The Stingy News Weekly: 10/17/2021
Stingy Links
Valuations and interest rates
"Over the full and more recent sample period, we also found that
none of the factor premiums had an economically significant
exposure to annual yield changes, indicating that any relationship
is relatively short-lived. Therefore, we can conclude that most
factor premiums do not have a stable or economically material
relationship with bond yield changes on an annual basis." [Value Investing]
Not dead yet
"Current large-cap growth P/E ratios are higher than they have
been over the last ten years and are similar to the ratios of the
early 2000s, just before that 'bubble' burst. On the other hand,
small-cap value ratios have not changed as significantly over
the same period." [Value Investing]
Collapse of digital advertising
"Digital ad fraud could be a $150 billion business by 2025, which
would make it the largest criminal enterprise after the drug
trade" [Media]
3-factor wealth
"The cutoff to be in the top 1% in terms of wealth in this
country is estimated to be around $11 million. Being in the top 1%
only makes you comfortably rich?" [Economics]
Lyme disease eradication
"The discovery that a chemical is deadly to the bacterium that
causes Lyme disease but harmless to animals might allow the
disease to be eradicated in the wild." [Health]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Enbridge (ENB) | B | B | C | A |
| Pembina Pipeline (PPL) | F | B | D | A |
| BCE Inc. (BCE) | C | D | C | A |
| TC Energy (TRP) | D | C | D | A |
| Barrick Gold (ABX) | B | A | D | A |
| Algonquin Power (AQN) | A | B | D | A |
| Bank of Nova Scotia (BNS) | A | A | B | A |
| TELUS (T) | D | D | B | A |
| Manulife (MFC) | A | A | A | A |
| Emera (EMA) | C | B | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Kinross Gold (K) | A | A | B | D |
| Manulife (MFC) | A | A | A | A |
| Thomson Reuters (TRI) | A | E | E | D |
| Algonquin Power (AQN) | A | B | D | A |
| TD Bank (TD) | A | B | C | B |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Bank of Nova Scotia (BNS) | A | A | B | A |
| CIBC (CM) | A | B | C | B |
| Sun Life Financial (SLF) | A | A | B | B |
| Canadian Tire (CTC.A) | B | C | A | C |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | E | A | B | E |
| Manulife (MFC) | A | A | A | A |
| Kinross Gold (K) | A | A | B | D |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Suncor Energy (SU) | D | A | B | C |
| Cenovus Energy (CVE) | E | A | A | E |
| Power Corp of Canada (POW) | A | A | A | A |
| Barrick Gold (ABX) | B | A | D | A |
| Imperial Oil (IMO) | F | A | B | C |
| Sun Life Financial (SLF) | A | A | B | B |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Manulife (MFC) | Y | Y | Y |
| Algonquin Power (AQN) | Y | Y | |
| Bank of Nova Scotia (BNS) | Y | Y | |
| Barrick Gold (ABX) | Y | | Y |
| Canadian Apartment REIT (CAR.UN) | | Y | Y |
| Kinross Gold (K) | | Y | Y |
| Sun Life Financial (SLF) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| CIBC (CM) | | Y | |
| Canadian Tire (CTC.A) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| Imperial Oil (IMO) | | | Y |
| Pembina Pipeline (PPL) | Y | | |
| Power Corp of Canada (POW) | | | Y |
| Suncor Energy (SU) | | | Y |
| TC Energy (TRP) | Y | | |
| TD Bank (TD) | | Y | |
| TELUS (T) | Y | | |
| Teck Resources (TECK.B) | | | Y |
| Thomson Reuters (TRI) | | Y | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | E | A | B | A |
| Verizon (VZ) | A | B | B | A |
| Dow (DOW) | A | B | A | A |
| IBM (IBM) | C | C | A | A |
| Walgreens (WBA) | B | A | A | A |
| Amgen (AMGN) | B | E | D | B |
| Merck (MRK) | D | C | C | B |
| 3M (MMM) | B | D | C | B |
| Coca-Cola (KO) | D | D | E | B |
| Cisco (CSCO) | B | C | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | B | D |
| Travelers (TRV) | A | A | A | D |
| JP Morgan Chase (JPM) | A | A | C | C |
| Dow (DOW) | A | B | A | A |
| Verizon (VZ) | A | B | B | A |
| Intel (INTC) | B | B | C | C |
| Walgreens (WBA) | B | A | A | A |
| 3M (MMM) | B | D | C | B |
| American Express (AXP) | B | C | C | E |
| Amgen (AMGN) | B | E | D | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | A | A | A | D |
| Goldman Sachs (GS) | A | A | B | D |
| Chevron (CVX) | E | A | B | A |
| Walgreens (WBA) | B | A | A | A |
| JP Morgan Chase (JPM) | A | A | C | C |
| Intel (INTC) | B | B | C | C |
| Dow (DOW) | A | B | A | A |
| Verizon (VZ) | A | B | B | A |
| Walt Disney (DIS) | E | B | D | F |
| Wal-Mart (WMT) | E | B | A | D |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Dow (DOW) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| 3M (MMM) | Y | Y | |
| Amgen (AMGN) | Y | Y | |
| Chevron (CVX) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| American Express (AXP) | | Y | |
| Cisco (CSCO) | Y | | |
| Coca-Cola (KO) | Y | | |
| IBM (IBM) | Y | | |
| Merck (MRK) | Y | | |
| Wal-Mart (WMT) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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