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The Stingy News Weekly: 11/28/2021


Stingy News Flash

Book Giveaway

My friend Dan Bortolotti recently published "Reboot Your Portfolio: 9 Steps to Successful Investing with ETFs." You can buy a copy of the book at Indigo or Amazon.

See https://www.amazon.ca/Reboot-Your-Portfolio-Successful-Investing/dp/1988344328/

If you're interested in the book then let me know before the end of the month and I'll put your name in the hat for a random draw. I'll mail a copy of the book to the winner's address in Canada.



Stingy Links

A difficult choice
"When I focused on the percentage I had in stocks, I thought I could weather a bear market. But I'd lost sight of the total dollars at risk. Losing 30% to 40% of that money doesn't feel nearly as manageable. That's why I've let my stock allocation trend down from 64% a year ago."
[Markets]

The value of value
"About a year and a half ago, after one of the worst relative drawdowns the value factor has ever seen, I wrote a piece showing the value factor was cheap relative to history. Since then, value strategies are on a solid run (look at pretty much any type of value strategy and I think you'd agree). Today? The valuation spread between the cheapest 10% and the universe of stocks is cheaper. We are at levels beyond 1999 by some measures."
[Markets]

This will not last
"if four years ago you looked at the stocks with a P/S ratio above 20 and those with a P/S ratio below 20, the above 20 group would have underperformed (and lost money on absolute terms) through today"
[Markets]

Musing about S&P 500 valuations
"Analyzing the 10 largest stocks in the S&P 500 shows a quite heterogeneous picture based on the earnings expected for the next fiscal year. The shareholders of JP Morgan Chase only have to wait approximately a decade for their initial investment to be earned by the company, although it is worth mentioning that bank earnings are highly cyclical, which might make this significantly longer. In contrast, the investors in Tesla require close to 200 years for the earnings to accumulate to its market capitalization, which reflects a rather obscene valuation."
[Markets]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BYield
Kinross Gold (K)AAC
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Canadian Tire (CTC.A)ACB
Thomson Reuters (TRI)AED
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
Kinross Gold (K)AAC
Power (POW)AAA
Suncor Energy (SU)CAA
Cenovus Energy (CVE)EAD
Canopy Growth (WEED)FAE
Imperial Oil (IMO)EAC
Bank of Nova Scotia (BNS)AAA
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
Manulife Financial (MFC)YYY
Canadian Apt REIT (CAR.UN)YY
Kinross Gold (K)YY
Power (POW)YY
Suncor Energy (SU)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
CIBC (CM)Y
Canadian Natural (CNQ)Y
Canadian Tire (CTC.A)Y
Canopy Growth (WEED)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Pembina Pipeline (PPL)Y
Sun Life (SLF)Y
TC Energy (TRP)Y
TD Bank (TD)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
Dow (DOW)ABA
Chevron (CVX)CAA
Walgreens (WBA)BAA
Amgen (AMGN)BEB
3M (MMM)BDB
Merck (MRK)DCB
Coca-Cola (KO)CDB
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
American Express (AXP)BCE
3M (MMM)BDB
Cisco Systems (CSCO)BCC
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Travelers (TRV)BAC
Goldman (GS)AAD
Chevron (CVX)CAA
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
Chevron (CVX)YY
Goldman (GS)YY
IBM (IBM)YY
JPMorgan Chase (JPM)YY
Travelers (TRV)YY
American Express (AXP)Y
Amgen (AMGN)Y
Cisco Systems (CSCO)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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2019
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2018
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2017
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2016
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2015
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2014
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2013
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2012
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2011
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2010
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