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The Stingy News Weekly: 05/01/2022


Stingy Links

Homeland securities
"Reams of studies suggest that consistently holding the cheapest and most thinly traded stocks within a country's market provided investors with a healthy premium in the long haul. Purchasing pessimism (as reflected in low prices) pays off on long horizons. But does the same apply between countries?"
[Value Investing]

The scale versus the casino
"In the short run, the market is a casino, but in the long run, it is a scale. Is this an improvement? Probably not, but speculation has become so rampant that it may be a necessary modification to change voting machine to casino."
[Markets]

This time wasn't different
"Arguably, the market is hitting the worst offenders because they deserve it. For instance, over 40% of all stocks had no earnings over the last 12 months. But what we haven't seen in at least 20 years is such a high number of stocks with no sales. 15% of all stocks reported no revenues over the last year! That's a smidge over 900 stocks with no sales!"
[Markets]

Cement, concrete, and gravel
"I have always found it interesting how some great watchlist companies can trade at very high valuations for long periods of time. In some cases, their valuations just get higher and higher, especially during bull markets."
[Stocks]

Housing and demographics
"The current demographics are now very favorable for home buying - and will remain somewhat positive for most of the decade, although most of the increase is now behind us."
[Real Estate]

Berkshire AGM
"Nicknamed 'Woodstock for Capitalists,' the Berkshire Hathaway annual meeting is a gathering of the company's shareholders presided over by Chairman and CEO Warren Buffett and Vice Chairman Charlie Munger. The Omaha, Nebraska, event gives shareholders a chance to hear Buffett and Munger discuss investing, their economic outlook and life, as well as ask the legendary pair questions."
[Buffett]

Sell in May and go away
"we think it is fair to conclude (as many empirical studies already have) that there may be something to this 'selling in May and going away' thing, especially over very long time horizons."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)CCA
BCE (BCE)DDA
TC Energy (TRP)ECA
Manulife Financial (MFC)AAA
Power (POW)AAA
Pembina Pipeline (PPL)DCA
Bank of Nova Scotia (BNS)AAA
Algonquin Power (AQN)EBA
CIBC (CM)AAA
Emera (EMA)EBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)AAC
Manulife Financial (MFC)AAA
SNC-Lavalin (SNC)ABE
Power (POW)AAA
Thomson Reuters (TRI)AED
National Bank (NA)ABB
Teck Resources (TECK.B)AAD
Sun Life (SLF)AAA
Canadian Tire (CTC.A)ACC
CIBC (CM)AAA
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)AAC
Manulife Financial (MFC)AAA
Kinross Gold (K)DAC
Power (POW)AAA
Teck Resources (TECK.B)AAD
Sun Life (SLF)AAA
Bank of Nova Scotia (BNS)AAA
CIBC (CM)AAA
Magna International (MG)BAB
Bank of Montreal (BMO)BAB
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
CIBC (CM)YYY
Manulife Financial (MFC)YYY
Power (POW)YYY
Bank of Nova Scotia (BNS)YY
Canadian Apt REIT (CAR.UN)YY
Sun Life (SLF)YY
Teck Resources (TECK.B)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
Bank of Montreal (BMO)Y
Canadian Tire (CTC.A)Y
Emera (EMA)Y
Enbridge (ENB)Y
Kinross Gold (K)Y
Magna International (MG)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
SNC-Lavalin (SNC)Y
TC Energy (TRP)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)ABA
IBM (IBM)CDA
Walgreens (WBA)AAA
3M (MMM)BCA
Dow (DOW)ABA
Chevron (CVX)CBB
JPMorgan Chase (JPM)AAB
Intel (INTC)BAB
Amgen (AMGN)CEB
Merck (MRK)BCB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)AAA
JPMorgan Chase (JPM)AAB
Dow (DOW)ABA
Verizon (VZ)ABA
Intel (INTC)BAB
Travelers (TRV)BAD
3M (MMM)BCA
Merck (MRK)BCB
American Express (AXP)BCE
Notes | More Info...


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


US Stock SummaryP/EP/BYield
Dow (DOW)YYY
Intel (INTC)YYY
JPMorgan Chase (JPM)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Chevron (CVX)YY
Goldman (GS)YY
Merck (MRK)YY
Travelers (TRV)YY
American Express (AXP)Y
Amgen (AMGN)Y
IBM (IBM)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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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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