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The Stingy News Weekly: 12/06/2020


New from Norm

Reversal stocks
"Pickings are slim in the bargain bin after the recent runup. Only 24 stocks in the S&P/TSX Composite Index suffered from declines of more than 25 per cent since the start of 2020 through to Nov. 30, while the other 198 stocks fared better with 122 of them gaining ground." [$]


Stingy Links

The reasonable optimist
"The ease of underestimating how bad things can be in the short run and how good they can be in the longer run is a leading cause of bad forecasts, bad decisions, and confused people. It's common because it's easier to go all in on either optimism or pessimism - having one foot on each side feels waffling. But straddling both sides is usually the best stance."
[Behaviour]

The McRib effect
"When the McRib is available, the S&P 500 has an average daily return about 7 basis points (0.07%) higher than on days when it is not available. To put that into perspective, when annualized, that difference would be 19% every year."
[Markets]

Civic honesty around the globe
"Civic honesty is essential to social capital and economic development but is often in conflict with material self-interest. We examine the trade-off between honesty and self-interest using field experiments in 355 cities spanning 40 countries around the globe. In these experiments, we turned in more than 17,000 lost wallets containing varying amounts of money at public and private institutions and measured whether recipients contacted the owners to return the wallets. In virtually all countries, citizens were more likely to return wallets that contained more money. Neither nonexperts nor professional economists were able to predict this result. Additional data suggest that our main findings can be explained by a combination of altruistic concerns and an aversion to viewing oneself as a thief, both of which increase with the material benefits of dishonesty."
[:Behaviour]

Beyond yield
"Credit ratings are to fixed income what valuation multiples are to equities. Most credit analysts focus on yield and duration while most equity analysts focus on growth and discount rates, but in our view, the true drivers of return are changes in rating for bonds and changes in multiple for equities."
[Bonds]

The Q ratio
"Q Ratio is not a useful indicator for short-term investment timelines. This metric is more appropriate for formulating expectations for long-term market performance."
[Markets]

Relief for RDSP holders
"The federal government has affirmed its timeline for removing the limitation on the period that a Registered Disability Savings Plan (RDSP) may remain open after a beneficiary becomes ineligible for the disability tax credit (DTC)."
[Taxes]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FAAA
Enbridge (ENB)EBBA
Pembina Pipeline (PPL)CADA
Power Corp of Canada (POW)AAAA
BCE Inc. (BCE)CDCA
TC Energy (TRP)ACDA
Bank of Nova Scotia (BNS)ABCA
Cdn Natural Resources (CNQ)FACA
CIBC (CM)ABBA
Shaw (SJR.B)BCCA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)ACDF
Canadian Apartment REIT (CAR.UN)AAEC
Power Corp of Canada (POW)AAAA
Bank of Nova Scotia (BNS)ABCA
National Bank (NA)ACCB
Manulife (MFC)AAAB
TC Energy (TRP)ACDA
CIBC (CM)ABBA
Barrick Gold (ABX)ACDD
Royal Bank (RY)BCDB
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)FABE
Imperial Oil (IMO)FAAC
Manulife (MFC)AAAB
Suncor Energy (SU)FABC
Canadian Apartment REIT (CAR.UN)AAEC
Power Corp of Canada (POW)AAAA
Pembina Pipeline (PPL)CADA
Cameco (CCO)EADE
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
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
Manulife (MFC)YY
Pembina Pipeline (PPL)YY
TC Energy (TRP)YY
BCE Inc. (BCE)Y
Barrick Gold (ABX)Y
Cameco (CCO)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
National Bank (NA)Y
Royal Bank (RY)Y
Shaw (SJR.B)Y
Suncor Energy (SU)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
3M (MMM)CDCA
Cisco (CSCO)BCCB
Merck (MRK)BDDB
Coca-Cola (KO)CEEB
JP Morgan Chase (JPM)BACB
(AMGN)BDDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Intel (INTC)ABCC
Goldman Sachs (GS)AABD
Verizon (VZ)ABBA
IBM (IBM)ACAA
Travelers (TRV)AAAC
JP Morgan Chase (JPM)BACB
Cisco (CSCO)BCCB
Merck (MRK)BDDB
(AMGN)BDDB
DuPont (DD)BABD
Notes | More Info...


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


US Stock SummaryYieldP/EP/B
JP Morgan Chase (JPM)YYY
Verizon (VZ)YYY
Chevron (CVX)YY
Cisco (CSCO)YY
DuPont (DD)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)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
  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
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  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
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  08: 07 13 22 28
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  06: 04 12 19 25
  05: 08 14 23 28
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  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
  04: 03 10 17 24
  03: 06 13 20 27
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2015
  12: 06 13 20 27
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  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
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2014
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  09: 06 14 19 28
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2013
  12: 02 09 16 30
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  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
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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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  01: 03 10 17 24 31

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