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The Stingy News Weekly: 03/13/2022


Stingy Links

Wise words from Walter Schloss
"A fee structure, by the way, that would make any fund managers squeamish. Schloss believed his pay should be tied to success. So he got 25% of realized gains. But if there were losses, his limited partners were made whole before he earned a cent. He only got paid when his partners made money."
[Value Investing]

Commodities vs Commodity ETFs
"The average correlation between oil and oil ETFs was only 0.8. Gold ETFs provide better exposure to gold than oil ETFs to oil. Gold mining stocks are hybrids that feature gold and equity beta."
[Markets]

Crisis in Turkey
"We differentiated between two types of crises: global ones, defined as a 50% drawdown in emerging markets that happen in parallel with a 20% drawdown of the S&P 500, and idiosyncratic ones, where only the local market has drawn down. Our research suggests that value stocks are strong return generators in global crises, but US dollar-denominated government bonds are a more reliable bet in idiosyncratic crises."
[World]

Estimating future returns
"The only period compares with this valuation-wise is the dot-com bubble. We are near dot-com level valuations, in the 98th percentile. And if you view the 10-year returns from the worst time of the dot-com bubble to now, you can see that the results they obtained are worse than what I forecast here."
[Markets]

The inflation headshake
"While we acknowledge the year-over-year inflation rate may eventually moderate, we must ask, how much purchasing power will be lost by the time the inflation fire subsides? The U.S. dollar has already lost considerable purchasing power relative to most necessities, such as shelter. Over the past three years, the median price of homes sold in the U.S. has increased 30%. Even if shelter inflation moderates, past increases have made home ownership unaffordable for millions of Americans."
[Economy]

Getting back to normal life
"We can't give booster dose after booster dose, all in the name of preventing mild illness. To avoid this, we need to change our thinking"
[Health]

The high cost of gender bias
"A new, global survey from BNY Mellon looked at the barriers faced by women investors. It concluded the industry is losing out on US$3 trillion in assets under management (AUM) by not making investing more accessible. More than 9-out-of-10 asset managers admitted they target their products to men and saw them as their target market."
[Funds]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)CCA
Pembina Pipeline (PPL)FCA
Power (POW)AAA
TC Energy (TRP)ECA
BCE (BCE)CDA
Manulife Financial (MFC)AAA
Algonquin Power (AQN)BBA
Bank of Nova Scotia (BNS)BBA
Emera (EMA)DBA
Suncor Energy (SU)DAA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Kinross Gold (K)AAC
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Thomson Reuters (TRI)ADC
Power (POW)AAA
Magna International (MG)AAB
Canadian Tire (CTC.A)ACB
National Bank (NA)ABB
CIBC (CM)AAA
Sun Life (SLF)AAB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Canopy Growth (WEED)FAE
Canadian Apt REIT (CAR.UN)AAC
Manulife Financial (MFC)AAA
Kinross Gold (K)AAC
Power (POW)AAA
Teck Resources (TECK.B)DAE
Magna International (MG)AAB
Sun Life (SLF)AAB
Fortis (FTS)CAB
Suncor Energy (SU)DAA
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Manulife Financial (MFC)YYY
Power (POW)YYY
Canadian Apt REIT (CAR.UN)YY
Kinross Gold (K)YY
Magna International (MG)YY
Sun Life (SLF)YY
Suncor Energy (SU)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
Bank of Nova Scotia (BNS)Y
CIBC (CM)Y
Canadian Tire (CTC.A)Y
Canopy Growth (WEED)Y
Emera (EMA)Y
Enbridge (ENB)Y
Fortis (FTS)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
TC Energy (TRP)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
IBM (IBM)CDA
Verizon (VZ)BBA
Dow (DOW)ABA
3M (MMM)BCA
Walgreens (WBA)AAA
Merck (MRK)BCB
Amgen (AMGN)CEB
Chevron (CVX)CBB
Intel (INTC)AAB
Coca-Cola (KO)DEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)AAA
Dow (DOW)ABA
JPMorgan Chase (JPM)AAC
Intel (INTC)AAB
Verizon (VZ)BBA
Travelers (TRV)BAD
3M (MMM)BCA
Merck (MRK)BCB
American Express (AXP)BCE
Notes | More Info...


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


US Stock SummaryP/EP/BYield
Dow (DOW)YYY
Intel (INTC)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Chevron (CVX)YY
Goldman (GS)YY
JPMorgan Chase (JPM)YY
Merck (MRK)YY
Travelers (TRV)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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2022
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2015
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2010
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