The Stingy News Weekly: 08/01/2022
Stingy Links
Never anything wrong with value
"Keswin and Wellington walked through 60 years of data on value,
showing that the average up cycle lasts eight years, while down
cycles last two. If investors look beyond what the big indices
are showing, it's been no different since 2008" [Value Investing]
The pitfalls of analysis paralysis
"When making decisions, we spend too much time choosing between
options with roughly equal utility." [Behaviour]
Retirement riddles
"I spend significant time reading the viewpoints of people who
are planning for retirement or who are already retired. My
frequent reaction: What are they thinking?" [Retirement]
Drawdowns and rallies
"Investors may have sighed a breath of relief in July after
months of pain. And perhaps we have already seen the market's 2022
lows and this recovery will follow the rapid pace of 2020. But a
broader set of base rates suggest there's reason to be cautious,
that risk is still elevated, and that we might yet experience an
even more significant drawdown." [Markets]
Millions of people aren't working because...
"That's 2.4% of the U.S. working population." [Health]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Enbridge (ENB) | C | C | A |
| Power (POW) | A | A | A |
| BCE (BCE) | D | D | A |
| Manulife Financial (MFC) | A | A | A |
| Brookfield Infra (BIP.UN) | C | C | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| TC Energy (TRP) | E | C | A |
| Pembina Pipeline (PPL) | D | C | A |
| CIBC (CM) | A | A | A |
| Algonquin Power (AQN) | E | B | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Canadian Apt REIT (CAR.UN) | A | A | C |
| SNC-Lavalin (SNC) | A | A | E |
| Manulife Financial (MFC) | A | A | A |
| Bank of Montreal (BMO) | A | A | B |
| Teck Resources (TECK.B) | A | A | D |
| Power (POW) | A | A | A |
| Sun Life (SLF) | A | A | A |
| Canadian Tire (CTC.A) | A | C | C |
| CIBC (CM) | A | A | A |
| National Bank (NA) | A | B | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Kinross Gold (K) | C | A | B |
| Canadian Apt REIT (CAR.UN) | A | A | C |
| Manulife Financial (MFC) | A | A | A |
| Teck Resources (TECK.B) | A | A | D |
| Power (POW) | A | A | A |
| Barrick Gold (ABX) | B | A | C |
| CIBC (CM) | A | A | A |
| Sun Life (SLF) | A | A | A |
| SNC-Lavalin (SNC) | A | A | E |
| Bank of Montreal (BMO) | A | A | B |
| Notes | More Info... |
| Canadian Stock Summary | P/E | P/B | Yield | | CIBC (CM) | Y | Y | Y |
| Manulife Financial (MFC) | Y | Y | Y |
| Power (POW) | Y | Y | Y |
| Bank of Montreal (BMO) | Y | Y | |
| Canadian Apt REIT (CAR.UN) | Y | Y | |
| SNC-Lavalin (SNC) | Y | Y | |
| Sun Life (SLF) | Y | Y | |
| Teck Resources (TECK.B) | Y | Y | |
| Algonquin Power (AQN) | | | Y |
| BCE (BCE) | | | Y |
| Bank of Nova Scotia (BNS) | | | Y |
| Barrick Gold (ABX) | | Y | |
| Brookfield Infra (BIP.UN) | | | Y |
| Canadian Tire (CTC.A) | Y | | |
| Enbridge (ENB) | | | Y |
| Kinross Gold (K) | | Y | |
| National Bank (NA) | Y | | |
| Pembina Pipeline (PPL) | | | Y |
| TC Energy (TRP) | | | Y |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Verizon (VZ) | B | B | A |
| Dow (DOW) | A | B | A |
| IBM (IBM) | C | D | A |
| Walgreens (WBA) | A | A | A |
| 3M (MMM) | C | C | A |
| Intel (INTC) | A | A | B |
| Chevron (CVX) | B | B | B |
| JPMorgan Chase (JPM) | A | A | B |
| Cisco Systems (CSCO) | B | C | B |
| Amgen (AMGN) | C | E | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Dow (DOW) | A | B | A |
| Intel (INTC) | A | A | B |
| Walgreens (WBA) | A | A | A |
| Goldman (GS) | A | A | D |
| JPMorgan Chase (JPM) | A | A | B |
| Verizon (VZ) | B | B | A |
| Travelers (TRV) | B | A | D |
| Merck (MRK) | B | C | C |
| Chevron (CVX) | B | B | B |
| American Express (AXP) | B | C | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Goldman (GS) | A | A | D |
| Walgreens (WBA) | A | A | A |
| JPMorgan Chase (JPM) | A | A | B |
| Intel (INTC) | A | A | B |
| Travelers (TRV) | B | A | D |
| Dow (DOW) | A | B | A |
| Walt Disney (DIS) | E | B | F |
| Chevron (CVX) | B | B | B |
| Verizon (VZ) | B | B | A |
| 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 |
| Intel (INTC) | Y | Y | Y |
| JPMorgan Chase (JPM) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| Goldman (GS) | Y | Y | |
| Travelers (TRV) | Y | Y | |
| 3M (MMM) | | | Y |
| American Express (AXP) | Y | | |
| Amgen (AMGN) | | | Y |
| Cisco Systems (CSCO) | | | Y |
| IBM (IBM) | | | Y |
| Merck (MRK) | Y | | |
| Walt Disney (DIS) | | Y | |
| salesforce.com (CRM) | | Y | |
| Notes... |
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