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The Stingy News Weekly: 12/13/2020


Stingy Links

Q3 2020 GMO letter
"No matter how we define cheap stocks - whether on book, or free cashflow, or forward earnings - they look attractive relative to history. Ten of the eleven definitions of Value presented are cheaper than they've been in at least 90% of months since 1971"
[Value Investing]

The imposter
"Shaun MacDonald was an ambitious tech innovator whose start-up was going to revolutionize the crypto economy. His wealthy investors had no idea that their charismatic founder was really Boaz Manor, a notorious Canadian white-collar criminal. It was only a matter of time before they discovered the truth"
[Crime]

Tobias Carlisle interview
"Tobias Carlisle is a well known author. He's written extensively about value investing. In our view, Deep Value is one of the best investment books ever written."
[Value Investing]

Estimating future stock returns
"Welcome to Wonderland, boys and girls. At the end of the third quarter, the S&P 500 was priced to return 2.92%/yr for the next ten years, with no adjustment for inflation. You might say, 'But David, you've reported levels that low in the past, and you were concerned, but you never said 'Wonderland.' True, but the market has rallied further since the end of the quarter, and the level of the S&P 500 now is priced to return 1.79%/yr for the next ten years, with no adjustment for inflation. That's in the 97th percentile of valuations."
[Markets]

CPP at 60
"The average Canadian who takes Canada Pension Plan benefits at age 60 rather than 70 can expect to lose more than $100,000 of income over the course of their retirement"
[Retirement]

CPP timing
"The 'standard' age to take CPP is 65. If you take it early, your benefits are reduced by 0.6% for each month early. This is a 36% reduction if you take CPP at 60. If you wait past 65, your benefits increase by 0.7% for each month you wait. This is a 42% increase if you wait until you're 70."
[Retirement]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FAAA
Enbridge (ENB)ECBA
Pembina Pipeline (PPL)CADA
Power Corp of Canada (POW)AAAA
BCE Inc. (BCE)CDCA
TC Energy (TRP)ACDA
Cdn Natural Resources (CNQ)FACA
Bank of Nova Scotia (BNS)ABCA
CIBC (CM)BBBA
Shaw (SJR.B)BCDA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)ABDF
Canadian Apartment REIT (CAR.UN)AAEC
Power Corp of Canada (POW)AAAA
Manulife (MFC)AAAA
TC Energy (TRP)ACDA
National Bank (NA)ACCB
Bank of Montreal (BMO)ABBB
Bank of Nova Scotia (BNS)ABCA
Barrick Gold (ABX)ACDD
TD Bank (TD)BBCB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FAAA
Cenovus Energy (CVE)FAAF
Teck Resources (TECK.B)FABE
Imperial Oil (IMO)FAAC
Manulife (MFC)AAAA
Canadian Apartment REIT (CAR.UN)AAEC
Suncor Energy (SU)FABC
Power Corp of Canada (POW)AAAA
Pembina Pipeline (PPL)CADA
Cdn Natural Resources (CNQ)FACA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
Bank of Nova Scotia (BNS)YY
Brookfield Property Partners (BPY.UN)YY
Canadian Apartment REIT (CAR.UN)YY
Cdn Natural Resources (CNQ)YY
Manulife (MFC)YY
Pembina Pipeline (PPL)YY
TC Energy (TRP)YY
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Barrick Gold (ABX)Y
CIBC (CM)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
National Bank (NA)Y
Shaw (SJR.B)Y
Suncor Energy (SU)Y
TD Bank (TD)Y
Teck Resources (TECK.B)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)EAAA
IBM (IBM)ACAA
Walgreens (WBA)EBAA
Verizon (VZ)ABBA
3M (MMM)CDCA
Cisco (CSCO)BCCB
Merck (MRK)BDCB
Coca-Cola (KO)CEEB
JP Morgan Chase (JPM)BACB
(AMGN)BDDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Intel (INTC)ABCC
Verizon (VZ)ABBA
Goldman Sachs (GS)AABD
IBM (IBM)ACAA
Travelers (TRV)AAAC
JP Morgan Chase (JPM)BACB
Cisco (CSCO)BCCB
Merck (MRK)BDCB
(AMGN)BDDB
UnitedHealth (UNH)BCAD
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AABD
Travelers (TRV)AAAC
DuPont (DD)BABD
Chevron (CVX)EAAA
JP Morgan Chase (JPM)BACB
Walgreens (WBA)EBAA
Intel (INTC)ABCC
Walt Disney (DIS)EBDF
Verizon (VZ)ABBA
American Express (AXP)DBCE
Notes | More Info...


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



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2021
  12: 05
  11: 06 14 21 28
  10: 03 07 17 24 30
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2020
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2019
  12: 03 11 16 27
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  08: 12 19 31
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2018
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2017
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  10: 01 07 16 23 30
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2016
  12: 04 11 18 26
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  10: 02 09 16 23 29
  09: 04 11 18 25
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2015
  12: 06 13 20 27
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  08: 17 23 30
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2014
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2013
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2012
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  06: 03 10 17 24
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  01: 01 08 15 22 29
2011
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  10: 02 09 16 23 30
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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
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  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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