Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly: 04/17/2020


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.



Stingy Links

Yesterday's profits
"Unless you were concentrated in extremely high-expectation large growth stocks, we believe it was a very bad call to get out of equities because earnings were forecasted to disappoint."
[Value Investing]

Cheap winners vs boring winners
"Should investors prefer boring over cheap winners? Based on this analysis, there is no clear answer. The Low Volatility factor had significantly lower drawdowns than Value, but both feature low correlations to Momentum, which creates attractive multi-factor portfolios. Cheap stocks have not performed well over the last decade, but are cheaper, per definition, and low-risk stocks exhibit interest rate-sensitivity."
[Value Investing]

Until growth goes away
"We can't automatically assume we'll be able to grow out of Covid-19 debt like we did after World War II. A lot of things globally and demographically happened after the war that gave a tailwind to growth. Some of those forces are now headwinds."
[Government]

Dear fellow investors
"Let us start by saying that in our entire careers, we have rarely seen an opportunity to add as much long-term value for our investors as we do right now. This isn't to say that we believe that things will start getting better tomorrow, as we have no idea how this situation is going to play out over the next few weeks or months. But we do believe that the long term is what really matters in investing, and our confidence level is much higher for the longer term."
[Funds]

Don't try to catch the bottom
"Because our decision to rebalance is never based on our view of the market and when we think the tide will turn. Rather, rebalancing is based on where each client's portfolio sits relative to their target allocations (which in turn are based on generating the target return in each client's wealth plan while adhering to each client's tolerance for risk). Given that the losses so far are about average by historical bear market standards; most portfolios have not yet breached the minimum threshold for their allocation to stocks (or maximum for bonds & cash). But if losses deepen - say to 40% or worse - before a recovery takes hold; it's likely that most clients - if not all - will get triggered for rebalancing."
[Hallett]

Day of Reckoning for Private Equity
"No set of companies across industries is more at risk than those owned by private equity firms. Leveraged buyouts - now euphemistically called private equity - have 'leverage' in their name for a reason. That financial tool works both ways, magnifying returns in good times and punishing results for equity holders when the tide turns."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)AAAA
Cdn Natural Resources (CNQ)AABA
Pembina Pipeline (PPL)BBDA
Suncor Energy (SU)CABA
Power Corp of Canada (POW)BAAA
Enbridge (ENB)CCCA
CIBC (CM)ABCA
Bank of Nova Scotia (BNS)BBCA
Manulife (MFC)AAAA
Bank of Montreal (BMO)BBCA
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
Cdn Natural Resources (CNQ)AABA
Imperial Oil (IMO)AAAB
Manulife (MFC)AAAA
Magna (MG)ABAC
CIBC (CM)ABCA
Inter Pipeline (IPL)ABCC
Canadian Tire (CTC.A)ACAC
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)AAAF
Teck Resources (TECK.B)AAAD
Brookfield Property Partners (BPY.UN)AAAA
First Quantum (FM)FABE
Imperial Oil (IMO)AAAB
Cdn Natural Resources (CNQ)AABA
Power Corp of Canada (POW)BAAA
Manulife (MFC)AAAA
Suncor Energy (SU)CABA
Nutrien (NTR)DABB
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
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Nutrien (NTR)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)ADBA
Verizon (VZ)BCCA
Pfizer (PFE)BCDA
Walgreens (WBA)BBAB
JP Morgan Chase (JPM)ABCB
3M (MMM)CECB
Caterpillar (CAT)ACBB
Coca-Cola (KO)DEEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AACC
Travelers (TRV)AAAC
JP Morgan Chase (JPM)ABCB
Caterpillar (CAT)ACBB
American Express (AXP)ABBD
IBM (IBM)ADBA
Walgreens (WBA)BBAB
Verizon (VZ)BCCA
Intel (INTC)BCDD
Pfizer (PFE)BCDA
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
United Technologies (UTX)BBBF
Walt Disney (DIS)CBCD
American Express (AXP)ABBD
Notes | More Info...


US Stock SummaryYieldP/EP/B
JP Morgan Chase (JPM)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
Pfizer (PFE)YY
Travelers (TRV)YY
Verizon (VZ)YY
3M (MMM)Y
Coca-Cola (KO)Y
DuPont (DD)Y
Intel (INTC)Y
United Technologies (UTX)Y
Walt Disney (DIS)Y
Notes...



Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2020
  09: 06 11 19
  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

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
About Dan

Privacy Policy


 
About Us | Legal | Contact Us
Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...