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The Stingy News Weekly: 12/16/2019
Stingy News Flash
The Top 200 and Top Dividend Stocks features have been updated and are
now available to Rothery Report subscribers.
Stingy Links
A pension storm
"By combining the expected returns from equities and bonds based
on historical data, we can create a return matrix for a
traditional 60/40 portfolio. Our model anticipates an annualized return
of 3.1% for the next 10 years. That is well below the 7.25%
assumed rate of return and is awful news for US public pension
funds." [Markets]
The presumed end of value
"after almost all investors have left the Value segment and even
fundmanagers have softened their strategies with Growth
criteria, there are inter-esting opportunities in the Value segment.
Even though it is impossible to predict when the cycle will rotate
and Value will make a comeback, it can be concluded that a more
contrarian trade than Value is currently hard to find; and in
recent decades Value has rarely been as attractively valued as
today." [pdf] [Value Investing]
Improving deep value strategies
"Their findings are consistent with prior research. For example,
the use of multiple value metrics, composite scores, and
negative screens is now common among many quantitative fund providers." [Value Investing]
Profits always matter
"The message is clear: profitable companies outperform
unprofitable ones over the long term - by nearly 450 percentage points
since 1999" [Markets]
Online dating and the economy
"How online dating is reshaping the entire economy" [audio] [Markets]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | C | D | A |
| Enbridge (ENB) | C | B | C | A |
| CIBC (CM) | A | B | B | A |
| Pembina Pipeline (PPL) | B | C | D | A |
| BCE Inc. (BCE) | C | D | D | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| TELUS (T) | C | D | C | A |
| Shaw (SJR.B) | C | C | D | A |
| TC Energy (TRP) | C | D | E | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | A | A | A | D |
| Nutrien (NTR) | A | A | B | B |
| Teck Resources (TECK.B) | A | A | B | E |
| Imperial Oil (IMO) | A | A | B | C |
| CIBC (CM) | A | B | B | A |
| Magna (MG) | A | B | A | C |
| Manulife (MFC) | A | A | A | B |
| Bank of Montreal (BMO) | A | B | B | B |
| Thomson Reuters (TRI) | A | E | E | C |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | A | A | B | E |
| EnCana (ECA) | A | A | A | D |
| First Quantum (FM) | D | A | C | E |
| Cenovus Energy (CVE) | D | A | A | C |
| Cameco (CCO) | E | A | D | E |
| Imperial Oil (IMO) | A | A | B | C |
| Manulife (MFC) | A | A | A | B |
| Kinross Gold (K) | D | A | B | F |
| Power Corp of Canada (POW) | B | A | A | A |
| SNC-Lavalin (SNC) | F | A | A | E |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Bank of Nova Scotia (BNS) | 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 Montreal (BMO) | | Y | |
| Cameco (CCO) | | | Y |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Kinross Gold (K) | | | Y |
| Magna (MG) | | Y | |
| Nutrien (NTR) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| SNC-Lavalin (SNC) | | | Y |
| Shaw (SJR.B) | Y | | |
| TC Energy (TRP) | 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) | C | A | A | A |
| IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Chevron (CVX) | B | A | B | A |
| Pfizer (PFE) | A | B | D | A |
| 3M (MMM) | C | E | C | A |
| Walgreens (WBA) | A | B | A | B |
| Cisco (CSCO) | B | D | C | B |
| Coca-Cola (KO) | E | E | E | B |
| Caterpillar (CAT) | A | D | B | 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 | C | C | D |
| JP Morgan Chase (JPM) | A | B | D | C |
| Caterpillar (CAT) | A | D | B | B |
| Pfizer (PFE) | A | B | D | A |
| American Express (AXP) | B | C | C | E |
| Travelers (TRV) | B | A | A | C |
| IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | 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 | D |
| Travelers (TRV) | B | A | A | C |
| Chevron (CVX) | B | A | B | A |
| Exxon Mobil (XOM) | C | A | A | A |
| JP Morgan Chase (JPM) | A | B | D | C |
| Walgreens (WBA) | A | B | A | B |
| Walt Disney (DIS) | C | B | D | E |
| United Technologies (UTX) | D | B | B | D |
| Pfizer (PFE) | A | B | D | A |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Pfizer (PFE) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | |
| Chevron (CVX) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Cisco (CSCO) | Y | | |
| Coca-Cola (KO) | Y | | |
| DuPont (DD) | | | Y |
| Intel (INTC) | | Y | |
| United Technologies (UTX) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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| Disclaimers: Consult with a
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
constitute, financial advice or recommendations. The information on
this site is in no way guaranteed for completeness, accuracy or in any
other way. More...
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