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The Stingy News Weekly: 03/19/2023


Stingy Links

Central banks move
"In a global response of the type not seen since the height of the pandemic, the Fed said it had joined with central banks in Canada, England, Japan, the EU and Switzerland in a co-ordinated action to enhance market liquidity. The ECB vowed to support euro zone banks with loans if needed, adding the Swiss rescue of Credit Suisse was .instrumental. for restoring calm."
[Markets]

UBS to rescue Credit Suisse
"UBS is paying 3 billion Swiss francs ($3.25 billion) for Credit Suisse, about 60% less than the bank was worth when markets closed on Friday. Credit Suisse shareholders will be largely wiped out, receiving just 1 UBS share for 22.5 Credit Suisse shares they own. Extraordinarily, the deal will not need the approval of shareholders after the Swiss government agreed to change the law so that it can be completed rapidly."
[Markets]

Value spread expands
"Today's peak seems more like the tech bubble than the financial crisis. Expensive stocks were bid up to unfathomably high prices, while deep value type stocks have just plodded along."
[Value Investing]

Cliff Asness interview
"Neither he nor AQR engages in market timing, but the spread between value and growth had gotten so huge that he felt comfortable 'sinning a little.'" [audio]
[Markets]

No going back
"But there's a downside to making the emotionally safe choice. The problem: In some cases, the path that promises least short-term regret - by, say, claiming Social Security right away, taking the pension lump sum and avoiding immediate annuities - could end up hurting us financially over the long haul."
[Retirement]

Bank run
"It would be shocking if we are not talking about loan-level delinquencies, charge-offs and credit losses later this year. Our expectation is that the stress banks' asset-liability managers are under right now gets shifted to banks. credit officers in the second half of this year. This is the slower-moving risk in banks that has been dormant for many years now thanks in part to easy monetary policy, and it seems to be awakening due to the knock-on effects of higher interest rates and the draining of liquidity from the financial system."
[Markets]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BYield
Tourmaline Oil (TOU)ABD
Imperial Oil (IMO)ABC
Nutrien (NTR)ABC
Suncor Energy (SU)ABA
Manulife Financial (MFC)AAA
Cenovus Energy (CVE)ABD
Canadian Natural (CNQ)ACA
Bank of Montreal (BMO)AAB
Teck Resources (TECK.B)AAE
Pembina Pipeline (PPL)ACA
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)EAC
Kinross Gold (K)FAC
Manulife Financial (MFC)AAA
Teck Resources (TECK.B)AAE
Power (POW)BAA
Algonquin Power (AQN)EAA
CIBC (CM)BAA
Bank of Nova Scotia (BNS)AAA
Brookfield (BN)DAE
Bank of Montreal (BMO)AAB
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Manulife Financial (MFC)YYY
Algonquin Power (AQN)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Pembina Pipeline (PPL)YY
Power (POW)YY
Suncor Energy (SU)YY
Teck Resources (TECK.B)YY
BCE (BCE)Y
Brookfield (BN)Y
Canadian Apt REIT (CAR.UN)Y
Canadian Natural (CNQ)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Nutrien (NTR)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
Dow (DOW)AAA
IBM (IBM)CCA
Chevron (CVX)ABB
Amgen (AMGN)CEB
Goldman (GS)ABB
Cisco Systems (CSCO)CCB
JPMorgan Chase (JPM)BAB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Verizon (VZ)AAA
Dow (DOW)AAA
Chevron (CVX)ABB
3M (MMM)ACA
Goldman (GS)ABB
JPMorgan Chase (JPM)BAB
Travelers (TRV)BBD
Intel (INTC)BAD
American Express (AXP)BCE
Caterpillar (CAT)BDD
Notes | More Info...


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


US Stock SummaryP/EP/BYield
Chevron (CVX)YYY
Dow (DOW)YYY
Goldman (GS)YYY
JPMorgan Chase (JPM)YYY
Verizon (VZ)YYY
3M (MMM)YY
Intel (INTC)YY
Travelers (TRV)YY
Walgreens (WBA)YY
American Express (AXP)Y
Amgen (AMGN)Y
Caterpillar (CAT)Y
Cisco Systems (CSCO)Y
IBM (IBM)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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