The Stingy News Weekly: 01/03/2021
New from Norm
2020's lessons on risk tolerance
"The problem is, it's easy for investors to overestimate their
tolerance for risk in good times, only to wish they'd been more
conservative when losses loom large during a market crash.
Similarly, after the markets rebound, they might wish they had been
more aggressive in bad times." [$]
Asset Mixer Update
We've updated our Asset Mixer to include nominal data for 2020.
Periodic Table Update
We've updated our periodic table of annual returns for Canadians
to include nominal data for 2020.
Stingy Links
A gut punch
"If, still an if, as we hope and expect, value continues to
perform well over the next 6+ months, we should see the drag from the
other factors greatly lessen and the net, we believe, turn
sharply positive." [Momentum]
CPP premiums go up
"For next year, the earnings ceiling, known as the yearly maximum
pensionable earnings or YMPE, was supposed to be $60,200, an
increase of $1,500 from the 2020 limit. But the actual amount is
going to be higher at $61,600." [Taxes]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | F | A | A | A |
| Pembina Pipeline (PPL) | B | A | C | A |
| Enbridge (ENB) | D | B | B | A |
| TC Energy (TRP) | A | C | D | A |
| Power Corp of Canada (POW) | A | A | A | A |
| BCE Inc. (BCE) | C | D | C | A |
| Cdn Natural Resources (CNQ) | F | A | C | A |
| CIBC (CM) | B | B | B | A |
| Shaw (SJR.B) | C | C | C | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Kinross Gold (K) | A | C | D | F |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Power Corp of Canada (POW) | A | A | A | A |
| TC Energy (TRP) | A | C | D | A |
| Manulife (MFC) | A | A | A | A |
| National Bank (NA) | A | C | C | B |
| Bank of Montreal (BMO) | A | B | B | B |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Barrick Gold (ABX) | A | C | D | D |
| CIBC (CM) | B | B | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | F | A | A | A |
| Cenovus Energy (CVE) | F | A | A | F |
| Teck Resources (TECK.B) | F | A | B | E |
| Imperial Oil (IMO) | F | A | A | C |
| Suncor Energy (SU) | F | A | B | B |
| Manulife (MFC) | A | A | A | A |
| Pembina Pipeline (PPL) | B | A | C | A |
| Power Corp of Canada (POW) | A | A | A | A |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Cdn Natural Resources (CNQ) | F | A | C | A |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| Bank of Nova Scotia (BNS) | Y | Y | |
| Brookfield Property Partners (BPY.UN) | Y | | Y |
| CIBC (CM) | Y | Y | |
| Canadian Apartment REIT (CAR.UN) | | Y | Y |
| Cdn Natural Resources (CNQ) | Y | | Y |
| Manulife (MFC) | | Y | Y |
| Pembina Pipeline (PPL) | Y | | Y |
| TC Energy (TRP) | Y | Y | |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | Y | |
| Barrick Gold (ABX) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| Imperial Oil (IMO) | | | Y |
| Kinross Gold (K) | | Y | |
| National Bank (NA) | | Y | |
| Shaw (SJR.B) | Y | | |
| Suncor Energy (SU) | | | Y |
| Teck Resources (TECK.B) | | | Y |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | E | A | A | A |
| IBM (IBM) | A | C | A | A |
| Walgreens (WBA) | E | B | A | A |
| Verizon (VZ) | A | B | B | A |
| 3M (MMM) | B | D | C | A |
| Cisco (CSCO) | B | C | C | B |
| Merck (MRK) | B | D | C | B |
| (AMGN) | B | D | D | B |
| Coca-Cola (KO) | C | E | E | B |
| JP Morgan Chase (JPM) | B | A | C | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Intel (INTC) | A | B | C | C |
| Verizon (VZ) | A | B | B | A |
| IBM (IBM) | A | C | A | A |
| Goldman Sachs (GS) | A | A | B | D |
| Travelers (TRV) | A | A | A | C |
| JP Morgan Chase (JPM) | B | A | C | B |
| Merck (MRK) | B | D | C | B |
| Cisco (CSCO) | B | C | C | B |
| (AMGN) | B | D | D | B |
| UnitedHealth (UNH) | B | C | A | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | B | D |
| Chevron (CVX) | E | A | A | A |
| Travelers (TRV) | A | A | A | C |
| DuPont (DD) | C | A | B | D |
| JP Morgan Chase (JPM) | B | A | C | B |
| Walgreens (WBA) | E | B | A | A |
| Intel (INTC) | A | B | C | C |
| Verizon (VZ) | A | B | B | A |
| Walt Disney (DIS) | E | B | D | F |
| American Express (AXP) | D | B | C | E |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | JP Morgan Chase (JPM) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Chevron (CVX) | Y | | Y |
| Cisco (CSCO) | Y | Y | |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| Merck (MRK) | Y | Y | |
| Travelers (TRV) | | Y | Y |
| Walgreens (WBA) | Y | | Y |
| 3M (MMM) | Y | | |
| American Express (AXP) | | | Y |
| Coca-Cola (KO) | Y | | |
| DuPont (DD) | | | Y |
| UnitedHealth (UNH) | | Y | |
| Walt Disney (DIS) | | | Y |
| Notes... |
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