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The Stingy News Weekly: 07/25/2021


Stingy Links

Double or nothing
"As signs of policy-induced imbalances grow and become more difficult to defend, we believe the days of consequence-free money printing are over. Instead of adjusting to the heightened risk of quantitative easing ending, investors appear to be doing what they've been conditioned to do over the past decade: shake it off, parrot the Fed's narrative, and ride the stock market higher without concern. In effect, the game of double or nothing continues."
[Markets]

Dan Rasmussen interview
"Dan then delves into leverage and the value premium, telling us how important this interaction is. He gives us great details on the subject based on a study he was a part of while at Bain Consulting. The takeaway was that roughly 50% of deals done at multiples greater than 10x EBITDA posted 0% returns to investors, net of fees."
[Value Investing]

Tim Travis on options and financials
"Tim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He has developed an innovative methodology of combining options and distressed investing with value investing to generate income, reduce risk, and add an element of timing." [video]
[Value Investing]

Turning Japanese
"Demographers now predict that by the latter half of the century or possibly earlier, the global population will enter a sustained decline for the first time."
[World]

Charles Ellis interview
"If you look at all those different component parts, most of us have way too much in stable assets, which is what bonds are supposed to do, which is why in the present circumstances, where the expected inflation is higher than the rate of return on the bond, it's really hard to justify being a bond investor today."
[Indexing]

Ask the question
"We should ask ourselves all kinds of tough financial questions. But many of the toughest never get asked - because we know answering them will involve agonizing choices, difficult conversations and unthinkable amounts of dollars. Consider these four..."
[Retirement]

What happens after a decade
"Doing anything but hold a 60/40 portfolio (or a derivation of it) has almost inevitably come at a cost. It is now considered to be the natural, default option by many investors. It is not clear, however, whether this status is because of something innate in the 60/40 structure that makes it the neutral choice, or whether investor opinions would change if it endured a prolonged spell of disappointing returns."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FAAA
Enbridge (ENB)BBBA
Pembina Pipeline (PPL)FCDA
TC Energy (TRP)DCDA
BCE Inc. (BCE)CDCA
Manulife (MFC)AAAA
Bank of Nova Scotia (BNS)AABA
Cdn Natural Resources (CNQ)CACA
Power Corp of Canada (POW)BAAA
TELUS (T)DDBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)AACD
Thomson Reuters (TRI)ADED
Manulife (MFC)AAAA
Algonquin Power (AQN)ACEB
TD Bank (TD)ABCB
Canadian Apartment REIT (CAR.UN)AAEC
CIBC (CM)ABCB
Bank of Nova Scotia (BNS)AABA
National Bank (NA)ACDC
Sun Life Financial (SLF)BBBB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)FABE
Brookfield Property Partners (BPY.UN)FAAA
Cenovus Energy (CVE)FAAE
Manulife (MFC)AAAA
Suncor Energy (SU)EABC
Imperial Oil (IMO)FAAC
Kinross Gold (K)AACD
Canadian Apartment REIT (CAR.UN)AAEC
Power Corp of Canada (POW)BAAA
Cdn Natural Resources (CNQ)CACA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Manulife (MFC)YYY
Bank of Nova Scotia (BNS)YY
Brookfield Property Partners (BPY.UN)YY
Canadian Apartment REIT (CAR.UN)YY
Cdn Natural Resources (CNQ)YY
Kinross Gold (K)YY
Power Corp of Canada (POW)YY
Algonquin Power (AQN)Y
BCE Inc. (BCE)Y
CIBC (CM)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Sun Life Financial (SLF)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TD Bank (TD)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)FABA
IBM (IBM)CCAA
Verizon (VZ)ABAA
Walgreens (WBA)BBAA
Merck (MRK)DDCA
Coca-Cola (KO)DDEB
3M (MMM)BDCB
Amgen (AMGN)BEDB
Cisco (CSCO)CCDB
Intel (INTC)ABCB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
Travelers (TRV)AAAC
JP Morgan Chase (JPM)AACC
Verizon (VZ)ABAA
Intel (INTC)ABCB
DuPont (DD)BABD
Walgreens (WBA)BBAA
American Express (AXP)BCCE
Amgen (AMGN)BEDB
3M (MMM)BDCB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Travelers (TRV)AAAC
Goldman Sachs (GS)AABC
DuPont (DD)BABD
Chevron (CVX)FABA
JP Morgan Chase (JPM)AACC
Walgreens (WBA)BBAA
Intel (INTC)ABCB
Verizon (VZ)ABAA
Walt Disney (DIS)EBDF
Wal-Mart (WMT)DBAD
Notes | More Info...


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



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The Rothery Report

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
  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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