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The Stingy News Weekly (07/05/2015)


"In my whole life, I have known no wise people (over a broad subject matter area) who didn't read all the time - none, zero. You'd be amazed at how much Warren reads - at how much I read. My children laugh at me. They think I'm a book with a couple of legs sticking out."
- Charlie Munger


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Germans call for Greece to leave
"German Chancellor Angela Merkel's deputy said Athens had wrecked any hope of compromise with its euro zone partners by overwhelmingly rejecting further austerity."
[World]

China's stockmarket crash
"The Shanghai Composite, the country's main index, has fallen nearly 30% in less than a month. The sell-off of small-cap stocks, which had led the rally, has been even sharper. Chinese regulators may have more levers to pull than their peers in most countries, but even they, it turns out, are powerless to tame the alternation between exuberance and fear that makes stockmarkets yoyo. In fact, their efforts to do so may be exacerbating the volatility."
[World]

Why the Greek bailout failed
"As the Greek crisis evolves, it is important to understand that a successful structural-adjustment program requires strong country ownership. Even if negotiators overcome the most recent sticking points, it will be difficult to trust in their implementation if the Greek people remain unconvinced. That has certainly been the experience so far. And without structural reform, there is little chance that the Greek economy will see sustained stability and growth . not least because official lenders are unwilling to continue extending an unreformed Greece significantly more money than it is asked to pay."
[World]

The evolution of a value investor
"Tom Gayner is the CIO of Markel Corp, where he manages the company's investment portfolio. He talks about his journey as an individual and value investor."
[Value Investing]

Ten tips for writing a book
"Never write a book ..."
[Books]

Greece lost the public relations battle
"One of the most striking aspects of the Greek situation is just how much the Greek government has lost the public relations battle. They have lost it among the social democracies, and they have lost it most of all with the other small countries in Europe. They retain some sympathy in the American government, but we are not willing to put any money on the table and basically we want the European Union to clean up the problems for us."
[World]

Tsipras's wild promises
"Now look at Sunday's referendum. The people have been given eight days to take a decision that will have repercussions for a generation. What's more, the question is convoluted. The people are officially being asked whether to accept or reject an offer made by Greece's creditors on 25 June. They are then referred to two complex documents, which have been translated into Greek from English. One of these was mistranslated to say that the country's debt was unsustainable under all three scenarios considered, whereas it actually said it was unsustainable under only one of the three. The ballot paper also puts 'No', Tsipras's favoured option, above 'Yes'."
[World]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)2145
Chevron (CVX)5555
Caterpillar (CAT)4455
McDonald's (MCD)2125
Exxon Mobil (XOM)5555
General Electric (GE)0435
Pfizer (PFE)1414
Coca-Cola (KO)1214
Procter & Gamble (PG)1334
EI DuPont (DD)3244
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Chevron (CVX)5555
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5532
Exxon Mobil (XOM)5555
Intel (INTC)4434
Caterpillar (CAT)4455
American Express (AXP)4331
IBM (IBM)4144
Wal-Mart (WMT)4453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.35
Exxon Mobil (XOM)55553.55
Caterpillar (CAT)44553.70
Travelers (TRV)55423.92
Intel (INTC)44344.14
Verizon (VZ)21454.25
IBM (IBM)41444.37
JP Morgan Chase (JPM)55324.74
Merck (MRK)44134.80
Cisco (CSCO)35235.17
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
IBM (IBM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
American Express (AXP)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
EI DuPont (DD)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
McDonald's (MCD)Y
Merck (MRK)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
Wal-Mart (WMT)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)2515
TransAlta (TA)2545
Talisman Energy (TLM)0005
ARC Resources (ARX)3315
Cenovus Energy (CVE)0445
Inter Pipeline (IPL)2115
Husky Energy (HSE)2545
BCE Inc. (BCE)3135
Potash Corp. (POT)3215
CIBC (CM)5325
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5353
EnCana (ECA)5543
National Bank (NA)5334
CIBC (CM)5325
Power Corp of Canada (POW)5454
Bank of Nova Scotia (BNS)5324
Brookfield (BAM.A)5331
Royal Bank (RY)5224
Bank of Montreal (BMO)5424
Cdn Natural Resources (CNQ)5433
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
SNC-Lavalin (SNC)53532.13
CIBC (CM)53252.23
National Bank (NA)53342.33
Crescent Point (CPG)25152.33
Bank of Nova Scotia (BNS)53242.64
Bank of Montreal (BMO)54242.70
EnCana (ECA)55432.75
Power Corp of Canada (POW)54542.79
Royal Bank (RY)52242.94
TD Bank (TD)43243.43
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Crescent Point (CPG)YY
EnCana (ECA)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Brookfield (BAM.A)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Husky Energy (HSE)Y
Inter Pipeline (IPL)Y
Potash Corp. (POT)Y
TD Bank (TD)Y
Talisman Energy (TLM)Y
TransAlta (TA)Y
Notes...



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