The Stingy News Weekly: 11/27/2019
Stingy News Flash
The Top 200 and Top Dividend Stocks features have been updated and are
now available to Rothery Report subscribers.
Stingy Links
Count the cash
"Once we have a handle on our cash situation, we're free to
invest the rest of our portfolio as we wish - including potentially
stashing much or all of our money in stocks." [Retirement]
Long-only factors
"In contrast to recent research from Novy-Marx and Fama and
French, the long leg of the low-risk and value premiums are NOT
explained by the profitability and investment factors. The low-risk
and value premiums are actually unique. In contrast, the
short-leg of the low-risk and value premiums (i.e, the high risk and
expensive stocks) can be explained by the profitability and
investment factors." [Value Investing]
The bus ticket theory of genius
"If I had to put the recipe for genius into one sentence, that
might be it: to have a disinterested obsession with something that
matters." [Science]
Value after hours
Memories of Nortel in the TSE 35 edition. [video] [Value Investing]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | B | C | D | A |
| Enbridge (ENB) | C | B | C | A |
| Pembina Pipeline (PPL) | B | C | D | A |
| Power Corp of Canada (POW) | B | A | A | A |
| CIBC (CM) | A | B | C | A |
| BCE Inc. (BCE) | C | D | D | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| TELUS (T) | C | D | C | A |
| Emera (EMA) | C | C | C | A |
| TC Energy (TRP) | C | C | E | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | A | A | A | C |
| Nutrien (NTR) | A | A | B | B |
| Teck Resources (TECK.B) | A | A | B | E |
| Imperial Oil (IMO) | A | A | B | C |
| CIBC (CM) | A | B | C | A |
| Magna (MG) | A | B | A | C |
| Manulife (MFC) | A | A | A | B |
| Thomson Reuters (TRI) | A | E | E | C |
| Bank of Montreal (BMO) | A | B | B | B |
| Cdn Natural Resources (CNQ) | A | B | C | B |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | A | A | B | E |
| EnCana (ECA) | A | A | A | C |
| First Quantum (FM) | D | A | B | E |
| Cenovus Energy (CVE) | D | A | A | C |
| Cameco (CCO) | E | A | D | E |
| Imperial Oil (IMO) | A | A | B | C |
| Power Corp of Canada (POW) | B | A | A | A |
| SNC-Lavalin (SNC) | F | A | A | E |
| Manulife (MFC) | A | A | A | B |
| Kinross Gold (K) | D | A | B | F |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | CIBC (CM) | Y | Y | |
| EnCana (ECA) | | Y | Y |
| Imperial Oil (IMO) | | Y | Y |
| Manulife (MFC) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Bank of Montreal (BMO) | | Y | |
| Bank of Nova Scotia (BNS) | Y | | |
| Cameco (CCO) | | | Y |
| Cdn Natural Resources (CNQ) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Emera (EMA) | Y | | |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Inter Pipeline (IPL) | Y | | |
| Kinross Gold (K) | | | Y |
| Magna (MG) | | Y | |
| Nutrien (NTR) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| SNC-Lavalin (SNC) | | | Y |
| TC Energy (TRP) | Y | | |
| TELUS (T) | Y | | |
| Thomson Reuters (TRI) | | Y | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Exxon Mobil (XOM) | C | A | A | A |
| IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Chevron (CVX) | B | A | B | A |
| Pfizer (PFE) | A | B | D | A |
| 3M (MMM) | C | E | C | A |
| Cisco (CSCO) | B | D | D | B |
| Walgreens (WBA) | A | B | A | B |
| Coca-Cola (KO) | E | E | E | B |
| Caterpillar (CAT) | A | D | B | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | C |
| JP Morgan Chase (JPM) | A | B | D | C |
| Pfizer (PFE) | A | B | D | A |
| Intel (INTC) | A | C | C | D |
| Caterpillar (CAT) | A | D | B | B |
| Walgreens (WBA) | A | B | A | B |
| American Express (AXP) | B | C | C | E |
| Travelers (TRV) | B | A | A | C |
| Verizon (VZ) | B | C | B | A |
| IBM (IBM) | B | D | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | C |
| DuPont (DD) | E | A | A | D |
| Travelers (TRV) | B | A | A | C |
| Chevron (CVX) | B | A | B | A |
| Exxon Mobil (XOM) | C | A | A | A |
| JP Morgan Chase (JPM) | A | B | D | C |
| Walgreens (WBA) | A | B | A | B |
| Walt Disney (DIS) | C | B | D | E |
| United Technologies (UTX) | D | B | B | D |
| Pfizer (PFE) | A | B | D | A |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Pfizer (PFE) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | |
| Chevron (CVX) | Y | | Y |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| IBM (IBM) | Y | Y | |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Cisco (CSCO) | Y | | |
| Coca-Cola (KO) | Y | | |
| DuPont (DD) | | | Y |
| Intel (INTC) | | Y | |
| United Technologies (UTX) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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