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The Stingy News Weekly: 03/24/2024


Stingy News Flash

We're on the eve of annual meeting season and if you go to only one this year I recommend Fairfax's meeting because it's the Canadian version of Berkshire Hathaway's carnival for capitalists. Fairfax's meeting attracts investors from far and wide and is accompanied by a variety of events spread out over three days. You can examine the list of this year's attractions over here ...

https://www.stingyinvestor.com/FairfaxWeek2024.html



Stingy Links

Forecasting is hard
"Although we might not like to admit it, we know that forecasting economic and market variables is tough, but just how tough? A new study by Don Moore and Sandy Campbell sought to answer this question. They looked at 16,559 forecasts made in the Survey of Professional Forecasters since 1968, and found that those making expert predictions had 53% confidence in their accuracy but were only correct 23% of the time."
[Markets]

Why are U.S. stocks expensive?
"But I do think Zack Morris is right to describe the U.S. stock market as a savings vehicle as much as an investing one, thereby earning a monetary premium."
[Markets]

Why quality stocks perform so well
"And this is good news for investors because it means that investing in highly profitable companies is not associated with higher risks and at the same time based on behavioural biases that are unlikely to change over time, so the effect should be relatively persistent."
[Markets]

A quiet life
"For me, retirement isn't all that different from childhood. There have been very few other times when life felt relatively carefree. These days, I solve puzzles on my phone, rather than in a magazine, and I write my life stories using a Chromebook, not a notebook. The quiet life isn't for everyone. But it suits me just fine."
[Retirement]

2023 private equity fundamentals
"PE-backed firms generally have much lower margins than public companies, so this rise in interest costs has meant that the median PE-backed company is actually generating zero free cash flow."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
BCE (BCE)CDA
Enbridge (ENB)CCA
TC Energy (TRP)FCA
Algonquin Power (AQN)FAA
TELUS (T)ECA
Bank of Nova Scotia (BNS)AAA
Emera (EMA)AAA
Pembina Pipeline (PPL)CCA
Power (POW)AAA
Brookfield Infra (BIP.UN)ECA


Low Price/Earnings StocksP/EP/BYield
Suncor Energy (SU)ABB
Brookfield Asset Management (BAM)ACB
Tourmaline Oil (TOU)ABD
Imperial Oil (IMO)ACC
Emera (EMA)AAA
Power (POW)AAA
First Quantum (FM)AAD
Bank of Nova Scotia (BNS)AAA
Nutrien (NTR)AAB
National Bank (NA)ACB


Low Price/Book Value StocksP/EP/BYield
First Quantum (FM)AAD
Canadian Apt REIT (CAR.UN)FAC
Algonquin Power (AQN)FAA
Nutrien (NTR)AAB
Teck Resources (TECK.B)BAE
Power (POW)AAA
Kinross Gold (K)CAD
Bank of Nova Scotia (BNS)AAA
Barrick Gold (ABX)CAC
Emera (EMA)AAA


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
Emera (EMA)YYY
Power (POW)YYY
Algonquin Power (AQN)YY
First Quantum (FM)YY
Nutrien (NTR)YY
BCE (BCE)Y
Barrick Gold (ABX)Y
Brookfield Asset Management (BAM)Y
Brookfield Infra (BIP.UN)Y
Canadian Apt REIT (CAR.UN)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Tourmaline Oil (TOU)Y


DOW 30 Value Screens

High Dividend Yield StocksP/EYield
Verizon (VZ)AA
3M (MMM)FA
Dow (DOW)EA
Chevron (CVX)AA
Walmart (WMT)AA
IBM (IBM)CB
Amgen (AMGN)CB
Cisco Systems (CSCO)BB
Coca-Cola (KO)CB
Johnson & Johnson (JNJ)AB


Low Price/Earnings StocksP/EYield
Walmart (WMT)AA
Johnson & Johnson (JNJ)AB
JPMorgan Chase (JPM)AD
Chevron (CVX)AA
Verizon (VZ)AA
Cisco Systems (CSCO)BB
Travelers (TRV)BD
Goldman (GS)BC
Caterpillar (CAT)BD
American Express (AXP)BE


US Stock SummaryP/EYield
Amgen (AMGN)YY
Chevron (CVX)YY
Goldman (GS)YY
Verizon (VZ)YY
3M (MMM)Y
American Express (AXP)Y
Caterpillar (CAT)Y
Cisco Systems (CSCO)Y
Coca-Cola (KO)Y
Dow (DOW)Y
Home Depot (HD)Y
IBM (IBM)Y
JPMorgan Chase (JPM)Y
Johnson & Johnson (JNJ)Y
Travelers (TRV)Y
Walgreens (WBA)Y



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2021
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2019
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2018
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2017
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2014
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2013
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2010
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