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The Stingy News Weekly: 10/30/2022


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News you can't use
"But the truth is, each day's news offers little of value to longer-term investors. Instead, for those striving to be prudent managers of their own money, the big wins are to be found in subjects that rarely rank as news"
[Media]

Fair multiples
"Mean reversion of the multiple is so powerful that the only factors other than starting TEV/EBITDA that matter are gross margin, free cash flow conversion and, to a small extent, size and return on capital (EBITDA/assets, this time with the sign in the direction we.d expect)."
[Value Investing]

Thematic vs momentum investing
"If asset managers are unable to select the winning themes, it is highly unlikely that the average investor can. Given this, it is much better to pursue momentum investing, which at times may include stocks from exciting industries. Boring and simple, but effective."
[Momentum Investing]

Mind the momentum gap
"Huang's findings are of interest, as he appears to have found a simple heuristic that could add value to a momentum strategy by providing a timing mechanism based on the Momentum Gap and significantly reducing the risk of momentum crashes."
[Momentum Investing]

The value of a brand
"Analysts covering the companies that own these brands systematically underestimate the pricing power and future earnings growth associated with these brands. This leads to a systematic underpricing of these shares and as a result a constant stream of positive surprises. The effect seems to be particularly large for companies that have developed their brands in-house and thus have no value associated with it on their balance sheet. It seems this ability to constantly surpass expectations is what drives the outperformance of the best brands."
[Markets]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BYield
Teck Resources (TECK.B)AAD
Manulife Financial (MFC)AAA
Suncor Energy (SU)ABB
Nutrien (NTR)ABC
SNC-Lavalin (SNC)ABE
Bank of Montreal (BMO)ABB
Bank of Nova Scotia (BNS)AAA
Canadian Natural (CNQ)ACB
Canadian Tire (CTC.A)ABB
CIBC (CM)AAA
Notes | More Info...


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


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


DOW 30 Value Screens

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


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


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



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2022
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2018
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2015
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2013
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2011
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2010
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