The Stingy News Weekly (11/12/2018)
| "Volatility is a symptom that people have no idea of the
underlying value" | |
| - Jeremy Grantham | |
New from StingyInvestor
Simple trend following
"If you're like me and are as active a trader as a lazy cat is a
mouser, you'll be content to watch the markets scurry to and
fro. But those who are more active should perk up because Canadian
stocks have underperformed over the past 12 months." [$]
Stingy Links
Hard words
"Scientific research has shown how children learn to read and how
they should be taught. But many educators don't know the
science and, in some cases, actively resist it. As a result, millions
of kids are being set up to fail." [Behaviour]
Buffett's underrated investment attribute
"The main point of this post has nothing to do with Freddie Mac
or Sears specifically, but rather the remarkable ability Buffett
has to change his mind when he realizes he is wrong." [Buffett]
Mawer on sale
"Closely held Mawer Investment Management Ltd. has hired Bank of
Nova Scotia to explore options such as a sale, following a wave
of transactions involving Canadian money managers." [Funds]
A fifth of China's homes are empty
"Soon-to-be-published research will show roughly 22 percent of
China's urban housing stock is unoccupied, according to Professor
Gan Li, who runs the main nationwide study. That adds up to more
than 50 million empty homes, he said." [World]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | D | E | A |
| Crescent Point (CPG) | F | A | B | A |
| Enbridge (ENB) | D | B | B | A |
| ARC Resources (ARX) | D | A | D | A |
| Power Corp of Canada (POW) | A | A | A | A |
| BCE Inc. (BCE) | C | E | C | A |
| Emera (EMA) | E | B | B | A |
| TransCanada (TRP) | B | D | D | A |
| Pembina Pipeline (PPL) | D | D | D | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | A | A | B | E |
| Metro (MRU) | A | D | A | D |
| Magna (MG) | A | B | A | C |
| Power Corp of Canada (POW) | A | A | A | A |
| Kinross Gold (K) | A | A | B | F |
| CIBC (CM) | A | C | C | B |
| National Bank (NA) | A | C | C | B |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Royal Bank (RY) | A | D | D | B |
| Husky Energy (HSE) | A | A | B | C |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | F | A | B | A |
| Goldcorp (G) | D | A | D | E |
| First Quantum (FM) | E | A | B | E |
| Kinross Gold (K) | A | A | B | F |
| Teck Resources (TECK.B) | A | A | B | E |
| Cenovus Energy (CVE) | F | A | A | D |
| Power Corp of Canada (POW) | A | A | A | A |
| ARC Resources (ARX) | D | A | D | A |
| Husky Energy (HSE) | A | A | B | C |
| Manulife (MFC) | D | A | B | B |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| ARC Resources (ARX) | Y | | Y |
| Bank of Nova Scotia (BNS) | Y | Y | |
| Crescent Point (CPG) | Y | | Y |
| Husky Energy (HSE) | | Y | Y |
| Kinross Gold (K) | | Y | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| CIBC (CM) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Goldcorp (G) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Magna (MG) | | Y | |
| Manulife (MFC) | | | Y |
| Metro (MRU) | | Y | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Royal Bank (RY) | | Y | |
| TransCanada (TRP) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | IBM (IBM) | B | D | A | A |
| Verizon (VZ) | A | C | B | A |
| Exxon Mobil (XOM) | A | B | A | A |
| Chevron (CVX) | B | A | B | A |
| Procter & Gamble (PG) | C | C | D | A |
| Coca-Cola (KO) | E | E | E | A |
| Pfizer (PFE) | A | B | D | B |
| Merck (MRK) | E | D | E | B |
| Cisco (CSCO) | E | C | D | B |
| JP Morgan Chase (JPM) | A | A | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | A | C | B | A |
| Pfizer (PFE) | A | B | D | B |
| JP Morgan Chase (JPM) | A | A | D | B |
| Travelers (TRV) | A | A | A | C |
| Exxon Mobil (XOM) | A | B | A | A |
| Walt Disney (DIS) | A | C | C | E |
| Goldman Sachs (GS) | B | A | C | E |
| Walgreens (WBA) | B | B | A | D |
| Intel (INTC) | B | B | C | C |
| Apple (AAPL) | B | D | D | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | B | A | C | E |
| DowDuPont (DWDP) | E | A | B | C |
| Chevron (CVX) | B | A | B | A |
| Travelers (TRV) | A | A | A | C |
| JP Morgan Chase (JPM) | A | A | D | B |
| Exxon Mobil (XOM) | A | B | A | A |
| Walgreens (WBA) | B | B | A | D |
| Intel (INTC) | B | B | C | C |
| United Technologies (UTX) | C | B | B | D |
| Pfizer (PFE) | A | B | D | B |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Exxon Mobil (XOM) | Y | Y | Y |
| JP Morgan Chase (JPM) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Chevron (CVX) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| Intel (INTC) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| Walgreens (WBA) | | Y | Y |
| Apple (AAPL) | | Y | |
| Cisco (CSCO) | Y | | |
| Coca-Cola (KO) | Y | | |
| DowDuPont (DWDP) | | | Y |
| IBM (IBM) | Y | | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| United Technologies (UTX) | | | Y |
| Walt Disney (DIS) | | Y | |
| Notes... |
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