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The Stingy News Weekly: 06/20/2021


Stingy Links

Estimating future stock returns
"On March 31st, the S&P 500 was priced to return 0.07%/year over the next 10 years. Today, that figure is -0.67%. At the close on Monday, that figure was -1.03%. These figures do not take account of inflation, so it indicates real annual returns between negative 2 and negative 3 percent."
[Markets]

Harder than it looks
"The more we describe successful people as having guru-like powers, the more everyone else looks at them and says, 'I could never do that.' Which is unfortunate, because more people would be willing to try if they knew that those they admire are probably normal people who played the odds right."
[Behaviour]

Maintaining the flame
"As absolute return investors, we're empathetic to the challenges of maintaining discipline throughout an entire market cycle. While refusing to overpay and protecting capital during periods of excessive overvaluation sounds easy, it is not. It's one of the most difficult duties required by a portfolio manager and fiduciary. And while it's never been easy, the current market cycle's duration and extremes have made it the most challenging cycle of our careers."
[Value Investing]

Mid-Caps
"Unfortunately, this creates a conundrum for investors. They can look at 90-years of data for US stocks, where mid-caps did not generate attractive excess returns, or 30-years of data across other stock markets where mid-caps outperformed."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FAAA
Enbridge (ENB)BBBA
Pembina Pipeline (PPL)FCDA
BCE Inc. (BCE)CDCA
TC Energy (TRP)DCDA
TELUS (T)DDBA
Manulife (MFC)AAAA
Power Corp of Canada (POW)BAAA
Emera (EMA)CBCA
Bank of Nova Scotia (BNS)BACA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)AACD
Thomson Reuters (TRI)ADED
Manulife (MFC)AAAA
Algonquin Power (AQN)ABEA
Canadian Apartment REIT (CAR.UN)AAEC
TD Bank (TD)ABDB
CIBC (CM)ABCB
National Bank (NA)ACCC
Sun Life Financial (SLF)ABBB
Royal Bank (RY)ACDB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FAAA
Teck Resources (TECK.B)FABE
Cenovus Energy (CVE)FAAE
Canadian Apartment REIT (CAR.UN)AAEC
Manulife (MFC)AAAA
Power Corp of Canada (POW)BAAA
Suncor Energy (SU)EABC
Imperial Oil (IMO)FABC
Kinross Gold (K)AACD
Bank of Nova Scotia (BNS)BACA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Manulife (MFC)YYY
Bank of Nova Scotia (BNS)YY
Brookfield Property Partners (BPY.UN)YY
Canadian Apartment REIT (CAR.UN)YY
Kinross Gold (K)YY
Power Corp of Canada (POW)YY
Algonquin Power (AQN)Y
BCE Inc. (BCE)Y
CIBC (CM)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)Y
Sun Life Financial (SLF)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TD Bank (TD)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)FABA
Verizon (VZ)ABAA
IBM (IBM)CCAA
Merck (MRK)CDCA
Walgreens (WBA)ABAA
Coca-Cola (KO)DDEB
3M (MMM)BDCB
Amgen (AMGN)BEDB
Cisco (CSCO)CCDB
Procter & Gamble (PG)CDCB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABE
Walgreens (WBA)ABAA
Verizon (VZ)ABAA
JP Morgan Chase (JPM)AACC
Intel (INTC)ABCC
Travelers (TRV)BAAC
DuPont (DD)BABD
Amgen (AMGN)BEDB
3M (MMM)BDCB
UnitedHealth (UNH)BCAD
Notes | More Info...


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


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



Stingy News Weekly
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The Rothery Report

2021
  12: 05
  11: 06 14 21 28
  10: 03 07 17 24 30
  09: 05 12 19 24
  08: 02 08 15 22 29
  07: 04 11 19 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 30
2020
  12: 06 13 20 25
  11: 01 08 22 27
  10: 03 11 18 24
  09: 06 11 19 26
  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
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
2013
  12: 02 09 16 30
  11: 03 11 17 24
  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
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  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
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31

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