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The Stingy News Weekly: 05/03/2020


Stingy Links

Rob Arnott interview
"I had a chance to connect with Research Affiliates Founding Chairman Rob Arnott to talk about his most recent presentation, which deals with the economy, falling stock prices, valuations and the death of value investing." [video]
[Value Investing]

An anatomy of calendar effects
"This paper studies the interaction of the five most well-established calendar effects: the Halloween effect, January effect, turn-of-the-month effect, weekend effect and holiday effect. We find that Halloween and turn-of-the month (TOM) are the strongest effects fully diminishing the other three effects to zero. The equity premium over the sample 1963-2008 is 7.2% if there is a Halloween or TOM effect, and -2.8% in all other cases. These findings are robust with respect to transactions costs, across different samples, market segments, and international stock markets. Our empirical research narrows down the number of calendar effects from five to two, leading to a more powerful and puzzling summary of seasonal effects."
[Markets]

When Buffett was a quant
"From 1957 to 1969, deep-value stocks went from trading at 3x price-to-cash-flow to over 7x price-to-cash flow, nearing the all-time peak valuation for value stocks. Buffett's return of 24.5% per year in his first decade was a virtually identical result to simply buying the cheapest 10% of stocks in the market (for context, during that decade, this decile of the market was about 75 stocks that averaged about $75 million in market cap)."
[Buffett]

The Simon Abundance Index 2020
"The Earth was 570.9 percent more abundant in 2019 than it was in 1980."
[World]

Berkshire Hathaway AGM
"Warren Buffett shares his unscripted views on the company, the markets, the economy, corporate governance, and a lot more." [video]
[Buffett]

Tobias Carlisle talks micro
"Q&A with Tobias Carlisle, Acquirer's Fund at the Planet MicroCap Showcase Virtual Investor Conference 2020." [video]
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)AAAA
Power Corp of Canada (POW)BAAA
Pembina Pipeline (PPL)BBDA
Cdn Natural Resources (CNQ)AACA
Suncor Energy (SU)CABA
Enbridge (ENB)CCCA
CIBC (CM)ABCA
Manulife (MFC)AAAA
Bank of Nova Scotia (BNS)BBCA
Bank of Montreal (BMO)BBBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Cenovus Energy (CVE)AAAF
Teck Resources (TECK.B)AAAD
Brookfield Property Partners (BPY.UN)AAAA
Manulife (MFC)AAAA
Cdn Natural Resources (CNQ)AACA
Imperial Oil (IMO)AAAC
Magna (MG)ABAC
CIBC (CM)ABCA
Inter Pipeline (IPL)ABCC
Canadian Tire (CTC.A)ACAB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)AAAD
Cenovus Energy (CVE)AAAF
Brookfield Property Partners (BPY.UN)AAAA
First Quantum (FM)FABE
Imperial Oil (IMO)AAAC
Power Corp of Canada (POW)BAAA
Cdn Natural Resources (CNQ)AACA
Manulife (MFC)AAAA
Suncor Energy (SU)CABA
BlackBerry (BB)FADF
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Brookfield Property Partners (BPY.UN)YYY
Cdn Natural Resources (CNQ)YYY
Manulife (MFC)YYY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Imperial Oil (IMO)YY
Power Corp of Canada (POW)YY
Suncor Energy (SU)YY
Teck Resources (TECK.B)YY
Bank of Montreal (BMO)Y
Bank of Nova Scotia (BNS)Y
BlackBerry (BB)Y
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Pembina Pipeline (PPL)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)BAAA
Chevron (CVX)EABA
IBM (IBM)BDBA
Verizon (VZ)BCCA
Walgreens (WBA)ABAA
Pfizer (PFE)CCDB
3M (MMM)CECB
JP Morgan Chase (JPM)ABCB
Coca-Cola (KO)CEEB
Caterpillar (CAT)BCBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Raytheon (RTX)ABBC
Goldman Sachs (GS)AABC
JP Morgan Chase (JPM)ABCB
Travelers (TRV)AAAC
Walgreens (WBA)ABAA
Intel (INTC)BCDD
Caterpillar (CAT)BCBB
IBM (IBM)BDBA
American Express (AXP)BBCD
Exxon Mobil (XOM)BAAA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
DuPont (DD)EABC
Goldman Sachs (GS)AABC
Exxon Mobil (XOM)BAAA
Travelers (TRV)AAAC
Chevron (CVX)EABA
JP Morgan Chase (JPM)ABCB
Raytheon (RTX)ABBC
Walgreens (WBA)ABAA
Walt Disney (DIS)CBCE
American Express (AXP)BBCD
Notes | More Info...


US Stock SummaryYieldP/EP/B
Exxon Mobil (XOM)YYY
JP Morgan Chase (JPM)YYY
Walgreens (WBA)YYY
American Express (AXP)YY
Caterpillar (CAT)YY
Chevron (CVX)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Raytheon (RTX)YY
Travelers (TRV)YY
3M (MMM)Y
Coca-Cola (KO)Y
DuPont (DD)Y
Intel (INTC)Y
Pfizer (PFE)Y
Verizon (VZ)Y
Walt Disney (DIS)Y
Notes...



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2020
  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
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  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
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  08: 07 16 20 28
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  06: 04 11 18 26
  05: 07 14 21 28
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  03: 05 12 19 26
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  01: 02 07 15 22 29
2016
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2015
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  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
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2014
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2013
  12: 02 09 16 30
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2012
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  10: 07 14 21 28
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  04: 01 08 15 22 29
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  02: 05 12 19 26
  01: 01 08 15 22 29
2011
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  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
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  11: 07 14 21 28
  10: 03 10 17 24 31
  09: 05 12 19 26
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  07: 04 11 16 25
  06: 06 13 20 27
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