The Stingy News Weekly: 06/20/2020
New from Norm
Standing on the shoulders of giants
"He then launched his firm, Tidefall Capital Management, on Jan.
21, not long before the economy ran into the COVID crisis. The
subsequent market decline came as bad news to most investors, but
Tidefall's hedge fund climbed by a whopping 28.5 per cent from
inception through to the end of May." [$]
Stingy Links
Hertz donut
"The stock of Hertz will, with high likelihood, go out at zero.
Start with this: the firm has filed for bankruptcy. Stockholders
mostly get nothing in bankruptcy. Sometimes they might get a
little new stock or some warrants to help them save face, because
they are delaying the reorganization, but this is usually a
trivial amount of money, and implies a big loss to the stockholders." [Stocks]
Costs kill the overnight anomaly
"dissecting the data behind this supposed market timing strategy
reveals that not only are any excess returns diminished by
transaction costs, but the performance relative to buy-and-hold gross
of costs has waned over the years." [Markets]
Micro machine
"Maj Soueidan on nano cap investing with Tobias Carlisle" [video] [Stocks]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | A | A | A | A |
| Enbridge (ENB) | E | C | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| Pembina Pipeline (PPL) | B | C | D | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| CIBC (CM) | A | B | C | A |
| Manulife (MFC) | A | A | A | A |
| BCE Inc. (BCE) | C | D | D | A |
| Bank of Montreal (BMO) | A | A | B | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Canadian Apartment REIT (CAR.UN) | A | B | E | C |
| Manulife (MFC) | A | A | A | A |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Imperial Oil (IMO) | A | A | A | B |
| Inter Pipeline (IPL) | A | B | C | C |
| Brookfield Property Partners (BPY.UN) | A | A | A | A |
| Barrick Gold (ABX) | A | D | E | D |
| Bank of Montreal (BMO) | A | A | B | A |
| National Bank (NA) | A | C | C | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | F | A | B | D |
| Brookfield Property Partners (BPY.UN) | A | A | A | A |
| Cenovus Energy (CVE) | D | A | A | F |
| First Quantum (FM) | F | A | B | E |
| Imperial Oil (IMO) | A | A | A | B |
| Power Corp of Canada (POW) | B | A | A | A |
| Manulife (MFC) | A | A | A | A |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| Suncor Energy (SU) | F | A | B | C |
| Nutrien (NTR) | D | A | B | B |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Brookfield Property Partners (BPY.UN) | Y | Y | Y |
| Cdn Natural Resources (CNQ) | Y | Y | Y |
| Manulife (MFC) | Y | Y | Y |
| Bank of Montreal (BMO) | Y | Y | |
| Bank of Nova Scotia (BNS) | Y | Y | |
| Imperial Oil (IMO) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| BCE Inc. (BCE) | Y | | |
| Barrick Gold (ABX) | | Y | |
| CIBC (CM) | Y | | |
| Canadian Apartment REIT (CAR.UN) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Inter Pipeline (IPL) | | Y | |
| National Bank (NA) | | Y | |
| Nutrien (NTR) | | | Y |
| Pembina Pipeline (PPL) | Y | | |
| Suncor Energy (SU) | | | Y |
| Teck Resources (TECK.B) | | | Y |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Exxon Mobil (XOM) | C | A | A | A |
| Chevron (CVX) | E | A | A | A |
| IBM (IBM) | A | D | B | A |
| Pfizer (PFE) | A | B | D | A |
| Walgreens (WBA) | A | B | A | A |
| Verizon (VZ) | B | C | B | B |
| 3M (MMM) | C | E | C | B |
| JP Morgan Chase (JPM) | A | B | C | B |
| Coca-Cola (KO) | C | E | E | B |
| Caterpillar (CAT) | B | C | B | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| JP Morgan Chase (JPM) | A | B | C | B |
| Walgreens (WBA) | A | B | A | A |
| Intel (INTC) | A | C | D | D |
| Pfizer (PFE) | A | B | D | A |
| IBM (IBM) | A | D | B | A |
| Travelers (TRV) | B | A | A | C |
| Verizon (VZ) | B | C | B | B |
| Caterpillar (CAT) | B | C | B | B |
| DuPont (DD) | B | A | B | D |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| DuPont (DD) | B | A | B | D |
| Exxon Mobil (XOM) | C | A | A | A |
| Travelers (TRV) | B | A | A | C |
| Chevron (CVX) | E | A | A | A |
| JP Morgan Chase (JPM) | A | B | C | B |
| Walgreens (WBA) | A | B | A | A |
| Walt Disney (DIS) | E | B | C | F |
| Raytheon (RTX) | B | B | B | C |
| Pfizer (PFE) | A | B | D | A |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | JP Morgan Chase (JPM) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | |
| Chevron (CVX) | Y | | Y |
| DuPont (DD) | | Y | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| 3M (MMM) | Y | | |
| Coca-Cola (KO) | Y | | |
| Intel (INTC) | | Y | |
| Raytheon (RTX) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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