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The Stingy News Weekly (06/05/2016)

	"Success in investing doesn't correlate with I.Q. once you're above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing."
	- Warren Buffett

New from StingyInvestor

Bonds bomb
"In other words, it seems likely that bonds will barely break even or lose ground on an after-fee, after-tax, and after-inflation basis over the next little while"

The Top 200 Canadian Stocks for 2016
"In other words, the All-Star Stocks beat the market by an average of 11.4 percentage points per year."

The Top 500 U.S. Stocks for 2016
"We're very pleased to be able to say that the U.S. All-Stars have outperformed over the last decade - despite getting off to a rocky start. Indeed, they bested the market over the last one, three, five, seven and 10 years, with particularly strong relative gains more recently."

Stingy Links

Mohnish Pabrai at UCI
"Mohnish Pabrai lecture at The University of California, Irvine: Mental Models Used for the Coca-Cola Investment by Berkshire Hathaway" [Buffett]

Indexing and small-caps
"the 15 most popular small-cap-heavy ETFs have traded 3.6 times more than the average dollar volume of the 100 largest members of the Russell 2000 small-cap index over the past three months" [Markets]

The curse of culture
"culture is not something that begets success, rather, it is a product of it." [Behaivour]

Two-star managers
"When I said I would love an interview series with 2-star fund managers, the most common response was 'just go watch the 5-star interviews from a few years ago.'" [Behaviour]

DOW 30 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Verizon (VZ)	5	1	4	5
Chevron (CVX)	1	5	4	5
Caterpillar (CAT)	1	4	5	5
IBM (IBM)	5	1	4	5
Cisco (CSCO)	4	5	2	5
Pfizer (PFE)	2	3	1	5
Boeing (BA)	4	1	5	4
Exxon Mobil (XOM)	2	5	4	4
Intel (INTC)	4	4	3	4
Merck (MRK)	1	3	2	4
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Travelers (TRV)	5	5	5	2
Apple (AAPL)	5	3	3	2
JP Morgan Chase (JPM)	5	5	3	3
Verizon (VZ)	5	1	4	5
IBM (IBM)	5	1	4	5
United Technologies (UTX)	5	4	5	2
American Express (AXP)	4	4	4	1
Intel (INTC)	4	4	3	4
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	3.17
JP Morgan Chase (JPM)	5	5	3	3	3.69
Cisco (CSCO)	4	5	2	5	4.04
Intel (INTC)	4	4	3	4	4.11
United Technologies (UTX)	5	4	5	2	4.48
Travelers (TRV)	5	5	5	2	4.60
Apple (AAPL)	5	3	3	2	4.68
Boeing (BA)	4	1	5	4	5.03
Wal-Mart (WMT)	4	4	5	3	5.56
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
Boeing (BA)	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
Caterpillar (CAT)	Y
Chevron (CVX)	Y
Exxon Mobil (XOM)	Y
Merck (MRK)	Y
Pfizer (PFE)	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
Power Corp of Canada (POW)	5	5	5	5
BCE Inc. (BCE)	3	1	2	5
TELUS (T)	3	2	3	5
Bank of Nova Scotia (BNS)	5	3	2	5
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Magna (MG)	5	3	5	3
Power Corp of Canada (POW)	5	5	5	5
National Bank (NA)	5	3	3	5
CIBC (CM)	5	3	2	5
Bank of Nova Scotia (BNS)	5	3	2	5
Sun Life Financial (SLF)	5	4	4	3
Royal Bank (RY)	5	3	2	4
Bank of Montreal (BMO)	5	4	3	4
TD Bank (TD)	4	3	2	4
Agrium (AGU)	4	3	5	4
Notes \| More Info...

Value Ratio Stocks	P/E	P/B	P/S	Yield	V.R.
Power Corp of Canada (POW)	5	5	5	5	2.01
National Bank (NA)	5	3	3	5	2.29
CIBC (CM)	5	3	2	5	2.37
Potash Corp. (POT)	4	3	3	5	2.40
Bank of Nova Scotia (BNS)	5	3	2	5	2.66
Royal Bank (RY)	5	3	2	4	2.91
Bank of Montreal (BMO)	5	4	3	4	2.98
Shaw (SJR.B)	4	2	3	5	3.01
Magna (MG)	5	3	5	3	3.17
Sun Life Financial (SLF)	5	4	4	3	3.26
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
Power Corp of Canada (POW)	Y	Y	Y
Bank of Montreal (BMO)		Y	Y
Magna (MG)		Y	Y
Potash Corp. (POT)	Y		Y
Royal Bank (RY)		Y	Y
Shaw (SJR.B)	Y		Y
Sun Life Financial (SLF)		Y	Y
Agrium (AGU)		Y
BCE Inc. (BCE)	Y
Inter Pipeline (IPL)	Y
TD Bank (TD)		Y
TELUS (T)	Y
Talisman Energy (TLM)	Y
Notes...

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