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The Stingy News Weekly: 04/12/2020
Stingy News Flash
Rothery Report Reopens
I've temporarily reopened the Rothery Report to new subscribers
because anyone who is interested in buying during bear markets is my
sort of person. You can sign up over here.
New from Norm
Look to Balanced Bob
"Bob's experience should provide investors some solace in these
hard times. A simple low-fee balanced portfolio survived despite
being launched at the top of the 2000 bubble and suffering from
three bear markets. While the current downturn is likely in its
early stages, it would have to be truly epic in its size and
duration to extinguish Bob's portfolio over the next decade." [$]
Stingy Links
An economist on epidemiologists
"Tyler Cowen muses about epidemiologists." [Academia]
The Bond Offer You Can Refuse
"People say that cash has an opportunity cost. But that
opportunity cost is a function of what comparable investments can earn.
Rarely has cash (without rate risk) had this low of an
opportunity cost compared to Treasury bonds (with rate risk)." [Bonds]
Small Cap Value
"You can see the returns coming out of a crisis tend to be far
stronger in small value stocks than their large cap brethren. In
fact, the numbers have been substantially higher." [Value Investing]
Priced In
"In our view, it's buying cheap securities that likely won't
experience bankruptcy. In debt, we think the place to do that is
higher-quality high yield. In equity, we think the place to do that
is deep-value equities that are also statistically unlikely to
go bankrupt." [Value Investing]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | A | A | A | A |
| Cdn Natural Resources (CNQ) | A | A | B | A |
| Pembina Pipeline (PPL) | B | B | D | A |
| Suncor Energy (SU) | C | A | B | A |
| Enbridge (ENB) | C | C | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| CIBC (CM) | B | B | C | A |
| Bank of Nova Scotia (BNS) | B | B | C | A |
| Manulife (MFC) | A | A | A | A |
| BCE Inc. (BCE) | D | D | D | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | A | A | A | F |
| Teck Resources (TECK.B) | A | A | A | D |
| Cdn Natural Resources (CNQ) | A | A | B | A |
| Brookfield Property Partners (BPY.UN) | A | A | A | A |
| Imperial Oil (IMO) | A | A | A | B |
| Manulife (MFC) | A | A | A | A |
| Inter Pipeline (IPL) | A | B | C | B |
| Magna (MG) | A | B | A | C |
| Canadian Tire (CTC.A) | A | C | A | B |
| TELUS (T) | A | B | B | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Cenovus Energy (CVE) | A | A | A | F |
| Teck Resources (TECK.B) | A | A | A | D |
| Brookfield Property Partners (BPY.UN) | A | A | A | A |
| First Quantum (FM) | F | A | B | E |
| Imperial Oil (IMO) | A | A | A | B |
| Cdn Natural Resources (CNQ) | A | A | B | A |
| Power Corp of Canada (POW) | B | A | A | A |
| Manulife (MFC) | A | A | A | A |
| Suncor Energy (SU) | C | A | B | A |
| BlackBerry (BB) | F | A | D | F |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Brookfield Property Partners (BPY.UN) | Y | Y | Y |
| Cdn Natural Resources (CNQ) | Y | Y | Y |
| Manulife (MFC) | Y | Y | Y |
| Cenovus Energy (CVE) | | Y | Y |
| Imperial Oil (IMO) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Suncor Energy (SU) | Y | | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Nova Scotia (BNS) | Y | | |
| BlackBerry (BB) | | | Y |
| CIBC (CM) | Y | | |
| Canadian Tire (CTC.A) | | Y | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Inter Pipeline (IPL) | | Y | |
| Magna (MG) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| TELUS (T) | | Y | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Exxon Mobil (XOM) | B | A | A | A |
| Chevron (CVX) | E | A | B | A |
| IBM (IBM) | A | D | B | A |
| United Technologies (UTX) | B | B | B | A |
| Pfizer (PFE) | B | B | D | A |
| Verizon (VZ) | B | C | C | B |
| Walgreens (WBA) | A | B | A | B |
| 3M (MMM) | C | E | C | B |
| JP Morgan Chase (JPM) | A | B | C | B |
| Cisco (CSCO) | C | D | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | B | D |
| JP Morgan Chase (JPM) | A | B | C | B |
| Travelers (TRV) | A | A | A | C |
| Walgreens (WBA) | A | B | A | B |
| IBM (IBM) | A | D | B | A |
| Caterpillar (CAT) | A | D | B | C |
| American Express (AXP) | B | C | C | D |
| Intel (INTC) | B | C | D | D |
| Pfizer (PFE) | B | B | D | A |
| Verizon (VZ) | B | C | C | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | DuPont (DD) | E | A | B | C |
| Goldman Sachs (GS) | A | A | B | D |
| Exxon Mobil (XOM) | B | A | A | A |
| Travelers (TRV) | A | A | A | C |
| Chevron (CVX) | E | A | B | A |
| JP Morgan Chase (JPM) | A | B | C | B |
| Walgreens (WBA) | A | B | A | B |
| United Technologies (UTX) | B | B | B | A |
| Walt Disney (DIS) | C | B | C | E |
| Pfizer (PFE) | B | B | D | A |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | JP Morgan Chase (JPM) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| Chevron (CVX) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Travelers (TRV) | | Y | Y |
| United Technologies (UTX) | Y | | Y |
| Verizon (VZ) | Y | Y | |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Caterpillar (CAT) | | Y | |
| Cisco (CSCO) | Y | | |
| DuPont (DD) | | | Y |
| Intel (INTC) | | 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
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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