Stingy Investor Contact - Subscribe - Login
  Home | Articles | Screens | Links | SNW | Rothery Report
 
The Stingy News Weekly: 07/12/2020


Stingy Links

Fight the Fed model
"This has the appearance but not the reality of common sense. The empirical evidence tells us the Fed model has no power to forecast long-term real stock returns. On the contrary: Traditional methods, like examining the market's unadjusted P/E alone, have been very effective."
[Markets]

A world with no yield
"Around 90% of developed countries have government bond yields of 1% or less. Almost 40% of these countries have negative yields. Rates are low for a reason. We're in the midst of a depression which is a deflationary force and central banks are doing their damnedest to keep rates down to be able to fund all of the government spending and keep borrowing rates low."
[Markets]

Momentum plus long-term reversal
"Two of most documented anomalies in the asset pricing literature are the momentum effect and the long-term reversal effect. Momentum is typically defined as the last 12 months of returns excluding the most recent month (i.e., months 2 - 12) because it tends to show a reversal, which some have attributed to microstructure (trading) effects in which securities that have outperformed recently tend to continue to outperform. The long-term reversal effect is typically defined as the returns from month t - 13 to t - 60, in which securities that have outperformed for a long time tend to see a reversal in performance."
[Momentum Investing]

Clifford Asness talks value
"AQR's Clifford Asness on fundamental value with Tobias on The Acquirers Podcast" [video]
[Asness]

Charlie Munger talks
"Charlie Munger talks at the Redlands Forum" [video]
[Munger]


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)AABA
Bank of Nova Scotia (BNS)ABCA
CIBC (CM)ABCA
Manulife (MFC)AAAA
BCE Inc. (BCE)CDDA
Nutrien (NTR)CABA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Canadian Apartment REIT (CAR.UN)ABEC
Manulife (MFC)AAAA
Cdn Natural Resources (CNQ)AABA
Bank of Nova Scotia (BNS)ABCA
Imperial Oil (IMO)AAAB
Inter Pipeline (IPL)ABCB
Bank of Montreal (BMO)AABA
CIBC (CM)ABCA
National Bank (NA)ACCB
Brookfield Property Partners (BPY.UN)AAAA
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
Imperial Oil (IMO)AAAB
First Quantum (FM)FACE
Manulife (MFC)AAAA
Power Corp of Canada (POW)BAAA
Suncor Energy (SU)FABC
Cdn Natural Resources (CNQ)AABA
Nutrien (NTR)CABA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Brookfield Property Partners (BPY.UN)YYY
Cdn Natural Resources (CNQ)YYY
Manulife (MFC)YYY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
Imperial Oil (IMO)YY
Nutrien (NTR)YY
Power Corp of Canada (POW)YY
BCE Inc. (BCE)Y
Bank of Montreal (BMO)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
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
Walgreens (WBA)ABAA
Verizon (VZ)BCBA
Pfizer (PFE)ABDB
JP Morgan Chase (JPM)ABCB
3M (MMM)CECB
Coca-Cola (KO)CEEB
Caterpillar (CAT)BCBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Walgreens (WBA)ABAA
JP Morgan Chase (JPM)ABCB
Goldman Sachs (GS)AACD
Intel (INTC)ACDD
IBM (IBM)ADBA
Pfizer (PFE)ABDB
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
Chevron (CVX)EABA
Travelers (TRV)BAAC
JP Morgan Chase (JPM)ABCB
Walgreens (WBA)ABAA
Walt Disney (DIS)EBCF
Raytheon (RTX)CBAC
Pfizer (PFE)ABDB
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...



Stingy News Weekly
The Latest Edition

Get the Stingy News
via email with ...
The Rothery Report

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

Archive

Stingy News Quarterly
2014: Q1 Discontinued
2013: Q1 Q2 Q3 Q4
2012: Q1 Q2 Q3 Q4
2011: Q1 Q2 Q3 Q4
2010: Q1 Q2 Q3 Q4
2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4
2004: Q1 Q2 Q3 Q4
2003: Q1 Q2 Q3 Q4
2002: Q1 Q2 Q3 Q4
2001: Q1 Q2 Q3 Q4

Dan's Reports
About Dan

Privacy Policy


 
About Us | Legal | Contact Us
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...