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The Stingy News Weekly: 07/14/2024
Stingy Links
The risks we miss
"I've long argued that, to build wealth, we should avoid chasing
investment performance and instead focus on three less-exciting
endeavors: saving diligently, keeping a tight lid on investment
and other costs, and managing risk." [Behaviour]
A balance of regrets
"The bad news about diversification is that regret is a constant
problem. The good news is that by spreading your bets, you avoid
taking that regret to the extreme." [Behaviour]
The superior returns of cyclical stocks
"So now you know what to buy. Cyclical stocks with low
valuations. Then hold on to them for a long time. This is really the hard
part because value investing is already psychologically
demanding, but value investing in highly cyclical companies is a step up
from that." [Value Investing]
US stocks are much more expensive
"The US trades at almost a 2x premium to the rest of the world on
EV/sales. And we see an even more dramatic story on
price-to-book multiples" [Markets]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | BCE (BCE) | C | D | A |
| Enbridge (ENB) | B | B | A |
| TELUS (T) | D | C | A |
| TC Energy (TRP) | C | C | A |
| Algonquin Power (AQN) | F | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Emera (EMA) | C | A | A |
| Power (POW) | A | A | A |
| CIBC (CM) | A | A | A |
| Pembina Pipeline (PPL) | B | C | A |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Canadian Natural (CNQ) | A | A | B |
| Suncor Energy (SU) | A | B | B |
| Power (POW) | A | A | A |
| CIBC (CM) | A | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Cenovus Energy (CVE) | A | B | C |
| Imperial Oil (IMO) | A | C | C |
| National Bank (NA) | A | B | B |
| Tourmaline Oil (TOU) | A | B | C |
| Magna International (MG) | A | A | B |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Canadian Apt REIT (CAR.UN) | F | A | C |
| Algonquin Power (AQN) | F | A | A |
| Nutrien (NTR) | D | A | B |
| First Quantum (FM) | F | A | E |
| Magna International (MG) | A | A | B |
| Bank of Nova Scotia (BNS) | A | A | A |
| Power (POW) | A | A | A |
| Emera (EMA) | C | A | A |
| Bank of Montreal (BMO) | B | A | A |
| CIBC (CM) | A | A | A |
| Canadian Stock Summary | P/E | P/B | Yield | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| Power (POW) | Y | Y | Y |
| Algonquin Power (AQN) | | Y | Y |
| Emera (EMA) | | Y | Y |
| Magna International (MG) | Y | Y | |
| BCE (BCE) | | | Y |
| Bank of Montreal (BMO) | | Y | |
| Canadian Apt REIT (CAR.UN) | | Y | |
| Canadian Natural (CNQ) | Y | | |
| Cenovus Energy (CVE) | Y | | |
| Enbridge (ENB) | | | Y |
| First Quantum (FM) | | Y | |
| Imperial Oil (IMO) | Y | | |
| National Bank (NA) | Y | | |
| Nutrien (NTR) | | Y | |
| Pembina Pipeline (PPL) | | | Y |
| Suncor Energy (SU) | Y | | |
| TC Energy (TRP) | | | Y |
| TELUS (T) | | | Y |
| Tourmaline Oil (TOU) | Y | | |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | Yield | | Verizon (VZ) | A | A |
| Dow (DOW) | D | A |
| Chevron (CVX) | A | A |
| IBM (IBM) | B | A |
| Cisco Systems (CSCO) | B | A |
| Johnson & Johnson (JNJ) | A | B |
| Coca-Cola (KO) | C | B |
| Amgen (AMGN) | E | B |
| 3M (MMM) | F | B |
| McDonald's (MCD) | C | B |
| Low Price/Earnings Stocks | P/E | Yield | | Johnson & Johnson (JNJ) | A | B |
| JPMorgan Chase (JPM) | A | C |
| Chevron (CVX) | A | A |
| Caterpillar (CAT) | A | D |
| Verizon (VZ) | A | A |
| Travelers (TRV) | B | D |
| Cisco Systems (CSCO) | B | A |
| Goldman (GS) | B | C |
| American Express (AXP) | B | E |
| IBM (IBM) | B | A |
| US Stock Summary | P/E | Yield | | Amgen (AMGN) | Y | Y |
| Chevron (CVX) | Y | Y |
| Goldman (GS) | Y | Y |
| Verizon (VZ) | Y | Y |
| 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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| 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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