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The Stingy News Weekly: 03/14/2021


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Family money
"getting both partners involved has meant pushing back when the investment advisor tells her to follow up with the husband. "I'm like, wait, what about the wife? And they'll say, 'Oh, she doesn't do the money.' All the more reason because if something happens, she needs to have a resource."
[Retirement]

Joel Greenblatt and Rich Pzena talk value investing
"Legendary investors and long-time friends Joel Greenblatt (Gotham Funds) and Rich Pzena (Pzena Investment Management) recently sat down with investment strategist Steve Galbraith for a masterclass in value investing. The three long-time friends discussed a host of topics - including quality, momentum, interest rates, financials, ESG, disruption, parallels to the internet bubble, and their current positioning - along with the basics of how they define value." [video]
[Value Investing]

Financial leverage makes stocks riskier
"When calculating the risk-adjusted returns, the conclusion on the lack of value creation via leverage crystalizes further as the stocks with the lowest leverage generated far higher risk-return ratios than the most leveraged stocks on a sector-neutral basis. Given this, investors should avoid stocks with too much leverage, especially sector specialists."
[Markets]

A new ice age
"So instead of it being a new ice age for the traditional vendors, is it possible they might actually end up being the ones selling most of the new-age ice?"
[Markets]

Valuing private equity
"Our results don't imply that PE doesn't create any value, to be clear. But they are consistent with a Berk and Green story in which the value is extracted as fees by the GPs, leaving little in the way of excess return for the investors."
[Markets]

Just make more money
"The fact is: to be more happy, just make more money."
[Behaviour]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FABA
Enbridge (ENB)DCBA
Pembina Pipeline (PPL)FBDA
BCE Inc. (BCE)CDCA
TC Energy (TRP)BCDA
Power Corp of Canada (POW)AAAA
Shaw (SJR.B)CCCA
Emera (EMA)BBCA
Cdn Natural Resources (CNQ)FBCA
CIBC (CM)BBBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)AACD
Manulife (MFC)AAAB
Canadian Apartment REIT (CAR.UN)AAEC
Algonquin Power (AQN)ACEB
Kirkland Lake Gold (KL)ACEC
Power Corp of Canada (POW)AAAA
TD Bank (TD)ABDB
Alimentation Couche-Tard (ATD.B)ADAE
Bank of Montreal (BMO)ABBB
Canadian Tire (CTC.A)BDAC
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FABA
Teck Resources (TECK.B)FABE
Cenovus Energy (CVE)FAAE
Canadian Apartment REIT (CAR.UN)AAEC
Imperial Oil (IMO)FAAC
Power Corp of Canada (POW)AAAA
Manulife (MFC)AAAB
Suncor Energy (SU)FABC
Kinross Gold (K)AACD
Fortis (FTS)CADB
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
Kinross Gold (K)YY
Manulife (MFC)YY
Algonquin Power (AQN)Y
Alimentation Couche-Tard (ATD.B)Y
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
CIBC (CM)Y
Canadian Tire (CTC.A)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Fortis (FTS)Y
Imperial Oil (IMO)Y
Kirkland Lake Gold (KL)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TD Bank (TD)Y
Teck Resources (TECK.B)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
IBM (IBM)BCAA
Chevron (CVX)FABA
Verizon (VZ)ABAA
Walgreens (WBA)ABAA
Merck (MRK)CDCA
Coca-Cola (KO)DDEB
3M (MMM)BDCB
Cisco (CSCO)BCCB
(AMGN)BEDB
Home Depot (HD)CEBB
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BP/SYield
Travelers (TRV)AAAD
Goldman Sachs (GS)AABD
DuPont (DD)CABD
Chevron (CVX)FABA
JP Morgan Chase (JPM)BADC
Walgreens (WBA)ABAA
Intel (INTC)ABCC
Verizon (VZ)ABAA
Walt Disney (DIS)EBDF
Wal-Mart (WMT)CBAD
Notes | More Info...


US Stock SummaryYieldP/EP/B
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
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Coca-Cola (KO)Y
DuPont (DD)Y
Home Depot (HD)Y
Merck (MRK)Y
Wal-Mart (WMT)Y
Walt Disney (DIS)Y
Notes...



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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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2016
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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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