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The Stingy News Weekly: 11/14/2021


Stingy Links

Why the chip shortage drags on
"Analysts say the companies that make these chips may be reluctant to invest in new factories because the chips carry thin profit margins and the industry is notoriously cyclical, with spikes in demand followed by sharp declines. They fear a future glut of chips that would drive prices lower."
[Tech]

When cash is king
"for ordinary investors, the moral is clear: To prosper, one needs industrial quantities of patience, cash and courage - in that order."
[Behaviour]

Investing lessons from the stoics
"A central concept of stoic philosophy is negative visualisation. By regularly reflecting on what could go wrong - losing your job, getting ill, even death - you will be more prepared for bad outcomes. Negative visualisation is equally powerful in business and investing."
[Behaviour]

Crazy or normal?
"I can't help but think about the research papers that will be written on the current marketplace. There will certainly be differences, at the margin, but it is truly the case that when it comes to human behavior, history repeats itself. Over. And over. Again."
[Markets]

Unforced errors
"Now where there is the ability to self-correct, eventually societies will remove regulators, politicians, etc. That said, some things are more entrenched than others. I speak of the cult of stimulus. What is more untouchable than the central banks? It's hard to think of anything more unaccountable. They may technically be beholden to the local parliament, but practically, no one ever messes with them aside from despots pursuing hyperinflation"
[Government]

The mirage of direct indexing
"Regardless, managing an investment portfolio based on tax decisions is wrong in principle and carries significant risks, for example, selling losers at an inopportune time, say during a stock market crash. Typically, the worst-performing stocks rally the most during recoveries. So, if these have been sold off, the investor captures the full downside but only a portion of the upside."
[Indexing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)BBA
Pembina Pipeline (PPL)FAA
TC Energy (TRP)DCA
BCE (BCE)CDA
Manulife Financial (MFC)AAA
Suncor Energy (SU)CAA
Algonquin Power (AQN)BBA
Emera (EMA)DBA
Canadian Natural (CNQ)BBA
TELUS (T)DCA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Kinross Gold (K)AAC
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Thomson Reuters (TRI)AED
Canadian Tire (CTC.A)ACC
Power (POW)AAA
TD Bank (TD)ABB
CIBC (CM)ABB
Sun Life (SLF)AAB
Bank of Nova Scotia (BNS)AAA
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Teck Resources (TECK.B)CAE
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Power (POW)AAA
Kinross Gold (K)AAC
Suncor Energy (SU)CAA
Cenovus Energy (CVE)EAD
Bank of Nova Scotia (BNS)AAA
Imperial Oil (IMO)EAC
Sun Life (SLF)AAB
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Manulife Financial (MFC)YYY
Bank of Nova Scotia (BNS)YY
Canadian Apt REIT (CAR.UN)YY
Kinross Gold (K)YY
Power (POW)YY
Sun Life (SLF)YY
Suncor Energy (SU)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
CIBC (CM)Y
Canadian Natural (CNQ)Y
Canadian Tire (CTC.A)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Pembina Pipeline (PPL)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/BYield
IBM (IBM)CBA
Verizon (VZ)ABA
Chevron (CVX)BAA
Dow (DOW)ABA
Walgreens (WBA)BAA
Amgen (AMGN)BEB
3M (MMM)BDB
Merck (MRK)DCB
Coca-Cola (KO)DDB
Intel (INTC)ABB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Goldman (GS)AAD
Dow (DOW)ABA
Intel (INTC)ABB
Verizon (VZ)ABA
JPMorgan Chase (JPM)AAC
Travelers (TRV)BAC
Walgreens (WBA)BAA
3M (MMM)BDB
American Express (AXP)BCE
Amgen (AMGN)BEB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Travelers (TRV)BAC
Goldman (GS)AAD
Chevron (CVX)BAA
Walgreens (WBA)BAA
JPMorgan Chase (JPM)AAC
Intel (INTC)ABB
Dow (DOW)ABA
Verizon (VZ)ABA
Walt Disney (DIS)EBF
IBM (IBM)CBA
Notes | More Info...


US Stock SummaryP/EP/BYield
Dow (DOW)YYY
Intel (INTC)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Amgen (AMGN)YY
Chevron (CVX)YY
Goldman (GS)YY
IBM (IBM)YY
JPMorgan Chase (JPM)YY
Travelers (TRV)YY
American Express (AXP)Y
Coca-Cola (KO)Y
Merck (MRK)Y
Walt Disney (DIS)Y
Notes...



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2022
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2021
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2020
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2019
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2018
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2017
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2015
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2013
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2012
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2011
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2010
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