The Stingy News Weekly: 01/17/2021
Stingy Links
Stagnating growth
"Recently released Census Bureau population estimates show that
from July 1, 2019 to July 1, 2020, the nation grew by just 0.35%.
This is the lowest annual growth rate since at least 1900." [World]
High stock valuations are fine
"Let me restate that: most of the excess returns from the best
performing stock periods have come from valuations going from
really low back to average or above." [Markets]
Just take the money
"So, from a happiness perspective, the best thing you could do is
put some base level of wealth into a diversified portfolio and
have the excess be concentrated in riskier assets." [Behaviour]
Morningstar's influence on style returns
"But with the introduction of the style box, Morningstar at least
managed to reduce the amount of flows chasing past performance.
And this apparently also influenced style returns. If investors
put a lot of funds to work in funds that had strong performance
in the past, they create a herding effect that perpetuates the
price momentum of past winners." [Markets]
You can't deplete your willpower
"while the early ego-depletion concepts appear to be flawed,
experts say that self-control can wax or wane for a number of
predictable reasons. Understanding when and how this happens may help
people avoid the kind of willpower failures that torpedo their
aspirations." [Behaviour]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | F | A | B | A |
| Pembina Pipeline (PPL) | C | A | D | A |
| Enbridge (ENB) | D | C | B | A |
| BCE Inc. (BCE) | C | D | C | A |
| TC Energy (TRP) | A | C | D | A |
| Power Corp of Canada (POW) | A | A | A | A |
| Cdn Natural Resources (CNQ) | F | A | C | A |
| Shaw (SJR.B) | B | C | C | A |
| CIBC (CM) | B | B | B | 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 | B | 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 | B |
| Alimentation Couche-Tard (ATD.B) | A | D | A | E |
| National Bank (NA) | A | C | C | B |
| Barrick Gold (ABX) | A | C | D | D |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Bank of Montreal (BMO) | B | B | B | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | F | A | A | F |
| Brookfield Property Partners (BPY.UN) | F | A | B | A |
| Teck Resources (TECK.B) | F | A | B | E |
| Imperial Oil (IMO) | F | A | A | C |
| Manulife (MFC) | A | A | A | B |
| Suncor Energy (SU) | F | A | B | B |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Power Corp of Canada (POW) | A | A | A | A |
| Cdn Natural Resources (CNQ) | F | A | C | A |
| Pembina Pipeline (PPL) | C | A | D | 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 |
| 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 | |
| Alimentation Couche-Tard (ATD.B) | | Y | |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | Y | |
| Barrick Gold (ABX) | | Y | |
| CIBC (CM) | 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 |
| Verizon (VZ) | A | B | B | A |
| Walgreens (WBA) | A | B | A | A |
| 3M (MMM) | B | D | C | A |
| Coca-Cola (KO) | C | D | E | B |
| Cisco (CSCO) | B | C | C | B |
| Merck (MRK) | B | D | D | B |
| (AMGN) | B | E | D | B |
| JP Morgan Chase (JPM) | B | A | C | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Walgreens (WBA) | A | B | A | A |
| Intel (INTC) | A | B | C | D |
| Verizon (VZ) | A | B | B | A |
| IBM (IBM) | A | C | A | A |
| Travelers (TRV) | A | A | A | C |
| Goldman Sachs (GS) | B | A | B | D |
| JP Morgan Chase (JPM) | B | A | C | B |
| Cisco (CSCO) | B | C | C | B |
| Merck (MRK) | B | D | D | B |
| 3M (MMM) | B | D | C | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | E | A | A | A |
| Travelers (TRV) | A | A | A | C |
| Goldman Sachs (GS) | B | A | B | D |
| DuPont (DD) | C | A | B | D |
| JP Morgan Chase (JPM) | B | A | C | B |
| Walgreens (WBA) | A | B | A | A |
| Intel (INTC) | A | B | C | D |
| 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 |
| Walgreens (WBA) | Y | Y | Y |
| 3M (MMM) | 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 |
| American Express (AXP) | | | Y |
| Coca-Cola (KO) | Y | | |
| DuPont (DD) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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