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The Stingy News Weekly: 09/19/2020


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Hitting return targets
"For many decades the expected rate of return was close to that of prevailing interest rates so not only was it a simpler time to be an allocator, but an easier time. That relationship has broken down in recent decades."
[Markets]

Persistent high volatility
"A situation has been set up by the functional equivalent of the 'Wizard of Oz' where small changes to interest rates or economic activity will have big impact on stock prices. And so I am telling you, be ready for whippy markets."
[Markets]

CROIC, CFROI, CROCI, and CROCS
"Running a Value fund is somewhat like being stranded on a tiny tropical island out in the ocean. You can't really run away and are exposed to the harsh forces of nature. If you're lucky, there might be a coconut tree or big rock providing some shade. But it will still be hot most of the day, regardless of where you're sitting, and often you have to watch out for falling coconuts."
[Value Investing]

There is no size effect
"Adding in lags to account for illiquidity takes the historically weak small firm effect and renders it non-existent."
[Markets]

The billionaire who wanted to die broke
"It took decades, but Chuck Feeney, the former billionaire cofounder of retail giant Duty Free Shoppers has finally given all his money away to charity. He has nothing left now - and he couldn't be happier."
[Charity]

Accruals and momentum
"Summarizing, the evidence demonstrates that investors have been well served to either short or avoid (for long-only investors) high accruals momentum firms."
[Momentum]

Why Buffett bought Japanese stocks
"Japan is one of the few value investments available in today's global developed markets. Large caps in the United States have gotten dramatically more expensive compared to Japan in the last 10 years."
[Buffett]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FAAA
Pembina Pipeline (PPL)BBDA
Enbridge (ENB)EBCA
Cdn Natural Resources (CNQ)EABA
Power Corp of Canada (POW)AAAA
Bank of Nova Scotia (BNS)ABCA
BCE Inc. (BCE)CDCA
Manulife (MFC)AAAA
CIBC (CM)ABCA
TC Energy (TRP)BCDA
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FAAA
Cenovus Energy (CVE)FAAF
Teck Resources (TECK.B)FABD
Imperial Oil (IMO)FAAB
Manulife (MFC)AAAA
Suncor Energy (SU)FABB
First Quantum (FM)FACE
Cdn Natural Resources (CNQ)EABA
Power Corp of Canada (POW)AAAA
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 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
Bank of Montreal (BMO)Y
Barrick Gold (ABX)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TD Bank (TD)Y
Teck Resources (TECK.B)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)DAAA
IBM (IBM)ACBA
Walgreens (WBA)EBAA
Verizon (VZ)ABBA
JP Morgan Chase (JPM)AACA
Cisco (CSCO)BCCB
3M (MMM)BDCB
Coca-Cola (KO)CEEB
Travelers (TRV)BAAB
Merck (MRK)CDDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Intel (INTC)ABCC
Verizon (VZ)ABBA
JP Morgan Chase (JPM)AACA
IBM (IBM)ACBA
Goldman Sachs (GS)AABC
Cisco (CSCO)BCCB
Travelers (TRV)BAAB
UnitedHealth (UNH)BCAD
DuPont (DD)BABD
3M (MMM)BDCB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AABC
Travelers (TRV)BAAB
Chevron (CVX)DAAA
DuPont (DD)BABD
JP Morgan Chase (JPM)AACA
Walgreens (WBA)EBAA
Intel (INTC)ABCC
Walt Disney (DIS)EBCF
American Express (AXP)CBBE
Verizon (VZ)ABBA
Notes | More Info...


US Stock SummaryYieldP/EP/B
JP Morgan Chase (JPM)YYY
Travelers (TRV)YYY
Verizon (VZ)YYY
3M (MMM)YY
Chevron (CVX)YY
Cisco (CSCO)YY
DuPont (DD)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
Walgreens (WBA)YY
American Express (AXP)Y
Coca-Cola (KO)Y
Merck (MRK)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
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  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
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  03: 06 13 20 27
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  01: 03 10 17 24 31
2015
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  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
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  02: 07 14 21
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2014
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  05: 04 11 18 25 30
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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
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  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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