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The Stingy News Weekly: 09/12/2021


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Rational at night, irrational at day
"Meanwhile, all the different deviations from the rational model of CAPM appear during the day. Size, value, quality, and investment factors all have very high returns during the day when humans mess up all the nice rational models economists have developed. At night, these factors tend to lose a bit mostly because the stocks that have underperformed during the day catch up some performance based on the overnight news. But the nighttime setbacks aren't strong enough to eliminate factor returns."
[Markets]

Buying cheap assets
"Robert Arnott will discuss why he believes this long era of U.S. large-cap growth dominance could be coming to an end and what could take its place." [video]
[World]

Negative value-add
"Low-fee funds tend to have positive net value-added while high-fee funds have negative net value-added, suggesting, again, a systematic relation between net value added and percentage fees. However, in aggregate, the total net value added for the 'All funds (Index + Mutual)' sample amounts to a negative $125 billion USD. This number can be interpreted as a measure of the total economic value added or lost by the mutual fund industry for its investors."
[Funds]

Ben Graham as a quant
"Imagine - there seems to be practically a foolproof way of getting good results out of common stock investment with a minimum of work. It seems too good to be true. But all I can tell you after 60 years of experience, it seems to stand up under any of the tests I could make up."
[Graham]

Rule your world
"I'm still wary of rules of thumb, but Gigerenzer makes a useful point. It's good to be analytical where appropriate. But sometimes, employing a rule of thumb might be better. Below, for example, are five questions that might be better answered with a rule of thumb than a spreadsheet"
[Retirement]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Enbridge (ENB)BBBA
Pembina Pipeline (PPL)FBDA
TC Energy (TRP)DCDA
BCE Inc. (BCE)DDCA
Barrick Gold (ABX)BADA
Bank of Nova Scotia (BNS)ABBA
Manulife (MFC)AAAA
Cdn Natural Resources (CNQ)CBCA
Algonquin Power (AQN)ABEA
Emera (EMA)CBCA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)AABC
Manulife (MFC)AAAA
TD Bank (TD)ABCB
Thomson Reuters (TRI)AEED
Algonquin Power (AQN)ABEA
Bank of Nova Scotia (BNS)ABBA
Canadian Apartment REIT (CAR.UN)AAEC
CIBC (CM)ABCB
Sun Life Financial (SLF)AABB
National Bank (NA)ACCC
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)EABE
Cenovus Energy (CVE)EAAE
Suncor Energy (SU)CABB
Manulife (MFC)AAAA
Kinross Gold (K)AABC
Canadian Apartment REIT (CAR.UN)AAEC
Imperial Oil (IMO)FAAC
Power Corp of Canada (POW)BAAB
Sun Life Financial (SLF)AABB
First Quantum (FM)DADE
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Manulife (MFC)YYY
Algonquin Power (AQN)YY
Bank of Nova Scotia (BNS)YY
Canadian Apartment REIT (CAR.UN)YY
Kinross Gold (K)YY
Sun Life Financial (SLF)YY
BCE Inc. (BCE)Y
Barrick Gold (ABX)Y
CIBC (CM)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Power Corp of Canada (POW)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TD Bank (TD)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)EAAA
IBM (IBM)CCBA
Verizon (VZ)ABBA
Dow (DOW)ABAA
Walgreens (WBA)BAAA
Merck (MRK)DCCB
Amgen (AMGN)BEDB
3M (MMM)BDCB
Coca-Cola (KO)DDEB
Intel (INTC)BBCB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AABD
JP Morgan Chase (JPM)AACC
Travelers (TRV)AAAC
Dow (DOW)ABAA
Verizon (VZ)ABBA
Intel (INTC)BBCB
3M (MMM)BDCB
American Express (AXP)BCCE
Walgreens (WBA)BAAA
Amgen (AMGN)BEDB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Travelers (TRV)AAAC
Chevron (CVX)EAAA
Goldman Sachs (GS)AABD
JP Morgan Chase (JPM)AACC
Walgreens (WBA)BAAA
Intel (INTC)BBCB
Dow (DOW)ABAA
Verizon (VZ)ABBA
Walt Disney (DIS)EBDF
salesforce.com (CRM)EBEF
Notes | More Info...


US Stock SummaryYieldP/EP/B
Dow (DOW)YYY
Intel (INTC)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Amgen (AMGN)YY
Chevron (CVX)YY
Goldman Sachs (GS)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
American Express (AXP)Y
Coca-Cola (KO)Y
IBM (IBM)Y
Merck (MRK)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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2021
  12: 05
  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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