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The Stingy News Weekly: 05/01/2019


New from Norm

Two returning megastar stocks
"I invite fellow investors to dig into Report on Business magazine's Top 1000 guide to Canadian companies (distributed to Globe and Mail subscribers this past Friday and found online at tgam.ca/top1000). It contains detailed data on the largest 1,000 firms in the land and comes with a star system that ranks stocks based on their attractiveness as potential value and momentum investments. Firms with the best characteristics make it into the 20-stock team of Megastars." [$]


Top 1000 stock picks
"The Megastar system has what it takes to succeed over the long term because it combines two proven schools of investing: value and momentum." [$]


Stingy Links

2018 Morningstar fee study
"Morningstar's annual fee study of U.S. open-end mutual funds and exchange-traded funds found that the asset-weighted average expense ratio was 0.48% in 2018, a 6% decline from 2017."
[Funds]

Role of shorting, firm size, and time
"We examine the role of shorting, firm size, and time on the profitability of size, value, and momentum strategies. We find that long positions comprise almost all of size, 60% of value, and half of momentum profits. Shorting becomes less important for momentum and more important for value as firm size decreases. The value premium decreases with firm size and is weak among the largest stocks. Momentum profits, however, exhibit no reliable relation with size. These effects are robust over 86 years of U.S. equity data and almost 40 years of data across four international equity markets and five asset classes. Variation over time and across markets of these effects is consistent with random chance. We find little evidence that size, value, and momentum returns are significantly affected by changes in trading costs or institutional and hedge fund ownership over time."
[Academia]

Valuation horse race
"Value isn't necessarily dead - it all depends on how you measure it, when and where it is measured. This inconsistency suggests that value is merely 'noisy,' which is well-established."
[Value Investing]

Personal finance is a bit too personal
"So, how do you become a millionaire by age 30? Make a ton of money and don't spend most of it. Shocking, right? The issue is that this advice just isn't an option for basically everyone."
[Thrift]

Million dollar coffee
"A 12% annual return sounds wonderful in a latte factor example but it's not realistic."
[Thrift]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BP/SYield
Teck Resources (TECK.B)AABE
EnCana (ECA)AABE
Magna (MG)ACAC
Thomson Reuters (TRI)AEEC
Husky Energy (HSE)AAAB
CIBC (CM)ABCA
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
First Quantum (FM)BABE
Teck Resources (TECK.B)AABE
Husky Energy (HSE)AAAB
EnCana (ECA)AABE
Kinross Gold (K)FABF
Cenovus Energy (CVE)FAAD
Goldcorp (G)FADE
Power Corp of Canada (POW)AAAA
Manulife (MFC)AABB
Cameco (CCO)EADE
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
Cameco (CCO)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Goldcorp (G)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
Verizon (VZ)BCBA
Exxon Mobil (XOM)CBAA
Chevron (CVX)BABA
Coca-Cola (KO)EEEA
Pfizer (PFE)DBDA
JP Morgan Chase (JPM)AADB
DowDuPont (DWDP)DAAB
Home Depot (HD)CFBB
Walgreens (WBA)ABAB
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BP/SYield
DowDuPont (DWDP)DAAB
Goldman Sachs (GS)AACD
Chevron (CVX)BABA
Travelers (TRV)AAAD
JP Morgan Chase (JPM)AADB
Exxon Mobil (XOM)CBAA
Walgreens (WBA)ABAB
United Technologies (UTX)DBBD
Intel (INTC)ABCC
Pfizer (PFE)DBDA
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
  08: 12 19
  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
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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
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  06: 04 11 18 26
  05: 07 14 21 28
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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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  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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