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The Stingy News Weekly: 10/11/2020


New from Norm

Look to the long term
"If you bought the index at the end of a randomly selected month in the study period, there's a 62-per-cent chance it climbed the following month. Conversely, you'd have lost money the other 38 per cent of the time. The odds of a happy result increased over longer periods. If you checked in on the index every year, there was a 73-per-cent chance it was up over the prior year's result. If you checked every two years, the chance of success climbed to 83 per cent. The chance of success shot up to 98 per cent by the five-year mark." [$]


Stingy Links

Microtargeted ads don't work
"In one experiment, they used six different advertising platforms in an effort to reach Australian men between the ages of 25 and 44. Their targeting performed slightly worse than random guessing. Such research indicates that, despite the extent of surveillance tech, a lot of the data that fuels ad targeting is garbage."
[Media]

Game over
"I'd stop thinking of bonds as a source of yield or as a diversifier for stocks. Instead, think of them as way to generate cash if the stock market is in the toilet."
[Bonds]

FANMAG envy
"It is difficult to look at growth multiples today and make a valuation argument based on history. In our view, the data we have shown screams overvaluation. All great bubbles are built on compelling stories, and the FANMAG story is compelling. But all great bubbles are also built on unrealistic expectations, and we believe that those unrealistic expectations are already in the growth stock prices."
[Markets]

Hyperinflation and me
"October 1993 brought the now-infamous 500 billion dinar note. I remember my father reporting this note with 11 zeros was worth 'roughly one cabbage' at the time of issue. The data seem to back this up. By 31 December 1993, one US dollar was worth 1,775,998,646,615 Yugoslavian dinars. At that rate, the dinar was no longer useful as a medium of exchange."
[Markets]

The stock-market disconnect
"The best explanation for why stock markets remain so bullish despite a massive recession is that major publicly traded companies have not borne the brunt of the pandemic's economic fallout. But having been spared by the virus, they could soon find themselves squarely in the sights of a populist backlash."
[Markets]


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)ABBA
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)ABBA
National Bank (NA)ACCB
Barrick Gold (ABX)ADED
Bank of Montreal (BMO)ABBB
CIBC (CM)ABCA
TD Bank (TD)ABCB
Power Corp of Canada (POW)AAAA
TC Energy (TRP)BCDA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)FAAF
Brookfield Property Partners (BPY.UN)FAAA
Teck Resources (TECK.B)FABD
Imperial Oil (IMO)FAAA
Suncor Energy (SU)FABB
First Quantum (FM)FACE
Manulife (MFC)AAAA
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
TC Energy (TRP)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
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
Chevron (CVX)DAAA
IBM (IBM)ACBA
Walgreens (WBA)EBAA
Verizon (VZ)ABBA
Cisco (CSCO)ACCA
JP Morgan Chase (JPM)AACB
3M (MMM)BDCB
Coca-Cola (KO)CEEB
Merck (MRK)CDDB
Travelers (TRV)BAAB
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)BABC
Chevron (CVX)DAAA
Travelers (TRV)BAAB
DuPont (DD)BABD
JP Morgan Chase (JPM)AACB
Walgreens (WBA)EBAA
Walt Disney (DIS)EBCF
Intel (INTC)ABCC
Verizon (VZ)ABBA
American Express (AXP)CBBD
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
  11: 01 08 22 27
  10: 03 11 18 24
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  05: 03 09 16 23 31
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2019
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  04: 03 13 16 21
  03: 04 12 18 25
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  01: 01 08 16 22 28
2018
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2017
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2016
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2015
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2014
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2013
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2012
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2011
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  06: 05 12 19 26
  05: 01 08 15 22 29
  04: 04 10 17 24
  03: 06 13 20 27
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  01: 02 09 16 23 30
2010
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  10: 03 10 17 24 31
  09: 05 12 19 26
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  07: 04 11 16 25
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