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The Stingy News Weekly: 01/17/2020
New from Norm
An inevitable market downturn
"There were 138 separate downturns in the S&P 500's
inflation-adjusted record, based on Prof. Shiller's data. About 36 per cent
of them lasted for one month and 67 per cent of them lasted for
three months or less before the market moved up to new highs."
[$]
Stingy Links
Age-invariant asset allocation
"In the present environment, the stock market is poised to
deliver 2.52%/year over the next ten years. You can do better with an
investment-grade portfolio of bonds." [Retirement]
Value's death exaggerated
"Over the last 12 years, the relative valuation of value and
growth moved from the 21st percentile to the 97th percentile. This
revaluation explains most of value's underperformance. Today, the
relative valuation level is close to the most attractive
valuation level in history at the peak of the tech bubble in 2000." [Value Investing]
VAH: Akre
"S02 E02 Akre Never Sells, What Buffett Should Buy and
Damodaran's Market Delusion" [video] [Value Investing]
O'Shaughnessy Q4 2019 letter
"our updated in-house 10-year point estimate for the U.S.
market's nominal total return fell during the year, and now sits at
~1.5% annualized, which would mean a ~16% total return over the
next decade." [Value Investing]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | C | D | A |
| Enbridge (ENB) | C | B | C | A |
| CIBC (CM) | A | A | B | A |
| BCE Inc. (BCE) | C | D | D | A |
| Pembina Pipeline (PPL) | C | C | D | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| TELUS (T) | C | D | C | A |
| Shaw (SJR.B) | C | C | D | A |
| TC Energy (TRP) | C | D | E | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | A | A | A | C |
| Nutrien (NTR) | A | A | B | B |
| Teck Resources (TECK.B) | A | A | B | E |
| CIBC (CM) | A | A | B | A |
| Imperial Oil (IMO) | A | A | B | C |
| Magna (MG) | A | B | A | C |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Manulife (MFC) | A | A | A | B |
| National Bank (NA) | A | C | C | B |
| Thomson Reuters (TRI) | A | E | E | C |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | A | A | B | E |
| EnCana (ECA) | A | A | A | C |
| First Quantum (FM) | D | A | B | E |
| Cenovus Energy (CVE) | D | A | A | C |
| Cameco (CCO) | E | A | D | E |
| Imperial Oil (IMO) | A | A | B | C |
| Power Corp of Canada (POW) | B | A | A | A |
| Nutrien (NTR) | A | A | B | B |
| Kinross Gold (K) | E | A | B | F |
| Manulife (MFC) | A | A | A | B |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Bank of Nova Scotia (BNS) | Y | Y | |
| CIBC (CM) | Y | Y | |
| EnCana (ECA) | | Y | Y |
| Imperial Oil (IMO) | | Y | Y |
| Manulife (MFC) | | Y | Y |
| Nutrien (NTR) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Cameco (CCO) | | | Y |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Kinross Gold (K) | | | Y |
| Magna (MG) | | Y | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Shaw (SJR.B) | Y | | |
| TC Energy (TRP) | Y | | |
| TELUS (T) | Y | | |
| Thomson Reuters (TRI) | | Y | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Exxon Mobil (XOM) | C | A | A | A |
| IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Chevron (CVX) | B | A | B | A |
| Pfizer (PFE) | A | B | D | A |
| Walgreens (WBA) | A | B | A | A |
| 3M (MMM) | C | E | C | B |
| Cisco (CSCO) | B | D | D | B |
| Coca-Cola (KO) | D | E | E | B |
| Caterpillar (CAT) | A | D | B | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| JP Morgan Chase (JPM) | A | B | D | B |
| Walgreens (WBA) | A | B | A | A |
| Intel (INTC) | A | C | C | D |
| Caterpillar (CAT) | A | D | B | B |
| Pfizer (PFE) | A | B | D | A |
| Verizon (VZ) | B | C | B | A |
| Travelers (TRV) | B | A | A | C |
| American Express (AXP) | B | C | C | E |
| IBM (IBM) | B | D | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | DuPont (DD) | E | A | A | D |
| Goldman Sachs (GS) | A | A | C | D |
| Chevron (CVX) | B | A | B | A |
| Travelers (TRV) | B | A | A | C |
| Exxon Mobil (XOM) | C | A | A | A |
| JP Morgan Chase (JPM) | A | B | D | B |
| Walgreens (WBA) | A | B | A | A |
| Walt Disney (DIS) | C | B | C | E |
| United Technologies (UTX) | D | B | B | D |
| Pfizer (PFE) | A | B | D | A |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Pfizer (PFE) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | |
| Chevron (CVX) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Cisco (CSCO) | Y | | |
| Coca-Cola (KO) | Y | | |
| DuPont (DD) | | | Y |
| Intel (INTC) | | Y | |
| United Technologies (UTX) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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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
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