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The Stingy News Weekly: 12/20/2020


New from Norm

Selling in January
"This year's winners now face a dilemma. The lucky Scrooges with piles of capital gains fuelled by the manic market might want to lighten up on their high flyers before the eggnog runs out. But taxes can make the timing tricky. They can sell now and pay taxes this year, or wait and defer their taxes into the new year." [$]


Stingy Links

A generational moment
"While we can't predict the future, based on price and valuation, we are fairly certain young investors are not being presented with a generational buying moment. More likely, we believe investors are being offered a generational selling moment"
[Markets]

The Tesla bubble
"Tesla is entering the S&P 500 with a stupendously high valuation and will likely be ranked sixth in the index. Traditional cap-weighted indices, such as the S&P 500, are structured to buy high and sell low - and Tesla is a prime example of this maxim."
[Markets]

FATMAN-G
"And for each of them in aggregate to generate 15% annual returns over the next fifteen years, they would need a combined market cap of over $70 trillion. Not that it is a valid comparison, but in 2035, that will be greater than the combined GDPs of the US and Europe."
[Markets]

Tiny titans strategy
"O'Shaughnessy Tiny Titans screen looks for the 25 companies with the highest price strength over the last year after applying the market cap and value filters"
[Value Investing]

Charlie Munger interview
"Charlie Munger appeared for the first time since January on a public interview with Caltech faculty." [video]
[Munger]

Simple fix for those facing CERB repayments
"Self-employed CERB recipients who have filed their 2019 taxes should be able to easily amend their return by filing a T1-ADJ form on which they can reduce the expenses they claimed so that their net income rises above the $5,000 eligibility threshold, Rotfleisch says."
[Taxes]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FAAA
Pembina Pipeline (PPL)CADA
Enbridge (ENB)EBBA
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
Shaw (SJR.B)BCCA
CIBC (CM)BBBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)ACDF
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
Royal Bank (RY)ACDB
Barrick Gold (ABX)BCDD
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)FAAF
Brookfield Property Partners (BPY.UN)FAAA
Teck Resources (TECK.B)FABE
Imperial Oil (IMO)FAAC
Manulife (MFC)AAAA
Suncor Energy (SU)FABC
Power Corp of Canada (POW)AAAA
Canadian Apartment REIT (CAR.UN)AAEC
Pembina Pipeline (PPL)CADA
SNC-Lavalin (SNC)FAAE
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
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
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
National Bank (NA)Y
Royal Bank (RY)Y
SNC-Lavalin (SNC)Y
Shaw (SJR.B)Y
Suncor Energy (SU)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
Merck (MRK)BDCB
Cisco (CSCO)BCCB
Coca-Cola (KO)CEEB
(AMGN)BDDB
JP Morgan Chase (JPM)AACB
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AABD
Chevron (CVX)EAAA
Travelers (TRV)BAAC
DuPont (DD)BACD
JP Morgan Chase (JPM)AACB
Walgreens (WBA)EBAA
Intel (INTC)ABBC
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
  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
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  08: 01 09 16 22 30
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  04: 04 12 17 24
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2019
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  10: 04 11 18 22
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  08: 12 19 31
  07: 07 26 31
  06: 06 15 21 26
  05: 01 08 15 20 27
  04: 03 13 16 21
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  01: 01 08 16 22 28
2018
  12: 03 11 17 26
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  10: 09 15 22
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2017
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  06: 04 11 18 26
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  01: 02 07 15 22 29
2016
  12: 04 11 18 26
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  08: 07 14 21 28
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  06: 05 11 19 26
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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
  12: 02 09 16 30
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2012
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  08: 05 12 19 26
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  01: 01 08 15 22 29
2011
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  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
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  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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