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The Stingy News Weekly: 04/02/2023
Stingy Links
The age of average
"Distinctiveness has died. In every field we look at, we find
that everything looks the same. Welcome to the age of average." [Markets]
So much to like
"Not only are stocks better value than they were 15 months ago,
but also the long-term benefits remain as impressive as ever.
What benefits? Here are nine reasons I have 88% of my retirement
portfolio in stocks." [Markets]
Feel bad all the time
"The average number of days to go from peak to trough is 381, so
just over a year. The average number of days to go from the
previous peak to new all-time highs is 1,166 days or more than 3
years." [Markets]
Simple diversification
"The research we reviewed demonstrates that a simple 1/N factor
diversification strategy will likely be at least as efficient as
more 'sophisticated' versions such as mean-variance and minimum
variance strategies." [Markets]
Historical CPI based on current practices
"we find that current inflation levels are much closer to past
inflation peaks than the official series would suggest." [Economy]
Memory and probability
"Behavioral economists connect the way our memory works to how we
make probability judgments" [Behaviour]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | TC Energy (TRP) | E | B | A |
| Enbridge (ENB) | E | C | A |
| BCE (BCE) | C | D | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Pembina Pipeline (PPL) | A | C | A |
| CIBC (CM) | B | A | A |
| Manulife Financial (MFC) | A | A | A |
| Power (POW) | B | A | A |
| Algonquin Power (AQN) | E | A | A |
| TELUS (T) | D | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Tourmaline Oil (TOU) | A | A | D |
| Nutrien (NTR) | A | B | C |
| Imperial Oil (IMO) | A | C | C |
| Suncor Energy (SU) | A | B | B |
| Manulife Financial (MFC) | A | A | A |
| Cenovus Energy (CVE) | A | B | D |
| Bank of Montreal (BMO) | A | A | B |
| Canadian Natural (CNQ) | A | C | B |
| Teck Resources (TECK.B) | A | A | E |
| Pembina Pipeline (PPL) | A | C | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Canadian Apt REIT (CAR.UN) | E | A | C |
| Manulife Financial (MFC) | A | A | A |
| Kinross Gold (K) | F | A | C |
| Teck Resources (TECK.B) | A | A | E |
| Power (POW) | B | A | A |
| Algonquin Power (AQN) | E | A | A |
| CIBC (CM) | B | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Bank of Montreal (BMO) | A | A | B |
| Brookfield (BN) | D | A | E |
| Notes | More Info... |
| Canadian Stock Summary | P/E | P/B | Yield | | Manulife Financial (MFC) | Y | Y | Y |
| Algonquin Power (AQN) | | Y | Y |
| Bank of Montreal (BMO) | Y | Y | |
| Bank of Nova Scotia (BNS) | | Y | Y |
| CIBC (CM) | | Y | Y |
| Pembina Pipeline (PPL) | Y | | Y |
| Power (POW) | | Y | Y |
| Teck Resources (TECK.B) | Y | Y | |
| 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 | | |
| Suncor Energy (SU) | Y | | |
| TC Energy (TRP) | | | Y |
| TELUS (T) | | | Y |
| Tourmaline Oil (TOU) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Verizon (VZ) | A | A | A |
| 3M (MMM) | A | C | A |
| Walgreens (WBA) | F | A | A |
| Dow (DOW) | A | B | A |
| IBM (IBM) | C | C | A |
| Chevron (CVX) | A | B | B |
| Amgen (AMGN) | C | E | B |
| JPMorgan Chase (JPM) | A | A | B |
| Goldman (GS) | B | A | B |
| Cisco Systems (CSCO) | C | C | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Verizon (VZ) | A | A | A |
| Dow (DOW) | A | B | A |
| Chevron (CVX) | A | B | B |
| 3M (MMM) | A | C | A |
| JPMorgan Chase (JPM) | A | A | B |
| Goldman (GS) | B | A | B |
| Travelers (TRV) | B | B | D |
| American Express (AXP) | B | C | E |
| Intel (INTC) | B | A | D |
| Home Depot (HD) | B | E | C |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Walgreens (WBA) | F | A | A |
| Intel (INTC) | B | A | D |
| JPMorgan Chase (JPM) | A | A | B |
| Verizon (VZ) | A | A | A |
| Goldman (GS) | B | A | B |
| Travelers (TRV) | B | B | D |
| Dow (DOW) | A | B | A |
| Walt Disney (DIS) | E | B | F |
| Chevron (CVX) | A | B | B |
| 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 |
| Goldman (GS) | Y | Y | Y |
| JPMorgan Chase (JPM) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| 3M (MMM) | Y | | Y |
| Intel (INTC) | Y | Y | |
| Travelers (TRV) | Y | Y | |
| Walgreens (WBA) | | Y | Y |
| American Express (AXP) | Y | | |
| Amgen (AMGN) | | | Y |
| Cisco Systems (CSCO) | | | Y |
| Home Depot (HD) | Y | | |
| IBM (IBM) | | | Y |
| Walt Disney (DIS) | | Y | |
| salesforce.com (CRM) | | Y | |
| Notes... |
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| 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...
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