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The Stingy News Weekly: 08/20/2022


Stingy Links

Lessons from history
"One of the most fascinating parts of the Great Depressions isn't just that the economy collapsed, but how quickly and dramatically people's views changed when it did."
[Markets]

Bucked the trend that was your friend
"Even over one of the tougher decades you'll see for managed futures, it did what it's supposed to do. It delivered non-trivial positive returns and excelled when it was supposed to and was most needed."
[Markets]

Recessions as a timing tool
"As a market-timing tool, the NBER announcements are clearly abysmal. The delays on the announcements are so long that it is effectively a countercyclical indicator."
[Markets]

Emerging market cycles
"we see no compelling reasons for an evergreen allocation to EM. However, EM equities perform particularly well during recoveries, when currencies stabilize and earnings and multiples rise."
[Value Investing]

Products based on incomplete research
"one of the key things you can do to improve your performance is to test the same methodology for other markets that have different dynamics and different performance histories. So, I calculated the daytime and nighttime returns of the US, UK, and Europe ex UK stock markets over the last 10 years. And as you can see below, while the nighttime returns for the S&P 500 look quite good, the nighttime returns for the European and UK markets are not only quite a bit lower but also roughly the same as the daytime returns."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)DCA
TC Energy (TRP)CCA
BCE (BCE)CDA
Power (POW)BAA
Manulife Financial (MFC)AAA
Pembina Pipeline (PPL)CCA
Bank of Nova Scotia (BNS)BAA
Algonquin Power (AQN)DBA
Barrick Gold (ABX)BAA
CIBC (CM)BAA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Teck Resources (TECK.B)AAD
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Suncor Energy (SU)AAA
Bank of Montreal (BMO)ABB
Nutrien (NTR)ACC
Canadian Natural (CNQ)ACB
SNC-Lavalin (SNC)ABE
Imperial Oil (IMO)ABC
Canadian Tire (CTC.A)ACB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Kinross Gold (K)FAC
Canadian Apt REIT (CAR.UN)AAC
Manulife Financial (MFC)AAA
Teck Resources (TECK.B)AAD
Power (POW)BAA
Barrick Gold (ABX)BAA
First Quantum (FM)BAD
Agnico Eagle (AEM)DAB
CIBC (CM)BAA
Suncor Energy (SU)AAA
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Manulife Financial (MFC)YYY
Barrick Gold (ABX)YY
CIBC (CM)YY
Canadian Apt REIT (CAR.UN)YY
Power (POW)YY
Suncor Energy (SU)YY
Teck Resources (TECK.B)YY
Agnico Eagle (AEM)Y
Algonquin Power (AQN)Y
BCE (BCE)Y
Bank of Montreal (BMO)Y
Bank of Nova Scotia (BNS)Y
Canadian Natural (CNQ)Y
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
SNC-Lavalin (SNC)Y
TC Energy (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)ABA
Dow (DOW)ABA
IBM (IBM)CDA
Walgreens (WBA)AAA
Intel (INTC)AAA
3M (MMM)CCB
Chevron (CVX)BBB
Cisco Systems (CSCO)CCB
JPMorgan Chase (JPM)BAB
Amgen (AMGN)CEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Dow (DOW)ABA
Walgreens (WBA)AAA
Intel (INTC)AAA
Goldman (GS)AAC
Verizon (VZ)ABA
JPMorgan Chase (JPM)BAB
Chevron (CVX)BBB
Travelers (TRV)BAD
Merck (MRK)BCC
Caterpillar (CAT)BDC
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)AAA
JPMorgan Chase (JPM)BAB
Intel (INTC)AAA
Travelers (TRV)BAD
Chevron (CVX)BBB
Dow (DOW)ABA
Verizon (VZ)ABA
Walt Disney (DIS)EBF
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
Goldman (GS)YY
Travelers (TRV)YY
3M (MMM)Y
Amgen (AMGN)Y
Caterpillar (CAT)Y
Cisco Systems (CSCO)Y
IBM (IBM)Y
Merck (MRK)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



Stingy News Weekly
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The Rothery Report

2022
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 01 07 14 20 28
  07: 03 10 17 24
  06: 05 12 17 26
  05: 01 08 15 23 29
  04: 03 10 17
  03: 06 13 20 27
  02: 04 13 20 27
  01: 02 09 16 23 30
2021
  12: 05 12 19 25
  11: 06 14 21 28
  10: 03 07 17 24 30
  09: 05 12 19 24
  08: 02 08 15 22 29
  07: 04 11 19 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 30
2020
  12: 06 13 20 25
  11: 01 08 22 27
  10: 03 11 18 24
  09: 06 11 19 26
  08: 01 09 16 22 30
  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...