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The Stingy News Weekly: 12/27/2019
Happy Holidays!
Stingy Links
The best decade in human history
"Let nobody tell you that the second decade of the 21st century
has been a bad time. We are living through the greatest
improvement in human living standards in history. Extreme poverty has
fallen below 10 per cent of the world's population for the first
time. It was 60 per cent when I was born. Global inequality has
been plunging as Africa and Asia experience faster economic growth
than Europe and North America; child mortality has fallen to
record low levels; famine virtually went extinct; malaria, polio
and heart disease are all in decline." [World]
Value after hours
"Passive melt-up and more" [video] [Value Investing]
The illiquidity discount
"The preference for illiquid, infrequently-priced assets that
don't smash you in the face with their volatility (even though it's
really there) could be rational in the same sense. Perhaps a
levered small cap portfolio is a rational investment for long-term
investors, but there's little chance they'd stick with it
full-cycle. However, they find PE easy to stick with? It's not hard
for me to imagine these are both true for some (or many)." [Behaviuor]
Lessons from private markets
"The more complex an investment's strategy or structure, the less
likely you are to fully grasp it and the more likely you are to
make an error in judgement." [Hallett]
The SleepEasy Retirement Guide
"But he says a 'basic' retirement at age 65 can be achieved with
just $200,000 for a couple or $375,000 for a single." [Books]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Inter Pipeline (IPL) | C | C | D | A |
| Enbridge (ENB) | C | C | C | A |
| CIBC (CM) | A | A | B | A |
| BCE Inc. (BCE) | C | D | D | A |
| Pembina Pipeline (PPL) | B | C | D | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| TELUS (T) | C | D | C | A |
| Shaw (SJR.B) | C | C | D | A |
| Emera (EMA) | C | C | C | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | EnCana (ECA) | A | A | A | D |
| Nutrien (NTR) | A | A | B | B |
| Teck Resources (TECK.B) | A | A | B | E |
| Imperial Oil (IMO) | A | A | B | C |
| CIBC (CM) | A | A | B | A |
| Magna (MG) | A | B | A | C |
| Thomson Reuters (TRI) | A | E | E | C |
| Manulife (MFC) | A | A | A | B |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| National Bank (NA) | A | C | 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 | D |
| 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 |
| Manulife (MFC) | A | A | A | B |
| Nutrien (NTR) | A | A | B | B |
| Kinross Gold (K) | E | A | B | F |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Bank of Nova Scotia (BNS) | Y | Y | |
| CIBC (CM) | Y | Y | |
| EnCana (ECA) | | Y | Y |
| Imperial Oil (IMO) | | Y | Y |
| Manulife (MFC) | | Y | Y |
| Nutrien (NTR) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| Teck Resources (TECK.B) | | Y | Y |
| BCE Inc. (BCE) | Y | | |
| Cameco (CCO) | | | 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 | |
| National Bank (NA) | | Y | |
| Pembina Pipeline (PPL) | Y | | |
| Shaw (SJR.B) | 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 |
| Walgreens (WBA) | A | B | A | B |
| Cisco (CSCO) | B | D | D | 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 | D |
| Walgreens (WBA) | A | B | A | B |
| 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 |
| American Express (AXP) | B | C | C | E |
| Travelers (TRV) | B | A | A | C |
| IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| 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 | C | 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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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
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