The Stingy News Weekly: 08/02/2021
Stingy Links
Buffett's evolution into a great manager
"One of the most interesting aspects of Cunningham's work with
and about Buffett is the revelation that there are really two
Buffetts, one the great investor that we all know about, and two,
his later evolution into a great manager. We'll focus on what we
can learn from Buffett, the manager in this week's show." [video] [Buffett]
22 maxims of Sir John
"The most famous of Templeton's contrarian actions happened in
1939. On the eve of the Second World War, when Templeton was all
of 26-years old, he borrowed a then-massive $10,000. He had
decided to buy 100 shares in each of 100 companies whose beaten-up
stocks cost less than a $1. Templeton judged the market was in
headless chicken mode due to fears about the upcoming conflict. He
wasn't sure which shares would prosper. But he was convinced
they were all trading out of whack. The profits he banked when the
markets recovered initiated a lifetime of running money." [Value Investing]
Bonds and inflation
"Inflation has never been this high, with bond yields this low." [Markets]
Not a law of nature
"The first thing to understand about the 4% rule is that Bengen
never intended it to be a rule per se. In his paper, he's clear
that 4% is just a recommendation - and only under certain
circumstances." [Retirement]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | F | A | B | A |
| Enbridge (ENB) | B | B | B | A |
| Pembina Pipeline (PPL) | F | C | D | A |
| TC Energy (TRP) | D | C | D | A |
| BCE Inc. (BCE) | C | D | C | A |
| Manulife (MFC) | A | A | A | A |
| Bank of Nova Scotia (BNS) | A | A | B | A |
| Cdn Natural Resources (CNQ) | C | A | C | A |
| TELUS (T) | D | D | B | A |
| Power Corp of Canada (POW) | B | A | A | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Kinross Gold (K) | A | A | C | D |
| Thomson Reuters (TRI) | A | D | E | D |
| Manulife (MFC) | A | A | A | A |
| TD Bank (TD) | A | B | C | B |
| Algonquin Power (AQN) | A | C | E | B |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| CIBC (CM) | A | B | C | B |
| Bank of Nova Scotia (BNS) | A | A | B | A |
| Royal Bank (RY) | A | C | D | B |
| National Bank (NA) | A | C | D | C |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | F | A | B | A |
| Teck Resources (TECK.B) | F | A | B | E |
| Cenovus Energy (CVE) | F | A | A | E |
| Suncor Energy (SU) | E | A | B | B |
| Manulife (MFC) | A | A | A | A |
| Imperial Oil (IMO) | F | A | A | C |
| Canadian Apartment REIT (CAR.UN) | A | A | E | C |
| Kinross Gold (K) | A | A | C | D |
| Power Corp of Canada (POW) | B | A | A | A |
| Cdn Natural Resources (CNQ) | C | A | C | A |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Manulife (MFC) | Y | Y | Y |
| Bank of Nova Scotia (BNS) | Y | Y | |
| Brookfield Property Partners (BPY.UN) | Y | | Y |
| Canadian Apartment REIT (CAR.UN) | | Y | Y |
| Cdn Natural Resources (CNQ) | Y | | Y |
| Kinross Gold (K) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Algonquin Power (AQN) | | Y | |
| BCE Inc. (BCE) | Y | | |
| CIBC (CM) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| Imperial Oil (IMO) | | | Y |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Royal Bank (RY) | | Y | |
| Suncor Energy (SU) | | | Y |
| TC Energy (TRP) | Y | | |
| TD Bank (TD) | | Y | |
| TELUS (T) | Y | | |
| Teck Resources (TECK.B) | | | Y |
| Thomson Reuters (TRI) | | Y | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Chevron (CVX) | E | A | A | A |
| IBM (IBM) | C | C | A | A |
| Verizon (VZ) | A | B | B | A |
| Walgreens (WBA) | B | B | A | A |
| Merck (MRK) | D | D | C | A |
| 3M (MMM) | B | D | C | B |
| Coca-Cola (KO) | D | D | E | B |
| Amgen (AMGN) | B | E | D | B |
| Cisco (CSCO) | B | C | D | B |
| Intel (INTC) | A | B | C | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | B | D |
| Travelers (TRV) | A | A | A | C |
| JP Morgan Chase (JPM) | A | A | C | C |
| Verizon (VZ) | A | B | B | A |
| Intel (INTC) | A | B | C | B |
| DuPont (DD) | B | A | B | D |
| Walgreens (WBA) | B | B | A | A |
| 3M (MMM) | B | D | C | B |
| American Express (AXP) | B | C | C | E |
| Amgen (AMGN) | B | E | D | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | A | A | A | C |
| Goldman Sachs (GS) | A | A | B | D |
| DuPont (DD) | B | A | B | D |
| Chevron (CVX) | E | A | A | A |
| JP Morgan Chase (JPM) | A | A | C | C |
| Walgreens (WBA) | B | B | A | A |
| Intel (INTC) | A | B | C | B |
| Verizon (VZ) | A | B | B | 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 | | Intel (INTC) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| 3M (MMM) | Y | Y | |
| Amgen (AMGN) | Y | Y | |
| Chevron (CVX) | Y | | Y |
| DuPont (DD) | | Y | Y |
| Goldman Sachs (GS) | | Y | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| American Express (AXP) | | Y | |
| Cisco (CSCO) | Y | | |
| Coca-Cola (KO) | Y | | |
| IBM (IBM) | Y | | |
| Merck (MRK) | Y | | |
| Wal-Mart (WMT) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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