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The Stingy News Weekly: 05/23/2020


New from Norm

Grim times for dividend investors
"Investors are worried about their dividend stocks. Canadian dividend payers lagged the market in the recent downturn and companies are starting to trim their dividends. But low share prices offer the prospect of reasonable returns to long-term dividend investors." [$]


Stingy Links

The death of a small business
"Parker had been spending $3,000 a month to keep the shop closed as the pandemic spread. Selling a few cups of 'no touch takeout' coffee on weekends would not be enough to make up those costs, let alone the additional expense of rehiring employees and buying supplies."
[Economy]

Value and interest rates
"We find no evidence that links the size of the value premium to the level of interest rates, and therefore our results do not support assertions that a change in interest rate environment is a necessary condition for value's recovery from the last decade. Neither do our results support assertions that interest rates or the yield curve have been a major driver of value underperformance during the sharp drawdown from 2017 to 2019 or over the past decade."
[Value Investing]

A good source of income
"Stocks may be one of the best sources of income of any asset class. And that income may be more important than ever with bond yields on the floor."
[Dividends]

Liquid net worth
"Yes, I have heard that '61% of Americans couldn't cover a $1,000 emergency expense directly from savings,' but it is still difficult to know that so many households are struggling to make ends meet."
[Thrift]

Pizza arbitrage
"If capitalism is driven by a search for profit, the food delivery business confuses the hell out of me. Every platform loses money. Restaurants feel like they're getting screwed. Delivery drivers are poster children for gig economy problems. Customers get annoyed about delivery fees. Isn't business supposed to solve problems?"
[Markets]

How innovation works
"Ridley's new book, How Innovation Works, chronicles the history of innovation and argues that we need to change the way we think about innovation, to see it as an incremental, bottom-up, fortuitous process that happens to society as a direct result of the human habit of exchange, rather than as an orderly, top-down process developing according to a plan." [video]
[Tech]


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
Enbridge (ENB)CCCA
Pembina Pipeline (PPL)BCDA
CIBC (CM)ABCA
Manulife (MFC)AAAA
Bank of Nova Scotia (BNS)ABCA
Cdn Natural Resources (CNQ)BACA
Bank of Montreal (BMO)AACA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Manulife (MFC)AAAA
Brookfield Property Partners (BPY.UN)AAAA
CIBC (CM)ABCA
Bank of Montreal (BMO)AACA
Bank of Nova Scotia (BNS)ABCA
National Bank (NA)ACCB
Power Corp of Canada (POW)AAAA
TD Bank (TD)ABCB
Canadian Tire (CTC.A)ACAC
Royal Bank (RY)ACCB
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)BAAC
Manulife (MFC)AAAA
Power Corp of Canada (POW)AAAA
Suncor Energy (SU)FABA
Nutrien (NTR)DABB
Bank of Montreal (BMO)AACA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Bank of Montreal (BMO)YYY
Brookfield Property Partners (BPY.UN)YYY
Manulife (MFC)YYY
Power Corp of Canada (POW)YYY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Suncor Energy (SU)YY
Canadian Tire (CTC.A)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
National Bank (NA)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)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)EABA
IBM (IBM)ADBA
Walgreens (WBA)ABAA
Verizon (VZ)BCBA
Pfizer (PFE)BBDB
3M (MMM)CECB
JP Morgan Chase (JPM)ABCB
Coca-Cola (KO)CEEB
Caterpillar (CAT)ACBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AACC
JP Morgan Chase (JPM)ABCB
Walgreens (WBA)ABAA
Travelers (TRV)AAAC
IBM (IBM)ADBA
Caterpillar (CAT)ACBB
Intel (INTC)BCDD
Verizon (VZ)BCBA
Raytheon (RTX)BBBC
DuPont (DD)BABD
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AACC
DuPont (DD)BABD
Travelers (TRV)AAAC
Exxon Mobil (XOM)CAAA
Chevron (CVX)EABA
JP Morgan Chase (JPM)ABCB
Raytheon (RTX)BBBC
Walgreens (WBA)ABAA
Walt Disney (DIS)EBCF
Pfizer (PFE)BBDB
Notes | More Info...


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



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2020
  09: 06 11 19
  08: 01 09 16 22 30
  07: 04 12 18 26
  06: 06 12 20 27
  05: 03 09 16 23 31
  04: 04 12 17 24
  03: 08 15 22 28
  02: 01 07 15 22 28
  01: 03 10 17 24
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
  06: 06 15 21 26
  05: 01 08 15 20 27
  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
  07: 02 09 16 23 30
  06: 04 12 19 25
  05: 08 14 23 28
  04: 02 10 16 22 30
  03: 05 12 19 27
  02: 05 12 20 26
  01: 01 08 15 22 29
2017
  12: 04 11 18 24
  11: 06 12 20 27
  10: 01 07 16 23 30
  09: 04 11 17 23
  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 26
  02: 05 12 19 26
  01: 02 07 15 22 29
2016
  12: 04 11 18 26
  11: 06 13 20 27
  10: 02 09 16 23 29
  09: 04 11 18 25
  08: 07 14 21 28
  07: 03 10 17 24 31
  06: 05 11 19 26
  05: 01 08 15 22
  04: 03 10 17 24
  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  11: 01 08 15 22 29
  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
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  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
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  10: 04 11 19 26
  09: 06 14 19 28
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  05: 04 11 18 25 30
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  03: 02 09 16 23 30
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2013
  12: 02 09 16 30
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  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  05: 05 12 19 26
  04: 07 14 21 28
  03: 03 11 17 24 31
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  01: 06 13 20 27
2012
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  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  08: 05 12 19 26
  07: 01 08 15 22 29
  06: 03 10 17 24
  05: 07 13 20 27
  04: 01 08 15 22 29
  03: 04 11 18 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2011
  12: 04 11 18 25
  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
  12: 05 12 19 26
  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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