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The Stingy News Weekly: 12/12/2021


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The very-long-run CAPE
"The CAPE ratio, the popular market valuation metric, created by Professor Shiller, shows cyclically adjusted price-to-earnings ratios. It currently stands at 38.7. This is very high in the context of historical levels, exceeding all prior peaks except the Dotcom - since 1800."
[Markets]

The value of satisfied employees
"During recessions like 2000 to 2002 and 2008 to 2009, the outperformance of companies with a highly motivated workforce is particularly strong."
[Markets]

The Bogle method
"I think we can draw two key conclusions. First, the Bogle method suggests we should ratchet back our return expectations for the next 10 years. It seems unlikely that the S&P 500 will notch 10% a year, and it could return far less. That's the bad news."
[Markets]

Cheap money is driving overvaluation risk
"Today, credit is extremely cheap and extremely accessible, and that is driving rising asset prices in three key markets: public equity markets, private equity markets, and housing markets. In each of these markets, rising asset prices are accompanied by decreasing loan-to-value ratios, falling debt costs relative to income, and, most strikingly, asset prices that look extremely high relative to history."
[Markets]

Nonportfolio strategies for retirees
"Strategies that reduce expenses or boost non-portfolio income, like delaying Social Security or employing annuities, can be even more impactful than adjusting a portfolio or withdrawal-rate system and therefore should precede withdrawal rates in the retirement-planning process."
[Retirement]


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
Suncor Energy (SU)CAA
BCE (BCE)CDA
Algonquin Power (AQN)BBA
Bank of Nova Scotia (BNS)ABA
CIBC (CM)ABA
Emera (EMA)DBA
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)ACC
Thomson Reuters (TRI)AED
CIBC (CM)ABA
National Bank (NA)ACB
Power (POW)AAB
Bank of Nova Scotia (BNS)ABA
Sun Life (SLF)AAB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Teck Resources (TECK.B)CAE
Manulife Financial (MFC)AAA
Kinross Gold (K)AAC
Canadian Apt REIT (CAR.UN)AAC
Canopy Growth (WEED)FAE
Power (POW)AAB
Suncor Energy (SU)CAA
Cenovus Energy (CVE)EAD
Barrick Gold (ABX)BAC
Pembina Pipeline (PPL)FAA
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Manulife Financial (MFC)YYY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Canadian Apt REIT (CAR.UN)YY
Kinross Gold (K)YY
Pembina Pipeline (PPL)YY
Power (POW)YY
Suncor Energy (SU)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
Barrick Gold (ABX)Y
Canadian Tire (CTC.A)Y
Canopy Growth (WEED)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
National Bank (NA)Y
Sun Life (SLF)Y
TC Energy (TRP)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
IBM (IBM)CCA
Dow (DOW)ABA
Verizon (VZ)ABA
Chevron (CVX)CAA
Walgreens (WBA)BAA
Merck (MRK)CCB
Amgen (AMGN)BEB
3M (MMM)BDB
Coca-Cola (KO)DDB
Intel (INTC)ABB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Goldman (GS)AAD
Dow (DOW)ABA
Verizon (VZ)ABA
Intel (INTC)ABB
JPMorgan Chase (JPM)AAC
Travelers (TRV)BAC
Walgreens (WBA)BAA
American Express (AXP)BCE
3M (MMM)BDB
Amgen (AMGN)BEB
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
salesforce.com (CRM)EBF
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
JPMorgan Chase (JPM)YY
Travelers (TRV)YY
American Express (AXP)Y
Coca-Cola (KO)Y
IBM (IBM)Y
Merck (MRK)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



Stingy News Weekly
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2022
  08: 01 07 14
  07: 03 10 17 24
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2021
  12: 05 12 19 25
  11: 06 14 21 28
  10: 03 07 17 24 30
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2020
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2019
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  08: 12 19 31
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2018
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  06: 04 12 19 25
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2017
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2016
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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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2013
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2012
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2011
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  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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