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The Stingy News Weekly: 04/21/2019
New from Norm
A bin of bargains
"The Canadian stock market is up 20 per cent from its Christmas
Eve low. Despite the gain, it appears to be reasonably valued.
Looking at the exchange sector by sector reveals a bin of
bargains." [$]
Stingy Links
Direct indexing
"ETFs disrupted mutual funds by offering something a little bit
better. Now ETFs face disruption because direct indexing offers
several new features that make them much better." [Indexing]
Concentration is cool
"Sharpe ratios tend to be maximized in a value portfolio around
25 positions." [Value Investing]
The will to survive
"In the world of investing, you don't have to be bold. You don't
need to find alpha. You just need to survive." [Markets]
Recessions vs. bear markets
"So stress is not necessarily proportional to how good or bad
things are in. Much of it has to do with the changes to our current
situation. Going from great to just OK could cause a much worse
reaction in the markets than going from awful to not-so-great." [Markets]
Ten behavioural advantages
"Amateur investors have a number of behavioural advantages" [Behaviour]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | D | D | A |
| Enbridge (ENB) | E | B | B | A |
| BCE Inc. (BCE) | C | D | C | A |
| CIBC (CM) | A | B | B | A |
| Brookfield Infrastructure (BIP.UN) | E | C | C | A |
| TransCanada (TRP) | B | D | E | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| Emera (EMA) | B | B | B | A |
| Pembina Pipeline (PPL) | D | D | D | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | A | A | B | E |
| EnCana (ECA) | A | A | B | E |
| Thomson Reuters (TRI) | A | E | E | C |
| Magna (MG) | A | C | A | C |
| CIBC (CM) | A | B | B | A |
| Husky Energy (HSE) | A | A | A | B |
| National Bank (NA) | A | C | C | B |
| Manulife (MFC) | A | A | B | B |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Bank of Montreal (BMO) | A | B | C | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Husky Energy (HSE) | A | A | A | B |
| Teck Resources (TECK.B) | A | A | B | E |
| First Quantum (FM) | C | A | C | E |
| Kinross Gold (K) | F | A | B | F |
| EnCana (ECA) | A | A | B | E |
| Goldcorp (G) | F | A | D | E |
| Cenovus Energy (CVE) | F | A | A | D |
| Power Corp of Canada (POW) | B | A | A | A |
| Manulife (MFC) | A | A | B | B |
| Cameco (CCO) | E | A | D | E |
| 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 |
| Husky Energy (HSE) | | Y | Y |
| Manulife (MFC) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | Y | |
| Brookfield Infrastructure (BIP.UN) | Y | | |
| Cameco (CCO) | | | Y |
| Cenovus Energy (CVE) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Goldcorp (G) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Kinross Gold (K) | | | Y |
| Magna (MG) | | Y | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Thomson Reuters (TRI) | | Y | |
| TransCanada (TRP) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Exxon Mobil (XOM) | B | B | A | A |
| Chevron (CVX) | B | A | B | A |
| Coca-Cola (KO) | E | E | E | A |
| Pfizer (PFE) | C | B | D | A |
| JP Morgan Chase (JPM) | A | A | C | B |
| DowDuPont (DWDP) | D | A | A | B |
| Home Depot (HD) | C | F | B | B |
| Walgreens (WBA) | A | B | A | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| Walgreens (WBA) | A | B | A | B |
| JP Morgan Chase (JPM) | A | A | C | B |
| Intel (INTC) | A | B | D | C |
| Caterpillar (CAT) | A | D | B | C |
| Travelers (TRV) | A | A | A | D |
| American Express (AXP) | B | C | C | E |
| IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Chevron (CVX) | B | A | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | DowDuPont (DWDP) | D | A | A | B |
| Goldman Sachs (GS) | A | A | C | D |
| Chevron (CVX) | B | A | B | A |
| Travelers (TRV) | A | A | A | D |
| JP Morgan Chase (JPM) | A | A | C | B |
| Exxon Mobil (XOM) | B | B | A | A |
| Walgreens (WBA) | A | B | A | B |
| United Technologies (UTX) | C | B | B | D |
| Intel (INTC) | A | B | D | C |
| Pfizer (PFE) | C | B | D | A |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Chevron (CVX) | Y | Y | Y |
| JP Morgan Chase (JPM) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| DowDuPont (DWDP) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| Pfizer (PFE) | Y | | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| American Express (AXP) | | Y | |
| Caterpillar (CAT) | | Y | |
| Coca-Cola (KO) | Y | | |
| Home Depot (HD) | Y | | |
| United Technologies (UTX) | | | Y |
| Notes... |
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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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