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The Stingy News Weekly: 04/24/2020


Stingy News Flash

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

Investing in bad times
"Looking back at the prior 25 years, it is clear that investors benefited from buying stocks in down periods. More than that, they didn't have to time their purchases to perfection to do quite well. Simply buying when others were fearful yielded good results for investors who had the fortitude to hold on through the storms that buffeted them." [$]


Stingy Links

Hired to pound the table
"Montier he has used the 35% sell off last month to urge purchases of cheap equities. He observes that 'Emerging markets were looking really, really cheap' and 'Europe was looking pretty damned exciting as well.' The reason for his enthusiasm was valuation: 'This was one of those examples where prices and fundamentals were getting dislocated.'"
[Montier]

Dividends and inflation
"Relative to market prices and earnings, dividends have been the least volatile and exhibited the strongest correlations with inflation"
[Dividends]

The American tailwind
"I don't think we'll have a long-lasting Great Depression. I think government will be so active that we won't have one like that. But we may have a different kind of a mess. All this money-printing may start bothering us."
[Buffett]

Rally isn't a real recovery
"In a recovery, value and dividend yield are winners followed closely by small cap securities. High volatility stocks are almost as good as value. In addition, the performance of momentum is lackluster or even negative. Growth and low volatility are losers, according to StyleAnalytics."
[Markets]

Historic opportunity in small caps
"Following extreme periods like this historically, small value outperformed large growth by 16.8% annualized over the following 10 years."
[Value Investing]

Dan Rasmussen on microcaps
"Dan Rasmussen talks about microcaps and value" [video]
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)AAAA
Power Corp of Canada (POW)BAAA
Pembina Pipeline (PPL)BBDA
Cdn Natural Resources (CNQ)AACA
Suncor Energy (SU)CABA
Enbridge (ENB)CCCA
CIBC (CM)ABCA
Manulife (MFC)AAAA
Bank of Nova Scotia (BNS)BBCA
Bank of Montreal (BMO)BBBA
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)AAAD
Cenovus Energy (CVE)AAAF
Brookfield Property Partners (BPY.UN)AAAA
First Quantum (FM)FABE
Imperial Oil (IMO)AAAC
Power Corp of Canada (POW)BAAA
Cdn Natural Resources (CNQ)AACA
Manulife (MFC)AAAA
Suncor Energy (SU)CABA
BlackBerry (BB)FADF
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Brookfield Property Partners (BPY.UN)YYY
Cdn Natural Resources (CNQ)YYY
Manulife (MFC)YYY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Imperial Oil (IMO)YY
Power Corp of Canada (POW)YY
Suncor Energy (SU)YY
Teck Resources (TECK.B)YY
Bank of Montreal (BMO)Y
Bank of Nova Scotia (BNS)Y
BlackBerry (BB)Y
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)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)EABA
IBM (IBM)BDBA
Raytheon (RTX)ABAA
Verizon (VZ)BCCA
Walgreens (WBA)BBAB
Pfizer (PFE)BCDB
3M (MMM)CECB
JP Morgan Chase (JPM)ABCB
Caterpillar (CAT)ACBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AACC
JP Morgan Chase (JPM)ABCB
Raytheon (RTX)ABAA
American Express (AXP)ABBD
Caterpillar (CAT)ACBB
Travelers (TRV)AAAC
Walgreens (WBA)BBAB
IBM (IBM)BDBA
Verizon (VZ)BCCA
Intel (INTC)BCDD
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
DuPont (DD)EABC
Goldman Sachs (GS)AACC
Exxon Mobil (XOM)BAAA
Travelers (TRV)AAAC
Chevron (CVX)EABA
JP Morgan Chase (JPM)ABCB
Walgreens (WBA)BBAB
Walt Disney (DIS)CBCD
Raytheon (RTX)ABAA
American Express (AXP)ABBD
Notes | More Info...


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



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The Rothery Report

2020
  11: 01 08 22
  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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