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The Stingy News Weekly: 11/12/2023


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Inflation and the stock-bond relationship
"For stocks to be more attractive than bonds during periods of inflation, it is not necessary that stocks be perfect inflation hedges. All that is required is that stocks be better inflation hedges than bonds."
[Markets]

Financial cancellation
"Banks generally won't say how often they are closing accounts this way, and they're not tracking how often they get it wrong. But federal data offer clues."
[Crime]

Consider a bond allocation
"Looking ahead, we believe investors should consider the value longer-duration bonds may offer in a future environment marked by federal funds rate cuts beyond what the market has currently priced in. While cash offers limited upside, as previous results indicate, the Aggregate Index could generate an intermediate-term total return in excess of today's yield."
[Bonds]

Good economic news
"Hourly wages for production and nonsupervisory workers (who make up about 80 percent of the American workforce) rose 4.4 percent year-on-year in the third quarter of 2023, for instance, ahead of the pace of inflation. And this was not anomalous: Arindrajit Dube, an economist at the University of Massachusetts at Amherst, crunched the numbers and found that real wages for that same sector of workers are not just higher than they were in 2019, but are now roughly where they would have been if we'd continued on the upward pre-pandemic trend."
[Economy]

Best-laid plans
"I spent a lifetime planning for a happy financial ending, never considering that my health might derail those plans. Today, I'd urge others to follow their dreams as best they can while they can."
[Retirement]

What goes up
"Frustrating as it might seem, the reality is that any investment trend we observe might keep going or it might not, or it might continue for a while longer before fading or even reversing."
[Indexing]

Terminal valuation multiples
"In short, TEV multiples should revert toward 12.0x, and an analyst should assume that a company retains 60% of its premium or discount to that multiple."
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Algonquin Power (AQN)FAA
Enbridge (ENB)DCA
TC Energy (TRP)EBA
BCE (BCE)DDA
Bank of Nova Scotia (BNS)AAA
CIBC (CM)BAA
TELUS (T)ECA
Power (POW)BAA
Pembina Pipeline (PPL)CCA
Brookfield Infra (BIP.UN)ECA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Imperial Oil (IMO)ACC
Agnico Eagle (AEM)AAC
Manulife Financial (MFC)ABA
Bank of Nova Scotia (BNS)AAA
National Bank (NA)ABB
Canadian Tire (CTC.A)ABB
Tourmaline Oil (TOU)ACD
Suncor Energy (SU)ABB
Emera (EMA)ABA
TD Bank (TD)ABB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
First Quantum (FM)BAD
Canadian Apt REIT (CAR.UN)EAC
Algonquin Power (AQN)FAA
Teck Resources (TECK.B)BAD
CIBC (CM)BAA
Bank of Nova Scotia (BNS)AAA
Nutrien (NTR)BAB
Power (POW)BAA
Kinross Gold (K)DAC
Bank of Montreal (BMO)AAB
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
Algonquin Power (AQN)YY
CIBC (CM)YY
Power (POW)YY
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
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Manulife Financial (MFC)Y
National Bank (NA)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TD Bank (TD)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Tourmaline Oil (TOU)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EYield
Walgreens (WBA)FA
Verizon (VZ)AA
3M (MMM)AA
Dow (DOW)CA
IBM (IBM)EA
Chevron (CVX)AB
Goldman (GS)AB
Amgen (AMGN)BB
Coca-Cola (KO)CB
Johnson & Johnson (JNJ)EB
Notes | More Info...


Low Price/Earnings StocksP/EYield
Verizon (VZ)AA
JPMorgan Chase (JPM)AC
Chevron (CVX)AB
3M (MMM)AA
Goldman (GS)AB
American Express (AXP)BD
Travelers (TRV)BC
Amgen (AMGN)BB
Cisco Systems (CSCO)BC
Home Depot (HD)BC
Notes | More Info...


US Stock SummaryP/EYield
Amgen (AMGN)YY
Chevron (CVX)YY
Goldman (GS)YY
Verizon (VZ)YY
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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