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The Stingy News Weekly: 03/27/2022


Stingy Links

Warren Buffett getting the last laugh
"it has been an almost infallible rule during my career as a financial journalist that you should just go out and buy stock in Berkshire Hathaway whenever people start to say that Buffett has passed his prime."
[Buffett]

What Buffett sees in Alleghany
"Berkshire is getting $12.9 billion of float for Mr. Buffett to deploy, a very profitable specialty insurance business, and a reinsurance business that, while volatile, could improve with Berkshire.s additional capital backing. Additionally, Berkshire adds eight non-insurance subsidiaries with good returns on invested capital."
[Buffett]

Optimists are too pessimistic
"Michael Kitces did an analysis where he discovered that retirees following the 4% rule in a 60/40 portfolio were more likely to 4x their wealth than deplete any of their principal after 30 years. In other words, if you started retirement with $1 million in a 60/40 portfolio and withdrew 4% a year, your chance of ending up with $4 million was higher than your chance of ending up with under $1 million after 30 years."
[Markets]

Tyler Cowen on economic growth
"He visits the podcast to discuss the moral argument for high economic growth and discusses the relationship between growth and issues like general happiness, geopolitics, and the transition to a society with net zero carbon emissions." [video]
[World]

Markets follow profits
"Basic corporate profits have grown about 8% a year historically. So, corporate profits double about every nine years. The stock market ought to double about every nine years."
[Markets]

Fed's plan to raise interest rates is wrong
"The central principle of anti-inflationary monetary policy is that to reduce inflation it is necessary to raise real rates. Equivalently, it is necessary to raise interest rates by more than the inflation being counteracted and above a neutral level that neither speeds nor slows growth."
[Bonds]


S&P/TSX60 Value Screens

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


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


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


Canadian Stock SummaryP/EP/BYield
CIBC (CM)YYY
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
Algonquin Power (AQN)Y
BCE (BCE)Y
Bank of Nova Scotia (BNS)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)CCA
Verizon (VZ)ABA
Dow (DOW)ABA
Walgreens (WBA)AAA
3M (MMM)BCA
Merck (MRK)BCB
Chevron (CVX)CBB
Amgen (AMGN)CEB
Coca-Cola (KO)DEB
JPMorgan Chase (JPM)AAB
Notes | More Info...


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


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


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



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2022
  08: 01 07 14
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2021
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2020
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2019
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2018
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2017
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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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  07: 04 11 16 25
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