The Stingy News Weekly (07/28/2013)
| "The first principle is that you must not fool yourself - and you
are the easiest person to fool." | |
| - Richard Feynman | |
New @ StingyInvestor
Price-to-long-term-earnings ratios
"The idea of using long-term earnings when evaluating companies
is hardly a new one. Benjamin Graham, the father of value
investing and a highly successful money manager in his own right,
suggested employing a similar technique when studying individual
companies."
Stingy Links
Why Buffett bailed on India
"India has long been viewed as a value investor's dream: rapid
growth, 1.2 billion people pining for a taste of globalization,
and underdeveloped industries ripe for turnarounds. So it
surprised few when the genre's guru, Warren Buffett, placed a bet on the
world's ninth-biggest economy. What did come as a surprise,
though, was last week's decision by the billionaire's Berkshire
Hathaway Inc. to give up on India's insurance market after just two
years. Adding to the drama, the withdrawal came the same week
India unveiled plans to open the economy as never before to
foreign-direct investment."
Slow ideas
"Some innovations spread fast. How do you speed the ones that
don't?"
Munger triples publisher's value
"Daily Journal Corp., the California publisher that counts
Charles Munger as its chairman, more than tripled in value since 2008
after the company jumped into stocks during the financial
crisis."
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 1 | 4 | 4 | 5 |
| Verizon (VZ) | 1 | 2 | 4 | 5 |
| Intel (INTC) | 4 | 4 | 3 | 5 |
| Merck (MRK) | 1 | 3 | 1 | 5 |
| Pfizer (PFE) | 4 | 4 | 1 | 5 |
| McDonald's (MCD) | 3 | 1 | 1 | 5 |
| Chevron (CVX) | 5 | 5 | 4 | 4 |
| General Electric (GE) | 3 | 5 | 3 | 4 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 |
| Procter & Gamble (PG) | 3 | 3 | 2 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | JP Morgan Chase (JPM) | 5 | 5 | 2 | 3 |
| Chevron (CVX) | 5 | 5 | 4 | 4 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 |
| Travelers (TRV) | 5 | 5 | 4 | 2 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 |
| Microsoft (MSFT) | 4 | 3 | 1 | 4 |
| Intel (INTC) | 4 | 4 | 3 | 5 |
| Caterpillar (CAT) | 4 | 3 | 5 | 4 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| IBM (IBM) | 4 | 1 | 3 | 2 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Chevron (CVX) | 5 | 5 | 4 | 4 | 3.11 |
| Intel (INTC) | 4 | 4 | 3 | 5 | 3.22 |
| JP Morgan Chase (JPM) | 5 | 5 | 2 | 3 | 3.47 |
| Exxon Mobil (XOM) | 5 | 3 | 4 | 3 | 3.57 |
| EI DuPont (DD) | 5 | 2 | 4 | 4 | 3.87 |
| Microsoft (MSFT) | 4 | 3 | 1 | 4 | 4.23 |
| Pfizer (PFE) | 4 | 4 | 1 | 5 | 4.26 |
| Caterpillar (CAT) | 4 | 3 | 5 | 4 | 4.46 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 4.50 |
| Cisco (CSCO) | 3 | 4 | 2 | 3 | 5.24 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | Chevron (CVX) | Y | Y | Y |
| EI DuPont (DD) | Y | Y | Y |
| Intel (INTC) | Y | Y | Y |
| Caterpillar (CAT) | | Y | Y |
| Exxon Mobil (XOM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Microsoft (MSFT) | | Y | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| AT&T (T) | Y | | |
| Cisco (CSCO) | | | Y |
| General Electric (GE) | Y | | |
| IBM (IBM) | | Y | |
| McDonald's (MCD) | Y | | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Verizon (VZ) | Y | | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Penn West Petroleum (PWT) | 1 | 5 | 2 | 5 |
| TransAlta (TA) | 0 | 3 | 3 | 5 |
| Crescent Point (CPG) | 1 | 3 | 1 | 5 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Enerplus (ERF) | 0 | 5 | 2 | 5 |
| BCE Inc. (BCE) | 4 | 2 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| ARC Resources (ARX) | 1 | 2 | 1 | 5 |
| Iamgold (IMG) | 5 | 5 | 4 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Power Corp of Canada (POW) | 5 | 4 | 5 | 4 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Iamgold (IMG) | 5 | 5 | 4 | 5 |
| Agrium (AGU) | 5 | 3 | 5 | 2 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Imperial Oil (IMO) | 5 | 2 | 4 | 1 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Rogers (RCI.B) | 5 | 1 | 3 | 4 |
| Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 2 | 2 | 5 | 1.71 |
| Power Corp of Canada (POW) | 5 | 4 | 5 | 4 | 1.93 |
| CIBC (CM) | 5 | 3 | 3 | 5 | 1.98 |
| Iamgold (IMG) | 5 | 5 | 4 | 5 | 2.00 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 2.04 |
| BCE Inc. (BCE) | 4 | 2 | 3 | 5 | 2.27 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.36 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.67 |
| Rogers (RCI.B) | 5 | 1 | 3 | 4 | 2.71 |
| Royal Bank (RY) | 4 | 2 | 2 | 4 | 3.05 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| Canadian Oil Sands (COS) | Y | Y | Y |
| Iamgold (IMG) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Power Corp of Canada (POW) | | Y | Y |
| Rogers (RCI.B) | | Y | Y |
| ARC Resources (ARX) | Y | | |
| Agrium (AGU) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Royal Bank (RY) | | | Y |
| TransAlta (TA) | Y | | |
| Notes... |
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