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The Stingy News Weekly: 05/08/2022


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75/25 the new 60/40
"His point about cash outperforming when bond returns go negative is certainly applicable in today's rising interest rate environment. Bernstein offered up a mix of 75% in stocks and 25% in cash equivalents as an alternative to the 60/40 stock-bond portfolio."
[Markets]

EM crisis investing
"The model works so well in large part because it dramatically shifts geographic exposures, as there's almost always an EM crisis happening somewhere."
[Value Investing]

Using momentum to find value
"The research demonstrates that using multiple measures of value and combining value and momentum in a strategy has produced superior results compared to using either the traditional HML value factor or the traditional momentum factor independently."
[Value Investing]

Up in smoke
"The two characteristics of thematic investing are having a good story and attractive returns. No matter how sexy a theme is, the majority of investors only hop onto the train once it started moving uphill. Naturally, this makes thematic investing so dangerous as it appeals to our love for stories, and greed for making money. Stated differently, thematic investing is performance chasing with a narrative."
[Markets]

The great inventory build
"With The Great Inventory Build in full swing, we believe we are getting closer to a point when rotating out of energy stocks and into beaten down consumer discretionary stocks will make sense."
[Markets]

Mayday from bonds
"Year-to-date, long maturity Treasuries have declined in price by almost 20%. Because of their high interest rate duration, long maturity Treasuries have underperformed both investment grade bonds and high yield bonds."
[Bonds]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)CCA
Power (POW)AAA
BCE (BCE)DDA
Manulife Financial (MFC)AAA
TC Energy (TRP)ECA
Pembina Pipeline (PPL)DCA
Bank of Nova Scotia (BNS)AAA
Algonquin Power (AQN)EBA
CIBC (CM)AAA
Emera (EMA)EBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)AAB
SNC-Lavalin (SNC)AAE
Manulife Financial (MFC)AAA
Thomson Reuters (TRI)AEC
Power (POW)AAA
Canadian Tire (CTC.A)ABC
National Bank (NA)ABB
Sun Life (SLF)AAA
CIBC (CM)AAA
Teck Resources (TECK.B)AAD
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)AAB
Manulife Financial (MFC)AAA
Kinross Gold (K)DAC
Power (POW)AAA
Teck Resources (TECK.B)AAD
Sun Life (SLF)AAA
CIBC (CM)AAA
Bank of Nova Scotia (BNS)AAA
SNC-Lavalin (SNC)AAE
Magna International (MG)BAC
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
CIBC (CM)YYY
Manulife Financial (MFC)YYY
Power (POW)YYY
Bank of Nova Scotia (BNS)YY
Canadian Apt REIT (CAR.UN)YY
SNC-Lavalin (SNC)YY
Sun Life (SLF)YY
Teck Resources (TECK.B)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
Canadian Tire (CTC.A)Y
Emera (EMA)Y
Enbridge (ENB)Y
Kinross Gold (K)Y
Magna International (MG)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
TC Energy (TRP)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)BBA
IBM (IBM)CDA
Dow (DOW)ABA
Walgreens (WBA)AAA
3M (MMM)BCA
Chevron (CVX)BBB
Intel (INTC)AAB
Amgen (AMGN)CEB
JPMorgan Chase (JPM)AAB
Merck (MRK)BCB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Walgreens (WBA)AAA
Goldman (GS)AAC
Intel (INTC)AAB
Dow (DOW)ABA
JPMorgan Chase (JPM)AAB
Verizon (VZ)BBA
Travelers (TRV)BAD
3M (MMM)BCA
Merck (MRK)BCB
Chevron (CVX)BBB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)AAA
JPMorgan Chase (JPM)AAB
Travelers (TRV)BAD
Intel (INTC)AAB
Walt Disney (DIS)EBF
Chevron (CVX)BBB
Verizon (VZ)BBA
Dow (DOW)ABA
salesforce.com (CRM)EBF
Notes | More Info...


US Stock SummaryP/EP/BYield
Chevron (CVX)YYY
Dow (DOW)YYY
Intel (INTC)YYY
JPMorgan Chase (JPM)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Goldman (GS)YY
Merck (MRK)YY
Travelers (TRV)YY
Amgen (AMGN)Y
IBM (IBM)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



Stingy News Weekly
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2022
  08: 01 07 14
  07: 03 10 17 24
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2021
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  10: 03 07 17 24 30
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2020
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2019
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  10: 04 11 18 22
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  08: 12 19 31
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2018
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2017
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2016
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2015
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2014
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2013
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2012
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2011
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  06: 05 12 19 26
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2010
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  10: 03 10 17 24 31
  09: 05 12 19 26
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  07: 04 11 16 25
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  04: 04 11 18 25
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