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The Stingy News Weekly: 10/02/2022


Stingy Links

Farewell, TINA
"but for the first time in several years, bonds are attractive investment options. In addition to providing diversification versus equities, and some ballast to an allocation, you now get paid for owning them."
[Bonds]

Back to fundamentals
"The story of the financial markets over the past four decades can be told with two data points. In September 1981, the yield on the 10-year Treasury note almost reached 16%. In August 2020, it got as low as 0.52%. The intervening decline in interest rates drove up not only bond prices, but also the value that investors were willing to put on stocks."
[Markets]

Losing with bonds
"bonds generated a negative return in the 40 years from 1940 to 1980, which includes various market and economic cycles, including World Word II. Holdings bonds in that period would have consistently reduced the purchasing power of such a portfolio, leaving investors poorer."
[Bonds]

Let's get nuts
"In our opinion, the long overdue normalization of corporate profits is currently underway. As demand begins to falter and corporate costs remain elevated, we suspect a growing number of companies will announce lower earnings guidance later this year and into 2023. We anticipate businesses tied to housing will lead the way."
[Markets]

Rob Arnott interview
"Arnott shares his outlook on inflation, value stocks, and his cheap diversifiers strategy." [video]
[Value Investing]


S&P/TSX60 Value Screens

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


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


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


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
Manulife Financial (MFC)YYY
CIBC (CM)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
Barrick Gold (ABX)Y
Canadian Apt REIT (CAR.UN)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
Sun Life (SLF)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
Intel (INTC)AAA
IBM (IBM)CDA
3M (MMM)CCB
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)AAA
Goldman (GS)AAC
Verizon (VZ)ABA
JPMorgan Chase (JPM)BAB
Chevron (CVX)BBB
Travelers (TRV)BAD
Caterpillar (CAT)BCC
Merck (MRK)BCC
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)AAA
Intel (INTC)AAA
JPMorgan Chase (JPM)BAB
Travelers (TRV)BAD
Dow (DOW)ABA
Chevron (CVX)BBB
Walt Disney (DIS)EBF
Verizon (VZ)ABA
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
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  06: 04 12 19 25
  05: 08 14 23 28
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  03: 05 12 19 27
  02: 05 12 20 26
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2017
  12: 04 11 18 24
  11: 06 12 20 27
  10: 01 07 16 23 30
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  08: 07 16 20 28
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  06: 04 11 18 26
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2016
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  06: 05 11 19 26
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2015
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  08: 17 23 30
  07: 05 12 19 26 31
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2014
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  05: 04 11 18 25 30
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  01: 05 12 18 26
2013
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  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
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  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
  03: 07 14 21 28
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  01: 03 10 17 24 31

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