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The Stingy News Weekly: 09/24/2023
Stingy Links
Long and short of it
"I would lean heavily on short-term bonds. Since interest rates
are unpredictable, I see that as the best route to preserving
value." [Bonds]
Downside of short selling
"Activist short-sellers who remain anonymous typically do so for
fear of harassment of themselves and their families, from either
their targeted companies or investors who lost money when the
stocks of those companies declined in value. They also worry
about fending off costly lawsuits." [Markets]
We'll have a good time then
"The Fed needs to be very careful here. The working class and
younger generations may discover who is responsible for their
inability to own a home." [Markets]
What Works in Banking
"A strategy that buys cheap, high-quality banks with
conservatively managed loan and asset books can be expected to deliver
excess returns in the majority of market environments." [Value Investing]
Two per cent real yields
"The good news for investors is that the highest yields in ~15
years, either real or nominal, can be locked in with a
buy-and-hold strategy. No one knows if current rates are at or near a peak,
but this much is clear: the case for a relatively higher
allocation to Treasuries vs. recent history hasn.t looked this
compelling since George W. Bush was walking the floor in the Oval
Office." [Bonds]
Morgan Housel's portfolio
"Save your money and have a level of cash with which you can
absorb and manage and survive all of the unpredictable nonsense in
the economy, but invest your money like an optimist." [Indexing]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Enbridge (ENB) | D | C | A |
| TC Energy (TRP) | E | B | A |
| BCE (BCE) | D | D | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Pembina Pipeline (PPL) | A | B | A |
| CIBC (CM) | B | A | A |
| Algonquin Power (AQN) | F | A | A |
| TELUS (T) | D | C | A |
| Manulife Financial (MFC) | A | A | A |
| Power (POW) | B | A | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Tourmaline Oil (TOU) | A | C | D |
| Imperial Oil (IMO) | A | C | C |
| Pembina Pipeline (PPL) | A | B | A |
| Nutrien (NTR) | A | A | C |
| Manulife Financial (MFC) | A | A | A |
| Agnico Eagle (AEM) | A | A | C |
| National Bank (NA) | A | B | B |
| Bank of Nova Scotia (BNS) | A | A | A |
| Suncor Energy (SU) | A | B | B |
| Gildan Activewear (GIL) | A | D | C |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Canadian Apt REIT (CAR.UN) | E | A | C |
| Algonquin Power (AQN) | F | A | A |
| Kinross Gold (K) | D | A | C |
| Teck Resources (TECK.B) | C | A | D |
| CIBC (CM) | B | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Power (POW) | B | A | A |
| Manulife Financial (MFC) | A | A | A |
| Nutrien (NTR) | A | A | C |
| Bank of Montreal (BMO) | B | A | A |
| 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 |
| Algonquin Power (AQN) | | Y | Y |
| CIBC (CM) | | Y | Y |
| Nutrien (NTR) | Y | Y | |
| Pembina Pipeline (PPL) | Y | | Y |
| Power (POW) | | Y | Y |
| Agnico Eagle (AEM) | Y | | |
| BCE (BCE) | | | Y |
| Bank of Montreal (BMO) | | Y | |
| Canadian Apt REIT (CAR.UN) | | Y | |
| Enbridge (ENB) | | | Y |
| Gildan Activewear (GIL) | Y | | |
| Imperial Oil (IMO) | Y | | |
| Kinross Gold (K) | | Y | |
| National Bank (NA) | Y | | |
| Suncor Energy (SU) | 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 | Yield | | Walgreens (WBA) | F | A |
| Verizon (VZ) | A | A |
| 3M (MMM) | A | A |
| Dow (DOW) | C | A |
| IBM (IBM) | E | A |
| Chevron (CVX) | A | B |
| Goldman (GS) | A | B |
| Amgen (AMGN) | B | B |
| Coca-Cola (KO) | C | B |
| Johnson & Johnson (JNJ) | E | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | Yield | | Verizon (VZ) | A | A |
| JPMorgan Chase (JPM) | A | C |
| Chevron (CVX) | A | B |
| 3M (MMM) | A | A |
| Goldman (GS) | A | B |
| American Express (AXP) | B | D |
| Travelers (TRV) | B | C |
| Amgen (AMGN) | B | B |
| Cisco Systems (CSCO) | B | C |
| Home Depot (HD) | B | C |
| Notes | More Info... |
| US Stock Summary | P/E | Yield | | Amgen (AMGN) | Y | Y |
| Chevron (CVX) | Y | Y |
| Goldman (GS) | Y | Y |
| Verizon (VZ) | Y | Y |
| 3M (MMM) | | Y |
| American Express (AXP) | Y | |
| Caterpillar (CAT) | Y | |
| Cisco Systems (CSCO) | Y | |
| Coca-Cola (KO) | | Y |
| Dow (DOW) | | Y |
| Home Depot (HD) | Y | |
| IBM (IBM) | | Y |
| JPMorgan Chase (JPM) | Y | |
| Johnson & Johnson (JNJ) | | Y |
| Travelers (TRV) | Y | |
| Walgreens (WBA) | | Y |
| Notes... |
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| Disclaimers: Consult with a
qualified investment adviser before trading. Past performance is a
poor indicator of future performance. The information on this site,
and in its related newsletters, is not intended to be, nor does it
constitute, financial advice or recommendations. The information on
this site is in no way guaranteed for completeness, accuracy or in any
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