 | 1 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| United Technologies (UTX) | 5 | 4 | 5 | 2 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| American Express (AXP) | 4 | 4 | 4 | 1 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Verizon (VZ) | 5 | 1 | 4 | 5 | 2.60 |
| IBM (IBM) | 5 | 1 | 4 | 5 | 2.95 |
| Cisco (CSCO) | 4 | 5 | 2 | 5 | 3.35 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.60 |
| Intel (INTC) | 4 | 4 | 3 | 4 | 3.67 |
| Apple (AAPL) | 5 | 3 | 3 | 2 | 4.00 |
| Travelers (TRV) | 5 | 5 | 5 | 2 | 4.44 |
| United Technologies (UTX) | 5 | 4 | 5 | 2 | 4.47 |
| Wal-Mart (WMT) | 4 | 4 | 5 | 3 | 4.61 |
| Boeing (BA) | 4 | 1 | 5 | 4 | 5.41 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Cisco (CSCO) | Y | Y | Y |
| IBM (IBM) | Y | Y | Y |
| Intel (INTC) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Apple (AAPL) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| United Technologies (UTX) | | Y | Y |
| Wal-Mart (WMT) | | Y | Y |
| American Express (AXP) | | Y | |
| Boeing (BA) | | | Y |
| Caterpillar (CAT) | Y | | |
| Chevron (CVX) | Y | | |
| Exxon Mobil (XOM) | Y | | |
| Merck (MRK) | 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 | | Potash Corp. (POT) | 4 | 3 | 3 | 5 |
| Inter Pipeline (IPL) | 2 | 2 | 1 | 5 |
| Talisman Energy (TLM) | 0 | 0 | 0 | 5 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| BCE Inc. (BCE) | 2 | 1 | 2 | 5 |
| TELUS (T) | 3 | 2 | 3 | 5 |
| TransCanada (TRP) | 0 | 2 | 2 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Power Corp of Canada (POW) | 5 | 5 | 5 | 4 |
| Magna (MG) | 5 | 3 | 5 | 3 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 |
| CIBC (CM) | 5 | 3 | 2 | 5 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 3 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 |
| Agrium (AGU) | 4 | 3 | 5 | 4 |
| TD Bank (TD) | 4 | 3 | 2 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Power Corp of Canada (POW) | 5 | 5 | 5 | 4 | 1.73 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 2.01 |
| Potash Corp. (POT) | 4 | 3 | 3 | 5 | 2.13 |
| Bank of Nova Scotia (BNS) | 5 | 4 | 2 | 5 | 2.35 |
| CIBC (CM) | 5 | 3 | 2 | 5 | 2.40 |
| Royal Bank (RY) | 5 | 3 | 2 | 4 | 2.73 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 | 2.86 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 | 2.98 |
| Magna (MG) | 5 | 3 | 5 | 3 | 3.14 |
| Agrium (AGU) | 4 | 3 | 5 | 4 | 3.19 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| National Bank (NA) | Y | Y | Y |
| Agrium (AGU) | | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Magna (MG) | | Y | Y |
| Potash Corp. (POT) | Y | | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Royal Bank (RY) | | Y | Y |
| Shaw (SJR.B) | Y | | Y |
| BCE Inc. (BCE) | Y | | |
| Inter Pipeline (IPL) | Y | | |
| Sun Life Financial (SLF) | | Y | |
| TD Bank (TD) | | Y | |
| TELUS (T) | Y | | |
| Talisman Energy (TLM) | Y | | |
| TransCanada (TRP) | Y | | |
| Notes... |
The Rothery Report
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| 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...
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