The Stingy News Weekly: 08/19/2019
Stingy Links
Buffett is buying banks
"Warren E. Buffett's Berkshire Hathaway has been building its
position in banks over the past year. It is now among the five
biggest shareholders in Bank of America, JPMorgan Chase, Wells
Fargo, Goldman Sachs, U.S. Bancorp and Bank of New York and owns big
stakes in others. Its latest disclosure of its holdings showed
that the firm had added to its positions in some of those
companies in the second quarter." [Buffett]
Recession probability
"If the rest of August is like the first half, then the
probability of recession in August 2020 is 47%." [Markets]
Advantage flywheels
"In systems thinking, reinforcing feedback loops are almost
always slowed by a balancing loop attached to it. Growth doesn't
continue unchecked, and flywheels always run into friction. Some of
these limiting factors are overcome, others are so strong they
stop or reverse the entire growth engine." [Moats]
Mind the Gap 2019
"On the one hand, allocation funds produced a positive gap of
0.22% on annualized returns of 5.54%. A positive gap means a
majority of the money going in was well-timed. The reasons are
instructive about what works best for investors." [Funds]
How painful can factor investing get?
Very [Value Investing]
Lyme disease is baffling
"We now have not only a plausible explanation but also a
potential solution for patients who suffer from persistent Lyme-disease
symptoms despite standard single-antibiotic treatment" [Health]
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) | C | B | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| CIBC (CM) | A | B | B | A |
| Husky Energy (HSE) | A | A | A | A |
| Bank of Nova Scotia (BNS) | B | B | C | A |
| BCE Inc. (BCE) | C | D | D | 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 |
| Magna (MG) | A | B | A | C |
| Husky Energy (HSE) | A | A | A | A |
| 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 | C |
| 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 |
| IBM (IBM) | A | D | B | A |
| DuPont (DD) | E | A | A | A |
| Verizon (VZ) | B | C | B | A |
| Pfizer (PFE) | B | C | D | A |
| Chevron (CVX) | B | A | B | A |
| Walgreens (WBA) | A | B | A | B |
| 3M (MMM) | C | E | C | B |
| Caterpillar (CAT) | A | C | A | B |
| JP Morgan Chase (JPM) | A | A | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | C |
| Walgreens (WBA) | A | B | A | B |
| Caterpillar (CAT) | A | C | A | B |
| Intel (INTC) | A | B | C | C |
| JP Morgan Chase (JPM) | A | A | D | B |
| IBM (IBM) | A | D | B | A |
| Travelers (TRV) | B | A | B | D |
| Verizon (VZ) | B | C | B | A |
| Chevron (CVX) | B | A | B | A |
| American Express (AXP) | B | C | C | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | C |
| DuPont (DD) | E | A | A | A |
| Chevron (CVX) | B | A | B | A |
| JP Morgan Chase (JPM) | A | A | D | B |
| Travelers (TRV) | B | A | B | D |
| Exxon Mobil (XOM) | B | B | A | A |
| Walgreens (WBA) | A | B | A | B |
| United Technologies (UTX) | C | B | B | D |
| Walt Disney (DIS) | C | B | D | E |
| 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... |
|
|
