The Stingy News Weekly: 07/02/2023
Stingy Links
He got us to diversify
"Markowitz's lasting contribution is that he taught investors how
to think about diversification, and few people debate that." [Markets]
Value and profitability are complementary
"While sharing a common trading philosophy, we believe the
characteristic differences between value and quality mean that they
are complementary in a portfolio because they work in different
ways and at different times. Both strategies can offer a return
premium to the market, with the equal-weight value portfolio
outperforming the market by 3 percentage points per year since 1998
and the equal-weight quality portfolio outpacing the market by 2
percentage points per year over the same horizon" [Value Investing]
Why I retired
"Ken, why are you here on a Sunday if you can retire? This isn't
a dress rehearsal for life. This is it. You don't get a second
chance." [Retirement]
AI is killing the old web
"By contrast, the information produced by AI language models and
chatbots is often incorrect. The tricky thing is that when it's
wrong, it's wrong in ways that are difficult to spot." [Tech]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Enbridge (ENB) | E | C | A |
| TC Energy (TRP) | D | C | A |
| Pembina Pipeline (PPL) | A | C | A |
| BCE (BCE) | C | D | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| CIBC (CM) | B | A | A |
| Power (POW) | B | A | A |
| Manulife Financial (MFC) | A | A | A |
| TELUS (T) | D | C | A |
| Suncor Energy (SU) | A | B | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Nutrien (NTR) | A | A | B |
| Tourmaline Oil (TOU) | A | B | D |
| Imperial Oil (IMO) | A | B | C |
| Suncor Energy (SU) | A | B | A |
| Cenovus Energy (CVE) | A | B | C |
| Pembina Pipeline (PPL) | A | C | A |
| Manulife Financial (MFC) | A | A | A |
| Canadian Natural (CNQ) | A | C | B |
| Agnico Eagle (AEM) | A | A | C |
| Bank of Nova Scotia (BNS) | A | A | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Canadian Apt REIT (CAR.UN) | F | A | C |
| Kinross Gold (K) | E | A | C |
| Algonquin Power (AQN) | F | A | A |
| Teck Resources (TECK.B) | A | A | D |
| CIBC (CM) | B | A | A |
| Power (POW) | B | A | A |
| Nutrien (NTR) | A | A | B |
| Manulife Financial (MFC) | A | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Agnico Eagle (AEM) | A | A | C |
| Notes | More Info... |
| Canadian Stock Summary | P/E | P/B | Yield | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| Manulife Financial (MFC) | Y | Y | Y |
| Agnico Eagle (AEM) | Y | Y | |
| CIBC (CM) | | Y | Y |
| Nutrien (NTR) | Y | Y | |
| Pembina Pipeline (PPL) | Y | | Y |
| Power (POW) | | Y | Y |
| Suncor Energy (SU) | Y | | Y |
| Algonquin Power (AQN) | | Y | |
| BCE (BCE) | | | Y |
| Canadian Apt REIT (CAR.UN) | | Y | |
| Canadian Natural (CNQ) | Y | | |
| Cenovus Energy (CVE) | Y | | |
| Enbridge (ENB) | | | Y |
| Imperial Oil (IMO) | Y | | |
| Kinross Gold (K) | | Y | |
| TC Energy (TRP) | | | Y |
| TELUS (T) | | | Y |
| Teck Resources (TECK.B) | | Y | |
| Tourmaline Oil (TOU) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Verizon (VZ) | A | B | A |
| Walgreens (WBA) | F | A | A |
| 3M (MMM) | A | C | A |
| Dow (DOW) | B | B | A |
| IBM (IBM) | E | C | A |
| Chevron (CVX) | A | B | B |
| Amgen (AMGN) | B | E | B |
| Goldman (GS) | A | A | B |
| Cisco Systems (CSCO) | C | C | B |
| Coca-Cola (KO) | C | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Verizon (VZ) | A | B | A |
| Chevron (CVX) | A | B | B |
| 3M (MMM) | A | C | A |
| JPMorgan Chase (JPM) | A | A | C |
| Goldman (GS) | A | A | B |
| Dow (DOW) | B | B | A |
| Travelers (TRV) | B | B | D |
| Amgen (AMGN) | B | E | B |
| Caterpillar (CAT) | B | D | D |
| American Express (AXP) | B | C | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Walgreens (WBA) | F | A | A |
| Goldman (GS) | A | A | B |
| Intel (INTC) | F | A | D |
| JPMorgan Chase (JPM) | A | A | C |
| Walt Disney (DIS) | E | A | F |
| Verizon (VZ) | A | B | A |
| Travelers (TRV) | B | B | D |
| Dow (DOW) | B | B | A |
| Chevron (CVX) | A | B | B |
| salesforce.com (CRM) | E | B | F |
| Notes | More Info... |
| US Stock Summary | P/E | P/B | Yield | | Chevron (CVX) | Y | Y | Y |
| Dow (DOW) | Y | Y | Y |
| Goldman (GS) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| 3M (MMM) | Y | | Y |
| Amgen (AMGN) | Y | | Y |
| JPMorgan Chase (JPM) | Y | Y | |
| Travelers (TRV) | Y | Y | |
| Walgreens (WBA) | | Y | Y |
| American Express (AXP) | Y | | |
| Caterpillar (CAT) | Y | | |
| Cisco Systems (CSCO) | | | Y |
| Coca-Cola (KO) | | | Y |
| IBM (IBM) | | | Y |
| Intel (INTC) | | Y | |
| Walt Disney (DIS) | | Y | |
| salesforce.com (CRM) | | Y | |
| Notes... |
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