The Stingy News Weekly: 10/24/2021
Stingy Links
Never too late
"Maybe you have been procrastinating on something that you know
deep down you need to change. Maybe you haven't had the courage
to take the next step. But I'm telling you, that you can change
whether you believe it or not." [Behaviour]
A 60/40 warning
"The historical average real return for the 60/40 portfolio is
3.4%. Our middle ground forecast cuts that by more than half.
That's not good news." [Markets]
The new fear and greed
"All through time, people have basically acted and reacted the
same way in the market as a result of: greed, fear, ignorance, and
hope. That is why the numerical formations and patterns recur
on a constant basis." [Behaviour]
Reaching for returns
"The 40-year decline in interest rates has put investors today in
a difficult position. They are forced to either reach for
higher returns or accept the reality of lower ones." [Markets]
Long volatility strategies
"a simple equal-weighted portfolio of JPY/AUD and gold would have
replicated the CBOE Eurekahedge Long Volatility Hedge Fund
Index reasonably well since 2004." [Markets]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Enbridge (ENB) | B | B | A |
| Pembina Pipeline (PPL) | F | B | A |
| BCE (BCE) | C | D | A |
| TC Energy (TRP) | D | C | A |
| TELUS (T) | D | C | A |
| Emera (EMA) | D | B | A |
| Algonquin Power (AQN) | B | B | A |
| Manulife Financial (MFC) | A | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Power (POW) | A | A | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Kinross Gold (K) | A | A | C |
| Manulife Financial (MFC) | A | A | A |
| Canadian Apt REIT (CAR.UN) | A | A | C |
| Thomson Reuters (TRI) | A | D | D |
| Canadian Tire (CTC.A) | A | C | C |
| TD Bank (TD) | A | B | B |
| Power (POW) | A | A | A |
| Magna International (MG) | A | C | C |
| Bank of Nova Scotia (BNS) | A | A | A |
| CIBC (CM) | A | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Teck Resources (TECK.B) | E | A | E |
| Manulife Financial (MFC) | A | A | A |
| Canadian Apt REIT (CAR.UN) | A | A | C |
| Suncor Energy (SU) | D | A | B |
| Kinross Gold (K) | A | A | C |
| Power (POW) | A | A | A |
| Cenovus Energy (CVE) | E | A | E |
| Bank of Nova Scotia (BNS) | A | A | A |
| Imperial Oil (IMO) | F | A | C |
| Barrick Gold (ABX) | B | A | C |
| Notes | More Info... |
| Canadian Stock Summary | P/E | P/B | Yield | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| Manulife Financial (MFC) | Y | Y | Y |
| Power (POW) | Y | Y | Y |
| Canadian Apt REIT (CAR.UN) | Y | Y | |
| Kinross Gold (K) | Y | Y | |
| Algonquin Power (AQN) | | | Y |
| BCE (BCE) | | | Y |
| Barrick Gold (ABX) | | Y | |
| CIBC (CM) | Y | | |
| Canadian Tire (CTC.A) | Y | | |
| Cenovus Energy (CVE) | | Y | |
| Emera (EMA) | | | Y |
| Enbridge (ENB) | | | Y |
| Imperial Oil (IMO) | | Y | |
| Magna International (MG) | Y | | |
| Pembina Pipeline (PPL) | | | 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 | Yield | | IBM (IBM) | C | C | A |
| Verizon (VZ) | A | B | A |
| Dow (DOW) | A | B | A |
| Chevron (CVX) | E | A | A |
| Walgreens (WBA) | B | A | A |
| Amgen (AMGN) | B | E | B |
| 3M (MMM) | B | D | B |
| Merck (MRK) | D | C | B |
| Coca-Cola (KO) | D | D | B |
| Intel (INTC) | A | B | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Goldman (GS) | A | A | D |
| Dow (DOW) | A | B | A |
| Intel (INTC) | A | B | B |
| Verizon (VZ) | A | B | A |
| JPMorgan Chase (JPM) | A | A | C |
| Travelers (TRV) | B | A | D |
| Walgreens (WBA) | B | A | A |
| 3M (MMM) | B | D | B |
| Amgen (AMGN) | B | E | B |
| American Express (AXP) | B | C | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Travelers (TRV) | B | A | D |
| Goldman (GS) | A | A | D |
| Chevron (CVX) | E | A | A |
| Walgreens (WBA) | B | A | A |
| JPMorgan Chase (JPM) | A | A | C |
| Intel (INTC) | A | B | B |
| Dow (DOW) | A | B | A |
| Verizon (VZ) | A | B | A |
| Walt Disney (DIS) | E | B | F |
| Walmart (WMT) | E | B | D |
| Notes | More Info... |
| US Stock Summary | P/E | P/B | Yield | | Dow (DOW) | Y | Y | Y |
| Intel (INTC) | 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 (GS) | Y | Y | |
| JPMorgan Chase (JPM) | Y | Y | |
| Travelers (TRV) | Y | Y | |
| American Express (AXP) | Y | | |
| Coca-Cola (KO) | | | Y |
| IBM (IBM) | | | Y |
| Merck (MRK) | | | Y |
| Walmart (WMT) | | Y | |
| Walt Disney (DIS) | | Y | |
| Notes... |
|
|
