The Stingy News Weekly: 10/18/2019
New from Norm
Dividend Monsters
"The Dividend Monster portfolio looks through the high-yield
portfolio and invests an equal amount of money in the 10 stocks with
the highest returns over the prior year. It gained an average
of 17.7 per cent annually over the 20 years through to the end of
September, according to Bloomberg's back-testing facility.
That's a monstrously good result." [$]
Stingy Links
Michael Mauboussin interview
"Michael Mauboussin talks about luck and skill with Tobias
Carlisle" [video] [Markets]
Robert Cialdini interview
"Dr. Robert Cialdini has long been recognized as a leading voice
in the fields of persuasion, compliance, and negotiation. Daniel
Pink is the author of six provocative books - including his
latest, When: The Scientific Secrets of Perfect Timing. What
happens when you bring them together? Join what will surely be a
lively conversation on influence, behavior, and the quirks of the
human mind." [video] [Behaviour]
O'Shaughnessy's Q3 2019
"The rapid stretching of growth multiples in large cap, and the
breadth of highly-levered, money-losing companies in small cap
stand out as dominant themes in this market." [Value Investing]
Owner managers
"Joe Boskovich talks to Tobias Carlisle about finding great
owner/operators." [video] [Value Investing]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | C | D | A |
| Enbridge (ENB) | D | B | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| CIBC (CM) | A | B | C | A |
| Pembina Pipeline (PPL) | C | C | D | A |
| BCE Inc. (BCE) | D | E | D | A |
| Bank of Nova Scotia (BNS) | B | B | C | A |
| TELUS (T) | C | D | C | A |
| Shaw (SJR.B) | C | C | D | A |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | A | A | A | C |
| Teck Resources (TECK.B) | A | A | B | E |
| Magna (MG) | A | B | A | C |
| Imperial Oil (IMO) | A | A | A | C |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| Manulife (MFC) | A | A | B | B |
| Alimentation Couche-Tard (ATD.B) | A | B | A | D |
| Thomson Reuters (TRI) | A | E | E | C |
| Nutrien (NTR) | A | A | B | B |
| CIBC (CM) | A | B | C | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | A | A | B | E |
| EnCana (ECA) | A | A | A | C |
| First Quantum (FM) | C | A | B | E |
| Cenovus Energy (CVE) | E | A | A | D |
| Cameco (CCO) | E | A | D | E |
| Imperial Oil (IMO) | A | A | A | C |
| Power Corp of Canada (POW) | B | A | A | A |
| BlackBerry (BB) | F | A | D | F |
| Manulife (MFC) | A | A | B | B |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Cdn Natural Resources (CNQ) | Y | Y | Y |
| CIBC (CM) | Y | Y | |
| EnCana (ECA) | | Y | Y |
| Imperial Oil (IMO) | | Y | Y |
| Manulife (MFC) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Teck Resources (TECK.B) | | Y | Y |
| Alimentation Couche-Tard (ATD.B) | | Y | |
| BCE Inc. (BCE) | Y | | |
| Bank of Nova Scotia (BNS) | Y | | |
| BlackBerry (BB) | | | Y |
| Cameco (CCO) | | | Y |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Magna (MG) | | Y | |
| Nutrien (NTR) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Shaw (SJR.B) | Y | | |
| TELUS (T) | Y | | |
| Thomson Reuters (TRI) | | Y | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Exxon Mobil (XOM) | B | A | A | A |
| IBM (IBM) | A | D | B | A |
| Chevron (CVX) | B | A | B | A |
| Verizon (VZ) | B | C | B | A |
| Pfizer (PFE) | B | C | D | A |
| 3M (MMM) | C | E | C | A |
| Walgreens (WBA) | A | B | A | B |
| Caterpillar (CAT) | A | D | B | B |
| JP Morgan Chase (JPM) | A | B | C | B |
| Cisco (CSCO) | C | D | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | C |
| Walgreens (WBA) | A | B | A | B |
| JP Morgan Chase (JPM) | A | B | C | B |
| Intel (INTC) | A | B | C | C |
| Caterpillar (CAT) | A | D | B | B |
| IBM (IBM) | A | D | B | A |
| Travelers (TRV) | B | A | A | D |
| American Express (AXP) | B | C | C | E |
| Chevron (CVX) | B | A | B | A |
| Verizon (VZ) | B | C | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | C |
| DuPont (DD) | E | A | A | D |
| Chevron (CVX) | B | A | B | A |
| Travelers (TRV) | B | A | A | D |
| Exxon Mobil (XOM) | B | A | A | A |
| JP Morgan Chase (JPM) | A | B | C | B |
| Walgreens (WBA) | A | B | A | B |
| Walt Disney (DIS) | C | B | D | E |
| United Technologies (UTX) | D | B | B | D |
| Intel (INTC) | A | B | C | C |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Chevron (CVX) | Y | Y | Y |
| JP Morgan Chase (JPM) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Cisco (CSCO) | Y | | |
| DuPont (DD) | | | Y |
| Pfizer (PFE) | Y | | |
| United Technologies (UTX) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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