The Stingy News Weekly: 04/18/2021
Stingy Links
Sustainability of withdrawal strategies
"The most important financial issue retirees have to deal with is
whether their strategy will be able to sustain all the
withdrawals they expect to make in retirement, as well as a bequest they
aim to leave. For this reason, it is critical to periodically
monitor the evolution of a financial plan in order to detect
early signs of trouble, which may lead a retiree to introduce
dynamic adjustments to a strategy. To that purpose, this article
features two tools, a sustainability test and the sustainable
withdrawal, and shows how to apply them. It also discusses the
empirical evidence on both tools based on a comprehensive sample of 22
countries over a 120-year period." [Retirement]
Against alcohol
"The overriding impression I got during the book was that alcohol
is Really Bad for your health" [Health]
Go figure
"A lot of investment math focuses on how money grows over time.
But as an attorney who's worked with many clients hoping to
retire in comfort, I find myself thinking more about risk - and how
the math can work against us." [Thrift]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | F | A | A | A |
| Enbridge (ENB) | D | C | B | A |
| Pembina Pipeline (PPL) | F | B | D | A |
| BCE Inc. (BCE) | C | D | C | A |
| TC Energy (TRP) | B | C | D | A |
| Power Corp of Canada (POW) | A | A | A | A |
| Cdn Natural Resources (CNQ) | F | A | C | A |
| TELUS (T) | D | D | B | A |
| CIBC (CM) | A | B | B | A |
| Bank of Nova Scotia (BNS) | B | B | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Kinross Gold (K) | A | A | C | D |
| Manulife (MFC) | A | A | A | B |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Algonquin Power (AQN) | A | C | E | B |
| TD Bank (TD) | A | B | D | B |
| Kirkland Lake Gold (KL) | A | C | E | C |
| Alimentation Couche-Tard (ATD.B) | A | D | A | E |
| Power Corp of Canada (POW) | A | A | A | A |
| CIBC (CM) | A | B | B | A |
| Bank of Montreal (BMO) | B | B | B | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | F | A | A | A |
| Cenovus Energy (CVE) | F | A | A | E |
| Teck Resources (TECK.B) | F | A | B | E |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Manulife (MFC) | A | A | A | B |
| Imperial Oil (IMO) | F | A | A | C |
| Suncor Energy (SU) | F | A | B | C |
| Power Corp of Canada (POW) | A | A | A | A |
| Kinross Gold (K) | A | A | C | D |
| Nutrien (NTR) | E | A | B | C |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Power Corp of Canada (POW) | Y | Y | Y |
| Brookfield Property Partners (BPY.UN) | Y | | Y |
| CIBC (CM) | Y | Y | |
| Canadian Apartment REIT (CAR.UN) | | Y | Y |
| Kinross Gold (K) | | Y | Y |
| Manulife (MFC) | | Y | Y |
| Algonquin Power (AQN) | | Y | |
| Alimentation Couche-Tard (ATD.B) | | Y | |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | Y | |
| Bank of Nova Scotia (BNS) | Y | | |
| Cdn Natural Resources (CNQ) | Y | | |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| Imperial Oil (IMO) | | | Y |
| Kirkland Lake Gold (KL) | | Y | |
| Nutrien (NTR) | | | Y |
| Pembina Pipeline (PPL) | Y | | |
| Suncor Energy (SU) | | | Y |
| TC Energy (TRP) | Y | | |
| TD Bank (TD) | | Y | |
| TELUS (T) | Y | | |
| Teck Resources (TECK.B) | | | Y |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | F | A | B | A |
| IBM (IBM) | B | C | A | A |
| Verizon (VZ) | A | B | A | A |
| Walgreens (WBA) | A | B | A | A |
| Merck (MRK) | C | D | C | A |
| Coca-Cola (KO) | D | D | E | B |
| 3M (MMM) | B | D | C | B |
| Cisco (CSCO) | B | C | D | B |
| Amgen (AMGN) | B | E | D | B |
| Procter & Gamble (PG) | C | D | C | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | B | D |
| Walgreens (WBA) | A | B | A | A |
| JP Morgan Chase (JPM) | A | A | C | C |
| Intel (INTC) | A | B | C | C |
| Verizon (VZ) | A | B | A | A |
| Travelers (TRV) | B | A | A | C |
| Amgen (AMGN) | B | E | D | B |
| IBM (IBM) | B | C | A | A |
| 3M (MMM) | B | D | C | B |
| Cisco (CSCO) | B | C | D | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | B | A | A | C |
| Goldman Sachs (GS) | A | A | B | D |
| DuPont (DD) | C | A | B | D |
| Chevron (CVX) | F | A | B | A |
| JP Morgan Chase (JPM) | A | A | C | C |
| Walgreens (WBA) | A | B | A | A |
| Intel (INTC) | A | B | C | C |
| Verizon (VZ) | A | B | A | A |
| Walt Disney (DIS) | E | B | D | F |
| Wal-Mart (WMT) | D | B | A | D |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Verizon (VZ) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| 3M (MMM) | Y | Y | |
| Amgen (AMGN) | Y | Y | |
| Chevron (CVX) | Y | | Y |
| Cisco (CSCO) | Y | Y | |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Coca-Cola (KO) | Y | | |
| DuPont (DD) | | | Y |
| Merck (MRK) | Y | | |
| Procter & Gamble (PG) | Y | | |
| Wal-Mart (WMT) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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