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The Stingy News Weekly (04/02/2018)


"Investing is simple, but not easy."
- Warren Buffet


Stingy News Flash

If you're in Toronto from April 23 to April 26, you might want to enjoy a bit of Fairfax Lollapalooza 2018. There are a variety of events to chose from and an overview can be found at ...
http://www.cornerofberkshireandfairfax.ca/forum/events/fairfax-lollapalooza-2018/

I want to highlight three of the events.

The Fairfax Annual General Meeting is the big show. Aside from a dose of value investing, attendees are usually well fed and showered with free swag. But it's shareholder's only affair. See ...
https://www.fairfax.ca/news/events-and-webcasts/default.aspx

The Premier - Fairfax Financial Shareholder's Dinner is a charitable event. Speakers include Keith Smith, who I've highlighted in the Globe & Mail in the past, and the winners of the YYX Toronto Value conference who will present their investing ideas. Plus some high powered guests from Fairfax will talk to the crowd. The proceeds go to Crohn's and Colitis Canada. More details can be found at ...
https://www.pdh-inc.com/2018-premier-fairfax-conference.html

Industry types, and the well-to-do, should consider The Ben Graham Centre's Value Investing Conference. Dr. George puts on a good show and Mason Hawkins is the keynote speaker this year. See ...
https://www.ivey.uwo.ca/bengrahaminvesting/events/2018/04/2018-value-investing-conference/

If you drop by, say hi!



Stingy Links

Deferring CPP
"I believe deferring CPP is so unpopular because it forces people to withdraw more money from their savings early on to make up for the shortfall in income. The balance in their RRIF drops a lot faster as a result. I recognize that this phenomenon is hard for us to accept since so much of our self-worth and our sense of financial security are tied to the amount of wealth that we have accumulated. Even though it goes against the grain, you just need to have faith that this deferral strategy will pay off in the long run."
[Retirement]

A back test checklist
"The checklist's objective is to help users determine how much confidence to place in a back test or a set of statistical results. No back test is perfect. Every back test suffers from limitations and the possibility of errors and biases affecting results. While these problems can't be avoided, they can be minimised and managed. Our task as users of back tests is to find a back test whose limitations we can live with. In other words, the back test's limitations, degree of bias or chance of error are not so bad that they completely invalidate the results."
[Markets]

Warren Buffett speech
"One day, Warren Buffet came to campus to speak to the College of Business. I didn't think much of this speech at the time but I saved it for some reason. 15 years later, as a founder of my own company, I watch and listen to this particular speech every year to remind myself of the fundamentals and values Mr. Buffett looks for." [video]
[Buffett]

How to talk to people about money
"we rarely recognize that most investment debates - debates that literally make markets - are just a reflection of people making different decisions not because they disagree with each other, but because they view investing with a different set of priorities."
[Behaviour]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)3225
Enbridge (ENB)2445
Pembina Pipeline (PPL)2325
BCE Inc. (BCE)3135
Emera (EMA)1445
TransCanada (TRP)4225
Power Corp of Canada (POW)5555
Shaw (SJR.B)4235
CIBC (CM)5335
TELUS (T)3145
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Valeant Pharma (VRX)5550
Cenovus Energy (CVE)5552
Metro (MRU)5252
Teck Resources (TECK.B)5541
Magna (MG)5353
Barrick Gold (ABX)5341
CIBC (CM)5335
Power Corp of Canada (POW)5555
Kinross Gold (K)5540
National Bank (NA)5334
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Crescent Point (CPG)0544
Cenovus Energy (CVE)5552
Goldcorp (G)3521
Valeant Pharma (VRX)5550
Teck Resources (TECK.B)5541
Cameco (CCO)0533
Power Corp of Canada (POW)5555
Husky Energy (HSE)2552
Kinross Gold (K)5540
First Quantum (FM)0521
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Kinross Gold (K)YY
Teck Resources (TECK.B)YY
Valeant Pharma (VRX)YY
BCE Inc. (BCE)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
Husky Energy (HSE)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Metro (MRU)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
TELUS (T)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)5255
Exxon Mobil (XOM)5455
IBM (IBM)3245
Chevron (CVX)3545
Pfizer (PFE)5425
Coca-Cola (KO)1115
Merck (MRK)1324
Procter & Gamble (PG)4334
General Electric (GE)0454
Cisco (CSCO)0314
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Verizon (VZ)5255
Pfizer (PFE)5425
Walt Disney (DIS)5332
Exxon Mobil (XOM)5455
JP Morgan Chase (JPM)5522
Apple (AAPL)4221
Travelers (TRV)4552
UnitedHealth (UNH)4351
Procter & Gamble (PG)4334
United Technologies (UTX)4443
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)2531
Chevron (CVX)3545
DowDuPont (DWDP)1533
Travelers (TRV)4552
JP Morgan Chase (JPM)5522
Exxon Mobil (XOM)5455
General Electric (GE)0454
Pfizer (PFE)5425
Wal-Mart (WMT)2453
Intel (INTC)3423
Notes | More Info...


US Stock SummaryYieldP/EP/B
Exxon Mobil (XOM)YYY
Pfizer (PFE)YYY
Chevron (CVX)YY
General Electric (GE)YY
JP Morgan Chase (JPM)YY
Procter & Gamble (PG)YY
Travelers (TRV)YY
Verizon (VZ)YY
Apple (AAPL)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
DowDuPont (DWDP)Y
Goldman Sachs (GS)Y
IBM (IBM)Y
Intel (INTC)Y
Merck (MRK)Y
United Technologies (UTX)Y
UnitedHealth (UNH)Y
Wal-Mart (WMT)Y
Walt Disney (DIS)Y
Notes...



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