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The Stingy News Weekly: 08/12/2019


New from Norm

Sludgy advice
"Investors should be mindful that the application of behavioural technology can be used for both good and ill. Conscientious advisers will use it to help their clients, while others will use it on their clients to their detriment." [$]


Stingy Links

LBOs go bankrupt more often
"Healthy companies acquired by private equity firms through leveraged buyouts see their probability of defaulting on loans increase ten-fold, new research shows."
[Bonds]

Finance books in one sentence
"Give yourself a margin of safety because Mr. Market can be insane."
[Books]

Low vol rises
"In this short research note, we will investigate if the Low Volatility factor has changed structurally over the last 30 years as its status changed from obscurity to a common staple in investment portfolios."
[Markets]

Portfolio rebalancing
"Our analysis suggests that rebalancing every 2-3 years on average (over time) is likely to be sufficient. Accordingly, a rebalancing method that involves frequent monitoring but infrequent action should nicely balance the goal of controlling risk exposure with capturing the benefits of momentum."
[Hallett]

How much it costs to make BBQ
"This balancing act plays out on menu at Adamson Barbecue in Leaside, where the smoked brisket takes 24 hours to make and sells for $30 per pound - of which only $2.14 is profit."
[Pricing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)CDDA
Enbridge (ENB)DBCA
Power Corp of Canada (POW)BAAA
Husky Energy (HSE)AAAA
CIBC (CM)ABBA
BCE Inc. (BCE)CDDA
Bank of Nova Scotia (BNS)BBCA
Pembina Pipeline (PPL)CCDA
Cdn Natural Resources (CNQ)AACA
TELUS (T)CDCA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)AAAD
Teck Resources (TECK.B)AABE
Husky Energy (HSE)AAAA
Magna (MG)ABAC
Manulife (MFC)AABB
Cdn Natural Resources (CNQ)AACA
Imperial Oil (IMO)AABC
CIBC (CM)ABBA
Thomson Reuters (TRI)AEEC
Nutrien (NTR)AABB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Husky Energy (HSE)AAAA
First Quantum (FM)BABE
Teck Resources (TECK.B)AABE
EnCana (ECA)AAAD
Cenovus Energy (CVE)EAAD
Power Corp of Canada (POW)BAAA
Cameco (CCO)EACE
Manulife (MFC)AABB
Imperial Oil (IMO)AABC
Cdn Natural Resources (CNQ)AACA
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Cdn Natural Resources (CNQ)YYY
Husky Energy (HSE)YYY
CIBC (CM)YY
EnCana (ECA)YY
Imperial Oil (IMO)YY
Manulife (MFC)YY
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Nova Scotia (BNS)Y
Cameco (CCO)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)BBAA
Verizon (VZ)BCBA
IBM (IBM)ADBA
DuPont (DD)EAAA
Pfizer (PFE)BCDA
Chevron (CVX)BABA
Walgreens (WBA)ABAB
Caterpillar (CAT)ACAB
3M (MMM)CECB
JP Morgan Chase (JPM)AACB
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AACD
DuPont (DD)EAAA
JP Morgan Chase (JPM)AACB
Chevron (CVX)BABA
Travelers (TRV)BABD
Exxon Mobil (XOM)BBAA
Walgreens (WBA)ABAB
Walt Disney (DIS)CBDE
United Technologies (UTX)DBBD
Intel (INTC)ABCC
Notes | More Info...


US Stock SummaryYieldP/EP/B
Chevron (CVX)YYY
JP Morgan Chase (JPM)YYY
Walgreens (WBA)YYY
Caterpillar (CAT)YY
DuPont (DD)YY
Exxon Mobil (XOM)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
Travelers (TRV)YY
Verizon (VZ)YY
3M (MMM)Y
American Express (AXP)Y
Pfizer (PFE)Y
United Technologies (UTX)Y
Walt Disney (DIS)Y
Notes...



Stingy News Weekly
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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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