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The Stingy News Weekly: 02/12/2023
New from Norm
Graphing Dividends 2023
Here's an update to my Graphing Dividends feature that corrects
calculation errors that impacted the 2022 returns. My apologies
for missing the bug the first time around. [pdf]
Stingy Links
Where millionaires keep their money
"Many people are curious about the financial habits of the
wealthy, and for good reason. Having a better understanding of how
millionaires manage their money can help us learn from their
successes and potentially improve our own financial well-being as
well." [Thrift]
Information in valuation spreads
"For value investors, the above findings are good news. The
largest historical drawdown for the value premium from November 2016
through October 2020 led to a dramatic widening of the
book-to-market spread between value and growth stocks." [Value Investing]
We measure what we can
"There is a common idea in academic finance that is conspicuously
dismissed by both contrarian investors and the popular culture:
the claim that historical volatility is a good indicator of
future risk." [Markets]
Helpful in theory
"Each bubble differs, but the eventual comeuppance always feels
brutally familiar." [Markets]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Enbridge (ENB) | C | C | A |
| TC Energy (TRP) | C | B | A |
| BCE (BCE) | C | D | A |
| Pembina Pipeline (PPL) | B | C | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Power (POW) | B | A | A |
| CIBC (CM) | A | A | A |
| TELUS (T) | C | C | A |
| Emera (EMA) | C | B | A |
| Manulife Financial (MFC) | A | A | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Tourmaline Oil (TOU) | A | B | D |
| Nutrien (NTR) | A | B | C |
| Teck Resources (TECK.B) | A | A | E |
| Bank of Montreal (BMO) | A | B | B |
| Manulife Financial (MFC) | A | A | A |
| Imperial Oil (IMO) | A | C | C |
| Canadian Natural (CNQ) | A | C | B |
| Suncor Energy (SU) | A | B | A |
| Gildan Activewear (GIL) | A | D | C |
| Bank of Nova Scotia (BNS) | A | A | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Kinross Gold (K) | F | A | C |
| Canadian Apt REIT (CAR.UN) | C | A | C |
| Algonquin Power (AQN) | E | A | B |
| Manulife Financial (MFC) | A | A | A |
| Power (POW) | B | A | A |
| Teck Resources (TECK.B) | A | A | E |
| First Quantum (FM) | B | A | D |
| CIBC (CM) | A | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Fortis (FTS) | D | A | B |
| Notes | More Info... |
| Canadian Stock Summary | P/E | P/B | Yield | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| Manulife Financial (MFC) | Y | Y | Y |
| CIBC (CM) | | Y | Y |
| Power (POW) | | Y | Y |
| Teck Resources (TECK.B) | Y | Y | |
| Algonquin Power (AQN) | | Y | |
| BCE (BCE) | | | Y |
| Bank of Montreal (BMO) | Y | | |
| Canadian Apt REIT (CAR.UN) | | Y | |
| Canadian Natural (CNQ) | Y | | |
| Emera (EMA) | | | Y |
| Enbridge (ENB) | | | Y |
| First Quantum (FM) | | Y | |
| Fortis (FTS) | | Y | |
| Gildan Activewear (GIL) | Y | | |
| Imperial Oil (IMO) | Y | | |
| Kinross Gold (K) | | Y | |
| Nutrien (NTR) | Y | | |
| Pembina Pipeline (PPL) | | | Y |
| Suncor Energy (SU) | Y | | |
| TC Energy (TRP) | | | Y |
| TELUS (T) | | | Y |
| Tourmaline Oil (TOU) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Verizon (VZ) | A | A | A |
| Walgreens (WBA) | A | A | A |
| 3M (MMM) | A | C | A |
| Intel (INTC) | B | A | A |
| IBM (IBM) | C | C | A |
| Dow (DOW) | A | B | B |
| Amgen (AMGN) | C | E | B |
| Chevron (CVX) | A | B | B |
| Cisco Systems (CSCO) | B | C | B |
| Coca-Cola (KO) | D | E | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Walgreens (WBA) | A | A | A |
| Verizon (VZ) | A | A | A |
| Chevron (CVX) | A | B | B |
| Dow (DOW) | A | B | B |
| 3M (MMM) | A | C | A |
| JPMorgan Chase (JPM) | B | A | C |
| Goldman (GS) | B | A | C |
| Intel (INTC) | B | A | A |
| Travelers (TRV) | B | B | D |
| Cisco Systems (CSCO) | B | C | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Intel (INTC) | B | A | A |
| Goldman (GS) | B | A | C |
| Walgreens (WBA) | A | A | A |
| JPMorgan Chase (JPM) | B | A | C |
| Verizon (VZ) | A | A | A |
| Travelers (TRV) | B | B | D |
| Dow (DOW) | A | B | B |
| Walt Disney (DIS) | E | B | F |
| Chevron (CVX) | A | B | B |
| salesforce.com (CRM) | E | B | F |
| Notes | More Info... |
| US Stock Summary | P/E | P/B | Yield | | Chevron (CVX) | Y | Y | Y |
| Dow (DOW) | Y | Y | Y |
| Intel (INTC) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| 3M (MMM) | Y | | Y |
| Cisco Systems (CSCO) | Y | | Y |
| Goldman (GS) | Y | Y | |
| JPMorgan Chase (JPM) | Y | Y | |
| Travelers (TRV) | Y | Y | |
| Amgen (AMGN) | | | Y |
| Coca-Cola (KO) | | | Y |
| IBM (IBM) | | | Y |
| Walt Disney (DIS) | | Y | |
| salesforce.com (CRM) | | 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
constitute, financial advice or recommendations. The information on
this site is in no way guaranteed for completeness, accuracy or in any
other way. More...
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