Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly: 09/06/2019


New from Norm

The gap
"The simple choice to save before retirement or to spend in retirement can make a big difference on the return gap calculations even for very disciplined investors." [$]


Stingy Links

Get busy living, or get busy dying
"Waiting for 75% of life to pass by before doing stuff you enjoy is a pretty dumb strategy."
[Retirement]

The horse story
"I admit, FFH is not exciting. It's not fake meat or pot or sending billionaires into space. But it shouldn't hurt you and has potential to deliver a very nice return. The current disappointing share performance could be, in the spirit of the horse story, a gift."
[Stocks]

Bonds are expensive
"Furthermore, the U.S. bond yield might be record low on our combo value/carry metric, but it's still high versus some major parts of the world attempting to discover how negative a government guaranteed bond can yield before savers build private fortresses to store cash."
[Bonds]

Value and the yield curve
"We observe that the returns of the Value factor were negative when the yield curve was flattening and positive when steepening in the period between 1971 and 2019. These results are intuitive as a steepening yield curve typically implies a risk-on environment where investors are more inclined to take larger risks, such as betting on cheap, but problematic companies. On the contrary, when the yield curve flattens, investors tend to expect worsening economic conditions and are more likely to allocate to stocks associated with safety."
[Value Investing]

The passive bubble
"It's like worrying about a trend where everyone decides to eat better, thus hurting sales at McDonald's."
[Indexing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)CDDA
Enbridge (ENB)CBCA
Power Corp of Canada (POW)BAAA
Husky Energy (HSE)AAAA
CIBC (CM)ABCA
BCE Inc. (BCE)DDDA
Pembina Pipeline (PPL)CCDA
Bank of Nova Scotia (BNS)BBCA
Cdn Natural Resources (CNQ)AACA
TELUS (T)CDCA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)AAAD
Teck Resources (TECK.B)AABE
Husky Energy (HSE)AAAA
Magna (MG)ABAC
Cdn Natural Resources (CNQ)AACA
Manulife (MFC)AABB
Imperial Oil (IMO)AABC
CIBC (CM)ABCA
Bank of Montreal (BMO)ABBB
Thomson Reuters (TRI)AEEC
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Husky Energy (HSE)AAAA
First Quantum (FM)BABE
Teck Resources (TECK.B)AABE
EnCana (ECA)AAAD
Cenovus Energy (CVE)EAAD
Power Corp of Canada (POW)BAAA
Cameco (CCO)EADE
Manulife (MFC)AABB
Imperial Oil (IMO)AABC
Cdn Natural Resources (CNQ)AACA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Cdn Natural Resources (CNQ)YYY
Husky Energy (HSE)YYY
CIBC (CM)YY
EnCana (ECA)YY
Imperial Oil (IMO)YY
Manulife (MFC)YY
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Bank of Nova Scotia (BNS)Y
Cameco (CCO)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Pembina Pipeline (PPL)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)BBAA
IBM (IBM)ADBA
DuPont (DD)EAAA
Verizon (VZ)BCBA
Chevron (CVX)BABA
Pfizer (PFE)BCDA
3M (MMM)CECB
Walgreens (WBA)ABAB
Caterpillar (CAT)ADAB
JP Morgan Chase (JPM)AACB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
Walgreens (WBA)ABAB
Caterpillar (CAT)ADAB
JP Morgan Chase (JPM)AACB
Intel (INTC)ABCC
IBM (IBM)ADBA
American Express (AXP)BCCE
Travelers (TRV)BABD
Chevron (CVX)BABA
Verizon (VZ)BCBA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
DuPont (DD)EAAA
Chevron (CVX)BABA
JP Morgan Chase (JPM)AACB
Travelers (TRV)BABD
Exxon Mobil (XOM)BBAA
Walgreens (WBA)ABAB
Walt Disney (DIS)CBDE
United Technologies (UTX)DBBD
Intel (INTC)ABCC
Notes | More Info...


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



Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2019
  10: 04 11
  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

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
About Dan

Privacy Policy


 
About Us | Legal | Contact Us
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...