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The Stingy News Weekly: 02/19/2023


Stingy Links

Starter homes gone
"If you're in the market for a new home I'm sure you've been waiting for years for prices to come down. Maybe higher mortgage rates will help. But unless there is some government action at the federal and local levels to make it easier to build more, the days of new homes going for $300k or less might be a thing of the past."
[Real Estate]

Good on 200k
"If you had an income of $200,000, that would put you in the top 10% of household incomes or the top 5% of individual incomes in 2021."
[Economy]

Jabba the Mutt
"Based on our bottom-up view, we do not believe economic activity, net of inflation, is as robust as recent economic reports indicate. And while it's too early to determine if we're heading into a lethargic and ugly Jabba the Mutt recession like 2008, current economic conditions certainly aren't the award-winning purebred investors appear to be pricing into risk assets."
[Economy]

Risk eats return
"To understand the intuition behind reducing exposure with the square of volatility, first consider an investor whose portfolio returns ten percent one month and draws down ten percent the next. The end portfolio isn't flat: the investor has lost one percent of their starting investment, even though the average return over the two periods was zero. Now consider an investor whose portfolio rises five percent before falling by the same amount. That investor will only lose 25bps relative to his starting point."
[Markets]

Charlie Munger speaks
"Berkshire Hathaway Vice Chairman Charlie Munger speaks at the Annual Shareholders Meeting of the Daily Journal Corporation." [video]
[Munger]

Years you have left to live
"As expected, the probability that you live to the next year decreases as you age. More than 99% of people under the age of 60 live to see the next year, but the probability shifts towards zero relatively quickly after that."
[Health]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)CCA
TC Energy (TRP)CBA
BCE (BCE)CDA
Pembina Pipeline (PPL)BCA
Bank of Nova Scotia (BNS)AAA
Power (POW)BAA
CIBC (CM)AAA
Emera (EMA)CBA
TELUS (T)CCA
Manulife Financial (MFC)AAA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Tourmaline Oil (TOU)ABD
Nutrien (NTR)ABC
Bank of Montreal (BMO)ABB
Imperial Oil (IMO)ACC
Teck Resources (TECK.B)AAE
Manulife Financial (MFC)AAA
Canadian Natural (CNQ)ACB
Suncor Energy (SU)ABA
Bank of Nova Scotia (BNS)AAA
CIBC (CM)AAA
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Kinross Gold (K)FAC
Canadian Apt REIT (CAR.UN)CAC
Algonquin Power (AQN)EAB
Manulife Financial (MFC)AAA
Power (POW)BAA
Teck Resources (TECK.B)AAE
First Quantum (FM)BAD
CIBC (CM)AAA
Agnico Eagle (AEM)EAB
Bank of Nova Scotia (BNS)AAA
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
CIBC (CM)YYY
Manulife Financial (MFC)YYY
Power (POW)YY
Teck Resources (TECK.B)YY
Agnico Eagle (AEM)Y
Algonquin Power (AQN)Y
BCE (BCE)Y
Bank of Montreal (BMO)Y
Canadian Apt REIT (CAR.UN)Y
Canadian Natural (CNQ)Y
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TELUS (T)Y
Tourmaline Oil (TOU)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)AAA
3M (MMM)ACA
Walgreens (WBA)FAA
Intel (INTC)BAA
IBM (IBM)CCA
Dow (DOW)ABB
Amgen (AMGN)CEB
Chevron (CVX)ABB
Coca-Cola (KO)DEB
Cisco Systems (CSCO)BCB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Verizon (VZ)AAA
Chevron (CVX)ABB
Dow (DOW)ABB
3M (MMM)ACA
JPMorgan Chase (JPM)AAC
Goldman (GS)BAC
Intel (INTC)BAA
Travelers (TRV)BBD
American Express (AXP)BCE
Cisco Systems (CSCO)BCB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Intel (INTC)BAA
Goldman (GS)BAC
Walgreens (WBA)FAA
JPMorgan Chase (JPM)AAC
Verizon (VZ)AAA
Chevron (CVX)ABB
Dow (DOW)ABB
Walt Disney (DIS)EBF
Travelers (TRV)BBD
salesforce.com (CRM)EBF
Notes | More Info...


US Stock SummaryP/EP/BYield
Chevron (CVX)YYY
Dow (DOW)YYY
Intel (INTC)YYY
Verizon (VZ)YYY
3M (MMM)YY
Cisco Systems (CSCO)YY
Goldman (GS)YY
JPMorgan Chase (JPM)YY
Travelers (TRV)YY
Walgreens (WBA)YY
American Express (AXP)Y
Amgen (AMGN)Y
Coca-Cola (KO)Y
IBM (IBM)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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