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The Stingy News Weekly: 11/06/2021


Stingy Links

Thomas S. Gayner interview
"Barry Ritholtz speaks with Markel Corp. co-chief executive officer Thomas S. Gayner. Gayner oversees investing activities for the company - which boasts a capital portfolio of $27 billion - as well as the Markel Ventures companies." [audio]
[Value Investing]

Inflation, factors, and returns
"Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man."
[Markets]

The same stories, again
"No one knows how they'll respond to risk and setback until they're in the moment of terror."
[World]

Gone with the wind
"With asset prices soaring, we've made the difficult and contrarian decision to lower our sails and reduce risk. Based on current prices, we believe investors are dismissing the substantial risk associated with extraordinarily expensive valuations combined with unsustainable monetary and fiscal policies."
[Markets]

A meta supply chain
"Oil prices continue to soar, but natural gas prices in Europe and Asia are the near term concern for the global economy and equity markets."
[World]

Short-term momentum
"We begin our analysis by analyzing the short-term momentum characteristics of developed stock markets. Momentum is defined as measuring the stock markets. return last week, and if positive, then go long, while if negative, then go short. The trade signal is delayed by one day and portfolios are created each day to achieve an implementable and robust trading strategy."
[Momentum Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)BBA
Pembina Pipeline (PPL)FBA
BCE (BCE)CDA
TC Energy (TRP)ECA
Manulife Financial (MFC)AAA
Suncor Energy (SU)CAA
Algonquin Power (AQN)BBA
Emera (EMA)DBA
TELUS (T)DCA
Bank of Nova Scotia (BNS)AAA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Kinross Gold (K)AAC
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Thomson Reuters (TRI)ADD
Canadian Tire (CTC.A)ACC
Power (POW)AAA
TD Bank (TD)ABB
CIBC (CM)ABB
Sun Life (SLF)AAB
Magna International (MG)ACC
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Teck Resources (TECK.B)CAE
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Kinross Gold (K)AAC
Power (POW)AAA
Cenovus Energy (CVE)EAD
Suncor Energy (SU)CAA
Canopy Growth (WEED)FAE
Imperial Oil (IMO)EAC
Bank of Nova Scotia (BNS)AAA
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Manulife Financial (MFC)YYY
Bank of Nova Scotia (BNS)YY
Canadian Apt REIT (CAR.UN)YY
Kinross Gold (K)YY
Power (POW)YY
Suncor Energy (SU)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
CIBC (CM)Y
Canadian Tire (CTC.A)Y
Canopy Growth (WEED)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Magna International (MG)Y
Pembina Pipeline (PPL)Y
Sun Life (SLF)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/BYield
IBM (IBM)CBA
Verizon (VZ)ABA
Dow (DOW)ABA
Chevron (CVX)CAA
Walgreens (WBA)BAA
Amgen (AMGN)BEB
3M (MMM)BDB
Merck (MRK)DDB
Coca-Cola (KO)DDB
Intel (INTC)ABB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Goldman (GS)AAD
Dow (DOW)ABA
Verizon (VZ)ABA
Intel (INTC)ABB
JPMorgan Chase (JPM)AAC
Travelers (TRV)BAC
Walgreens (WBA)BAA
3M (MMM)BDB
American Express (AXP)BCE
Caterpillar (CAT)BDD
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Travelers (TRV)BAC
Goldman (GS)AAD
Chevron (CVX)CAA
Walgreens (WBA)BAA
JPMorgan Chase (JPM)AAC
Intel (INTC)ABB
Dow (DOW)ABA
Verizon (VZ)ABA
Walt Disney (DIS)EBF
IBM (IBM)CBA
Notes | More Info...


US Stock SummaryP/EP/BYield
Dow (DOW)YYY
Intel (INTC)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Chevron (CVX)YY
Goldman (GS)YY
IBM (IBM)YY
JPMorgan Chase (JPM)YY
Travelers (TRV)YY
American Express (AXP)Y
Amgen (AMGN)Y
Caterpillar (CAT)Y
Coca-Cola (KO)Y
Merck (MRK)Y
Walt Disney (DIS)Y
Notes...



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2021
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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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2013
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2012
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2011
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2010
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