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The Stingy News Weekly: 06/27/2020


Stingy Links

The twilight of bonds
"But with low, nil, or negative yields, how much can bonds still contribute to a portfolio? Has the QE Kryptonite permanently disabled their superhero powers?"
[Bonds]

A top-heavy stock market
"To this point, charting the performance of stocks following the year they joined the list of the ten largest firms shows decidedly less stratospheric results. On average, these stocks outperformed the market by an annualised 0.7% in the subsequent three-year period. Over five- and ten-year periods, these stocks underperformed the market on average."
[Markets]

Grandpa stocks
"With a 30% FCF yield, grandpa doesn't have to live another lifetime to add a great deal of value to a portfolio."
[Value Stocks]

Fred Vettese interview
"Today, we get into a masterclass on retirement planning with a true expert in the field whose perspectives are distinctly evidence-based, Fred Vettese." [video]
[Retirement]

Room to run
"The market today is a tale of two cities. Growth stocks are trading at very rich valuations as their prices have shrugged off any economic effects of coronavirus, whereas value stocks are trading at deeply discounted valuations that reflect significant fear about the pandemic's economic impact."
[Value Investing]

Broken asset classes
"In the five years after an asset class was declared broken, each roared back in a strong, and for many, swift rebound. All except one snapped back within one year, generating returns that ranged from 14% for US stocks to 68% for commodities. The sole dawdler, REITs, rebounded in 18 months, ultimately delivering a cumulative 86% return at the five-year mark - the weakest performance of the group."
[Markets]

Hedge fund performance fees
"Overall, investors collected 36 cents for every dollar earned on their invested capital (over a risk-free hurdle rate and before adjusting for any risk). In the cross-section of funds, there is a substantial disconnect between lifetime performance and incentive fees earned. These poor outcomes stem from the asymmetry of the performance contract, investors' return-chasing behavior, and underwater fund closures."
[Funds]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BP/SYield
Canadian Apartment REIT (CAR.UN)ABEC
Manulife (MFC)AAAA
Cdn Natural Resources (CNQ)AACA
Bank of Nova Scotia (BNS)ABCA
Brookfield Property Partners (BPY.UN)AAAA
Imperial Oil (IMO)AAAB
Bank of Montreal (BMO)AABA
Inter Pipeline (IPL)ABCB
CIBC (CM)ABCA
National Bank (NA)ACCB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)FABD
Brookfield Property Partners (BPY.UN)AAAA
Cenovus Energy (CVE)DAAF
First Quantum (FM)FABE
Imperial Oil (IMO)AAAB
Manulife (MFC)AAAA
Power Corp of Canada (POW)BAAA
Suncor Energy (SU)FABC
Cdn Natural Resources (CNQ)AACA
Nutrien (NTR)DABB
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Brookfield Property Partners (BPY.UN)YYY
Cdn Natural Resources (CNQ)YYY
Manulife (MFC)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Imperial Oil (IMO)YY
Power Corp of Canada (POW)YY
BCE Inc. (BCE)Y
Canadian Apartment REIT (CAR.UN)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)Y
National Bank (NA)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
Suncor Energy (SU)Y
Teck Resources (TECK.B)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)BAAA
Chevron (CVX)EABA
IBM (IBM)ADBA
Pfizer (PFE)ABDA
Verizon (VZ)BCBA
Walgreens (WBA)ABAB
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
Goldman Sachs (GS)AACD
JP Morgan Chase (JPM)ABCB
Walgreens (WBA)ABAB
Intel (INTC)ACDD
Pfizer (PFE)ABDA
IBM (IBM)ADBA
Verizon (VZ)BCBA
Travelers (TRV)BAAC
Caterpillar (CAT)BCBB
DuPont (DD)BABD
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AACD
DuPont (DD)BABD
Exxon Mobil (XOM)BAAA
Travelers (TRV)BAAC
Chevron (CVX)EABA
JP Morgan Chase (JPM)ABCB
Raytheon (RTX)CBAC
Walgreens (WBA)ABAB
Walt Disney (DIS)EBCF
Pfizer (PFE)ABDA
Notes | More Info...


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



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

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Disclaimers: Consult with a 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 constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...