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The Stingy News Weekly: 04/10/2022
Stingy Links
Lost decades
"As with any insurance-like products, the signal would have
slightly underperformed the benchmark in most of the other periods.
This is because investors would trade upside capture for downside
protection by holding cash roughly one-third of the time." [Markets]
Inverted bonds
"Going back to 1970, in the year after a yield curve inversion,
U.S. stocks had a median inflation-adjusted total return of 4.7%
while 5-Year U.S. Treasuries had a median inflation-adjusted
return of 4%. Even if we were to extend this analysis to look over
two or five years, we would find that 5-Year Treasuries still
underperform U.S. stocks following a yield curve inversion." [Markets]
The mullet discount
"Our main concern with TSYS wasn't its business or financials -
it was its valuation. We couldn't understand why it sold at such
an attractive valuation. And then it hit me while listening to
one of their quarterly conference calls. TSYS suffered from the
mullet discount" [Behaviour]
Managing money and marriage
"If you want to maximize your chances of happiness and
togetherness, merge your finances. That's the upshot of a paper recently
published in the Journal of Personality and Social Psychology,
which found that joint financial resources are more likely to lead
to greater relationship stability." [Behaviour]
No news is good news
"How many of us have felt true fear or disgust or burning anger
after watching the evening news or reading the morning paper or
listening to the radio as we commute to work? How many of us have
left snarky replies to trending media tweets or submitted
rage-fuelled comments on news websites? And yet we continue to
consume the news." [Media]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Enbridge (ENB) | C | C | A |
| Pembina Pipeline (PPL) | F | C | A |
| Power (POW) | A | A | A |
| BCE (BCE) | C | D | A |
| TC Energy (TRP) | E | C | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| CIBC (CM) | A | A | A |
| Algonquin Power (AQN) | B | B | A |
| Manulife Financial (MFC) | A | A | A |
| Emera (EMA) | D | B | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Canadian Apt REIT (CAR.UN) | A | A | B |
| Kinross Gold (K) | A | A | C |
| Manulife Financial (MFC) | A | A | A |
| Thomson Reuters (TRI) | A | D | C |
| Power (POW) | A | A | A |
| National Bank (NA) | A | B | B |
| Magna International (MG) | A | A | B |
| CIBC (CM) | A | A | A |
| Canadian Tire (CTC.A) | A | C | C |
| Sun Life (SLF) | A | A | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Canopy Growth (WEED) | F | A | E |
| Canadian Apt REIT (CAR.UN) | A | A | B |
| Manulife Financial (MFC) | A | A | A |
| Power (POW) | A | A | A |
| Kinross Gold (K) | A | A | C |
| Teck Resources (TECK.B) | D | A | E |
| Magna International (MG) | A | A | B |
| CIBC (CM) | A | A | A |
| Sun Life (SLF) | A | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Notes | More Info... |
| Canadian Stock Summary | P/E | P/B | Yield | | CIBC (CM) | Y | Y | Y |
| Manulife Financial (MFC) | Y | Y | Y |
| Power (POW) | Y | Y | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| Canadian Apt REIT (CAR.UN) | Y | Y | |
| Kinross Gold (K) | Y | Y | |
| Magna International (MG) | Y | Y | |
| Sun Life (SLF) | Y | Y | |
| Algonquin Power (AQN) | | | Y |
| BCE (BCE) | | | Y |
| Canadian Tire (CTC.A) | Y | | |
| Canopy Growth (WEED) | | Y | |
| Emera (EMA) | | | Y |
| Enbridge (ENB) | | | Y |
| National Bank (NA) | Y | | |
| Pembina Pipeline (PPL) | | | Y |
| TC Energy (TRP) | | | Y |
| Teck Resources (TECK.B) | | Y | |
| Thomson Reuters (TRI) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | IBM (IBM) | C | C | A |
| Verizon (VZ) | B | B | A |
| Dow (DOW) | A | B | A |
| Walgreens (WBA) | A | A | A |
| 3M (MMM) | B | C | A |
| Chevron (CVX) | C | B | B |
| Merck (MRK) | B | C | B |
| Intel (INTC) | A | A | B |
| Amgen (AMGN) | D | E | B |
| JPMorgan Chase (JPM) | A | A | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Goldman (GS) | A | A | C |
| Walgreens (WBA) | A | A | A |
| Dow (DOW) | A | B | A |
| JPMorgan Chase (JPM) | A | A | B |
| Intel (INTC) | A | A | B |
| Verizon (VZ) | B | B | A |
| Travelers (TRV) | B | A | D |
| 3M (MMM) | B | C | A |
| Merck (MRK) | B | C | B |
| American Express (AXP) | B | D | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Goldman (GS) | A | A | C |
| Walgreens (WBA) | A | A | A |
| JPMorgan Chase (JPM) | A | A | B |
| Travelers (TRV) | B | A | D |
| Intel (INTC) | A | A | B |
| Chevron (CVX) | C | B | B |
| Dow (DOW) | A | B | A |
| Walt Disney (DIS) | E | B | F |
| Verizon (VZ) | B | B | A |
| salesforce.com (CRM) | E | B | F |
| Notes | More Info... |
| US Stock Summary | P/E | P/B | Yield | | 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 |
| Chevron (CVX) | | Y | Y |
| Goldman (GS) | Y | Y | |
| Merck (MRK) | Y | | Y |
| Travelers (TRV) | Y | Y | |
| American Express (AXP) | Y | | |
| Amgen (AMGN) | | | Y |
| IBM (IBM) | | | Y |
| Walt Disney (DIS) | | Y | |
| salesforce.com (CRM) | | Y | |
| Notes... |
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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
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