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The Stingy News Weekly: 10/03/2021


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CDs and cemeteries
"'A year to live.' That's the name of a class I've been teaching on and off for the past 20 years. My hope: Participants will gain more understanding, acceptance and peace about one of life's few guarantees - death. This year's class members have a little over five months left to live."
[Retirement]

Energy shock
"Energy prices are soaring from the U.S. to Europe and Asia as economies rebound from a pandemic-induced lull and people return to the office. The shortage is so acute that China ordered its state-owned companies to secure supplies at all costs and Europe is burning more of its already depleted stocks of the dirtiest of fossil fuel, a move that may complicate climate talks next month."
[Markets]

Hedging with options
"Despite significant research, we were unable to identify a simple options-based approach that both protected against black swan events and did so at an acceptably low cost - achieving this goal requires either a complexity of strategy or a robust active approach that goes beyond our basic quantitative efforts."
[Markets]

Dangerous feelings
"I sat down at my fancy desk on the edge of my chair waiting for the market to open, ready to have another $50,000 day, and thinking life couldn't get any better than this. This time, I was right. It didn't."
[Behaviour]

This time it's different
"The current investing world is odd indeed and perhaps this time it's different: interest rates are zero, central banks manage stock markets, start-ups with unrealistic plans to make money are valued at billions, the market cap of cryptocurrencies has breached a trillion dollars, zombie companies like GameStop have been rejuvenated, and so on."
[Markets]

Inflation builds
"Assuming current trends continue, we expect the transitory inflation narrative will eventually succumb to reality and threaten the Federal Reserve's ability to monetize debt and maintain negative real interest rates. Without the Fed's intrusive interference in the free markets, interest rates would once again move freely, allowing asset prices to properly reflect their underlying fundamentals. Ironically, instead of the Federal Reserve saving us from inflation, we believe it will be inflation that saves us from the Federal Reserve."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Enbridge (ENB)BBBA
Pembina Pipeline (PPL)FBDA
TC Energy (TRP)DCDA
BCE Inc. (BCE)DDCA
Barrick Gold (ABX)BADA
Algonquin Power (AQN)ABDA
Bank of Nova Scotia (BNS)ABCA
Manulife (MFC)AAAA
TELUS (T)DDBA
Emera (EMA)CBCA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)AABC
Manulife (MFC)AAAA
Thomson Reuters (TRI)AEED
TD Bank (TD)ABCB
Algonquin Power (AQN)ABDA
Canadian Apartment REIT (CAR.UN)AAEC
CIBC (CM)ABCB
Bank of Nova Scotia (BNS)ABCA
Sun Life Financial (SLF)AABB
Canadian Tire (CTC.A)ACAC
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)EABE
Kinross Gold (K)AABC
Manulife (MFC)AAAA
Canadian Apartment REIT (CAR.UN)AAEC
Suncor Energy (SU)DABC
Cenovus Energy (CVE)EAAE
Power Corp of Canada (POW)BAAA
Barrick Gold (ABX)BADA
Imperial Oil (IMO)FABC
Sun Life Financial (SLF)AABB
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Manulife (MFC)YYY
Algonquin Power (AQN)YY
Bank of Nova Scotia (BNS)YY
Barrick Gold (ABX)YY
Canadian Apartment REIT (CAR.UN)YY
Kinross Gold (K)YY
Sun Life Financial (SLF)YY
BCE Inc. (BCE)Y
CIBC (CM)Y
Canadian Tire (CTC.A)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Pembina Pipeline (PPL)Y
Power Corp of Canada (POW)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)EABA
Dow (DOW)ABAA
Verizon (VZ)ABAA
IBM (IBM)CCBA
Walgreens (WBA)BAAA
Merck (MRK)DDCB
3M (MMM)BDCB
Amgen (AMGN)BEDB
Coca-Cola (KO)DDEB
Cisco (CSCO)BCDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABD
Travelers (TRV)AAAC
Dow (DOW)ABAA
JP Morgan Chase (JPM)AACC
Verizon (VZ)ABAA
Intel (INTC)BBCC
3M (MMM)BDCB
Walgreens (WBA)BAAA
American Express (AXP)BCCE
Amgen (AMGN)BEDB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Travelers (TRV)AAAC
Goldman Sachs (GS)AABD
Chevron (CVX)EABA
Walgreens (WBA)BAAA
JP Morgan Chase (JPM)AACC
Intel (INTC)BBCC
Dow (DOW)ABAA
Verizon (VZ)ABAA
Walt Disney (DIS)EBDF
Wal-Mart (WMT)EBAD
Notes | More Info...


US Stock SummaryYieldP/EP/B
Dow (DOW)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Amgen (AMGN)YY
Chevron (CVX)YY
Goldman Sachs (GS)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
American Express (AXP)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
IBM (IBM)Y
Merck (MRK)Y
Wal-Mart (WMT)Y
Walt Disney (DIS)Y
Notes...



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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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