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The Stingy News Weekly: 01/24/2020


New from Norm

Asset Mixer Update
We've updated our Asset Mixer to include real data for 2019.


Periodic Table Update
We've updated our periodic table of annual returns for Canadians to include real data for 2019.


Stingy Links

50 years of industry data
"of the forty-eight industry portfolios considered on a value-weighted or market capitalization basis, only six boasted a higher Sharpe than the broad market: Smoke, Food, Beer, Guns, Drugs, and Utilities."
[Markets]

Down on the farm
"A stable of lesser known speculative manias including Japan's rabbit mania, poultry fever and the ostrich feather boom."
[Fun]

Dan McMurtrie talks to Tobias Carlisle
"Daniel McMurtrie, better known as FinTwit's @Supermugatu, runs a long/short hedge fund, a Bangladeshi venture fund and wrote the modern 95 Theses for millennial daters: The Dating Market" [video]
[Markets]

Bonds, bubbles, and biases
"The single best predictor of future bond returns is their starting yield. The lower the starting yield, the lower the future returns."
[Bonds]

Increasing risks of loan funds
"The appeal of bank loans as investments is two-fold: i) they offer mid-to-high single-digit yields (because borrowers are higher risk); and ii) they typically bear a floating interest rate so they.re immune to often-feared higher rates. But bank loans differ from high yield bonds in important ways."
[Hallett]

2020 Couch Potato Model Portfolios
"ETFs still aren't right for everyone, but the launch of 'one-fund portfolios' (also called asset allocation ETFs), combined with the low- and no-commission trades at several brokerages, have made them more appropriate even for small portfolios. For the vast majority of DIY investors, I believe these one-ticket solutions are the best way to build a diversified portfolio that balances low cost with ease of maintenance."
[Indexing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BCDA
Brookfield Property Partners (BPY.UN)CABA
Enbridge (ENB)CBCA
CIBC (CM)ABBA
BCE Inc. (BCE)CDDA
Pembina Pipeline (PPL)BCDA
Bank of Nova Scotia (BNS)ABCA
Power Corp of Canada (POW)BAAA
Shaw (SJR.B)CCDA
TELUS (T)CDCA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Nutrien (NTR)AABB
Teck Resources (TECK.B)AABD
Imperial Oil (IMO)AAAC
Magna (MG)ABAC
CIBC (CM)ABBA
Bank of Nova Scotia (BNS)ABCA
Manulife (MFC)AAAB
National Bank (NA)ACCB
Cdn Natural Resources (CNQ)AADB
Thomson Reuters (TRI)AEEC
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)AABD
First Quantum (FM)DABE
Cenovus Energy (CVE)CAAC
Brookfield Property Partners (BPY.UN)CABA
Cameco (CCO)EADE
Imperial Oil (IMO)AAAC
Nutrien (NTR)AABB
Power Corp of Canada (POW)BAAA
Manulife (MFC)AAAB
Kinross Gold (K)EACF
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Bank of Nova Scotia (BNS)YY
Brookfield Property Partners (BPY.UN)YY
CIBC (CM)YY
Imperial Oil (IMO)YY
Manulife (MFC)YY
Nutrien (NTR)YY
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Cameco (CCO)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)BAAA
IBM (IBM)ADBA
Chevron (CVX)BABA
Verizon (VZ)BCBA
Pfizer (PFE)ABDA
Walgreens (WBA)ABAA
3M (MMM)CECB
Caterpillar (CAT)ADBB
Cisco (CSCO)CDDB
Coca-Cola (KO)EEEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AACD
JP Morgan Chase (JPM)ABCB
Walgreens (WBA)ABAA
IBM (IBM)ADBA
Caterpillar (CAT)ADBB
Pfizer (PFE)ABDA
Travelers (TRV)BAAC
Verizon (VZ)BCBA
Intel (INTC)BCDD
Chevron (CVX)BABA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
DuPont (DD)EAAD
Goldman Sachs (GS)AACD
Chevron (CVX)BABA
Travelers (TRV)BAAC
Exxon Mobil (XOM)BAAA
JP Morgan Chase (JPM)ABCB
Walgreens (WBA)ABAA
Walt Disney (DIS)CBCE
United Technologies (UTX)DBBD
Pfizer (PFE)ABDA
Notes | More Info...


US Stock SummaryYieldP/EP/B
Chevron (CVX)YYY
Pfizer (PFE)YYY
Walgreens (WBA)YYY
Caterpillar (CAT)YY
Exxon Mobil (XOM)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
3M (MMM)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
DuPont (DD)Y
Intel (INTC)Y
United Technologies (UTX)Y
Walt Disney (DIS)Y
Notes...



Stingy News Weekly
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The Rothery Report

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

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