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The Stingy News Weekly (11/05/2018)


"Unless you can watch your stock holdings decline by 50% without becoming panic-stricken, you should not be in the stock market."
- Warren Buffett


New from StingyInvestor

Canada's top dividend stocks 2019
"The Dividend All-Stars have outperformed the market since we started way back in 2007. If you purchased an equal-dollar amount of each A-graded Dividend All-Star and rolled the proceeds into the new ones each year, you'd have gained a total of 207%, including dividends, since 2007."


Stingy Links

Berkshire's repurchase
"the average price paid of $312,807/A and $207.09/B is pretty typical for that range of dates."
[Buffett]

Robert Cialdini interview
"This week, we speak with Social Psychologist Robert Cialdini, Professor Emeritus of Psychology and Marketing at Arizona State University. He is the author of the book Influence: The Psychology of Persuasion which has sold 3 million copies in 30 languages. His new book is is Pre-Suasion: A Revolutionary Way to Influence and Persuade." [audio]
[Behaviour]

Bundled investment sales
"If most financial services are sold rather than bought, regardless of their intricacy, then why are variable-annuity presentations accompanied by filet mignon, while index-fund discussions are not?"
[Indexing]

Has Buffett lost it?
"The bull and bear argument has been the same for years, so I don't want to get into it again here, but I feel like AAPL has sort of been chasing the crowd lately rather than leading it or disrupting it like they used to during the Jobs years. But again, this would get the AAPL fans all fired up and angry, so maybe I'll leave it at that. I'll just say that moving up to higher end products to make up for declining growth momentum reminds me of retailers/restaurants that hid declining traffic/unit volumes by moving up-market or raising prices. It works for a while until people finally say, no mas, and will no longer pay high prices. Sort of reminds me of J. Crew, P&G etc."
[Buffett]

Alpha within factors
"it's possible to generate alpha within the value factor by shifting its allocation in the direction of stocks with better future earnings outcomes. We used additional factors that are correlated with those outcomes--specifically: momentum, trailing growth, accruals and leverage--to filter out value traps and identify the strongest companies out of what remains."
[Value Investing]

Cliff Asness vs. Warren Buffett
"An interview with billionaire quantitative investor and co-founder of AQR Capital Management, Cliff Asness. In this interview, Cliff discusses learning about and his views on free markets and quantitative investing. Cliff also talks about fighting Warren Buffett on Twitter and critiquing Obama." [video]
[Asness]

Size matters
"This suggest that if there are excess returns anywhere in the market, those returns are in precisely the stocks that are on the verge of being inaccessible to most fund managers (and ETF products) seeking to run higher amounts of assets under management."
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BDEA
Enbridge (ENB)DBBA
Crescent Point (CPG)FABA
Emera (EMA)EBBA
BCE Inc. (BCE)CECA
Power Corp of Canada (POW)AAAA
TransCanada (TRP)BDDA
Pembina Pipeline (PPL)DDDA
ARC Resources (ARX)EADA
Shaw (SJR.B)EDDA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Metro (MRU)ADAD
Teck Resources (TECK.B)AABE
Magna (MG)ABAC
Power Corp of Canada (POW)AAAA
Kinross Gold (K)AABF
CIBC (CM)ACCB
National Bank (NA)ACCB
Bank of Nova Scotia (BNS)ABCA
Royal Bank (RY)ADDB
Husky Energy (HSE)BABC
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Crescent Point (CPG)FABA
Goldcorp (G)DADE
Kinross Gold (K)AABF
First Quantum (FM)EABE
Teck Resources (TECK.B)AABE
Cenovus Energy (CVE)FAAD
Power Corp of Canada (POW)AAAA
Husky Energy (HSE)BABC
Manulife (MFC)DABB
ARC Resources (ARX)EADA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
ARC Resources (ARX)YY
Crescent Point (CPG)YY
Husky Energy (HSE)YY
Kinross Gold (K)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Nova Scotia (BNS)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
Shaw (SJR.B)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
IBM (IBM)BDAA
Verizon (VZ)ACBA
Exxon Mobil (XOM)BBAA
Chevron (CVX)BABA
Coca-Cola (KO)EEEA
Procter & Gamble (PG)CCDA
Pfizer (PFE)ABEB
Merck (MRK)EDEB
JP Morgan Chase (JPM)AADB
Cisco (CSCO)EDDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Verizon (VZ)ACBA
Pfizer (PFE)ABEB
JP Morgan Chase (JPM)AADB
Travelers (TRV)AAAC
Walt Disney (DIS)ACCE
Walgreens (WBA)ABAD
Exxon Mobil (XOM)BBAA
Goldman Sachs (GS)BACE
Intel (INTC)BBCC
Apple (AAPL)BDDE
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)BACE
DowDuPont (DWDP)DABC
Travelers (TRV)AAAC
Chevron (CVX)BABA
JP Morgan Chase (JPM)AADB
Exxon Mobil (XOM)BBAA
Walgreens (WBA)ABAD
Intel (INTC)BBCC
United Technologies (UTX)CBBC
Pfizer (PFE)ABEB
Notes | More Info...


US Stock SummaryYieldP/EP/B
Exxon Mobil (XOM)YYY
JP Morgan Chase (JPM)YYY
Pfizer (PFE)YYY
Chevron (CVX)YY
Goldman Sachs (GS)YY
Intel (INTC)YY
Travelers (TRV)YY
Verizon (VZ)YY
Walgreens (WBA)YY
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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2019
  03: 04 12 18
  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

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