The Stingy News Weekly: 07/18/2020
New from Norm
Value stocks are cheap
"There is a growing chasm between the haves and the have-nots of
the stock market. The haves are represented by glamorous growth
stocks such as the high-tech darlings powering the internet.
Value stocks are the have-nots and include most everything else."
[$]
Stingy Links
Bad momentum bets
"In factor land, one ugly myth, like a zombie that refuses to die
in a B Hollywood movie, is that the market
capitalization-weighted benchmark is a good Momentum bet." [Momentum Investing]
Handling the crisis
"Of the firms we surveyed, 56% took measures to shore-up their
liquidity position, 44% adjusted their workforce, and 16% adjusted
wages and compensation." [Value Investing]
Heads I win
"Imagine that I told you that that couple has two children, and
that one of them is a girl. What are the odds that their other
child is also a girl?" [Math]
Fertility rate
"Researchers at the University of Washington's Institute for
Health Metrics and Evaluation showed the global fertility rate
nearly halved to 2.4 in 2017 - and their study, published in the
Lancet, projects it will fall below 1.7 by 2100." [World]
Workers cannot afford rent
"Full-time minimum wage workers cannot afford a two-bedroom
rental anywhere in the U.S. and cannot afford a one-bedroom rental in
95% of U.S. counties, according to the National Low Income
Housing Coalition's annual 'Out of Reach' report." [Real Estate]
Canadian micro
"Paul Andreola seeks fundamental cash flow and earnings in
micro-cap and smallcap companies. Paul has 30 years of smallcap
experience as the co-founder of two public companies and CEO and
director of another in the technology space." [video] [Markets]
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 |
| Enbridge (ENB) | E | B | C | A |
| Pembina Pipeline (PPL) | B | B | D | A |
| Power Corp of Canada (POW) | B | A | A | A |
| Cdn Natural Resources (CNQ) | A | A | B | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| CIBC (CM) | A | B | C | A |
| Manulife (MFC) | A | A | A | A |
| BCE Inc. (BCE) | C | D | D | A |
| Bank of Montreal (BMO) | A | A | B | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Canadian Apartment REIT (CAR.UN) | A | B | E | C |
| Manulife (MFC) | A | A | A | A |
| Cdn Natural Resources (CNQ) | A | A | B | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Imperial Oil (IMO) | A | A | A | B |
| Bank of Montreal (BMO) | A | A | B | A |
| Inter Pipeline (IPL) | A | B | C | B |
| Brookfield Property Partners (BPY.UN) | A | A | A | A |
| CIBC (CM) | A | B | C | A |
| National Bank (NA) | A | C | C | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | F | A | B | D |
| Brookfield Property Partners (BPY.UN) | A | A | A | A |
| Cenovus Energy (CVE) | D | A | A | F |
| Imperial Oil (IMO) | A | A | A | B |
| First Quantum (FM) | F | A | C | E |
| Power Corp of Canada (POW) | B | A | A | A |
| Manulife (MFC) | A | A | A | A |
| Cdn Natural Resources (CNQ) | A | A | B | A |
| Suncor Energy (SU) | F | A | B | C |
| Nutrien (NTR) | C | A | B | A |
| 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 |
| Bank of Montreal (BMO) | Y | Y | |
| Bank of Nova Scotia (BNS) | Y | Y | |
| CIBC (CM) | Y | Y | |
| Imperial Oil (IMO) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| BCE Inc. (BCE) | Y | | |
| Canadian Apartment REIT (CAR.UN) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Inter Pipeline (IPL) | | Y | |
| National Bank (NA) | | Y | |
| Nutrien (NTR) | | | Y |
| Pembina Pipeline (PPL) | Y | | |
| Suncor Energy (SU) | | | Y |
| Teck Resources (TECK.B) | | | 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 | A | A |
| IBM (IBM) | A | D | B | A |
| Walgreens (WBA) | E | B | A | A |
| Verizon (VZ) | A | C | B | A |
| Pfizer (PFE) | A | B | D | B |
| 3M (MMM) | C | E | C | B |
| JP Morgan Chase (JPM) | B | B | C | B |
| Coca-Cola (KO) | C | E | E | 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 | C | D |
| Intel (INTC) | A | C | D | D |
| IBM (IBM) | A | D | B | A |
| Verizon (VZ) | A | C | B | A |
| Travelers (TRV) | A | A | A | C |
| Pfizer (PFE) | A | B | D | B |
| JP Morgan Chase (JPM) | B | B | C | B |
| American Express (AXP) | B | C | C | D |
| Caterpillar (CAT) | B | C | B | C |
| DuPont (DD) | B | A | B | D |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| DuPont (DD) | B | A | B | D |
| Exxon Mobil (XOM) | B | A | A | A |
| Chevron (CVX) | E | A | A | A |
| Travelers (TRV) | A | A | A | C |
| JP Morgan Chase (JPM) | B | B | C | B |
| Walgreens (WBA) | E | B | A | A |
| Walt Disney (DIS) | E | B | C | F |
| Raytheon (RTX) | B | B | B | C |
| Pfizer (PFE) | A | B | D | B |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | JP Morgan Chase (JPM) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Chevron (CVX) | Y | | Y |
| DuPont (DD) | | Y | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| Walgreens (WBA) | Y | | Y |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Caterpillar (CAT) | | Y | |
| Cisco (CSCO) | Y | | |
| Coca-Cola (KO) | Y | | |
| Intel (INTC) | | Y | |
| Raytheon (RTX) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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