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The Stingy News Weekly (01/15/2018)
| "Any man who is a bear on the future of this country will go
broke." | |
| - J.P.Morgan | |
Stingy Links
U.S. equity returns: a best-case
"Adding in 2% for inflation, we get a 5.95% nominal upper limit
total return estimate for U.S. equities." [Markets]
Making history by doing nothing
"The pull toward constant action implicitly assumes the best
opportunities are constantly presenting themselves to you at every
moment. It's hard to think of living in bigger bubble. Doing
nothing gives you options to do something different in the future.
And options can be one of the most valuable assets in world
that's constantly changing and breaking down old rules." [Behaviour]
The FT paywall
"The pink financial paper has used online subscriptions since
2002. After decades of diminishing ad returns, fellow digital
publishers are finally catching on." [Media]
One-year performance is a terrible metric
"So ignore one year returns (unless you're taking the average
from lots of them) and instead focus on five year returns and ten
year returns." [Markets]
Bitcoin 101
"Seth takes a moment to share a commercial he recently saw that
explains what Bitcoin is and how it works." [video] [Markets]
Staggering share of Canadians fear bankruptcy
"One-third of Canadians say they're now unable to cover their
monthly bills while keeping up with their debt repayments, up eight
points on the index since September." [Debt]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | 3 | 2 | 1 | 5 |
| Enbridge (ENB) | 2 | 4 | 4 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Pembina Pipeline (PPL) | 2 | 2 | 2 | 5 |
| Emera (EMA) | 3 | 4 | 4 | 5 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 |
| TELUS (T) | 2 | 1 | 4 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| ARC Resources (ARX) | 5 | 4 | 1 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | 5 | 5 | 5 | 2 |
| Valeant Pharma (VRX) | 5 | 4 | 5 | 0 |
| Barrick Gold (ABX) | 5 | 3 | 4 | 1 |
| Nutrien (NTR) | 5 | 1 | 1 | 3 |
| Teck Resources (TECK.B) | 5 | 5 | 4 | 1 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Thomson Reuters (TRI) | 5 | 2 | 2 | 4 |
| Magna (MG) | 5 | 3 | 5 | 3 |
| ARC Resources (ARX) | 5 | 4 | 1 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | 5 | 5 | 5 | 2 |
| Crescent Point (CPG) | 0 | 5 | 3 | 4 |
| Goldcorp (G) | 2 | 5 | 2 | 1 |
| Cameco (CCO) | 0 | 5 | 3 | 4 |
| Power Corp of Canada (POW) | 5 | 5 | 5 | 5 |
| Husky Energy (HSE) | 1 | 5 | 5 | 0 |
| Teck Resources (TECK.B) | 5 | 5 | 4 | 1 |
| First Quantum (FM) | 0 | 5 | 2 | 1 |
| Imperial Oil (IMO) | 4 | 5 | 4 | 3 |
| Kinross Gold (K) | 1 | 5 | 4 | 0 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| ARC Resources (ARX) | Y | Y | |
| CIBC (CM) | Y | Y | |
| Cenovus Energy (CVE) | | Y | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Barrick Gold (ABX) | | Y | |
| Cameco (CCO) | | | Y |
| Crescent Point (CPG) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Goldcorp (G) | | | Y |
| Husky Energy (HSE) | | | Y |
| Imperial Oil (IMO) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Kinross Gold (K) | | | Y |
| Magna (MG) | | Y | |
| Nutrien (NTR) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Shaw (SJR.B) | Y | | |
| TELUS (T) | Y | | |
| Thomson Reuters (TRI) | | Y | |
| Valeant Pharma (VRX) | | Y | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 5 | 2 | 5 | 5 |
| Pfizer (PFE) | 3 | 4 | 2 | 5 |
| IBM (IBM) | 5 | 2 | 4 | 5 |
| Exxon Mobil (XOM) | 2 | 4 | 5 | 5 |
| Merck (MRK) | 1 | 3 | 2 | 5 |
| Chevron (CVX) | 1 | 5 | 4 | 5 |
| Coca-Cola (KO) | 1 | 1 | 1 | 4 |
| Procter & Gamble (PG) | 5 | 3 | 2 | 4 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| General Electric (GE) | 3 | 4 | 5 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Verizon (VZ) | 5 | 2 | 5 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| IBM (IBM) | 5 | 2 | 4 | 5 |
| Intel (INTC) | 5 | 4 | 3 | 4 |
| Travelers (TRV) | 5 | 5 | 5 | 3 |
| Procter & Gamble (PG) | 5 | 3 | 2 | 4 |
| JP Morgan Chase (JPM) | 4 | 5 | 2 | 2 |
| Apple (AAPL) | 4 | 2 | 2 | 1 |
| American Express (AXP) | 4 | 3 | 3 | 1 |
| Walt Disney (DIS) | 4 | 3 | 3 | 2 |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Travelers (TRV) | 5 | 5 | 5 | 3 |
| JP Morgan Chase (JPM) | 4 | 5 | 2 | 2 |
| (DWDP) | 1 | 5 | 3 | 3 |
| Chevron (CVX) | 1 | 5 | 4 | 5 |
| Exxon Mobil (XOM) | 2 | 4 | 5 | 5 |
| General Electric (GE) | 3 | 4 | 5 | 4 |
| Intel (INTC) | 5 | 4 | 3 | 4 |
| Cisco (CSCO) | 4 | 4 | 2 | 4 |
| Pfizer (PFE) | 3 | 4 | 2 | 5 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Chevron (CVX) | Y | | Y |
| Cisco (CSCO) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| General Electric (GE) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Pfizer (PFE) | Y | | Y |
| Procter & Gamble (PG) | Y | Y | |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| American Express (AXP) | | Y | |
| Apple (AAPL) | | Y | |
| Coca-Cola (KO) | Y | | |
| Merck (MRK) | Y | | |
| Walt Disney (DIS) | | Y | |
| Notes... |
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