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The Stingy News Weekly: 01/23/2022


Stingy Links

Casualties of success
"Size is nature's leverage. Sought after for its benefits straight up to the point that it ferociously turns against you. Same thing applies to companies and investments."
[Markets]

Growth multiple contraction
"In 2018, the business was trading at 14.6x sales. Right now it's 6.3x. Yes, the business is generating a lot more revenue and earnings today than it was then, but investors aren't willing to pay the same price. 276x earnings in 2018. 36x today."
[Growth Investing]

Life's not a beach
"For the past 50 years, retirement commercials have been showing the couple on the beach or the golf course. But this is nonsense. Not every retiree wants to live like that, nor can every retiree afford to. Watching such commercials causes retirees a lot of stress. Deep down, most retirees know that most retirements - including theirs - won't look like that. In fact, most of them have no idea what their retirement will look like."
[Retirement]

Inflation expectations
"Most importantly, the relationship between inflation expectations and future inflation changes over time, not just in degrees, but in sign, meaning that sometimes higher inflation expectations lead to higher inflation and other times they lead to lower inflation."
[Markets]

Japan's empire builders
"There may be a lot we can learn from the curious case of Japan's empire builders. Japanese companies both do far less M&A than US firms and seem to have had better results from the deals they do. Yet strangely, it is American consultants, bankers, and lawyers who believe their methods of doing business are superior, not the other way around."
[World]

The forgotten habit of two sleeps
"For millennia, people slept in two shifts - once in the evening, and once in the morning. But why? And how did the habit disappear?"
[Health]

How the potato chip took over America
"The earliest known recipe for chips dates to 1817, when an English doctor named William Kitchiner published The Cook's Oracle, a cookbook that included a recipe for 'potatoes fried in slices or shavings.' And in July 1849, four years before Crum supposedly dissed Vanderbilt, a New York Herald reporter noted the work of 'Eliza,' also, curiously, a cook in Saratoga Springs, whose 'potato frying reputation' had become 'one of the prominent matters of remark at Saratoga.'"
[History]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)BBA
Pembina Pipeline (PPL)FBA
TC Energy (TRP)ECA
BCE (BCE)CDA
Suncor Energy (SU)CAA
Algonquin Power (AQN)BBA
Power (POW)AAA
TELUS (T)DDA
Bank of Nova Scotia (BNS)ABA
Emera (EMA)EBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Kinross Gold (K)AAC
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Thomson Reuters (TRI)ADD
Power (POW)AAA
Canadian Tire (CTC.A)ACB
National Bank (NA)ACB
CIBC (CM)ABA
Sun Life (SLF)ABB
Bank of Nova Scotia (BNS)ABA
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Canopy Growth (WEED)FAE
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Teck Resources (TECK.B)DAE
Kinross Gold (K)AAC
Power (POW)AAA
Suncor Energy (SU)CAA
Barrick Gold (ABX)BAC
Cenovus Energy (CVE)EAD
Fortis (FTS)DAB
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Power (POW)YYY
Bank of Nova Scotia (BNS)YY
Canadian Apt REIT (CAR.UN)YY
Kinross Gold (K)YY
Manulife Financial (MFC)YY
Suncor Energy (SU)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
Barrick Gold (ABX)Y
CIBC (CM)Y
Canadian Tire (CTC.A)Y
Canopy Growth (WEED)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Fortis (FTS)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Sun Life (SLF)Y
TC Energy (TRP)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
IBM (IBM)CCA
Dow (DOW)ABA
Verizon (VZ)ABA
Chevron (CVX)CAA
Walgreens (WBA)AAA
Merck (MRK)DCB
3M (MMM)BDB
Amgen (AMGN)CEB
Coca-Cola (KO)DDB
JPMorgan Chase (JPM)AAB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)AAA
Dow (DOW)ABA
JPMorgan Chase (JPM)AAB
Verizon (VZ)ABA
Intel (INTC)BBC
Travelers (TRV)BAD
American Express (AXP)BCE
3M (MMM)BDB
Cisco Systems (CSCO)BCC
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Goldman (GS)AAC
Travelers (TRV)BAD
JPMorgan Chase (JPM)AAB
Walgreens (WBA)AAA
Chevron (CVX)CAA
Intel (INTC)BBC
Dow (DOW)ABA
Walt Disney (DIS)EBF
Verizon (VZ)ABA
salesforce.com (CRM)EBF
Notes | More Info...


US Stock SummaryP/EP/BYield
Dow (DOW)YYY
JPMorgan Chase (JPM)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Chevron (CVX)YY
Goldman (GS)YY
Intel (INTC)YY
Travelers (TRV)YY
American Express (AXP)Y
Amgen (AMGN)Y
Cisco Systems (CSCO)Y
Coca-Cola (KO)Y
IBM (IBM)Y
Merck (MRK)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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2022
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2021
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2020
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2019
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2018
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2017
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2015
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2014
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2013
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2012
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2011
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2010
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