Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly: 10/04/2019


New from Norm

The Acquirers Fund
"The value strategy used by the Acquirers Fund is heavily informed by the methods highlighted in Mr. Carlisle's books. More specifically, he likes to look for bargain stocks by comparing a firm's enterprise value - in simple terms, the market value of its equity plus net debt - with its operating income after depreciation. The ratio is a close cousin of the enterprise-value to earnings-before-interest-and-taxes ratio. You can think of both as fancier versions of the more familiar price-to-earnings ratio." [$]


Stingy Links

Forces shaping the world
"When people talk about what nation will own the next century they point to leadership in AI and Machine Learning, where China looks so competitive. But it's staggeringly hard to grow an economy when you lose a fifth of your working-age population in a single generation. China could invent something as big as the next internet, but when mixed with its demographics have an economy that muddles along. Europe, Japan, and South Korea are the same or worse."
[History]

The great fee war
"Fund fees get lower by the year. We now have access to more strategies, fund types, and geographies at a low cost than any investor class in history. Technology in the space has improved by leaps and bounds. And the frictions of creating and managing a portfolio continue to fall. These are all wins for the investment consumer at the expense of the investment producer"
[Fees]

Bubblicious
"Most of us value investors don't believe in market timing at all. It is so amusing to watch the market go down 200 pts (or more) on a tweet only to reverse itself within a day or two by another tweet. Why anyone would trade based on this stuff is beyond me. I am a believer that headlines almost never mark turning points in the market. If the market is making a new high and then plunges on some negative headline, you can bet that that high will not be a high of any significance. I have seen various attempts over the years to analyze peaks and troughs in the market and matching it with news headlines; there usually is no headline that marked the top or bottom of a market."
[Markets]

Dan talks to Morningstar
"you would think that maybe high net worth investors, say, $500,000 or more for portfolio size, would allow them to get access to better advice. And yet, I've seen a lot of instances, again, anecdotal, where they're getting, I would say, poor advice" [video]
[Hallett]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BCDA
Enbridge (ENB)DBCA
Power Corp of Canada (POW)CAAA
CIBC (CM)ABBA
Pembina Pipeline (PPL)CCDA
BCE Inc. (BCE)DDDA
Bank of Nova Scotia (BNS)BBCA
TELUS (T)CDCA
Shaw (SJR.B)CCDA
Cdn Natural Resources (CNQ)AACA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)AAAD
Teck Resources (TECK.B)AABE
Magna (MG)ABAC
Manulife (MFC)AAAB
Imperial Oil (IMO)AABC
Cdn Natural Resources (CNQ)AACA
Alimentation Couche-Tard (ATD.B)ACAD
CIBC (CM)ABBA
Thomson Reuters (TRI)AEEC
Nutrien (NTR)AABB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)AABE
First Quantum (FM)BABE
EnCana (ECA)AAAD
Cenovus Energy (CVE)EAAC
Cameco (CCO)EADE
Power Corp of Canada (POW)CAAA
Imperial Oil (IMO)AABC
Manulife (MFC)AAAB
BlackBerry (BB)FADF
Cdn Natural Resources (CNQ)AACA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Cdn Natural Resources (CNQ)YYY
CIBC (CM)YY
EnCana (ECA)YY
Imperial Oil (IMO)YY
Manulife (MFC)YY
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
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 StocksP/EP/BP/SYield
Exxon Mobil (XOM)CAAA
IBM (IBM)BDBA
Chevron (CVX)BABA
Verizon (VZ)BCBA
Pfizer (PFE)BCDA
3M (MMM)CECA
Walgreens (WBA)ABAB
Caterpillar (CAT)ACAB
JP Morgan Chase (JPM)ABCB
Coca-Cola (KO)EEEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
Walgreens (WBA)ABAB
Caterpillar (CAT)ACAB
JP Morgan Chase (JPM)ABCB
Intel (INTC)ABCC
American Express (AXP)ACCE
Travelers (TRV)BABD
Chevron (CVX)BABA
IBM (IBM)BDBA
Verizon (VZ)BCBA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
DuPont (DD)EAAD
Chevron (CVX)BABA
Travelers (TRV)BABD
Exxon Mobil (XOM)CAAA
JP Morgan Chase (JPM)ABCB
Walgreens (WBA)ABAB
Walt Disney (DIS)CBDE
United Technologies (UTX)CBBD
Intel (INTC)ABCC
Notes | More Info...


US Stock SummaryYieldP/EP/B
Chevron (CVX)YYY
JP Morgan Chase (JPM)YYY
Walgreens (WBA)YYY
Caterpillar (CAT)YY
Exxon Mobil (XOM)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
Travelers (TRV)YY
Verizon (VZ)YY
3M (MMM)Y
American Express (AXP)Y
Coca-Cola (KO)Y
DuPont (DD)Y
Pfizer (PFE)Y
United Technologies (UTX)Y
Walt Disney (DIS)Y
Notes...



Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2019
  11: 03 08
  10: 04 11 18 22
  09: 06 11 17 25
  08: 12 19 31
  07: 07 26 31
  06: 06 15 21 26
  05: 01 08 15 20 27
  04: 03 13 16 21
  03: 04 12 18 25
  02: 05 13 20 25
  01: 01 08 16 22 28
2018
  12: 03 11 17 26
  11: 01 05 12 19 26
  10: 09 15 22
  09: 06 10 17 24 30
  08: 07 13 22 28
  07: 02 09 16 23 30
  06: 04 12 19 25
  05: 08 14 23 28
  04: 02 10 16 22 30
  03: 05 12 19 27
  02: 05 12 20 26
  01: 01 08 15 22 29
2017
  12: 04 11 18 24
  11: 06 12 20 27
  10: 01 07 16 23 30
  09: 04 11 17 23
  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
  02: 05 12 19 26
  01: 02 07 15 22 29
2016
  12: 04 11 18 26
  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
  04: 03 10 17 24
  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
  12: 05 12 19 26
  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
About Dan

Privacy Policy


 
About Us | Legal | Contact Us
Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...