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The Stingy News Weekly: 09/06/2020
Stingy Links
The new normal
"I think the days of a simple 60/40 allocation or even something
fancier like the All Weather Portfolio generating meaningful
real returns are probably behind us for at least the next decade." [Markets]
The game of Tesla
"This is the Common Knowledge Game in action. It is the power of
the crowd watching the crowd. It is the power of - not what you
think is true, and not what you think the crowd thinks is true -
but of what the crowd thinks the crowd thinks is true." [Markets]
Only a trickle
"The S&P 500 model is forecasting returns of 2.23%/year over the
next 10 years. Even if you compare that to the 10-year Treasury
Note yielding 0.66%, that's not enough of a risk premium. We are
in the 97th percentile of valuations." [Markets]
Save like a pessimist
"What Gates seems to get is that you can only be an optimist in
the long run if you're pessimistic enough to survive the short
run. The best way for most people to apply that is: Save like a
pessimist, invest like an optimist." [Behaviour]
Index Investors in the pandemic
"Less than one half of one percent of Vanguard Investors moved to
cash - thats less than 0.50%. This is at a time when the
unemployment rate spiked up towards 30% and nearly 40 million people
lost their jobs." [Indexing]
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 |
| Pembina Pipeline (PPL) | C | B | D | A |
| Enbridge (ENB) | E | B | C | A |
| Power Corp of Canada (POW) | A | A | A | A |
| Cdn Natural Resources (CNQ) | E | A | C | A |
| Bank of Nova Scotia (BNS) | A | B | B | A |
| BCE Inc. (BCE) | C | D | D | A |
| Manulife (MFC) | A | A | A | A |
| CIBC (CM) | A | B | C | A |
| TC Energy (TRP) | B | C | D | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Manulife (MFC) | A | A | A | A |
| Bank of Nova Scotia (BNS) | A | B | B | A |
| Barrick Gold (ABX) | A | D | E | D |
| Power Corp of Canada (POW) | A | A | A | A |
| Bank of Montreal (BMO) | A | B | B | A |
| Kinross Gold (K) | A | C | D | F |
| National Bank (NA) | A | C | C | C |
| CIBC (CM) | A | B | C | A |
| TD Bank (TD) | B | B | C | 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 | D |
| Cenovus Energy (CVE) | F | A | A | F |
| Imperial Oil (IMO) | F | A | A | B |
| First Quantum (FM) | F | A | C | E |
| Manulife (MFC) | A | A | A | A |
| Suncor Energy (SU) | F | A | B | B |
| Power Corp of Canada (POW) | A | A | A | A |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Cdn Natural Resources (CNQ) | E | A | C | A |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Manulife (MFC) | Y | Y | Y |
| Power Corp of Canada (POW) | Y | Y | Y |
| Bank of Nova Scotia (BNS) | Y | Y | |
| Brookfield Property Partners (BPY.UN) | Y | | Y |
| CIBC (CM) | Y | Y | |
| Canadian Apartment REIT (CAR.UN) | | Y | Y |
| Cdn Natural Resources (CNQ) | Y | | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | Y | |
| Barrick Gold (ABX) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Imperial Oil (IMO) | | | Y |
| Kinross Gold (K) | | Y | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Suncor Energy (SU) | | | Y |
| TC Energy (TRP) | Y | | |
| TD Bank (TD) | | Y | |
| Teck Resources (TECK.B) | | | Y |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | D | A | A | A |
| IBM (IBM) | A | C | A | A |
| Walgreens (WBA) | E | B | A | A |
| Verizon (VZ) | A | B | B | A |
| JP Morgan Chase (JPM) | A | A | C | A |
| 3M (MMM) | B | D | C | B |
| Cisco (CSCO) | A | C | D | B |
| Coca-Cola (KO) | C | E | E | B |
| Travelers (TRV) | B | A | A | B |
| Merck (MRK) | C | D | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Intel (INTC) | A | B | C | C |
| Verizon (VZ) | A | B | B | A |
| JP Morgan Chase (JPM) | A | A | C | A |
| IBM (IBM) | A | C | A | A |
| Cisco (CSCO) | A | C | D | B |
| Goldman Sachs (GS) | B | A | B | C |
| Travelers (TRV) | B | A | A | B |
| DuPont (DD) | B | A | B | D |
| UnitedHealth (UNH) | B | C | A | E |
| 3M (MMM) | B | D | C | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | B | A | B | C |
| Travelers (TRV) | B | A | A | B |
| Chevron (CVX) | D | A | A | A |
| DuPont (DD) | B | A | B | D |
| JP Morgan Chase (JPM) | A | A | C | A |
| Walgreens (WBA) | E | B | A | A |
| Intel (INTC) | A | B | C | C |
| Walt Disney (DIS) | E | B | C | F |
| Verizon (VZ) | A | B | B | A |
| American Express (AXP) | C | B | C | D |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | JP Morgan Chase (JPM) | Y | Y | Y |
| Travelers (TRV) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| 3M (MMM) | Y | Y | |
| Chevron (CVX) | Y | | Y |
| Cisco (CSCO) | Y | Y | |
| DuPont (DD) | | Y | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| Walgreens (WBA) | Y | | Y |
| American Express (AXP) | | | Y |
| Coca-Cola (KO) | Y | | |
| Merck (MRK) | Y | | |
| UnitedHealth (UNH) | | 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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