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The Stingy News Weekly: 01/08/2023


New from Norm

Asset Mixer Update
We've updated our Asset Mixer to include nominal data for 2022.


Periodic Table Update
We've updated our periodic table of annual returns for Canadians to include nominal data for 2022.


Stingy Links

Harvey vs the spread
"The spread, which Harvey's work is based on, has been consistently inverted since mid November and hovered Wednesday at around minus 82 basis points. Despite the curve being inverted for the ninth time since 1968, Harvey said it's probably not a harbinger for a recession."
[Markets]

Trading a 2s10s inversion
"We have discussed why the yield curve inversion is important to investors while showing that such an event, despite not offering an immediate boon for bond investors, does support both intermediate and long-term forward return outperformance. Further, we have also demonstrated that bond price returns following the peak of a yield curve inversion tend to produce above average forward-looking returns across all time horizons."
[Bonds]

Volatility laundering
"Given the massive popularity of private investing today, it may very well be true that, as a great man once almost said, 'Never have so many paid so much to so few for the privilege of being told so little.'"
[Funds]

The bubble has not popped
"Value spread at 94th percentile"
[Value Investing]

A disaster for Tesla
"On this metric, Tesla still has a similar enterprise value to many of these automakers combined even after falling so sharply in 2022, despite being utterly unjustified by current fundamentals."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Algonquin Power (AQN)EAA
TC Energy (TRP)CBA
Enbridge (ENB)CCA
Bank of Nova Scotia (BNS)AAA
CIBC (CM)AAA
BCE (BCE)CDA
Power (POW)BAA
Pembina Pipeline (PPL)BCA
Manulife Financial (MFC)AAA
Emera (EMA)CBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Tourmaline Oil (TOU)ABD
Nutrien (NTR)ABC
Bank of Montreal (BMO)AAB
Teck Resources (TECK.B)AAD
Manulife Financial (MFC)AAA
Imperial Oil (IMO)ACC
Canadian Natural (CNQ)ACB
Suncor Energy (SU)ABB
Bank of Nova Scotia (BNS)AAA
CIBC (CM)AAA
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)CAB
Algonquin Power (AQN)EAA
Kinross Gold (K)FAC
Manulife Financial (MFC)AAA
Power (POW)BAA
Teck Resources (TECK.B)AAD
CIBC (CM)AAA
Bank of Nova Scotia (BNS)AAA
Bank of Montreal (BMO)AAB
Fortis (FTS)DAB
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
Manulife Financial (MFC)YYY
Algonquin Power (AQN)YY
Bank of Montreal (BMO)YY
Power (POW)YY
Teck Resources (TECK.B)YY
BCE (BCE)Y
Canadian Apt REIT (CAR.UN)Y
Canadian Natural (CNQ)Y
Emera (EMA)Y
Enbridge (ENB)Y
Fortis (FTS)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
Tourmaline Oil (TOU)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)ABA
Walgreens (WBA)AAA
Intel (INTC)AAA
Dow (DOW)ABA
3M (MMM)BCA
IBM (IBM)CDB
Cisco Systems (CSCO)BCB
Chevron (CVX)BBB
Amgen (AMGN)CEB
JPMorgan Chase (JPM)BAB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Dow (DOW)ABA
Walgreens (WBA)AAA
Intel (INTC)AAA
Verizon (VZ)ABA
Goldman (GS)AAC
Chevron (CVX)BBB
3M (MMM)BCA
JPMorgan Chase (JPM)BAB
Travelers (TRV)BBD
American Express (AXP)BCE
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Goldman (GS)AAC
Intel (INTC)AAA
Walgreens (WBA)AAA
JPMorgan Chase (JPM)BAB
Walt Disney (DIS)EAF
Verizon (VZ)ABA
Dow (DOW)ABA
Chevron (CVX)BBB
Travelers (TRV)BBD
salesforce.com (CRM)EBF
Notes | More Info...


US Stock SummaryP/EP/BYield
Chevron (CVX)YYY
Dow (DOW)YYY
Intel (INTC)YYY
JPMorgan Chase (JPM)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Goldman (GS)YY
Travelers (TRV)YY
American Express (AXP)Y
Amgen (AMGN)Y
Cisco Systems (CSCO)Y
IBM (IBM)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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2024
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2023
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2022
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2021
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2020
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2019
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2018
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2017
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2016
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2015
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2014
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2013
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2012
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2011
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2010
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  07: 04 11 16 25
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  04: 04 11 18 25
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