The Stingy News Weekly: 05/02/2021
Stingy Links
Berkshire Hathaway meeting
"Berkshire Hathaway Chairman and CEO Warren Buffett was joined by
Vice Chairman Charlie Munger, and both shared their unscripted
views on Berkshire Hathaway, the markets, the economy, corporate
governance, and a lot more." [video] [Value Investing]
Value stocks are poised to outperform
"We expect value to outperform growth over the next ten years by
five to seven percentage points, annualized, and perhaps by an
even wider margin over the next five years." [Value Investing]
On Thinking: Fast and Slow
"It is likely that Kahneman.s book, or at least some of his
chapters, would be very different from the actual book, if it had
been written just a few years later." [Books]
Operation Neptune's Spear
"The full story of how, and why, America's top security officials
decided to pull the trigger that night in May has never been
told. This oral history - the story inside the West Wing and U.S.
intelligence agencies as Neptune's Spear coalesced over the fall
of 2010 and spring of 2011 - is based on extensive original
interviews with nearly 30 key intelligence and national security
leaders, White House staff, and presidential aides - including
some who have never spoken publicly before, and roughly half of
those pictured in Souza's famous photograph." [History]
Hanging tough
"Finally, as I argued last year, I don't see any alternative to
owning stocks. After factoring in taxes and inflation, cash
investments and most bonds are priced to lose money." [Markets]
Currency crisis
"There are various indicators showing that the U.S. could be
headed for a currency crisis. One of them has paws." [video] [Fun]
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 |
| Cdn Natural Resources (CNQ) | F | A | C | A |
| Power Corp of Canada (POW) | A | A | A | A |
| TELUS (T) | D | D | B | A |
| Bank of Nova Scotia (BNS) | B | B | C | A |
| CIBC (CM) | A | B | B | 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 | D | B |
| Kirkland Lake Gold (KL) | A | C | E | C |
| Alimentation Couche-Tard (ATD.B) | A | D | A | E |
| TD Bank (TD) | A | B | D | B |
| 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 |
| Teck Resources (TECK.B) | F | A | B | E |
| Cenovus Energy (CVE) | F | A | A | E |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Manulife (MFC) | A | A | A | B |
| Suncor Energy (SU) | F | A | B | C |
| Power Corp of Canada (POW) | A | A | A | A |
| Imperial Oil (IMO) | F | A | B | C |
| Kinross Gold (K) | A | A | C | D |
| Nutrien (NTR) | E | A | B | B |
| 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) | C | 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 |
| Amgen (AMGN) | B | E | D | B |
| Cisco (CSCO) | B | C | D | B |
| Johnson & Johnson (JNJ) | D | C | D | 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 |
| Verizon (VZ) | A | B | A | A |
| Intel (INTC) | A | B | C | C |
| Travelers (TRV) | B | A | A | C |
| Amgen (AMGN) | B | E | D | B |
| 3M (MMM) | B | D | C | B |
| Cisco (CSCO) | B | C | D | B |
| UnitedHealth (UNH) | B | C | A | E |
| 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 |
| Intel (INTC) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Coca-Cola (KO) | Y | | |
| DuPont (DD) | | | Y |
| IBM (IBM) | Y | | |
| Johnson & Johnson (JNJ) | Y | | |
| Merck (MRK) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Wal-Mart (WMT) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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