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The Stingy News Weekly: 05/16/2020


Stingy Links

Debt: the first 5000 years
"Graeber's broader point is that all debt, especially interest-drawing debt, is intimately related to its enforcement mechanism. IOUs don't exist in a vacuum; they're made in societal context. In an economic system where money is fundamentally a unit of trust, the rules around recoupment and enforcement of debts are made in an environment where people generally know each other, so we see recurring features like strong creditor protection and pretty sophisticated dispute resolution. In contrast, when money is a hard, fungible unit of scarcity, enforcement isn't a matter of trust; it's a matter of force. When your enforcement mechanism is state-backed violence, lenders and debtors have a pretty different relationship."
[Books]

Masks new social norm
"The tipping point for achieving enough critical mass to initiate social change proved to be just 25 percent of participants."
[Behaviour]

Acceptable flaws
"Life is a little easier if you expect a certain percentage of it to go wrong no matter how hard you try."
[Behaviour]

Trend following in growth and value
"Value returns appear to be inversely correlated to historic returns: the worse value's recent performance, the higher the expected return. Growth appears to be the opposite: the better the historic return, the higher the expected future return. Value is mean reverting. Growth trends."
[Value Investing]

Why the market isn't down more
"Instead, it appears this has been more of a 'risk off rally' with investors rapidly selling the stocks of smaller companies, those with weaker balance sheets and those with economically sensitive business models, and piling into stocks of larger companies, with strong balance sheets and economically defensive business models."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)AAAA
Power Corp of Canada (POW)AAAA
Suncor Energy (SU)FABA
Pembina Pipeline (PPL)BBDA
Enbridge (ENB)CCCA
CIBC (CM)ABCA
Bank of Nova Scotia (BNS)ABCA
Manulife (MFC)AAAA
Cdn Natural Resources (CNQ)BACA
Bank of Montreal (BMO)AACA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)AAAA
Manulife (MFC)AAAA
CIBC (CM)ABCA
Bank of Montreal (BMO)AACA
Bank of Nova Scotia (BNS)ABCA
Power Corp of Canada (POW)AAAA
National Bank (NA)ACCB
TD Bank (TD)ABCB
Canadian Tire (CTC.A)ACAC
Imperial Oil (IMO)AAAC
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)FABD
Brookfield Property Partners (BPY.UN)AAAA
Cenovus Energy (CVE)DAAF
First Quantum (FM)FABE
Imperial Oil (IMO)AAAC
Power Corp of Canada (POW)AAAA
Manulife (MFC)AAAA
Suncor Energy (SU)FABA
Cdn Natural Resources (CNQ)BACA
Nutrien (NTR)DABB
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Brookfield Property Partners (BPY.UN)YYY
Manulife (MFC)YYY
Power Corp of Canada (POW)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Cdn Natural Resources (CNQ)YY
Imperial Oil (IMO)YY
Suncor Energy (SU)YY
Canadian Tire (CTC.A)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
National Bank (NA)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
TD Bank (TD)Y
Teck Resources (TECK.B)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)CAAA
Chevron (CVX)EBBA
IBM (IBM)BDBA
Walgreens (WBA)ABAA
Verizon (VZ)BCCA
3M (MMM)CDCB
JP Morgan Chase (JPM)AACB
Pfizer (PFE)BBDB
Caterpillar (CAT)ACBB
Travelers (TRV)AAAB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
JP Morgan Chase (JPM)AACB
Travelers (TRV)AAAB
Walgreens (WBA)ABAA
Intel (INTC)ACDD
Caterpillar (CAT)ACBB
IBM (IBM)BDBA
DuPont (DD)BABD
Verizon (VZ)BCCA
American Express (AXP)BBCD
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
DuPont (DD)BABD
Travelers (TRV)AAAB
Exxon Mobil (XOM)CAAA
JP Morgan Chase (JPM)AACB
Chevron (CVX)EBBA
Walgreens (WBA)ABAA
Walt Disney (DIS)EBCF
American Express (AXP)BBCD
Pfizer (PFE)BBDB
Notes | More Info...


US Stock SummaryYieldP/EP/B
JP Morgan Chase (JPM)YYY
Travelers (TRV)YYY
Walgreens (WBA)YYY
American Express (AXP)YY
Caterpillar (CAT)YY
Chevron (CVX)YY
DuPont (DD)YY
Exxon Mobil (XOM)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Pfizer (PFE)YY
Verizon (VZ)YY
3M (MMM)Y
Intel (INTC)Y
Walt Disney (DIS)Y
Notes...



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2020
  11: 01 08 22 27
  10: 03 11 18 24
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  08: 01 09 16 22 30
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  05: 03 09 16 23 31
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2019
  12: 03 11 16 27
  11: 03 08 16 22 27
  10: 04 11 18 22
  09: 06 11 17 25
  08: 12 19 31
  07: 07 26 31
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  04: 03 13 16 21
  03: 04 12 18 25
  02: 05 13 20 25
  01: 01 08 16 22 28
2018
  12: 03 11 17 26
  11: 01 05 12 19 26
  10: 09 15 22
  09: 06 10 17 24 30
  08: 07 13 22 28
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  06: 04 12 19 25
  05: 08 14 23 28
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  02: 05 12 20 26
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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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  08: 17 23 30
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2014
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2013
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2012
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  10: 07 14 21 28
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  08: 05 12 19 26
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  06: 03 10 17 24
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  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
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  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24
  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
  02: 06 13 20 27
  01: 02 09 16 23 30
2010
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  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
  08: 01 08 15 22 29
  07: 04 11 16 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
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