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The Stingy News Weekly: 10/07/2021


Stingy Links

An obsession with money
"Shelby Davis isn't a household name like Buffett but his investing track record is almost as impressive. Davis quit his job at age 38 in the late-1940s to become a full-time investor. His timing was impeccable as the stock market was about to enter one of the great bull markets of all-time. His timing was fortuitous but Davis was also a fantastic stock picker. Sticking mainly to insurance stocks, Davis managed to turn $50,000 in 1947 into $900 million by the time he passed away in 1994."
[Buffett]

The great book shortage of 2021
"The place where readers are most likely to find themselves in a crunch, though, is with surprise bestsellers. Every year, there are books that do much better than either publishers or booksellers expected them to and sell out their initial print runs. Normally when that happens, booksellers immediately order more books, and publishers are able to print those books and ship them out rapidly. In 2021, that's going to be a lot more difficult. If a publisher unexpectedly sells out of a book early, it may not be able to send new copies to bookstores until well into 2022."
[Books]

Craving risk or losing reward
"Because even if we observed that the average investor allocation to stocks was at record highs, it wouldn't necessarily imply that investors were craving more risk. In fact, I'd argue that any change in aggregate allocations over the last few decades has little to do with changing risk appetites and everything to do with lower bond yields."
[Markets]

The days of cheaper rentals are over
"Rents are up 9.6% nationwide in 2021, to an average of $1,649 a month, according to Dwellsy, which calls itself the largest rental housing platform in the country."
[Real Estate]

What to do about inflation
"When seeking inflation protection in your portfolio, it is important to make the distinction between assets that hedge inflation (have returns that move closely with unexpected inflation) and assets that outpace inflation over the long term. If your goal is to fund short-term consumption that is tied to inflation, you will want to consider hedging assets. If your goal is to fund spending over the long term, investments that outpace inflation are more appropriate. And chances are you need some combination of both in your portfolio to help protect current consumption and long-term spending needs."
[Markets]

The robot behind the restaurant
"'With three metres squared, we can serve 1.2k meals an hour,' says Richard. 'A traditional McDonald's restaurant is 125m2, and usually they can serve 550 meals an hour.'"
[Tech]

How quality works
"The top decile of the value factor delivers returns through change in multiples. The companies have anemic asset growth, and profitability does not improve. But multiples do. This reflects our understanding of how value works. Low multiples often reflect poor earnings. But while earnings may continue to be poor, they are not as bad as was priced, so multiples improve."
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Enbridge (ENB)BBCA
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)AABA
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
Algonquin Power (AQN)ABDA
TD Bank (TD)ABCB
Canadian Apartment REIT (CAR.UN)AAEC
Bank of Nova Scotia (BNS)AABA
CIBC (CM)ABCB
Royal Bank (RY)ACCB
Sun Life Financial (SLF)AABB
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
Bank of Nova Scotia (BNS)AABA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Bank of Nova Scotia (BNS)YYY
Manulife (MFC)YYY
Algonquin Power (AQN)YY
Barrick Gold (ABX)YY
Canadian Apartment REIT (CAR.UN)YY
Kinross Gold (K)YY
BCE Inc. (BCE)Y
CIBC (CM)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
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)EABA
Dow (DOW)ABAA
Verizon (VZ)ABBA
IBM (IBM)CCAA
Walgreens (WBA)BAAA
Amgen (AMGN)BEDB
3M (MMM)BDCB
Merck (MRK)DDCB
Coca-Cola (KO)DDEB
Cisco (CSCO)BCDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABD
Travelers (TRV)AAAD
Dow (DOW)ABAA
Verizon (VZ)ABBA
JP Morgan Chase (JPM)AACC
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)AAAD
Goldman Sachs (GS)AABD
Chevron (CVX)EABA
Walgreens (WBA)BAAA
JP Morgan Chase (JPM)AACC
Intel (INTC)BBCC
Dow (DOW)ABAA
Verizon (VZ)ABBA
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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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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