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The Stingy News Weekly: 11/08/2020


New from Norm

There and back again
"COVID crashed into the market this spring and appears to be returning for a second round. It's only natural for investors to worry that the market may plumb its March lows again. While some concern is warranted, I'm going to flip the pessimistic view on its head and seek stocks that fell hard in the spring but came back again." [$]


Stingy Links

The dead versus the living
"In this short research note, we will explore the current state of the zombification of stock markets across the globe as this is bound to change dramatically over the next few months and years. More zombies will emerge, and they will haunt the living."
[Markets]

ETF pairs for tax-loss selling
"A quick recap: effective tax-loss harvesting with ETFs involves selling a fund to realize a capital loss and immediately replacing it with a similar fund that would not be considered 'identical property.' According to the Canada Revenue Agency, two index ETFs are identical property if they track the same benchmark."
[Indexing]

The risk-free asset
"Blitz found strong evidence that the risk-free rate used in asset pricing models is misspecified, as the empirical evidence provides support for intermediate-term Treasuries as the more appropriate benchmark. In addition to the empirical evidence, economic theory posits that the one-month rate is not a riskless rate for investors with horizons beyond that term. His findings help explain at least part of the equity risk premium puzzle. In addition, the evidence helps explain the performance of low-beta stocks."
[Markets]

The Global Market Portfolio
"The global market portfolio realizes an average compounded real return of 4.45%, with a standard deviation of annual returns of 11.2% from 1960 until 2017, gross of trading costs, taxes, and/or management fees."
[World]

One-page plan
"Going through the one-page plan process helps you shift your mind into this idea that it's about setting a course and having tools to course-correct."
[Retirement]

Emerging concerns
"While the U.S. isn't perfect, many emerging markets countries have policies that should give investors pause. Some have authoritarian regimes. Others exhibit little respect for intellectual property and have shown a willingness to confiscate or nationalize businesses. Corporate governance and accounting rules are more lax."
[World]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FAAA
Pembina Pipeline (PPL)BACA
Enbridge (ENB)DBBA
Cdn Natural Resources (CNQ)FABA
Power Corp of Canada (POW)AAAA
TC Energy (TRP)ACDA
Bank of Nova Scotia (BNS)ABCA
BCE Inc. (BCE)CDDA
Manulife (MFC)AAAA
CIBC (CM)BBCA
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
Power Corp of Canada (POW)AAAA
Kinross Gold (K)ACDF
TC Energy (TRP)ACDA
National Bank (NA)ACCB
TD Bank (TD)ABCB
Bank of Montreal (BMO)ABBB
CIBC (CM)BBCA
Notes | More Info...


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


Canadian Stock SummaryYieldP/EP/B
Manulife (MFC)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
Pembina Pipeline (PPL)YY
Power Corp of Canada (POW)YY
TC Energy (TRP)YY
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
National Bank (NA)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)EAAA
IBM (IBM)ACAA
Walgreens (WBA)EBAA
Verizon (VZ)ABBA
Cisco (CSCO)BCCA
3M (MMM)BDCB
JP Morgan Chase (JPM)AACB
Coca-Cola (KO)CEEB
Merck (MRK)BDDB
Intel (INTC)ABBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Intel (INTC)ABBB
Goldman Sachs (GS)AABC
IBM (IBM)ACAA
Verizon (VZ)ABBA
JP Morgan Chase (JPM)AACB
Cisco (CSCO)BCCA
Travelers (TRV)BAAC
Merck (MRK)BDDB
DuPont (DD)BABD
(AMGN)BEDC
Notes | More Info...


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


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



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2021
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2019
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2016
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2015
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2014
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2012
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2011
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2010
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