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The Stingy News Weekly: 02/22/2020


Stingy Links

Berkshire Hathaway letter
"Over time, we want Berkshire's share count to go down. If the price-to-value discount (as we estimate it) widens, we will likely become more aggressive in purchasing shares. We will not, however, prop the stock at any level." [pdf]
[Buffett]

Dan Rasmussen interview
Dan Rasmussen talks private equity and value [audio]
[Value Investing]

Distorting the market
"On this week's episode, we speak to Mike Green of hedge fund Logica Capital, who argues that the trend is causing major market distortions that will eventually unwind with ugly consequences." [video]
[Markets]

Venial sin punished quickly
"The point is a simple one. Value has started 2020 with an extremely severe loss versus very long-term history, and, defined in a wide variety of ways, the worst loss yet (examining all of the same 6-week length periods) over the entire long 2010-2020 value drawdown."
[Value Investing]

I don't know
"It's easier to gain more respect for someone who speaks honestly and is humble enough to admit that they don't know the answer in the face of a tough or sometimes even simple question."
[Behaviour]

Equity returns don't compensate for risks
"If this doesn't give you pause, then you either haven't understood finance theory or these results. They are a direct contradiction of the most basic premise of finance and indicate that we get something fundamentally wrong about finance"
[Markets]

Levered long
"Stocks and bonds both have positive expected returns, so I understand why a young person with a high risk tolerance would find this appealing. But after looking at the numbers, it probably doesn't make sense to do it with your entire portfolio, if at all. It requires constant monitoring, and an iron stomach. Leverage can turbo charge your returns, but it can also wipe them out if you're not careful."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BCDA
Brookfield Property Partners (BPY.UN)AABA
Enbridge (ENB)DCCA
CIBC (CM)ABCA
BCE Inc. (BCE)CDDA
Bank of Nova Scotia (BNS)ABCA
Power Corp of Canada (POW)BAAA
Pembina Pipeline (PPL)CCDA
Shaw (SJR.B)CCDA
Suncor Energy (SU)DBBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Teck Resources (TECK.B)AAAD
Cenovus Energy (CVE)AAAC
Manulife (MFC)AAAB
Magna (MG)ABAC
Barrick Gold (ABX)ABDD
CIBC (CM)ABCA
Brookfield Property Partners (BPY.UN)AABA
Kinross Gold (K)ABCF
Imperial Oil (IMO)AABC
Bank of Nova Scotia (BNS)ABCA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)AAAD
Brookfield Property Partners (BPY.UN)AABA
First Quantum (FM)FABE
Cenovus Energy (CVE)AAAC
Cameco (CCO)EADE
Imperial Oil (IMO)AABC
Nutrien (NTR)DABB
Manulife (MFC)AAAB
Power Corp of Canada (POW)BAAA
BlackBerry (BB)FADF
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Brookfield Property Partners (BPY.UN)YYY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Imperial Oil (IMO)YY
Manulife (MFC)YY
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Barrick Gold (ABX)Y
BlackBerry (BB)Y
Cameco (CCO)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
Suncor Energy (SU)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)BAAA
Chevron (CVX)EABA
IBM (IBM)BDBA
Pfizer (PFE)ABDA
Verizon (VZ)ACBA
3M (MMM)CECA
Walgreens (WBA)ABAB
Cisco (CSCO)BDCB
Caterpillar (CAT)ADAB
Merck (MRK)CDDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABD
Pfizer (PFE)ABDA
Verizon (VZ)ACBA
Walgreens (WBA)ABAB
JP Morgan Chase (JPM)ABDB
Caterpillar (CAT)ADAB
Travelers (TRV)BAAC
Intel (INTC)BCDD
IBM (IBM)BDBA
American Express (AXP)BCCE
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
DuPont (DD)EABC
Goldman Sachs (GS)AABD
Chevron (CVX)EABA
Exxon Mobil (XOM)BAAA
Travelers (TRV)BAAC
JP Morgan Chase (JPM)ABDB
Walgreens (WBA)ABAB
Walt Disney (DIS)CBCE
Pfizer (PFE)ABDA
United Technologies (UTX)CBBD
Notes | More Info...


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



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The Rothery Report

2020
  10: 03 11 18
  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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