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The Stingy News Weekly (10/01/2017)
| "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 | |
New from StingyInvestor
The state of dividends
"find out about where the Canadian dividend stock market stands
and how it has changed since last year."
Top dividend stocks
"We're pleased to present you with the eleventh edition of the
MoneySense Dividend All-Stars. It serves up a new crop of the best
blue-chip dividend stocks in Canada while harvesting a decade's
worth of gains."
Stingy Links
Forward returns
"We are now in the 93rd percentile of valuations." [Markets]
The death of value
"Clearly, value investing, as proxied by a portfolio that buys
cheap stocks based on price-to-book ratios, ate crow over the past
10 years. Why?" [Value Investing]
Bubble territory
"It's tough to get away from the idea that the market is getting
a bit ripe." [Markets]
Warren's pension
"We're all equities....We don't have any bonds in our pension
funds" [Buffett]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | 3 | 2 | 1 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Enbridge (ENB) | 1 | 4 | 4 | 5 |
| Pembina Pipeline (PPL) | 1 | 2 | 2 | 5 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Emera (EMA) | 2 | 4 | 4 | 5 |
| TELUS (T) | 3 | 1 | 3 | 5 |
| Shaw (SJR.B) | 2 | 2 | 2 | 5 |
| TransCanada (TRP) | 1 | 2 | 2 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | 5 | 5 | 5 | 2 |
| Teck Resources (TECK.B) | 5 | 5 | 4 | 1 |
| Barrick Gold (ABX) | 5 | 3 | 3 | 1 |
| Magna (MG) | 5 | 3 | 5 | 3 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Husky Energy (HSE) | 5 | 5 | 4 | 0 |
| Thomson Reuters (TRI) | 5 | 2 | 2 | 3 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 4 |
| Sun Life Financial (SLF) | 5 | 4 | 4 | 4 |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | 5 | 5 | 5 | 2 |
| Crescent Point (CPG) | 0 | 5 | 4 | 4 |
| Goldcorp (G) | 3 | 5 | 2 | 1 |
| First Quantum (FM) | 0 | 5 | 2 | 1 |
| Teck Resources (TECK.B) | 5 | 5 | 4 | 1 |
| Cameco (CCO) | 0 | 5 | 3 | 4 |
| Husky Energy (HSE) | 5 | 5 | 4 | 0 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Kinross Gold (K) | 1 | 5 | 4 | 0 |
| Valeant Pharma (VRX) | 0 | 5 | 5 | 0 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| CIBC (CM) | Y | Y | |
| Cenovus Energy (CVE) | | Y | Y |
| Husky Energy (HSE) | | Y | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | Y | |
| Barrick Gold (ABX) | | Y | |
| Cameco (CCO) | | | Y |
| Crescent Point (CPG) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Goldcorp (G) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Kinross Gold (K) | | | Y |
| Magna (MG) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Shaw (SJR.B) | Y | | |
| Sun Life Financial (SLF) | | Y | |
| TELUS (T) | Y | | |
| Thomson Reuters (TRI) | | Y | |
| TransCanada (TRP) | Y | | |
| Valeant Pharma (VRX) | | | Y |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 5 | 1 | 5 | 5 |
| IBM (IBM) | 5 | 2 | 4 | 5 |
| General Electric (GE) | 2 | 4 | 4 | 5 |
| Exxon Mobil (XOM) | 1 | 5 | 5 | 5 |
| Chevron (CVX) | 1 | 5 | 4 | 5 |
| Pfizer (PFE) | 2 | 3 | 2 | 5 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| Coca-Cola (KO) | 1 | 1 | 1 | 4 |
| Procter & Gamble (PG) | 4 | 3 | 2 | 4 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | IBM (IBM) | 5 | 2 | 4 | 5 |
| Travelers (TRV) | 5 | 5 | 5 | 3 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Verizon (VZ) | 5 | 1 | 5 | 5 |
| JP Morgan Chase (JPM) | 5 | 5 | 2 | 2 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| Procter & Gamble (PG) | 4 | 3 | 2 | 4 |
| Walt Disney (DIS) | 4 | 3 | 3 | 1 |
| Apple (AAPL) | 4 | 2 | 2 | 2 |
| United Technologies (UTX) | 4 | 4 | 5 | 3 |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Travelers (TRV) | 5 | 5 | 5 | 3 |
| JP Morgan Chase (JPM) | 5 | 5 | 2 | 2 |
| Chevron (CVX) | 1 | 5 | 4 | 5 |
| Exxon Mobil (XOM) | 1 | 5 | 5 | 5 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| Intel (INTC) | 4 | 4 | 3 | 4 |
| General Electric (GE) | 2 | 4 | 4 | 5 |
| Wal-Mart (WMT) | 3 | 4 | 5 | 3 |
| United Technologies (UTX) | 4 | 4 | 5 | 3 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Intel (INTC) | Y | Y | Y |
| Chevron (CVX) | Y | | Y |
| Cisco (CSCO) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| General Electric (GE) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| JP Morgan Chase (JPM) | | Y | Y |
| Procter & Gamble (PG) | Y | Y | |
| Travelers (TRV) | | Y | Y |
| United Technologies (UTX) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| Apple (AAPL) | | Y | |
| Coca-Cola (KO) | Y | | |
| Pfizer (PFE) | Y | | |
| Wal-Mart (WMT) | | | Y |
| Walt Disney (DIS) | | Y | |
| Notes... |
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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
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