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The Stingy News Weekly: 08/12/2019
New from Norm
Sludgy advice
"Investors should be mindful that the application of behavioural
technology can be used for both good and ill. Conscientious
advisers will use it to help their clients, while others will use it
on their clients to their detriment." [$]
Stingy Links
LBOs go bankrupt more often
"Healthy companies acquired by private equity firms through
leveraged buyouts see their probability of defaulting on loans
increase ten-fold, new research shows." [Bonds]
Finance books in one sentence
"Give yourself a margin of safety because Mr. Market can be
insane." [Books]
Low vol rises
"In this short research note, we will investigate if the Low
Volatility factor has changed structurally over the last 30 years as
its status changed from obscurity to a common staple in
investment portfolios." [Markets]
Portfolio rebalancing
"Our analysis suggests that rebalancing every 2-3 years on
average (over time) is likely to be sufficient. Accordingly, a
rebalancing method that involves frequent monitoring but infrequent
action should nicely balance the goal of controlling risk exposure
with capturing the benefits of momentum." [Hallett]
How much it costs to make BBQ
"This balancing act plays out on menu at Adamson Barbecue in
Leaside, where the smoked brisket takes 24 hours to make and sells
for $30 per pound - of which only $2.14 is profit." [Pricing]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | C | D | D | A |
| Enbridge (ENB) | D | B | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| Husky Energy (HSE) | A | A | A | A |
| CIBC (CM) | A | B | B | A |
| BCE Inc. (BCE) | C | D | D | A |
| Bank of Nova Scotia (BNS) | B | B | C | A |
| Pembina Pipeline (PPL) | C | C | D | A |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| TELUS (T) | C | D | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | A | A | A | D |
| Teck Resources (TECK.B) | A | A | B | E |
| Husky Energy (HSE) | A | A | A | A |
| Magna (MG) | A | B | A | C |
| Manulife (MFC) | A | A | B | B |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| Imperial Oil (IMO) | A | A | B | C |
| CIBC (CM) | A | B | B | A |
| Thomson Reuters (TRI) | A | E | E | C |
| Nutrien (NTR) | A | A | B | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Husky Energy (HSE) | A | A | A | A |
| First Quantum (FM) | B | A | B | E |
| Teck Resources (TECK.B) | A | A | B | E |
| EnCana (ECA) | A | A | A | D |
| Cenovus Energy (CVE) | E | A | A | D |
| Power Corp of Canada (POW) | B | A | A | A |
| Cameco (CCO) | E | A | C | E |
| Manulife (MFC) | A | A | B | B |
| Imperial Oil (IMO) | A | A | B | C |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Cdn Natural Resources (CNQ) | Y | Y | Y |
| Husky Energy (HSE) | Y | Y | Y |
| CIBC (CM) | Y | Y | |
| EnCana (ECA) | | Y | Y |
| Imperial Oil (IMO) | | 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 Nova Scotia (BNS) | Y | | |
| Cameco (CCO) | | | Y |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Magna (MG) | | Y | |
| Nutrien (NTR) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| TELUS (T) | Y | | |
| Thomson Reuters (TRI) | | Y | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Exxon Mobil (XOM) | B | B | A | A |
| Verizon (VZ) | B | C | B | A |
| IBM (IBM) | A | D | B | A |
| DuPont (DD) | E | A | A | A |
| Pfizer (PFE) | B | C | D | A |
| Chevron (CVX) | B | A | B | A |
| Walgreens (WBA) | A | B | A | B |
| Caterpillar (CAT) | A | C | A | B |
| 3M (MMM) | C | E | C | B |
| JP Morgan Chase (JPM) | A | A | C | 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 |
| Intel (INTC) | A | B | C | C |
| Caterpillar (CAT) | A | C | A | B |
| JP Morgan Chase (JPM) | A | A | C | B |
| IBM (IBM) | A | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Travelers (TRV) | B | A | B | D |
| American Express (AXP) | B | D | C | E |
| Chevron (CVX) | B | A | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| DuPont (DD) | E | A | A | A |
| JP Morgan Chase (JPM) | A | A | C | B |
| Chevron (CVX) | B | A | B | A |
| Travelers (TRV) | B | A | B | D |
| Exxon Mobil (XOM) | B | B | A | A |
| Walgreens (WBA) | A | B | A | B |
| Walt Disney (DIS) | C | B | D | E |
| United Technologies (UTX) | D | B | B | D |
| Intel (INTC) | A | B | C | C |
| 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 |
| Caterpillar (CAT) | Y | Y | |
| DuPont (DD) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Pfizer (PFE) | Y | | |
| United Technologies (UTX) | | | Y |
| Walt Disney (DIS) | | | 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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