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The Stingy News Weekly: 03/28/2020


Rothery Report Reopens

I've temporarily reopened the Rothery Report to new subscribers because anyone who is interested in buying during bear markets is my sort of person. You can sign up over here.



New from Norm

Buying a bear market
"Perhaps most encouragingly, investors who bought at the start of bear markets generally fared well - provided they held on. On average, the market gained 13.3 per cent in the 12 months after moving into bear-market territory and 34.3 per cent over the 24 months from the bear's beginning. Subsequent bull markets usually added a great deal to these gains." [$]


Stingy Links

Buying during a crisis
"Nevertheless, there is a silver lining for investors who are buyers of equities right now. Every dollar they invest in the current market environment will grow to far more than one invested in months prior, assuming that the market eventually recovers."
[Markets]

How innovation works
"In this interview, Yaron Brook sits down with Matt Ridley to discuss innovation and the bottom up process which 'flourishes in freedom'." [video]
[Tech]

Prepare for more weird
"The market going down rapidly is less unusual than it going up rapidly. Typically the speed of down moves is twice as fast as up moves. For the current up moves to be so fast is astounding."
[Markets]

Bond ETFs are being dislocated
"The chart below shows us the dislocation between the AGG and its benchmark. Clearly, things became dislocated on March 10th, 11th, 12th, etc."
[Indexing]

The hardest part of buy and hold
"The hardest part of a buy and hold strategy is that for it to work as expected, you have to do both the buying and the holding when markets are falling too. It's much easier to both buy and hold when markets are going up."
[Behaviour]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)ABCA
Brookfield Property Partners (BPY.UN)AAAA
Cdn Natural Resources (CNQ)AABA
Suncor Energy (SU)BABA
Cenovus Energy (CVE)AAAA
Pembina Pipeline (PPL)BBDA
Power Corp of Canada (POW)BAAA
Enbridge (ENB)CCCA
CIBC (CM)ABCA
Manulife (MFC)AAAA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Cenovus Energy (CVE)AAAA
Teck Resources (TECK.B)AAAD
Cdn Natural Resources (CNQ)AABA
Imperial Oil (IMO)AAAB
Brookfield Property Partners (BPY.UN)AAAA
Manulife (MFC)AAAA
Inter Pipeline (IPL)ABCA
Magna (MG)ABAC
Canadian Tire (CTC.A)ACAB
CIBC (CM)ABCA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)AAAA
Teck Resources (TECK.B)AAAD
Brookfield Property Partners (BPY.UN)AAAA
First Quantum (FM)FABE
Imperial Oil (IMO)AAAB
Cdn Natural Resources (CNQ)AABA
Suncor Energy (SU)BABA
Manulife (MFC)AAAA
Power Corp of Canada (POW)BAAA
Cameco (CCO)EADE
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Brookfield Property Partners (BPY.UN)YYY
Cdn Natural Resources (CNQ)YYY
Cenovus Energy (CVE)YYY
Manulife (MFC)YYY
CIBC (CM)YY
Imperial Oil (IMO)YY
Inter Pipeline (IPL)YY
Power Corp of Canada (POW)YY
Suncor Energy (SU)YY
Teck Resources (TECK.B)YY
Cameco (CCO)Y
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Magna (MG)Y
Pembina Pipeline (PPL)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)BAAA
Chevron (CVX)EAAA
IBM (IBM)ADBA
Pfizer (PFE)ABDA
Verizon (VZ)BCCA
3M (MMM)CECB
Walgreens (WBA)BBAB
Cisco (CSCO)BDDB
Caterpillar (CAT)ACBB
Coca-Cola (KO)DEEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
JP Morgan Chase (JPM)ABCB
Caterpillar (CAT)ACBB
Travelers (TRV)AAAC
IBM (IBM)ADBA
Pfizer (PFE)ABDA
Walgreens (WBA)BBAB
Exxon Mobil (XOM)BAAA
American Express (AXP)BCCD
Intel (INTC)BCDD
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
DuPont (DD)EABC
Goldman Sachs (GS)AABC
Exxon Mobil (XOM)BAAA
Chevron (CVX)EAAA
Travelers (TRV)AAAC
JP Morgan Chase (JPM)ABCB
Walgreens (WBA)BBAB
Walt Disney (DIS)CBCE
United Technologies (UTX)CBBD
Pfizer (PFE)ABDA
Notes | More Info...


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



Stingy News Weekly
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The Rothery Report

2020
  11: 01 08 22 27
  10: 03 11 18 24
  09: 06 11 19 26
  08: 01 09 16 22 30
  07: 04 12 18 26
  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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Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...