The Stingy News Weekly: 06/27/2021
Stingy Links
High expectations
"After capturing returns of 12.5% above inflation in 2020,
investors anticipate even higher returns post-pandemic markets: For
2021 they expect to achieve annual returns of 13% above inflation.
Over the long term, they anticipate 14.5%. Both numbers are
substantially greater than the 5.3% above inflation financial
professionals say is realistic." [Markets]
Market trivia
"16 Unbelievable Facts About the Markets" [Markets]
Doctor copper
"The results indicate that while oil is a top performer during
economic recoveries, copper performs best when the economy is
expanding." [Markets]
On oil
"Today, we note that the high-yield spread over the last three
months has fallen materially (from 3.86 to 3.36), indicating that
now could be a good time to implement our strategy on the long
side. In the long run, we believe this strategy could produce
excess returns and be a valuable diversifier to tailored investor
portfolios." [Markets]
The impact of intangibles
"The good news is that intangible-intensive companies can grow
faster than their tangible counterparts. The bad news is they can
also become irrelevant and shrink fast." [pdf] [Markets]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | F | A | A | A |
| Enbridge (ENB) | B | B | B | A |
| Pembina Pipeline (PPL) | F | C | D | A |
| BCE Inc. (BCE) | C | D | C | A |
| TC Energy (TRP) | D | C | D | A |
| TELUS (T) | D | D | B | A |
| Manulife (MFC) | A | A | A | A |
| Emera (EMA) | C | B | C | A |
| Bank of Nova Scotia (BNS) | B | B | B | A |
| Power Corp of Canada (POW) | B | A | A | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Kinross Gold (K) | A | A | C | D |
| Thomson Reuters (TRI) | A | D | E | D |
| Manulife (MFC) | A | A | A | A |
| Algonquin Power (AQN) | A | B | D | A |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| TD Bank (TD) | A | B | D | B |
| CIBC (CM) | A | B | C | B |
| National Bank (NA) | A | C | C | C |
| Sun Life Financial (SLF) | A | B | B | B |
| Royal Bank (RY) | A | C | D | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | F | A | A | A |
| Teck Resources (TECK.B) | F | A | B | E |
| Cenovus Energy (CVE) | F | A | A | E |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Manulife (MFC) | A | A | A | A |
| Kinross Gold (K) | A | A | C | D |
| Suncor Energy (SU) | E | A | B | C |
| Power Corp of Canada (POW) | B | A | A | A |
| Imperial Oil (IMO) | F | A | B | C |
| Barrick Gold (ABX) | B | A | D | D |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Manulife (MFC) | Y | Y | Y |
| Brookfield Property Partners (BPY.UN) | Y | | Y |
| Canadian Apartment REIT (CAR.UN) | | Y | Y |
| Kinross Gold (K) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Algonquin Power (AQN) | | Y | |
| BCE Inc. (BCE) | Y | | |
| Bank of Nova Scotia (BNS) | Y | | |
| Barrick Gold (ABX) | | | Y |
| CIBC (CM) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| Imperial Oil (IMO) | | | Y |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Royal Bank (RY) | | Y | |
| Sun Life Financial (SLF) | | Y | |
| Suncor Energy (SU) | | | Y |
| TC Energy (TRP) | Y | | |
| TD Bank (TD) | | Y | |
| TELUS (T) | Y | | |
| Teck Resources (TECK.B) | | | Y |
| Thomson Reuters (TRI) | | Y | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | F | A | B | A |
| IBM (IBM) | C | C | A | A |
| Verizon (VZ) | A | B | A | A |
| Walgreens (WBA) | A | B | A | A |
| Merck (MRK) | C | D | C | A |
| Coca-Cola (KO) | D | D | E | B |
| 3M (MMM) | B | D | C | B |
| Amgen (AMGN) | B | E | D | B |
| Cisco (CSCO) | B | C | D | B |
| Procter & Gamble (PG) | C | D | C | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | B | E |
| Walgreens (WBA) | A | B | A | A |
| JP Morgan Chase (JPM) | A | A | C | C |
| Verizon (VZ) | A | B | A | A |
| Intel (INTC) | A | B | C | C |
| Travelers (TRV) | B | A | A | C |
| DuPont (DD) | B | A | B | D |
| 3M (MMM) | B | D | C | B |
| Amgen (AMGN) | B | E | D | B |
| Cisco (CSCO) | B | C | D | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | B | A | A | C |
| Goldman Sachs (GS) | A | A | B | E |
| DuPont (DD) | B | A | B | D |
| Chevron (CVX) | F | A | B | A |
| JP Morgan Chase (JPM) | A | A | C | C |
| Walgreens (WBA) | A | B | A | A |
| Intel (INTC) | A | B | C | C |
| Verizon (VZ) | A | B | A | A |
| Walt Disney (DIS) | E | B | D | F |
| Wal-Mart (WMT) | D | B | A | D |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Verizon (VZ) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| 3M (MMM) | Y | Y | |
| Amgen (AMGN) | Y | Y | |
| Chevron (CVX) | Y | | Y |
| Cisco (CSCO) | Y | Y | |
| DuPont (DD) | | Y | Y |
| Goldman Sachs (GS) | | Y | Y |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Coca-Cola (KO) | Y | | |
| IBM (IBM) | Y | | |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| Wal-Mart (WMT) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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