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The Stingy News Weekly (10/19/2014)
| "A pack of lemmings looks like a group of rugged individualists
compared with Wall Street when it gets a concept in its teeth." | |
| - Warren Buffett | |
New from StingyInvestor
Oil plunge puts dividends at risk
"While oil consumers are enjoying the lower prices, producers are
starting to sweat and their shares are wilting as investors
anticipate weaker earnings in the months to come."
Stingy Links
Buffett's stock pickers
"So how have the Oracle's disciples done? Quite impressively,
according to our estimates. Both have outpaced the S&P 500 in their
time at Berkshire (their compensation is determined by how much
they beat that index over three years). Combs has done the
better of the two, generating a cumulative return of 116% over the
past nearly four years-more than double the S&P's 55% over the
same period. Weschler's portfolio is up 81%, but he's had only
three years to prove himself. Combs' picks increased an incredible
51% last year alone. And Weschler is well ahead of the market
this year." [Buffett]
Low volatility and value
"A large part of the performance associated with low volatility
stocks is clearly being driven by exposures to value; however,
there does appear to be some marginal benefit to investing in low
volatility stocks." [Value Investing]
Avoid high beta stocks
"Low volatility investing--either expressed via BETA or
IVOL--does show promise. The simulation results are not as dramatic as
those for value and momentum based strategies, but the results are
certainly interesting." [Markets]
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 |
| McDonald's (MCD) | 3 | 2 | 2 | 5 |
| General Electric (GE) | 2 | 5 | 4 | 5 |
| Cisco (CSCO) | 4 | 4 | 3 | 4 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Procter & Gamble (PG) | 2 | 3 | 2 | 4 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 4 | 2 |
| AT&T (T) | 5 | 5 | 4 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| IBM (IBM) | 4 | 1 | 3 | 2 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 |
| Intel (INTC) | 4 | 4 | 2 | 4 |
| Wal-Mart (WMT) | 4 | 3 | 5 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | AT&T (T) | 5 | 5 | 4 | 5 | 1.85 |
| Verizon (VZ) | 5 | 1 | 4 | 5 | 2.26 |
| Chevron (CVX) | 5 | 5 | 5 | 5 | 2.79 |
| JP Morgan Chase (JPM) | 5 | 5 | 3 | 3 | 3.65 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 4 | 3.84 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 3.99 |
| McDonald's (MCD) | 3 | 2 | 2 | 5 | 4.42 |
| Pfizer (PFE) | 2 | 4 | 1 | 5 | 4.67 |
| IBM (IBM) | 4 | 1 | 3 | 2 | 4.75 |
| Cisco (CSCO) | 4 | 4 | 3 | 4 | 4.77 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Exxon Mobil (XOM) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Cisco (CSCO) | Y | | Y |
| IBM (IBM) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| McDonald's (MCD) | Y | | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| Intel (INTC) | | Y | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| Wal-Mart (WMT) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Penn West Petroleum (PWT) | 0 | 5 | 4 | 5 |
| Canadian Oil Sands (COS) | 5 | 3 | 3 | 5 |
| Crescent Point (CPG) | 1 | 4 | 1 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| Enerplus (ERF) | 1 | 3 | 2 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Teck Resources (TCK.B) | 3 | 5 | 4 | 5 |
| Potash Corp. (POT) | 2 | 1 | 1 | 5 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 |
| Husky Energy (HSE) | 4 | 4 | 4 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Manulife (MFC) | 5 | 4 | 3 | 3 |
| Brookfield (BAM.A) | 5 | 4 | 3 | 1 |
| Canadian Oil Sands (COS) | 5 | 3 | 3 | 5 |
| Imperial Oil (IMO) | 5 | 3 | 4 | 1 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| National Bank (NA) | 5 | 3 | 3 | 4 |
| Bombardier (BBD.B) | 5 | 2 | 5 | 3 |
| Magna (MG) | 5 | 2 | 5 | 2 |
| CIBC (CM) | 5 | 2 | 3 | 4 |
| Bank of Montreal (BMO) | 4 | 4 | 2 | 4 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 5 | 3 | 3 | 5 | 1.43 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 2.91 |
| CIBC (CM) | 5 | 2 | 3 | 4 | 2.97 |
| National Bank (NA) | 5 | 3 | 3 | 4 | 3.03 |
| Manulife (MFC) | 5 | 4 | 3 | 3 | 3.04 |
| Teck Resources (TCK.B) | 3 | 5 | 4 | 5 | 3.06 |
| Bank of Montreal (BMO) | 4 | 4 | 2 | 4 | 3.12 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 4 | 3.13 |
| Husky Energy (HSE) | 4 | 4 | 4 | 5 | 3.24 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 | 3.41 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Canadian Oil Sands (COS) | Y | Y | Y |
| Bank of Montreal (BMO) | | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| CIBC (CM) | | Y | Y |
| Husky Energy (HSE) | Y | | Y |
| Manulife (MFC) | | Y | Y |
| National Bank (NA) | | Y | Y |
| Rogers (RCI.B) | Y | | Y |
| Teck Resources (TCK.B) | Y | | Y |
| BCE Inc. (BCE) | Y | | |
| Bombardier (BBD.B) | | Y | |
| Brookfield (BAM.A) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Imperial Oil (IMO) | | Y | |
| Magna (MG) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Potash Corp. (POT) | Y | | |
| Power Corp of Canada (POW) | | | Y |
| TransAlta (TA) | Y | | |
| Notes... |
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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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