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The Stingy News Weekly: 02/28/2021


New from Norm

Where things stand in Canadian dividend land
"The long-term results dramatically favour the high-yield portfolio, which climbed by an average of 13.5 per cent from the start of 1977 through to the end of 2020. The market portfolio gained an average of 10.1 per cent annually over the same period while the low-yield portfolio fared nearly as well with a 9.8-per-cent annual gain." [$]


Stingy Links

Drew Dickson on European behavioral investing
"Mr Dickson holds an MBA from the University of Chicago Booth School of Business, where he was a research assistant for behavioural economist Richard Thaler" [video]
[Markets]

Financial bubbles of historic proportions
"James Grant on bubbles and bitcion" [video]
[Markets]

Time-varying media coverage and stock returns
"This excess return cannot be explained by mainstream risk factors and has an annualized alpha around 12%. Although this excess return is robust among more firms that are out of the scope of news data, it is bound to a short time horizon."
[Media]

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

Warren Buffett's 2020 letter
"In 1958, Phil Fisher wrote a superb book on investing. In it, he analogized running a public company to managing a restaurant. If you are seeking diners, he said, you can attract a clientele and prosper featuring either hamburgers served with a Coke or a French cuisine accompanied by exotic wines. But you must not, Fisher warned,capriciously switch from one to the other: Your message to potential customers must be consistent with what they will find upon entering your premises."
[Buffett]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FABA
Pembina Pipeline (PPL)CADA
Enbridge (ENB)EBBA
BCE Inc. (BCE)CDCA
TC Energy (TRP)ACDA
Power Corp of Canada (POW)AAAA
Shaw (SJR.B)BCCA
Emera (EMA)BBCA
CIBC (CM)BBBA
Cdn Natural Resources (CNQ)FACA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)ABCD
Canadian Apartment REIT (CAR.UN)AAEC
Barrick Gold (ABX)ABDD
Kirkland Lake Gold (KL)ACED
TC Energy (TRP)ACDA
Power Corp of Canada (POW)AAAA
TD Bank (TD)ABDB
Bank of Montreal (BMO)ABBB
Alimentation Couche-Tard (ATD.B)ADAE
CIBC (CM)BBBA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FABA
Cenovus Energy (CVE)FAAF
Teck Resources (TECK.B)FABE
Imperial Oil (IMO)FAAC
Canadian Apartment REIT (CAR.UN)AAEC
Manulife (MFC)BAAB
Power Corp of Canada (POW)AAAA
Pembina Pipeline (PPL)CADA
Suncor Energy (SU)FABC
Cdn Natural Resources (CNQ)FACA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
Brookfield Property Partners (BPY.UN)YY
CIBC (CM)YY
Canadian Apartment REIT (CAR.UN)YY
Cdn Natural Resources (CNQ)YY
Pembina Pipeline (PPL)YY
TC Energy (TRP)YY
Alimentation Couche-Tard (ATD.B)Y
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Barrick Gold (ABX)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Kirkland Lake Gold (KL)Y
Manulife (MFC)Y
Shaw (SJR.B)Y
Suncor Energy (SU)Y
TD Bank (TD)Y
Teck Resources (TECK.B)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
IBM (IBM)BCAA
Chevron (CVX)FABA
Verizon (VZ)ABAA
Walgreens (WBA)ABAA
Merck (MRK)CCCA
Coca-Cola (KO)DDEB
3M (MMM)BDCB
Cisco (CSCO)BCCB
(AMGN)BEDB
Home Depot (HD)CEBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Walgreens (WBA)ABAA
Intel (INTC)ABCC
Verizon (VZ)ABAA
Goldman Sachs (GS)AABD
Travelers (TRV)AAAD
JP Morgan Chase (JPM)BADC
(AMGN)BEDB
Cisco (CSCO)BCCB
3M (MMM)BDCB
IBM (IBM)BCAA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Travelers (TRV)AAAD
DuPont (DD)CABD
Goldman Sachs (GS)AABD
Chevron (CVX)FABA
JP Morgan Chase (JPM)BADC
Walgreens (WBA)ABAA
Intel (INTC)ABCC
Verizon (VZ)ABAA
Walt Disney (DIS)EBDF
Wal-Mart (WMT)CBAD
Notes | More Info...


US Stock SummaryYieldP/EP/B
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Chevron (CVX)YY
Cisco (CSCO)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Coca-Cola (KO)Y
DuPont (DD)Y
Home Depot (HD)Y
Merck (MRK)Y
Wal-Mart (WMT)Y
Walt Disney (DIS)Y
Notes...



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2021
  04: 04 11
  03: 07 14 21 28
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  01: 03 10 17 24 30
2020
  12: 06 13 20 25
  11: 01 08 22 27
  10: 03 11 18 24
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  08: 01 09 16 22 30
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  06: 06 12 20 27
  05: 03 09 16 23 31
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2019
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  10: 04 11 18 22
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  08: 12 19 31
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  04: 03 13 16 21
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2018
  12: 03 11 17 26
  11: 01 05 12 19 26
  10: 09 15 22
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2017
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  06: 04 11 18 26
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2016
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2015
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2014
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2013
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2012
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2011
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2010
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