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The Stingy News Weekly: 03/05/2023


Stingy Links

Riding the rails
"Each strategy has some merit. The 4% rule is a great shorthand tool because you can often do the math in your head. Guardrails, on the other hand, may be more complex, but the way it responds to changes in the market makes it more realistic. Many school endowments, it's worth noting, use a hybrid approach: They withdraw a fixed percentage of their endowments, but that fixed percentage is often set in relation to a three-year moving average of the endowment's value."
[Retirement]

Intangibles and value
"It is worth noting that other value metrics, such as price-to-sales (which is not affected by accounting for intangibles), did not work during the 'dark winter' for value stocks. This shows that the poor performance of the value factor was less about how the worth of a stock was measured and more about the price aspect (growth stocks outperformed because the multiple of earnings investors were willing to pay for them increased dramatically relative to the multiple for value stocks)."
[Value Investing]

Spendthrift propaganda
"My purpose in touching on the lives of these two women is to point out that they never enjoyed spending their wealth." Boo!
[Behaviour]

Stocks and bonds are positively correlated
"For the past 30 years, the correlation between stocks and bonds has been negative. But last year, the trailing three-year correlation turned positive for the first time since November 2000. This is something that many investors today have never experienced in their professional lives."
[Markets]

Dan Wang on China
"What I did not sufficiently appreciate is that a state that would so casually decapitate a sector like online tutoring would also have the will to visit catastrophe upon whole cities. And fear of those moves is wearing on people. I perceive a fading sense of enthusiasm among businesspeople and youths."
[World]

The build-nothing country
"Ever day, new examples of this stasis pile up. In Berkeley, a plan to build student housing was just blocked by a court, which demanded that the university study whether students themselves constitute an environmental hazard. I wish I were kidding, but I'm not."
[World]

Wild lumber prices
"Lumber is currently at $369 per 1000 board feet. This is down from the peak of $1,733, and down 72% from $1,441 a year ago."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)ECA
TC Energy (TRP)EBA
BCE (BCE)CDA
Bank of Nova Scotia (BNS)BAA
Pembina Pipeline (PPL)ACA
Algonquin Power (AQN)EAA
CIBC (CM)BAA
Power (POW)BAA
Manulife Financial (MFC)AAA
Emera (EMA)CBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Tourmaline Oil (TOU)ABD
Imperial Oil (IMO)ACC
Nutrien (NTR)ABC
Suncor Energy (SU)ABB
Manulife Financial (MFC)AAA
Canadian Natural (CNQ)ADB
Cenovus Energy (CVE)ACD
Bank of Montreal (BMO)ABB
Teck Resources (TECK.B)AAD
Canadian Tire (CTC.A)ABB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Kinross Gold (K)FAC
Canadian Apt REIT (CAR.UN)CAC
Algonquin Power (AQN)EAA
Manulife Financial (MFC)AAA
Power (POW)BAA
Teck Resources (TECK.B)AAD
Bank of Nova Scotia (BNS)BAA
Barrick Gold (ABX)EAC
CIBC (CM)BAA
Agnico Eagle (AEM)DAB
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Manulife Financial (MFC)YYY
Algonquin Power (AQN)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Power (POW)YY
Teck Resources (TECK.B)YY
Agnico Eagle (AEM)Y
BCE (BCE)Y
Bank of Montreal (BMO)Y
Barrick Gold (ABX)Y
Canadian Apt REIT (CAR.UN)Y
Canadian Natural (CNQ)Y
Canadian Tire (CTC.A)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)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 StocksP/EP/BYield
Verizon (VZ)AAA
3M (MMM)ACA
Walgreens (WBA)FAA
IBM (IBM)CCA
Dow (DOW)ABA
Chevron (CVX)ABB
Amgen (AMGN)CEB
Cisco Systems (CSCO)BCB
Coca-Cola (KO)DEB
Johnson & Johnson (JNJ)DCB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Verizon (VZ)AAA
Chevron (CVX)ABB
Dow (DOW)ABA
3M (MMM)ACA
Goldman (GS)ABC
JPMorgan Chase (JPM)BAC
Intel (INTC)BAD
Travelers (TRV)BBD
Home Depot (HD)BEC
Cisco Systems (CSCO)BCB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Intel (INTC)BAD
Walgreens (WBA)FAA
JPMorgan Chase (JPM)BAC
Verizon (VZ)AAA
Walt Disney (DIS)EAF
Travelers (TRV)BBD
Dow (DOW)ABA
Chevron (CVX)ABB
Goldman (GS)ABC
salesforce.com (CRM)EBF
Notes | More Info...


US Stock SummaryP/EP/BYield
Chevron (CVX)YYY
Dow (DOW)YYY
Verizon (VZ)YYY
3M (MMM)YY
Cisco Systems (CSCO)YY
Goldman (GS)YY
Intel (INTC)YY
JPMorgan Chase (JPM)YY
Travelers (TRV)YY
Walgreens (WBA)YY
Amgen (AMGN)Y
Coca-Cola (KO)Y
Home Depot (HD)Y
IBM (IBM)Y
Johnson & Johnson (JNJ)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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