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The Stingy News Weekly (10/21/2012)


"Any man who is a bear on the future of this country will go broke."
- J.P.Morgan


Stingy Links

Sponging boomers
"The IMF estimates that fixing America's fiscal imbalance would require a 35% cut in all transfer payments and a 35% rise in all taxes - too big a pill for a creaky political system to swallow."


Should we worry about rising interest rates?
"But the Fed has only limited power to control interest rates. And sharply higher yields would be far from unusual. For instance, 30-year Treasury bond yields are currently under 3 percent. As recently as last year, they topped 4.5 percent, and in early 2000 they briefly exceeded 6.5 percent. Because of the long maturity, a single percentage point rise in rates would translate into roughly a 20 percent decline in the value of long bonds."


The real deal
"Perhaps none of this would matter if the bad news was already reflected in share prices. The biggest bull markets have started when shares looked cheap. But on two crucial measures - the cyclically adjusted price-earnings ratio (as calculated by Robert Shiller of Yale University) and the dividend yield - the American stockmarket looks more expensive than the historic average. Some people may think that low real rates will ignite an equity bull market. But history does not suggest that will be the case."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1435
Verizon (VZ)1245
Intel (INTC)5435
Hewlett-Packard (HPQ)0555
Merck (MRK)1315
EI DuPont (DD)3145
Pfizer (PFE)2314
Johnson & Johnson (JNJ)1314
McDonald's (MCD)2114
Procter & Gamble (PG)2324
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Chevron (CVX)5544
JP Morgan Chase (JPM)5533
Intel (INTC)5435
Caterpillar (CAT)5252
Exxon Mobil (XOM)5342
Travelers (TRV)4542
UnitedHealth (UNH)4451
Cisco (CSCO)4423
Boeing (BA)4152
American Express (AXP)4221
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Intel (INTC)54352.21
Chevron (CVX)55442.72
JP Morgan Chase (JPM)55333.21
Caterpillar (CAT)52523.91
EI DuPont (DD)31453.92
Cisco (CSCO)44234.04
Exxon Mobil (XOM)53424.05
Travelers (TRV)45424.20
Microsoft (MSFT)32144.99
McDonald's (MCD)21145.05
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Intel (INTC)YYY
Caterpillar (CAT)YY
Chevron (CVX)YY
Cisco (CSCO)YY
EI DuPont (DD)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
McDonald's (MCD)YY
Travelers (TRV)YY
AT&T (T)Y
American Express (AXP)Y
Boeing (BA)Y
Hewlett-Packard (HPQ)Y
Johnson & Johnson (JNJ)Y
Merck (MRK)Y
Microsoft (MSFT)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
UnitedHealth (UNH)Y
Verizon (VZ)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Penn West Petroleum (PWT)2525
TransAlta (TA)0345
Canadian Oil Sands (COS)4225
Enerplus (ERF)0525
Sun Life Financial (SLF)0555
BCE Inc. (BCE)4145
Power Corp of Canada (POW)5555
CIBC (CM)5235
Bank of Montreal (BMO)5435
ARC Resources (ARX)1215
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
First Quantum (FM)5311
National Bank (NA)5334
Bombardier (BBD.B)5153
Barrick Gold (ABX)5422
Magna (MG)5553
Teck Resources (TCK.B)5543
CIBC (CM)5235
Inmet Mining (IMN)5521
Bank of Montreal (BMO)5435
Power Corp of Canada (POW)5555
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)42251.70
National Bank (NA)53342.04
CIBC (CM)52352.12
Bank of Montreal (BMO)54352.18
Power Corp of Canada (POW)55552.18
Penn West Petroleum (PWT)25252.35
BCE Inc. (BCE)41452.52
Bank of Nova Scotia (BNS)43342.58
Shaw (SJR.B)32353.04
Royal Bank (RY)42243.05
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Montreal (BMO)YYY
CIBC (CM)YYY
Power Corp of Canada (POW)YYY
BCE Inc. (BCE)YY
Canadian Oil Sands (COS)YY
National Bank (NA)YY
Penn West Petroleum (PWT)YY
ARC Resources (ARX)Y
Bank of Nova Scotia (BNS)Y
Barrick Gold (ABX)Y
Bombardier (BBD.B)Y
Enerplus (ERF)Y
First Quantum (FM)Y
Inmet Mining (IMN)Y
Magna (MG)Y
Royal Bank (RY)Y
Shaw (SJR.B)Y
Sun Life Financial (SLF)Y
Teck Resources (TCK.B)Y
TransAlta (TA)Y
Notes...



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