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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
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Stingy Investor Tip Sheet Archive
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| Graham Net Net Update | ||
| 08/17/2010 link save & share | Value Investing | |
| Canadian and U.S. stocks that pass Graham's Net Net test. | ||
| Stingy Stock Update | ||
| 08/03/2010 link save & share | Value Investing | |
| The updated list of Stingy Stocks with some new mid and small
cap candidates. | ||
| Patient ETF | ||
| 05/20/2010 link save & share | Value Investing | |
| A look into Vito Maida's portfolio | ||
| Value in the S&P500 | ||
| 05/19/2010 link save & share | Value Investing | |
| Interesting value stocks in the S&P500. | ||
| Graham Net Net Update | ||
| 05/17/2010 link save & share | Value Investing | |
| Canadian and U.S. stocks that pass Graham's Net Net test. | ||
| Meeting Notes | ||
| 05/11/2010 link save & share | Value Investing | |
| Notes from the Berkshire, Markel, Wesco and VIC | ||
| Inefficient markets | ||
| 05/06/2010 link save & share | Markets | |
| There was some rather remarkable trading today | ||
| Value Destruction | ||
| 05/05/2010 link save & share | Fees | |
| A 25% performance fee results in a quick 25%+ loss. | ||
| Charlie on the crisis | ||
| 02/12/2010 link save & share | Markets | |
| 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 & share | Government | |
| John Stossel's program on crony capitalism | ||
| Graham Net Nets | ||
| 02/08/2010 link save & share | Value Investing | |
| Canadian and U.S. stocks that pass Graham's Net Net test. | ||
| Vito Maida Interview | ||
| 02/08/2010 link save & share | Value Investing | |
| Jonathan Chevreau interviews Vito Maida | ||
| 4 horsemen of apocalyptic returns | ||
| 01/20/2010 link save & share | Markets | |
| 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 & share | Markets | |
| 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 & share | Christmas | |
| A collection of links to help inspire a little Christmas
cheer. | ||
| Montier on Value Investing | ||
| 12/17/2009 link save & share | Value 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 & share | Value | |
| Value ratios for stocks in the TSX60 | ||
| Altman Z-Score | ||
| 12/15/2009 link save & share | Debt | |
| Altman Z-Scores for the S&P/TSX Composite | ||
| Downside by Style | ||
| 10/19/2009 link save & share | Markets | |
| Which styles performed the best in the recent crash? | ||
| Weekend Vids | ||
| 06/28/2009 link save & share | Videos | |
| A little collection of interesting videos and lectures. | ||
| Summer Dogs | ||
| 06/17/2009 link save & share | Dividends | |
| A look at the Dow Dogs for the summer. | ||
| Value's Downside Risk | ||
| 05/27/2009 link save & share | P/B | |
| An examination of the downside risk of U.S. P/B portfolios. | ||
| Real Bear Markets | ||
| 05/01/2009 link save & share | Markets | |
| A look at U.S. bear markets in both nominal and
inflation-adjusted terms. | ||
| The Markets on Flu | ||
| 04/27/2009 link save & share | Markets | |
| A look at the market's reaction to the Spanish Flu pandemic of
1918. | ||
| Markets by PS | ||
| 04/17/2009 link save & share | P/S | |
| A look at the history of the markets' price-to-sales ratios in North
America. | ||
| Dividend Kings | ||
| 03/18/2009 link save & share | Dividends | |
| A quick look at where the 2009 class of dividend aristocrats
stands today. | ||
| Delving into Dividends | ||
| 03/13/2009 link save & share | Dividends | |
| Dividends are the primary source of long-term returns for
stock investors. Let's take a look. | ||
| Chitchat | ||
| 03/11/2009 link save & share | Markets | |
| A few notes from my talk to the Ryerson Investment Club | ||
| Bear Market Snapshots | ||
| 03/06/2009 link save & share | Markets | |
| Check out a slew of keen graphs based on Robert Shiller's S&P500 data. | ||
| Screening Trouble | ||
| 05/02/2009 link save & share | Screens | |
| 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 & share | Markets | |
| 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 & share | Markets | |
| Are we in for a 1929-style decline? I don't think so. | ||
| Half-Off Sale! | ||
| 02/23/2009 link save & share | Markets | |
| Canada holds up relatively well as world markets crash. | ||
| Banks by the book | ||
| 02/22/2009 link save & share | P/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 & share | Real Estate | |
| Long-term returns from real estate are grim. | ||
| Peak Earnings | ||
| 02/20/2009 link save & share | Markets | |
| 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 & share | Markets | |
| 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 & share | Fees | |
| 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 & share | Dividends | |
| Dividend investors better hope that we're not in for a repeat
of the early 1930s. | ||
| Dividend Growth | ||
| 01/30/2009 link save & share | Dividends | |
| Big Canadian dividend growth stocks | ||
| Low PE10 Stocks | ||
| 01/30/2009 link save & share | Stocks | |
| Canadian value stocks with low P/E10 ratios | ||
| Canadian Losers | ||
| 01/30/2009 link save & share | Stocks | |
| James Montier's screen for shaky stocks applied to Canada | ||
| Periodic Table | ||
| 01/24/2009 link save & share | Markets | |
| Our new customizable periodic table of annual returns for Canadians | ||
| Altman Z-Score | ||
| 01/21/2009 link save & share | Debt | |
| Altman Z-Scores for the S&P/TSX Composite | ||
| CMS Talk | ||
| 01/18/2009 link save & share | Talks | |
| Slides from Norm's Canadian MoneySaver talk | ||
| Merry Christmas! | ||
| 12/25/2008 link save & share | Christmas | |
| A collection of links to help inspire a little Christmas
cheer. | ||
| Asset allocation for the ages | ||
| 12/06/2008 link save & share | Asset Allocaiton | |
| A quote on asset allocation from the distant past. | ||
| Synthetic Debt Ratings | ||
| 12/05/2008 link save & share | Debt | |
| 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 & share | Leverage | |
| 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 & share | Markets | |
| A quick look at the market carnage. | ||
| A Lost Decade | ||
| 11/20/2008 link save & share | Markets | |
| 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 & share | Markets | |
| The market is littered with attractive stocks based on median
market statistics. | ||
| SPIVA Spin | ||
| 11/14/2008 link save & share | Indexing | |
| 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 & share | Graham | |
| 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 & share | Graham | |
| 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 & share | Indexing | |
| 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 & share | Dividends | |
| 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 & share | Asset Growth | |
| High asset growth? Expect low stock returns. | ||
| Tangible Book Bargains | ||
| 10/24/2008 link save & share | P/B | |
| We look for profitable Canadian stocks trading below tangible book value. | ||
| Mighty MicroCaps | ||
| 10/22/2008 link save & share | MicoCap | |
| 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 & share | Markets | |
| 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 & share | Markets | |
| 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 & share | Markets | |
| A quick look at the market carnage. | ||
| Cash not credit | ||
| 10/05/2008 link save & share | P/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 & share | Tobacco | |
| 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 & share | Markets | |
| 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 & share | P/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 & share | P/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 & share | Markets | |
| 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 & share | Short | |
| 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 & share | Bonds | |
| 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 & share | Graham | |
| 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 & share | Book 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 & share | Momentum | |
| 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 & share | Momentum | |
| 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 & share | Graham | |
| 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 & share | Cash | |
| 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 & share | Dividends | |
| 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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