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The Stingy News Weekly (12/20/2015)


"Price is what you pay, value is what you get"
- Charlie Munger


Stingy News Flash

I like the idea behind Bloomberg's Jealousy List, which I've linked to below. In that spirit, let me know about the best article (or book) you've read this year from someone other than yourself or myself. I'll share the best suggestions in the new year.

Email your nomination to info@ndir.com



Stingy Links

Jealousy List 2015
"But throughout the year we are also reading, and every so often we feel a little twinge of jealousy: We wish we'd published that. What follows is our attempt to curate those twinges, and present a list of some of the best stuff we read this year."
[Media]

A great brewer
"One of the greatest minds in 20th Century statistics was not a scholar. He brewed beer. Guinness brewer William S. Gosset's work is responsible for inspiring the concept of statistical significance, industrial quality control, efficient design of experiments and, not least of all, consistently great tasting beer."
[Science]

The Pigeon King
"Galbraith's reign as Pigeon King lasted seven years, from 2001 to June 2008, when his empire imploded. The prosecution likened his company, Pigeon King International, to a Ponzi scheme - much like Bernard Madoff's operation, which happened to crumble just months after Galbraith's, except that where Madoff's scheme centered on stocks and securities, Galbraith's used live birds. Pigeon King International sold breeding pairs of pigeons to farmers with a guarantee to buy back their offspring at fixed prices for 10 years."
[Crime]

Backtesting: a cautionary tale
"The failure to see consistent outperformance from the group as a whole has made me increasingly skeptical of investment approaches that claim to be data-driven. In my view, such approaches receive too much trust and respect, and not enough scrutiny. They hold a reputation for scientific credibility that is not deserved."
[Momentum Investing]

Momentum deterioration
"Buying high momentum has had a rough 15-years relative to longer-term history, but avoiding poor momentum has continued to work quite well."
[Momentum Investing]

William Smead interview
"Smead Value Investor fund.s William Smead explains why his concentrated, high quality, low turnover approach has delivered top investment performance." [video]
[Value Investing]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)3145
Chevron (CVX)2555
Caterpillar (CAT)4455
IBM (IBM)5145
Exxon Mobil (XOM)3555
Pfizer (PFE)2415
Merck (MRK)4324
Procter & Gamble (PG)1324
Wal-Mart (WMT)4454
Cisco (CSCO)4534
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
IBM (IBM)5145
Travelers (TRV)5542
JP Morgan Chase (JPM)5533
Apple (AAPL)5232
Goldman Sachs (GS)5531
American Express (AXP)4331
Wal-Mart (WMT)4454
Caterpillar (CAT)4455
Merck (MRK)4324
Cisco (CSCO)4534
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
IBM (IBM)51452.44
Caterpillar (CAT)44552.84
Verizon (VZ)31453.69
Wal-Mart (WMT)44543.78
Merck (MRK)43243.85
JP Morgan Chase (JPM)55334.01
Chevron (CVX)25554.09
Exxon Mobil (XOM)35554.32
Cisco (CSCO)45344.36
Travelers (TRV)55424.44
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Cisco (CSCO)YYY
IBM (IBM)YYY
Merck (MRK)YYY
Wal-Mart (WMT)YYY
Chevron (CVX)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
American Express (AXP)Y
Apple (AAPL)Y
Goldman Sachs (GS)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Potash Corp. (POT)5325
Husky Energy (HSE)0555
Crescent Point (CPG)0525
ARC Resources (ARX)0315
Inter Pipeline (IPL)2215
Talisman Energy (TLM)0005
EnCana (ECA)0555
National Bank (NA)5335
Shaw (SJR.B)4235
Bank of Nova Scotia (BNS)5425
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
SNC-Lavalin (SNC)5353
Power Corp of Canada (POW)5454
National Bank (NA)5335
Magna (MG)5252
Bank of Nova Scotia (BNS)5425
CIBC (CM)5335
Royal Bank (RY)5224
Potash Corp. (POT)5325
Bank of Montreal (BMO)4424
Sun Life Financial (SLF)4343
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Potash Corp. (POT)53251.28
National Bank (NA)53351.64
Power Corp of Canada (POW)54541.72
SNC-Lavalin (SNC)53531.82
Bank of Nova Scotia (BNS)54251.97
CIBC (CM)53352.09
Royal Bank (RY)52242.59
Shaw (SJR.B)42352.63
Bank of Montreal (BMO)44242.80
Inter Pipeline (IPL)22152.86
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
Bank of Nova Scotia (BNS)YYY
National Bank (NA)YYY
Potash Corp. (POT)YYY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Inter Pipeline (IPL)YY
Power Corp of Canada (POW)YY
Royal Bank (RY)YY
SNC-Lavalin (SNC)YY
Shaw (SJR.B)YY
ARC Resources (ARX)Y
Crescent Point (CPG)Y
EnCana (ECA)Y
Husky Energy (HSE)Y
Magna (MG)Y
Sun Life Financial (SLF)Y
Talisman Energy (TLM)Y
Notes...



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