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Tip Sheet Archive

Overview

High Dividend Yield
  High Yield DJIA30
  High Yield TSX60

Dividends at Risk
  Dividend Risk DJIA30
  Dividend Risk TSX60

Value Ratio Approach
  Value Ratio DJIA30
  Value Ratio TSX60

Graham's Approach
  Graham DJIA30
  Graham TSX60

Other Screens
  Low P/E DJIA
  Low P/E TSX60
  Low P/B DJIA
  Low P/B TSX60
  Low P/S DJIA



Stingy Investor Tip Sheet Archive

Graham Net Net March 2016 Update
3/5/2016   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Graham Net Net November 2015 Update
11/14/2015   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Graham Net Net June 2015 Update
06/03/2015   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Graham Net Net November 2014 Update
11/16/2014   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Graham Net Net September 2014 Update
10/09/2014   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Graham Net Net May 2014 Update
11/05/2014   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Graham Net Net December Update
12/06/2013   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Graham Net Net May Update
5/27/2013   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Stingy Stock May Update
5/27/2013   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Stingy Stock April Update
4/7/2013   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Graham Net Net January Update
2/1/2013   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Stingy Stock January Update
1/31/2013   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Graham Net Net September Update
9/7/2012   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Stingy Stock September Update
9/7/2012   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Stingy Stock June Update
6/27/2012   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Graham Net Net June Update
6/27/2012   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Dividend Stocks with Value
5/26/2012   link   save & shareDividends
A supplementary table for my recent Globe and Mail article on Canadian Dividend stocks with value characteristics

Stingy Stock May Update
5/12/2012   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Stingy Stock March Update
3/23/2012   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Graham Net Net March Update
3/24/2012   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Canadian Dual Class Shares
3/24/2012   link   save & shareMarkets
A snapshot of Canadian dual class shares

Low PB Heat Maps
2/24/2012   link   save & shareValue Investing
4 giant heat maps of the returns of low P/B stocks from the end of 1926 to the end of 2010.

Graham Net Net February Update
2/17/2012   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Stingy Stock February Update
2/17/2012   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Graham Net Net January Update
1/28/2012   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Stingy Stock January Update
1/28/2012   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Stingy Stock December Update
12/2/2011   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Graham Net Net December Update
12/2/2011   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Stingy Stock October Update
10/22/2011   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

U.S. Stock Market Ratios
8/20/2011   link   save & shareMarkets
A look at the history of P/S and P/B ratios for the S&P500

Stingy Stock August Update
8/20/2011   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Graham Net Net August Update
8/20/2011   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

The Bear Returns
8/19/2011   link   save & shareMarkets
Bear markets reutrn in multiple stock markets.

Canadian Low PB PE
8/9/2011   link   save & shareValue Investing
S&P/TSX Composite stocks with low P/B and P/E ratios.

Low PB PE August Update
8/8/2011   link   save & shareValue Investing
S&P500 stocks with low P/B and P/E ratios.

Low PB PE
5/26/2011   link   save & shareValue Investing
S&P500 stocks with low P/B and P/E ratios.

Graham Net Net May Update
5/26/2011   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Stingy Stock May Update
5/26/2011   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Stingy Stock March Update
3/31/2011   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Stingy Stock January Update
1/24/2011   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Graham Simple Way Update
01/01/2011   link   save & shareValue Investing
Updated versions of the Canadian Simple Way and Dividend Way for 2011.

Merry Christmas!
12/24/2010   link   save & shareChristmas
A collection of links to help inspire a little Christmas cheer.

Graham Net Net Update
11/27/2010   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Stingy Stock Update
11/26/2010   link   save & shareValue Investing
The updated list of Stingy Stocks including some Canadian candidates.

Top Smaller Stocks
11/23/2010   link   save & shareValue Investing
The new list of Top Smaller Stocks in the U.S. and Canada for 2011.

Graham Stock Update
11/09/2010   link   save & shareValue Investing
The updated list of Defensive Graham Stocks for 2011.

Graham Net Net Update
08/17/2010   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Stingy Stock Update
08/03/2010   link   save & shareValue Investing
The updated list of Stingy Stocks with some new mid and small cap candidates.

Patient ETF
05/20/2010   link   save & shareValue Investing
A look into Vito Maida's portfolio

Value in the S&P500
05/19/2010   link   save & shareValue Investing
Interesting value stocks in the S&P500.

Graham Net Net Update
05/17/2010   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Meeting Notes
05/11/2010   link   save & shareValue Investing
Notes from the Berkshire, Markel, Wesco and VIC

Inefficient markets
05/06/2010   link   save & shareMarkets
There was some rather remarkable trading today

Value Destruction
05/05/2010   link   save & shareFees
A 25% performance fee results in a quick 25%+ loss.

Charlie on the crisis
02/12/2010   link   save & shareMarkets
Charles T. Munger, the Vice-Chairman of Berkshire Hathaway Corporation, discusses the current economic crisis with Professor Joseph A. Grundfest.

Crony Capitalism
02/09/2010   link   save & shareGovernment
John Stossel's program on crony capitalism

Graham Net Nets
02/08/2010   link   save & shareValue Investing
Canadian and U.S. stocks that pass Graham's Net Net test.

Vito Maida Interview
02/08/2010   link   save & shareValue Investing
Jonathan Chevreau interviews Vito Maida

4 horsemen of apocalyptic returns
01/20/2010   link   save & shareMarkets
Watch out for bad timing, fees, taxes, and inflation because they can send you to the poorhouse.

Asset Mixer Update
01/20/2010   link   save & shareMarkets
We've updated the Stingy Investor Asset Mixer and Periodic Table of Annual Returns for Canadians to include data for 2009.

Merry Christmas!
12/24/2009   link   save & shareChristmas
A collection of links to help inspire a little Christmas cheer.

Montier on Value Investing
12/17/2009   link   save & shareValue Investing
Montier's new book on value investing is one of the best on the topic in recent memory.

Value in the TSX60
12/16/2009   link   save & shareValue
Value ratios for stocks in the TSX60

Altman Z-Score
12/15/2009   link   save & shareDebt
Altman Z-Scores for the S&P/TSX Composite

Downside by Style
10/19/2009   link   save & shareMarkets
Which styles performed the best in the recent crash?

Weekend Vids
06/28/2009   link   save & shareVideos
A little collection of interesting videos and lectures.

Summer Dogs
06/17/2009   link   save & shareDividends
A look at the Dow Dogs for the summer.

Value's Downside Risk
05/27/2009   link   save & shareP/B
An examination of the downside risk of U.S. P/B portfolios.

Real Bear Markets
05/01/2009   link   save & shareMarkets
A look at U.S. bear markets in both nominal and inflation-adjusted terms.

The Markets on Flu
04/27/2009   link   save & shareMarkets
A look at the market's reaction to the Spanish Flu pandemic of 1918.

Markets by PS
04/17/2009   link   save & shareP/S
A look at the history of the markets' price-to-sales ratios in North America.

Dividend Kings
03/18/2009   link   save & shareDividends
A quick look at where the 2009 class of dividend aristocrats stands today.

Delving into Dividends
03/13/2009   link   save & shareDividends
Dividends are the primary source of long-term returns for stock investors. Let's take a look.

Chitchat
03/11/2009   link   save & shareMarkets
A few notes from my talk to the Ryerson Investment Club

Bear Market Snapshots
03/06/2009   link   save & shareMarkets
Check out a slew of keen graphs based on Robert Shiller's S&P500 data.

Screening Trouble
05/02/2009   link   save & shareScreens
It's no secret that I like stock screens. I think most modern investors do because they help uncover interesting stocks. But screens aren't without their flaws.

Party like it's 1968
03/02/2009   link   save & shareMarkets
After another down day on the markets we're in shooting distance of 1966 prices on the S&P500. That is, if you take inflation into account.

Get A Grip
02/25/2009   link   save & shareMarkets
Are we in for a 1929-style decline? I don't think so.

Half-Off Sale!
02/23/2009   link   save & shareMarkets
Canada holds up relatively well as world markets crash.

Banks by the book
02/22/2009   link   save & shareP/B
This week marked an unusual event. Most of the Canadian banks are now trading for less than book value. In recent years the banks have often traded for more than two times book value. As a result, the banks appear to be better values today than they have been for many years.

Real Bubble
02/20/2009   link   save & shareReal Estate
Long-term returns from real estate are grim.

Peak Earnings
02/20/2009   link   save & shareMarkets
Check out a long-term graph of the S&P500's price-to-peak-earnings ratio.

A Lost Decade, or Two
02/19/2009   link   save & shareMarkets
More than 75% of the stocks in the Dow Jones Industrial Average are now trading below prices first seen more than a decade ago. Almost 17% first hit today's closing price more than two decades ago.

Unwanted Partners
02/05/2009   link   save & shareFees
Don't forget fees, taxes, and inflation when investing. If you do, you might not earn much over the long run.

Dividend Downturn
02/02/2009   link   save & shareDividends
Dividend investors better hope that we're not in for a repeat of the early 1930s.

Dividend Growth
01/30/2009   link   save & shareDividends
Big Canadian dividend growth stocks

Low PE10 Stocks
01/30/2009   link   save & shareStocks
Canadian value stocks with low P/E10 ratios

Canadian Losers
01/30/2009   link   save & shareStocks
James Montier's screen for shaky stocks applied to Canada

Periodic Table
01/24/2009   link   save & shareMarkets
Our new customizable periodic table of annual returns for Canadians

Altman Z-Score
01/21/2009   link   save & shareDebt
Altman Z-Scores for the S&P/TSX Composite

CMS Talk
01/18/2009   link   save & shareTalks
Slides from Norm's Canadian MoneySaver talk

Merry Christmas!
12/25/2008   link   save & shareChristmas
A collection of links to help inspire a little Christmas cheer.

Asset allocation for the ages
12/06/2008   link   save & shareAsset Allocaiton
A quote on asset allocation from the distant past.

Synthetic Debt Ratings
12/05/2008   link   save & shareDebt
Aswath Damodaran worked out a simple way to find a firm's debt rating. He determined that debt ratings primarily, and overwhelmingly, depend on interest coverage ratios. Calculate the ratio and you can determine debt ratings with reasonable precision.

Debt Ratios
11/25/2008   link   save & shareLeverage
I use leverage ratios in several articles but many online stock screeners only provide debt-to-equity ratios. The two are linked and either can be used in some cases. Let's take a closer look.

Still number 1
11/24/2008   link   save & shareMarkets
A quick look at the market carnage.

A Lost Decade
11/20/2008   link   save & shareMarkets
Fully two thirds of the stocks in the Dow Jones Industrial Average are now trading below prices first seen more than a decade ago.

A Median Market
11/19/2008   link   save & shareMarkets
The market is littered with attractive stocks based on median market statistics.

SPIVA Spin
11/14/2008   link   save & shareIndexing
The Standard & Poor's Indices Versus Active Funds (SPIVA) scorecard for the most recent quarter (Q3 2008) out. As usual, some fund categories did well compared to the index, others not so much.

Simple TSX Composite
11/13/2008   link   save & shareGraham
I applied the Simple Way to the stocks in the S&P/TSX Composite with a couple of twists. I stuck to stocks that pay dividends and focused on those with the lowest P/E ratios.

Simply S&P500
11/12/2008   link   save & shareGraham
I applied the Simple Way to the stocks in the S&P500 with a couple of twists. I stuck to stocks that pay dividends and focused on those with the lowest P/E ratios.

ETF Counterparty Risk
10/31/2008   link   save & shareIndexing
The crash of 2008 sent a hoard of once-mighty financial institutions to the graveyard. Even worse, the problems that infected them spread. The hunt is now on for anything that may have been touched by counterparty risk, which rears its head when banks fail. Some investors are even looking farther afield and are starting to worry about their exchange traded funds.

The Downside of Dividends
10/29/2008   link   save & shareDividends
Stocks with big dividends have a reputation for holding up well during downturns. But many dividend stocks have been decimated during the recent sell off.

Slow Growth, Big Returns
10/24/2008   link   save & shareAsset Growth
High asset growth? Expect low stock returns.

Tangible Book Bargains
10/24/2008   link   save & shareP/B
We look for profitable Canadian stocks trading below tangible book value.

Mighty MicroCaps
10/22/2008   link   save & shareMicoCap
Who wants to hold tiny micocap stocks in a bear market? Almost no one. That's why I decided to look for small Canadian stocks that have been discarded by investors looking for safer havens.

The Loonie Boom and Bust
10/22/2008   link   save & shareMarkets
Want a challenge? Try to run an export business when the exchange rate changes quickly.

It's a long road to ruin
10/10/2008   link   save & shareMarkets
If we're in for a repeat of the 1930s, how far do we have to go?

We're number 1
10/09/2008   link   save & shareMarkets
A quick look at the market carnage.

Cash not credit
10/05/2008   link   save & shareP/E
Today we're looking for debt-light Canadian stocks trading at low price-to-earnings ratios.

High Yielding Smoke Stocks
09/29/2008   link   save & shareTobacco
Survival is easy when you don't need to borrow money. It is even easier when you're a cash generating machine like a cigarette company. Due to the current panic you can get yields north of 6% from big tobacco. Can these stock go down? Sure thing. Even cash generators can decline in a panic. But some are starting to look quite interesting.

Sell, Sell, Sell, Eh?
09/25/2008   link   save & shareMarkets
The downside risk in Canada is reasonably similar to that seen in the U.S. but some of the fine detail is different. Just like in the U.S., declines of 30% to 40% have been fairly common.

Builders Burning Book Value
09/24/2008   link   save & shareP/B
I like looking at stocks that most people stay away from. Beleaguered U.S. homebuilders fit the bill these days. Most of them crashed months ago and the sector remains a no-go zone. That makes it potentially interesting territory for value investors.

Value Stocks in the S&P500
09/23/2008   link   save & shareP/S
I like to search through the large companies of the S&P500 for attractive value stocks. Two main principles guide my quest. First, a stock must have relatively little debt. Second, it should be trading at a low price-to-sales ratio.

Sell, Sell, Sell!
09/22/2008   link   save & shareMarkets
I'm a little reluctant to even post this quick look at the history of stock market declines in the United States. I'm not really interested in inspiring panic. But I do want to take a look at what history has to say about the downside risk for stocks.

Shorts squeezed
09/19/2008   link   save & shareShort
Let's be practical and look for stocks that made big gains today but are down even more over the last year. We're picking on these stocks with the view that the short sellers might have been right but were forced out of their positions.

Turning Japanese
09/17/2008   link   save & shareBonds
Our Japanese friends are earning a king's ransom on their government bonds compared to U.S. investors. Are we heading into a Japanese-style malaise?

Graham gone wild
09/17/2008   link   save & shareGraham
In a nut shell, my Graham looks for low price-to-earnings and low price-to-book-value ratios, high current ratios, plus some earnings growth and dividend growth. Here are a few U.S. stocks that currently pass the test.

Banks with book value
09/16/2008   link   save & shareBook Value
As U.S. banks collapse one after another, let's take a quick look at the situation north of the border. Sure, some Canadian banks suffered setbacks this year but life is pretty good in Canada.

A little positive momentum
09/15/2008   link   save & shareMomentum
After spending the day following the collapse of financial titans, I was in the mood for something more positive. Thankfully there is good news out there. To find it, join me on a hunt for stocks with positive momentum.

Lehman and the languishing laggards list
09/13/2008   link   save & shareMomentum
Lehman's plight got me thinking about other large-cap stocks which have fallen on hard times. My laggards list is composed of firms in the S&P500 that have fallen more than 50% this year. The list is stuffed full of brand-name firms. Even the hip Whole Foods has declined 54.8% this year.

Graham's Simple Way plus Dividends
09/11/2008   link   save & shareGraham
Why not seek Simple Way stocks that also pay dividends? Now that sounds interesting. Today I screened for NYSE-listed dividend payers that pass Graham's low price-to-earnings and low debt tests.

Lots of Cash on the Cheap
09/10/2008   link   save & shareCash
Like most folks, we like cash. Big piles of cash. We're fond of companies whose vaults are stuffed full of filthy lucre. Today we search for U.S. stocks with lots of cash per share. But we want even more and stuck to companies generating positive earnings. We also avoid high-debt firms and demanded our bargains have low price-to-book-value ratios. Check out the list.

Dividends with Earnings Please
09/09/2008   link   save & shareDividends
Big juicy dividends are nice but we like stocks even better when they can back up their dividends with earnings. Today we set out to find Canadian stocks with the highest dividend yields that also earn more than their dividends.

 
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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...