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The Stingy News Weekly: 02/14/2021


New from Norm

Chou follows Buffett and Watsa
"I wish Mr. Chou well on his new venture and hope it proves to be a great success, much like Fairfax Financial or Berkshire Hathaway. But I admit that I'm not a disinterested observer. I own a stake in all three value-oriented companies. With a little luck they'll float higher over the long term." [$]


Stingy Links

A short history of U.S. corrections
"The longest the stock market has gone without a double-digit correction since 1950 is 7 years from 1990-1997. Then from 2002-2007 there was a four-and-half-year drought with no corrections. This may surprise some people, but the third-longest streak of no market corrections over the past 70 years or so was the four years from late 2011 through late-2015."
[Markets]

The defining trait of bubbles
Figuring out the greatest bubble in history is like asking someone who their favorite child is. I go back and forth between the South Sea Bubble and 1980s Japan."
[Markets]

The great forgetting
"Perhaps the most firmly established proposition in late 20th century macroeconomics is that the Great Inflation of 1966-81 was caused by central banks printing too much money. If that proposition is wrong, then I might just as well give up. Everything else I believe about macro hinges on that being true. If the Great Inflation wasn't caused by too much money, then what can macroeconomics tell us about the world?"
[World]

Emerging markets crisis investing
"Verdadcap's 55-page study of emerging market crises." [Book]
[World]

Variable percentage withdrawal critique
"The main assumptions behind the VPW tables are that you'll live to 100, stocks will beat inflation by 5%, and bonds will beat inflation by 1.9%. These figures are average global returns from 1900 to 2018 taken from the 2019 Credit Suisse Global Investment Returns Yearbook."
[Retirement]

Undercover surveillance by insurers
"Both public and private insurers say they use this kind of surveillance to try to prove fraud. But lawyer John McKinnon from the Injured Workers Community Legal Clinic, says it's more often used to intimidate injured people into dropping their claims or dissuading others from making claims at all."
[Health]

Good news on vitamin D
"Calcifediol treatment at the time of hospitalization significantly reduced ICU admission and mortality." [video]
[Health]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Enbridge (ENB)DBBA
Brookfield Property Partners (BPY.UN)FABA
Pembina Pipeline (PPL)CADA
BCE Inc. (BCE)CDCA
Power Corp of Canada (POW)AAAA
TC Energy (TRP)ACDA
Shaw (SJR.B)BCCA
CIBC (CM)BBBA
Bank of Nova Scotia (BNS)BBCA
Cdn Natural Resources (CNQ)FACA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)ABDD
Canadian Apartment REIT (CAR.UN)AAEC
Power Corp of Canada (POW)AAAA
TC Energy (TRP)ACDA
Barrick Gold (ABX)ACDD
National Bank (NA)ACCB
Manulife (MFC)AAAB
Bank of Montreal (BMO)AABB
Kirkland Lake Gold (KL)ACED
Alimentation Couche-Tard (ATD.B)BDAE
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)FAAF
Teck Resources (TECK.B)FABE
Brookfield Property Partners (BPY.UN)FABA
Imperial Oil (IMO)FAAC
Suncor Energy (SU)FABB
Manulife (MFC)AAAB
Canadian Apartment REIT (CAR.UN)AAEC
Power Corp of Canada (POW)AAAA
Pembina Pipeline (PPL)CADA
Cdn Natural Resources (CNQ)FACA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
Brookfield Property Partners (BPY.UN)YY
Canadian Apartment REIT (CAR.UN)YY
Cdn Natural Resources (CNQ)YY
Manulife (MFC)YY
Pembina Pipeline (PPL)YY
TC Energy (TRP)YY
Alimentation Couche-Tard (ATD.B)Y
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Bank of Nova Scotia (BNS)Y
Barrick Gold (ABX)Y
CIBC (CM)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Kirkland Lake Gold (KL)Y
National Bank (NA)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)FABA
IBM (IBM)BCAA
Verizon (VZ)ABAA
Walgreens (WBA)ABAA
Merck (MRK)CCCA
3M (MMM)BDCB
Coca-Cola (KO)DDEB
Cisco (CSCO)BCCB
(AMGN)BEDB
JP Morgan Chase (JPM)BACB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Walgreens (WBA)ABAA
Goldman Sachs (GS)AABD
Intel (INTC)ABCC
Verizon (VZ)ABAA
Travelers (TRV)AAAC
JP Morgan Chase (JPM)BACB
(AMGN)BEDB
3M (MMM)BDCB
IBM (IBM)BCAA
Cisco (CSCO)BCCB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Travelers (TRV)AAAC
Goldman Sachs (GS)AABD
Chevron (CVX)FABA
DuPont (DD)CABD
JP Morgan Chase (JPM)BACB
Walgreens (WBA)ABAA
Intel (INTC)ABCC
Verizon (VZ)ABAA
Walt Disney (DIS)EBDF
American Express (AXP)DBCE
Notes | More Info...


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



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2021
  10: 03 07 17
  09: 05 12 19 24
  08: 02 08 15 22 29
  07: 04 11 19 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 30
2020
  12: 06 13 20 25
  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
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  08: 07 16 20 28
  07: 02 09 16 23 30
  06: 04 11 18 26
  05: 07 14 21 28
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  03: 05 12 19 26
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  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
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  02: 07 14 21 28
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2015
  12: 06 13 20 27
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  08: 17 23 30
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  02: 07 14 21
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2014
  12: 06 14 21 28
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  10: 04 11 19 26
  09: 06 14 19 28
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  05: 04 11 18 25 30
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2013
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  07: 07 15 21 28
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2012
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  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
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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
  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
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