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The Stingy News Weekly: 04/13/2019


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OSAM Q1 letter
"One of the best ways to evaluate a manager is to ask them about their research graveyard. Of the research projects we've pursued over the decades, a significant majority end up like the ownership data project - dead. The quantitative research process is default frustrating."
[Funds]

Tax-loss harvesting alpha
"We find that a tax-loss harvesting strategy yields a geometric average of 51 basis points per year from 1926 to 2018. However, this tax alpha is highly variable: over four successive 23-year periods, the tax alpha ranged from 26 to 88 basis points per annum"
[Taxes]

We overestimate and underestimate our abilities
"Do you think you are an above-average driver, as most people do? How do you compare with others as a parent? Are you better than most at dancing? Where do you rank in your capability to save humanity? Many of you will answer these questions incorrectly. For some of these skills, you will think you are better than you actually are. For others, you will think you are worse."
[Behaviour]

Multi-factor ETFs
"There is a lot to consider in relation to the composition and performance of multi-factor ETFs in the US stock market. Perhaps the most interesting insight is that these products feature factors such as growth that are not supported by academic research and lack exposure to established ones like quality and momentum."
[Indexing]

Dividends fade
"In the past, dividends were the only reason investors placed their money in equities. Now, dividends play a much smaller role, for better or worse, in the overall stock market."
[Dividends]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BDDA
Enbridge (ENB)EBBA
BCE Inc. (BCE)CDCA
CIBC (CM)ABBA
Power Corp of Canada (POW)AAAA
Brookfield Infrastructure (BIP.UN)ECCA
Bank of Nova Scotia (BNS)ABCA
TransCanada (TRP)BDEA
Emera (EMA)BBBA
Pembina Pipeline (PPL)DDDA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Teck Resources (TECK.B)AABE
EnCana (ECA)AABE
Magna (MG)ABAC
Thomson Reuters (TRI)AEEC
CIBC (CM)ABBA
Husky Energy (HSE)AAAB
National Bank (NA)ACCB
Manulife (MFC)AABB
Bank of Nova Scotia (BNS)ABCA
Power Corp of Canada (POW)AAAA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Husky Energy (HSE)AAAB
Teck Resources (TECK.B)AABE
First Quantum (FM)CACE
Cenovus Energy (CVE)FAAD
Kinross Gold (K)FABF
EnCana (ECA)AABE
Goldcorp (G)FADE
Power Corp of Canada (POW)AAAA
Manulife (MFC)AABB
Imperial Oil (IMO)BABC
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
EnCana (ECA)YY
Husky Energy (HSE)YY
Manulife (MFC)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Brookfield Infrastructure (BIP.UN)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Goldcorp (G)Y
Imperial Oil (IMO)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Thomson Reuters (TRI)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
IBM (IBM)BDBA
DowDuPont (DWDP)DAAA
Verizon (VZ)BCBA
Exxon Mobil (XOM)BBAA
Chevron (CVX)BABA
Coca-Cola (KO)EEEA
Pfizer (PFE)DBDB
Walgreens (WBA)ABAB
JP Morgan Chase (JPM)AACB
Home Depot (HD)CFBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AACD
Walgreens (WBA)ABAB
JP Morgan Chase (JPM)AACB
Intel (INTC)ABCC
Caterpillar (CAT)ADBC
American Express (AXP)ACCE
Travelers (TRV)BAAD
IBM (IBM)BDBA
Chevron (CVX)BABA
Verizon (VZ)BCBA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
DowDuPont (DWDP)DAAA
Goldman Sachs (GS)AACD
Chevron (CVX)BABA
JP Morgan Chase (JPM)AACB
Travelers (TRV)BAAD
Exxon Mobil (XOM)BBAA
Walgreens (WBA)ABAB
United Technologies (UTX)CBBD
Intel (INTC)ABCC
Pfizer (PFE)DBDB
Notes | More Info...


US Stock SummaryYieldP/EP/B
Chevron (CVX)YYY
JP Morgan Chase (JPM)YYY
Walgreens (WBA)YYY
DowDuPont (DWDP)YY
Exxon Mobil (XOM)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
Pfizer (PFE)YY
Travelers (TRV)YY
Verizon (VZ)YY
American Express (AXP)Y
Caterpillar (CAT)Y
Coca-Cola (KO)Y
Home Depot (HD)Y
United Technologies (UTX)Y
Notes...



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2019
  11: 03 08 16
  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
  09: 04 11 17 23
  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
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
  12: 06 13 20 27
  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
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
  12: 06 14 21 28
  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
  04: 06 12 20 27
  03: 02 09 16 23 30
  02: 01 09 16 23
  01: 05 12 18 26
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
  04: 07 14 21 28
  03: 03 11 17 24 31
  02: 04 10 17 24
  01: 06 13 20 27
2012
  12: 02 09 16 23 30
  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
  12: 04 11 18 25
  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
  02: 07 14 21 28
  01: 03 10 17 24 31

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