Stingy Investor: Stingy News Weekly


	Search - Contact - Subscribe - Login

Home | Articles | Links

The Stingy News Weekly: 04/21/2019

New from Norm

A bin of bargains
"The Canadian stock market is up 20 per cent from its Christmas Eve low. Despite the gain, it appears to be reasonably valued. Looking at the exchange sector by sector reveals a bin of bargains." [$]

Stingy Links

Direct indexing
"ETFs disrupted mutual funds by offering something a little bit better. Now ETFs face disruption because direct indexing offers several new features that make them much better." [Indexing]

Concentration is cool
"Sharpe ratios tend to be maximized in a value portfolio around 25 positions." [Value Investing]

The will to survive
"In the world of investing, you don't have to be bold. You don't need to find alpha. You just need to survive." [Markets]

Recessions vs. bear markets
"So stress is not necessarily proportional to how good or bad things are in. Much of it has to do with the changes to our current situation. Going from great to just OK could cause a much worse reaction in the markets than going from awful to not-so-great." [Markets]

Ten behavioural advantages
"Amateur investors have a number of behavioural advantages" [Behaviour]

S&P/TSX60 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
Inter Pipeline (IPL)	B	D	D	A
Enbridge (ENB)	E	B	B	A
BCE Inc. (BCE)	C	D	C	A
CIBC (CM)	A	B	B	A
Brookfield Infrastructure (BIP.UN)	E	C	C	A
TransCanada (TRP)	B	D	E	A
Bank of Nova Scotia (BNS)	A	B	C	A
Power Corp of Canada (POW)	B	A	A	A
Emera (EMA)	B	B	B	A
Pembina Pipeline (PPL)	D	D	D	A
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Teck Resources (TECK.B)	A	A	B	E
EnCana (ECA)	A	A	B	E
Thomson Reuters (TRI)	A	E	E	C
Magna (MG)	A	C	A	C
CIBC (CM)	A	B	B	A
Husky Energy (HSE)	A	A	A	B
National Bank (NA)	A	C	C	B
Manulife (MFC)	A	A	B	B
Bank of Nova Scotia (BNS)	A	B	C	A
Bank of Montreal (BMO)	A	B	C	B
Notes \| More Info...

Low Price/Book Value Stocks	P/E	P/B	P/S	Yield
Husky Energy (HSE)	A	A	A	B
Teck Resources (TECK.B)	A	A	B	E
First Quantum (FM)	C	A	C	E
Kinross Gold (K)	F	A	B	F
EnCana (ECA)	A	A	B	E
Goldcorp (G)	F	A	D	E
Cenovus Energy (CVE)	F	A	A	D
Power Corp of Canada (POW)	B	A	A	A
Manulife (MFC)	A	A	B	B
Cameco (CCO)	E	A	D	E
Notes \| More Info...

Canadian Stock Summary	Yield	P/E	P/B
Bank of Nova Scotia (BNS)	Y	Y
CIBC (CM)	Y	Y
EnCana (ECA)		Y	Y
Husky Energy (HSE)		Y	Y
Manulife (MFC)		Y	Y
Power Corp of Canada (POW)	Y		Y
Teck Resources (TECK.B)		Y	Y
BCE Inc. (BCE)	Y
Bank of Montreal (BMO)		Y
Brookfield Infrastructure (BIP.UN)	Y
Cameco (CCO)			Y
Cenovus Energy (CVE)			Y
Emera (EMA)	Y
Enbridge (ENB)	Y
First Quantum (FM)			Y
Goldcorp (G)			Y
Inter Pipeline (IPL)	Y
Kinross Gold (K)			Y
Magna (MG)		Y
National Bank (NA)		Y
Pembina Pipeline (PPL)	Y
Thomson Reuters (TRI)		Y
TransCanada (TRP)	Y
Notes...

DOW 30 Value Screens

High Dividend Yield Stocks	P/E	P/B	P/S	Yield
IBM (IBM)	B	D	B	A
Verizon (VZ)	B	C	B	A
Exxon Mobil (XOM)	B	B	A	A
Chevron (CVX)	B	A	B	A
Coca-Cola (KO)	E	E	E	A
Pfizer (PFE)	C	B	D	A
JP Morgan Chase (JPM)	A	A	C	B
DowDuPont (DWDP)	D	A	A	B
Home Depot (HD)	C	F	B	B
Walgreens (WBA)	A	B	A	B
Notes \| More Info...

Low Price/Earnings Stocks	P/E	P/B	P/S	Yield
Goldman Sachs (GS)	A	A	C	D
Walgreens (WBA)	A	B	A	B
JP Morgan Chase (JPM)	A	A	C	B
Intel (INTC)	A	B	D	C
Caterpillar (CAT)	A	D	B	C
Travelers (TRV)	A	A	A	D
American Express (AXP)	B	C	C	E
IBM (IBM)	B	D	B	A
Verizon (VZ)	B	C	B	A
Chevron (CVX)	B	A	B	A
Notes \| More Info...

Low Price/Book Value Stocks	P/E	P/B	P/S	Yield
DowDuPont (DWDP)	D	A	A	B
Goldman Sachs (GS)	A	A	C	D
Chevron (CVX)	B	A	B	A
Travelers (TRV)	A	A	A	D
JP Morgan Chase (JPM)	A	A	C	B
Exxon Mobil (XOM)	B	B	A	A
Walgreens (WBA)	A	B	A	B
United Technologies (UTX)	C	B	B	D
Intel (INTC)	A	B	D	C
Pfizer (PFE)	C	B	D	A
Notes \| More Info...

US Stock Summary	Yield	P/E	P/B
Chevron (CVX)	Y	Y	Y
JP Morgan Chase (JPM)	Y	Y	Y
Walgreens (WBA)	Y	Y	Y
DowDuPont (DWDP)	Y		Y
Exxon Mobil (XOM)	Y		Y
Goldman Sachs (GS)		Y	Y
IBM (IBM)	Y	Y
Intel (INTC)		Y	Y
Pfizer (PFE)	Y		Y
Travelers (TRV)		Y	Y
Verizon (VZ)	Y	Y
American Express (AXP)		Y
Caterpillar (CAT)		Y
Coca-Cola (KO)	Y
Home Depot (HD)	Y
United Technologies (UTX)			Y
Notes...

Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

2024
08: 04 11
07: 07 14 21 27
06: 01 09 16 22 30
05: 05 10 19 25
04: 07 14 21 28
03: 03 10 17 24 31
02: 03 09 17 25
01: 07 14 21 28
2023
12: 03 09 16 24 30
11: 05 12 19 26
10: 01 07 15 22 29
09: 04 10 17 24
08: 07 13 20 27
07: 02 09 16 23 29
06: 04 11 16 25
05: 07 14 21 28
04: 02 09 16 23 30
03: 05 12 19 25
02: 05 12 19 26
01: 01 08 15 22 29
2022
12: 04 11 18 25
11: 06 13 20 27
10: 02 09 16 23 30
09: 04 11 18 25
08: 01 07 14 20 28
07: 03 10 17 24
06: 05 12 17 26
05: 01 08 15 23 29
04: 03 10 17
03: 06 13 20 27
02: 04 13 20 27
01: 02 09 16 23 30
2021
12: 05 12 19 25
11: 06 14 21 28
10: 03 07 17 24 30
09: 05 12 19 24
08: 02 08 15 22 29
07: 04 11 19 25
06: 06 13 20 27
05: 02 09 16 23 30
04: 04 11 18 25
03: 07 14 21 28
02: 07 14 21 28
01: 03 10 17 24 30
2020
12: 06 13 20 25
11: 01 08 22 27
10: 03 11 18 24
09: 06 11 19 26
08: 01 09 16 22 30
07: 04 12 18 26
06: 06 12 20 27
05: 03 09 16 23 31
04: 04 12 17 24
03: 08 15 22 28
02: 01 07 15 22 28
01: 03 10 17 24
2019
12: 03 11 16 27
11: 03 08 16 22 27
10: 04 11 18 22
09: 06 11 17 25
08: 12 19 31
07: 07 26 31
06: 06 15 21 26
05: 01 08 15 20 27
04: 03 13 16 21
03: 04 12 18 25
02: 05 13 20 25
01: 01 08 16 22 28
2018
12: 03 11 17 26
11: 01 05 12 19 26
10: 09 15 22
09: 06 10 17 24 30
08: 07 13 22 28
07: 02 09 16 23 30
06: 04 12 19 25
05: 08 14 23 28
04: 02 10 16 22 30
03: 05 12 19 27
02: 05 12 20 26
01: 01 08 15 22 29
2017
12: 04 11 18 24
11: 06 12 20 27
10: 01 07 16 23 30
09: 04 11 17 23
08: 07 16 20 28
07: 02 09 16 23 30
06: 04 11 18 26
05: 07 14 21 28
04: 02 09 16 23 30
03: 05 12 19 26
02: 05 12 19 26
01: 02 07 15 22 29
2016
12: 04 11 18 26
11: 06 13 20 27
10: 02 09 16 23 29
09: 04 11 18 25
08: 07 14 21 28
07: 03 10 17 24 31
06: 05 11 19 26
05: 01 08 15 22
04: 03 10 17 24
03: 06 13 20 27
02: 07 14 21 28
01: 03 10 17 24 31
2015
12: 06 13 20 27
11: 01 08 15 22 29
10: 04 10 18 25
09: 05 13 20 27
08: 17 23 30
07: 05 12 19 26 31
06: 06 14 21 28
05: 03 09 17 23 31
04: 04 12 19 26
03: 01 07 15 22 28
02: 07 14 21
01: 04 12 18 25 31
2014
12: 06 14 21 28
11: 02 08 16 23 30
10: 04 11 19 26
09: 06 14 19 28
08: 10 16 24 29
07: 05 12 19 25
06: 08 15 20 29
05: 04 11 18 25 30
04: 06 12 20 27
03: 02 09 16 23 30
02: 01 09 16 23
01: 05 12 18 26
2013
12: 02 09 16 30
11: 03 11 17 24
10: 06 14 20 27
09: 09 16 23 30
08: 04 10 25
07: 07 15 21 28
06: 03 09 16 23 30
05: 05 12 19 26
04: 07 14 21 28
03: 03 11 17 24 31
02: 04 10 17 24
01: 06 13 20 27
2012
12: 02 09 16 23 30
11: 04 11 18 25
10: 07 14 21 28
09: 02 09 16 23 30
08: 05 12 19 26
07: 01 08 15 22 29
06: 03 10 17 24
05: 07 13 20 27
04: 01 08 15 22 29
03: 04 11 18 25
02: 05 12 19 26
01: 01 08 15 22 29
2011
12: 04 11 18 25
11: 06 13 20 27
10: 02 09 16 23 30
09: 04 11 18 25
08: 07 14 21 28
07: 03 10 17 24
06: 05 12 19 26
05: 01 08 15 22 29
04: 04 10 17 24
03: 06 13 20 27
02: 06 13 20 27
01: 02 09 16 23 30
2010
12: 05 12 19 26
11: 07 14 21 28
10: 03 10 17 24 31
09: 05 12 19 26
08: 01 08 15 22 29
07: 04 11 16 25
06: 06 13 20 27
05: 02 09 16 23 30
04: 04 11 18 25
03: 07 14 21 28
02: 07 14 21 28
01: 03 10 17 24 31

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Privacy Policy

About Us | Legal | Contact Us

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...