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The Stingy News Weekly: 09/04/2022


Stingy Links

Abandoning diversification
"Perhaps at the time when many investors are abandoning diversification in favor of putting all their money in the S&P 500, it's time to reconsider - and make the bet - that valuation gaps that have driven wide relative return differences might be strongly mean reverting."
[Value Investing]

The impact of uncertainty on behaviour
"Unfortunately, for those investors who sell and get out of the market 'just until things become clear again' (investors begin to treat equity investing again as risk instead of uncertainty), there is never an 'all clear' signal that will let them know it is safe to buy again."
[Behaviour]

Interest rates and growth stocks
"the growth bubble that we experienced (and arguably are still experiencing) was not truly 'driven' by interest rates falling. They mattered a little bit, mathematically, but Mr. Market's belief in the false-narrative that they were the only thing that mattered perhaps was a main and important driver of growth's outperformance, and value's underperformance."
[Growth Investing]

Choosing happiness
"It strikes me that hedonic happiness usually comes with a higher price tag, while eudaimonic happiness involves a greater investment of time. If we go to a lavish restaurant, we'll get hedonic happiness - and a big bill at the end. But if we decide to learn the piano, we may enjoy long-lasting eudaimonic happiness, but the cost will be a hefty commitment of time."
[Behaviour]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BYield
Teck Resources (TECK.B)AAD
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Suncor Energy (SU)ABB
Bank of Montreal (BMO)AAA
Canadian Natural (CNQ)ACB
SNC-Lavalin (SNC)ABE
Nutrien (NTR)ACC
Imperial Oil (IMO)ACC
Canadian Tire (CTC.A)ABB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Kinross Gold (K)FAC
Canadian Apt REIT (CAR.UN)AAC
Manulife Financial (MFC)AAA
Teck Resources (TECK.B)AAD
Power (POW)BAA
First Quantum (FM)BAD
Barrick Gold (ABX)BAA
Agnico Eagle (AEM)DAB
CIBC (CM)BAA
Bank of Nova Scotia (BNS)AAA
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Manulife Financial (MFC)YYY
Bank of Nova Scotia (BNS)YY
Barrick Gold (ABX)YY
CIBC (CM)YY
Canadian Apt REIT (CAR.UN)YY
Power (POW)YY
Teck Resources (TECK.B)YY
Agnico Eagle (AEM)Y
Algonquin Power (AQN)Y
BCE (BCE)Y
Bank of Montreal (BMO)Y
Canadian Natural (CNQ)Y
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
SNC-Lavalin (SNC)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)ABA
Dow (DOW)ABA
Walgreens (WBA)AAA
IBM (IBM)CDA
3M (MMM)CCA
Intel (INTC)AAB
Chevron (CVX)BBB
JPMorgan Chase (JPM)BAB
Cisco Systems (CSCO)CCB
Amgen (AMGN)CEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Dow (DOW)ABA
Walgreens (WBA)AAA
Intel (INTC)AAB
Goldman (GS)AAC
Verizon (VZ)ABA
JPMorgan Chase (JPM)BAB
Chevron (CVX)BBB
Travelers (TRV)BAD
Merck (MRK)BCC
Caterpillar (CAT)BDC
Notes | More Info...


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


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



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2022
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 01 07 14 20 28
  07: 03 10 17 24
  06: 05 12 17 26
  05: 01 08 15 23 29
  04: 03 10 17
  03: 06 13 20 27
  02: 04 13 20 27
  01: 02 09 16 23 30
2021
  12: 05 12 19 25
  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
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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
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 31

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