The Stingy News Weekly: 01/22/2023
New from Norm
The easy way to returns
"Slashing fees is an easy, and practical, way to boost long-term
returns and it explains the popularity of low-fee funds and very
low-fee index funds in particular."
The smaller stable dividend portfolio
"I used a combined injection of low-volatility and dividends on
large stocks to form the Stable Dividend portfolio. This time
around I'm using a similar approach to inoculate smaller stocks to
form the, imaginatively named, Smaller Stable Dividend
portfolio."
Asset Mixer Update
We've updated our Asset Mixer to include real data for 2022.
Periodic Table Update
We've updated our periodic table of annual returns for Canadians
to include real data for 2022.
Stingy Links
Rich income
"if you're interested in understanding how your income compares
to others in the U.S. (and whether that makes you rich), then
you've come to the right place. So, how much income do you need to
be rich? Let's find out." [Thrift]
Price-to-fantasy ratio
"If reported earnings next year merely match the likely final
2022 level of $181, then the current price-to-forward earnings
(P/F) ratio is 21. In 2023, if earnings tumble just 20% from 2022
levels, then the correct current P/F ratio is 26, hardly a
bargain." [Markets]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Algonquin Power (AQN) | E | A | A |
| Enbridge (ENB) | C | C | A |
| TC Energy (TRP) | C | B | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| BCE (BCE) | C | D | A |
| CIBC (CM) | A | A | A |
| Power (POW) | B | A | A |
| Pembina Pipeline (PPL) | B | C | A |
| Manulife Financial (MFC) | A | A | A |
| Emera (EMA) | C | B | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Tourmaline Oil (TOU) | A | B | D |
| Nutrien (NTR) | A | B | C |
| Bank of Montreal (BMO) | A | A | B |
| Teck Resources (TECK.B) | A | A | E |
| Manulife Financial (MFC) | A | A | A |
| Imperial Oil (IMO) | A | C | C |
| Canadian Natural (CNQ) | A | C | B |
| Suncor Energy (SU) | A | B | B |
| Bank of Nova Scotia (BNS) | A | A | A |
| CIBC (CM) | A | A | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Canadian Apt REIT (CAR.UN) | C | A | C |
| Algonquin Power (AQN) | E | A | A |
| Kinross Gold (K) | F | A | C |
| Manulife Financial (MFC) | A | A | A |
| Power (POW) | B | A | A |
| Teck Resources (TECK.B) | A | A | E |
| CIBC (CM) | A | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| (BN) | C | A | D |
| Fortis (FTS) | D | A | B |
| Notes | More Info... |
| Canadian Stock Summary | P/E | P/B | Yield | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| CIBC (CM) | Y | Y | Y |
| Manulife Financial (MFC) | Y | Y | Y |
| Algonquin Power (AQN) | | Y | Y |
| Power (POW) | | Y | Y |
| Teck Resources (TECK.B) | Y | Y | |
| BCE (BCE) | | | Y |
| Bank of Montreal (BMO) | Y | | |
| Canadian Apt REIT (CAR.UN) | | Y | |
| Canadian Natural (CNQ) | Y | | |
| Emera (EMA) | | | Y |
| Enbridge (ENB) | | | Y |
| Fortis (FTS) | | Y | |
| Imperial Oil (IMO) | Y | | |
| Kinross Gold (K) | | Y | |
| Nutrien (NTR) | Y | | |
| Pembina Pipeline (PPL) | | | Y |
| Suncor Energy (SU) | Y | | |
| TC Energy (TRP) | | | Y |
| Tourmaline Oil (TOU) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Verizon (VZ) | A | A | A |
| Walgreens (WBA) | A | A | A |
| Intel (INTC) | A | A | A |
| Dow (DOW) | A | B | A |
| 3M (MMM) | B | C | A |
| IBM (IBM) | D | D | B |
| Cisco Systems (CSCO) | B | C | B |
| Amgen (AMGN) | C | E | B |
| Chevron (CVX) | A | B | B |
| JPMorgan Chase (JPM) | B | A | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Walgreens (WBA) | A | A | A |
| Dow (DOW) | A | B | A |
| Verizon (VZ) | A | A | A |
| Intel (INTC) | A | A | A |
| Chevron (CVX) | A | B | B |
| 3M (MMM) | B | C | A |
| JPMorgan Chase (JPM) | B | A | B |
| Goldman (GS) | B | A | C |
| Travelers (TRV) | B | B | D |
| American Express (AXP) | B | C | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Goldman (GS) | B | A | C |
| Intel (INTC) | A | A | A |
| JPMorgan Chase (JPM) | B | A | B |
| Walgreens (WBA) | A | A | A |
| Verizon (VZ) | A | A | A |
| Walt Disney (DIS) | E | B | F |
| Travelers (TRV) | B | B | D |
| Chevron (CVX) | A | B | B |
| Dow (DOW) | A | B | A |
| salesforce.com (CRM) | E | B | F |
| Notes | More Info... |
| US Stock Summary | P/E | P/B | Yield | | Chevron (CVX) | Y | Y | Y |
| Dow (DOW) | Y | Y | Y |
| Intel (INTC) | Y | Y | Y |
| JPMorgan Chase (JPM) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| 3M (MMM) | Y | | Y |
| Goldman (GS) | Y | Y | |
| Travelers (TRV) | Y | Y | |
| American Express (AXP) | Y | | |
| Amgen (AMGN) | | | Y |
| Cisco Systems (CSCO) | | | Y |
| IBM (IBM) | | | Y |
| Walt Disney (DIS) | | Y | |
| salesforce.com (CRM) | | Y | |
| Notes... |
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