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The Stingy News Weekly: 08/22/2020


New from Norm

A nearly two century winning streak
"Value investing added more than 100 years to its winning streak after the recent unearthing of data from before the great crash of 1929. All told, value outperformed in the United States since 1825 with many ups and downs along the way. Alas, it is currently in its most dramatic down period on record."


Stingy Links

Long-term reversal in equity returns
"Long-term reversal is an independent asset-pricing phenomenon, not subsumed by other well-established return predictors (such as the value effect). The effect is largely robust to alternative holding and formation periods and to the influence of calendar seasonalities (such as the January effect), and remains strong in different subsamples. The effect is particularly pronounced in periods of elevated market volatility and return dispersion. In fact, during periods of low dispersion, the effect is almost nonexistent."
[Markets]

Stocks didn't outperform bonds for 50 years
"if you combine the S&P 500 with a 20-year US Treasury (this Treasury roughly matches the long-term interest rate sensitivity of the S&P 500) then you can get a lot of short-term diversification between stocks and bonds while not reducing the long-term expected return of a pure stock portfolio."
[Markets]

Stocks that emerge from bankruptcy
"Our analysis found that post-reorg equities from 2008 to 2019 consisted of more losers than winners, but successful firms produced notably high returns. One year following emergence, the average return was 19.8%, with the Russell 2000 returning 11.2% during the same period."
[Markets]

2 decades of value with Chris Mittleman
"Chris Mittleman runs Mittleman Investment Management, an SEC-registered investment adviser. MIM employs a concentrated, long-term investment approach, typically holding between 10 and 20 positions." [video]
[Value Investing]

Canned tuna got canned
"Price fixing is absolutely wrong, especially for a product that people depend on. That's the difference between them eating dinner and not eating dinner. That's canned tuna. We're not talking about bluefin toro that's served at Nobu."
[World]

New marshmallow test
"In a recent study, we wanted to find out how a cooperative context would affect kids. tendencies to delay gratification in a marshmallow test. Specifically, we wanted to know whether kids would be more or less likely to delay gratification when they relied on one another compared to the standard marshmallow test in which their waiting choices affect themselves alone."
[Behaviour]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BP/SYield
Canadian Apartment REIT (CAR.UN)AAEC
Bank of Nova Scotia (BNS)ABBA
Manulife (MFC)AAAA
Bank of Montreal (BMO)ABBA
CIBC (CM)ABCA
TD Bank (TD)ABCB
National Bank (NA)ACCB
Power Corp of Canada (POW)AAAA
Barrick Gold (ABX)ADED
Kinross Gold (K)BCDF
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)FABD
Brookfield Property Partners (BPY.UN)FAAA
Cenovus Energy (CVE)FAAF
Imperial Oil (IMO)FAAB
First Quantum (FM)FACE
Manulife (MFC)AAAA
Power Corp of Canada (POW)AAAA
Suncor Energy (SU)FABB
Cdn Natural Resources (CNQ)EACA
Canadian Apartment REIT (CAR.UN)AAEC
Notes | More Info...


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


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)CAAA
Chevron (CVX)DABA
IBM (IBM)ADBA
Walgreens (WBA)EBAA
Verizon (VZ)ACBA
Pfizer (PFE)BCDB
JP Morgan Chase (JPM)ABCB
3M (MMM)BECB
Coca-Cola (KO)CEEB
Cisco (CSCO)BCDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Intel (INTC)ABCC
Verizon (VZ)ACBA
JP Morgan Chase (JPM)ABCB
IBM (IBM)ADBA
Goldman Sachs (GS)AABD
Pfizer (PFE)BCDB
Travelers (TRV)BAAC
Cisco (CSCO)BCDB
DuPont (DD)BACD
UnitedHealth (UNH)BCAE
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AABD
Exxon Mobil (XOM)CAAA
Travelers (TRV)BAAC
DuPont (DD)BACD
Chevron (CVX)DABA
JP Morgan Chase (JPM)ABCB
Raytheon (RTX)EBAC
Walgreens (WBA)EBAA
Intel (INTC)ABCC
Walt Disney (DIS)EBDF
Notes | More Info...


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



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

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