Search - Contact - Subscribe - Login
Home | Articles | Links
The Stingy News Weekly: 10/22/2023 Stingy Links Worst year in generations "The tried-and-true 60-40 portfolio lost 17% last year, its worst performance since at least 1937" [Markets] Taking charge "I understand such handwringing, but I'm not inclined to join in. I've spent my entire life hearing that things have never been worse - and yet somehow they keep getting better." [Behaviour] Post-earnings announcement drift "Instead of buying stocks with positive earnings surprises and selling stocks with negative earnings surprises, one should focus on buying stocks with positive earnings surprises that trade near their 52-week highs and selling stocks with negative earnings surprises that trade near their 52-week lows." [Markets] Superlinear returns "Teachers and coaches implicitly told us the returns were linear. "You get out," I heard a thousand times, "what you put in." They meant well, but this is rarely true. If your product is only half as good as your competitor's, you don't get half as many customers. You get no customers, and you go out of business." [Behaviour] Where are all the defaults "Even if we recast the historical high-yield spread as if today's rating distribution were true throughout the spread's history, it does not change the historical behavior of the high-yield spread much." [Bonds] S&P/TSX60 Value Screens High Dividend Yield Stocks P/E P/B Yield Algonquin Power (AQN) F A A Enbridge (ENB) D C A TC Energy (TRP) E B A BCE (BCE) C D A Bank of Nova Scotia (BNS) A A A CIBC (CM) A A A TELUS (T) D C A Brookfield Infra (BIP.UN) E C A Pembina Pipeline (PPL) A C A Power (POW) B A A Notes | More Info... Low Price/Earnings Stocks P/E P/B Yield Tourmaline Oil (TOU) A C D Manulife Financial (MFC) A A A Nutrien (NTR) A A C Pembina Pipeline (PPL) A C A Imperial Oil (IMO) A C C Bank of Nova Scotia (BNS) A A A National Bank (NA) A B B Emera (EMA) A A A Canadian Tire (CTC.A) A B B Agnico Eagle (AEM) A B C Notes | More Info... Low Price/Book Value Stocks P/E P/B Yield Algonquin Power (AQN) F A A Canadian Apt REIT (CAR.UN) E A C CIBC (CM) A A A Bank of Nova Scotia (BNS) A A A Power (POW) B A A Teck Resources (TECK.B) C A D Manulife Financial (MFC) A A A Bank of Montreal (BMO) B A B Kinross Gold (K) D A C Emera (EMA) A A A Notes | More Info... Canadian Stock Summary P/E P/B Yield Bank of Nova Scotia (BNS) Y Y Y Algonquin Power (AQN) Y Y CIBC (CM) Y Y Emera (EMA) Y Y Manulife Financial (MFC) Y Y Pembina Pipeline (PPL) Y Y Power (POW) Y Y Agnico Eagle (AEM) Y BCE (BCE) Y Bank of Montreal (BMO) Y Brookfield Infra (BIP.UN) Y Canadian Apt REIT (CAR.UN) Y Canadian Tire (CTC.A) Y Enbridge (ENB) Y Imperial Oil (IMO) Y Kinross Gold (K) Y National Bank (NA) Y Nutrien (NTR) 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...	Stingy News Weekly The Latest Edition Get the Stingy News via email with ... The Rothery Report 2024   08: 04 11   07: 07 14 21 27   06: 01 09 16 22 30   05: 05 10 19 25   04: 07 14 21 28   03: 03 10 17 24 31   02: 03 09 17 25   01: 07 14 21 28 2023   12: 03 09 16 24 30   11: 05 12 19 26   10: 01 07 15 22 29   09: 04 10 17 24   08: 07 13 20 27   07: 02 09 16 23 29   06: 04 11 16 25   05: 07 14 21 28   04: 02 09 16 23 30   03: 05 12 19 25   02: 05 12 19 26   01: 01 08 15 22 29 2022   12: 04 11 18 25   11: 06 13 20 27   10: 02 09 16 23 30   09: 04 11 18 25   08: 01 07 14 20 28   07: 03 10 17 24   06: 05 12 17 26   05: 01 08 15 23 29   04: 03 10 17   03: 06 13 20 27   02: 04 13 20 27   01: 02 09 16 23 30 2021   12: 05 12 19 25   11: 06 14 21 28   10: 03 07 17 24 30   09: 05 12 19 24   08: 02 08 15 22 29   07: 04 11 19 25   06: 06 13 20 27   05: 02 09 16 23 30   04: 04 11 18 25   03: 07 14 21 28   02: 07 14 21 28   01: 03 10 17 24 30 2020   12: 06 13 20 25   11: 01 08 22 27   10: 03 11 18 24   09: 06 11 19 26   08: 01 09 16 22 30   07: 04 12 18 26   06: 06 12 20 27   05: 03 09 16 23 31   04: 04 12 17 24   03: 08 15 22 28   02: 01 07 15 22 28   01: 03 10 17 24 2019   12: 03 11 16 27   11: 03 08 16 22 27   10: 04 11 18 22   09: 06 11 17 25   08: 12 19 31   07: 07 26 31   06: 06 15 21 26   05: 01 08 15 20 27   04: 03 13 16 21   03: 04 12 18 25   02: 05 13 20 25   01: 01 08 16 22 28 2018   12: 03 11 17 26   11: 01 05 12 19 26   10: 09 15 22   09: 06 10 17 24 30   08: 07 13 22 28   07: 02 09 16 23 30   06: 04 12 19 25   05: 08 14 23 28   04: 02 10 16 22 30   03: 05 12 19 27   02: 05 12 20 26   01: 01 08 15 22 29 2017   12: 04 11 18 24   11: 06 12 20 27   10: 01 07 16 23 30   09: 04 11 17 23   08: 07 16 20 28   07: 02 09 16 23 30   06: 04 11 18 26   05: 07 14 21 28   04: 02 09 16 23 30   03: 05 12 19 26   02: 05 12 19 26   01: 02 07 15 22 29 2016   12: 04 11 18 26   11: 06 13 20 27   10: 02 09 16 23 29   09: 04 11 18 25   08: 07 14 21 28   07: 03 10 17 24 31   06: 05 11 19 26   05: 01 08 15 22   04: 03 10 17 24   03: 06 13 20 27   02: 07 14 21 28   01: 03 10 17 24 31 2015   12: 06 13 20 27   11: 01 08 15 22 29   10: 04 10 18 25   09: 05 13 20 27   08: 17 23 30   07: 05 12 19 26 31   06: 06 14 21 28   05: 03 09 17 23 31   04: 04 12 19 26   03: 01 07 15 22 28   02: 07 14 21   01: 04 12 18 25 31 2014   12: 06 14 21 28   11: 02 08 16 23 30   10: 04 11 19 26   09: 06 14 19 28   08: 10 16 24 29   07: 05 12 19 25   06: 08 15 20 29   05: 04 11 18 25 30   04: 06 12 20 27   03: 02 09 16 23 30   02: 01 09 16 23   01: 05 12 18 26 2013   12: 02 09 16 30   11: 03 11 17 24   10: 06 14 20 27   09: 09 16 23 30   08: 04 10 25   07: 07 15 21 28   06: 03 09 16 23 30   05: 05 12 19 26   04: 07 14 21 28   03: 03 11 17 24 31   02: 04 10 17 24   01: 06 13 20 27 2012   12: 02 09 16 23 30   11: 04 11 18 25   10: 07 14 21 28   09: 02 09 16 23 30   08: 05 12 19 26   07: 01 08 15 22 29   06: 03 10 17 24   05: 07 13 20 27   04: 01 08 15 22 29   03: 04 11 18 25   02: 05 12 19 26   01: 01 08 15 22 29 2011   12: 04 11 18 25   11: 06 13 20 27   10: 02 09 16 23 30   09: 04 11 18 25   08: 07 14 21 28   07: 03 10 17 24   06: 05 12 19 26   05: 01 08 15 22 29   04: 04 10 17 24   03: 06 13 20 27   02: 06 13 20 27   01: 02 09 16 23 30 2010   12: 05 12 19 26   11: 07 14 21 28   10: 03 10 17 24 31   09: 05 12 19 26   08: 01 08 15 22 29   07: 04 11 16 25   06: 06 13 20 27   05: 02 09 16 23 30   04: 04 11 18 25   03: 07 14 21 28   02: 07 14 21 28   01: 03 10 17 24 31 Archive Stingy News Quarterly 2014: Q1 Discontinued 2013: Q1 Q2 Q3 Q4 2012: Q1 Q2 Q3 Q4 2011: Q1 Q2 Q3 Q4 2010: Q1 Q2 Q3 Q4 2009: Q1 Q2 Q3 Q4 2008: Q1 Q2 Q3 Q4 2007: Q1 Q2 Q3 Q4 2006: Q1 Q2 Q3 Q4 2005: Q1 Q2 Q3 Q4 2004: Q1 Q2 Q3 Q4 2003: Q1 Q2 Q3 Q4 2002: Q1 Q2 Q3 Q4 2001: Q1 Q2 Q3 Q4 Privacy Policy
About Us | Legal | Contact Us
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 other way. More...