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The Stingy News Weekly (09/06/2018)


"Get inside information from the president and you will probably lose half of your money. If you get it from the chairman of the board, you will lose all of it."
- Jim Rogers


Stingy Links

Quants at the track
"Benter and Coladonato watched as a software script filtered out the losing bets, one at a time, until there were 36 lines left on the screens. Thirty-five of their bets had correctly called the finishers in two of the races, qualifying for a consolation prize. And one wager had correctly predicted all nine horses."
[Markets]

In a crisis correlations go to 0.87
"When the U.S. market suffered a sharp sell-off, the opposite occurred: correlations turned positive to the tune of +0.87. This analysis confirms what experienced market traders know intuitively: 'In a financial crisis, all correlations turn to +1.0'."
[Markets]

Bruce J. Flatt talk
"In this talk, Bruce Flatt, CEO of Brookfield Asset Management, shares his journey, the challenges faced by Brookfield over the decades, key ideas that have shaped it's philosophy for successful investing and principles for enduring through times good and bad." [video]
[Value Investing]

Fake returns
"IRRs are meaningless and should never be used."
[Funds]

Spending matters more saving
"Yet in reality, most households struggle to save because there is no money left at the end of the month to save in the first place. Because technically their problem isn't a savings rate that's too low; it's a spending rate that's too high, in one or more categories, that is causing all of the available household income to be consumed before the end of the month is even reached"
[Thrift]

Chasing mutual fund performance
"So does performance chasing in the mutual fund universe deserve its less-than-stellar reputation? It depends. If the momentum strategy is systematically implemented, frequently rebalanced, and has low transaction costs, it can generate excess returns. But as a rule, performance chasing is best avoided. Our analysis indicates that investors would be better off betting on mean-reversion."
[Funds]

The inflation advantage of equal-weight
"I have written favorably several times before about the advantages of equal-weighted portfolios, and it is worth reminding readers that going back to 1990, the S&P 500 Equal-Weight index has not suffered a single negative 120-month return, which stands in stark contrast to the capitalization-weighted parent index, which experienced several negative 120-month periods around the time of the financial crisis"
[Markets]

How to retire in your 30s
"Fed up with their high-pressure jobs, some millennials are quitting and embracing the FIRE movement."
[Retirement]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BDEA
Enbridge (ENB)DBBA
Emera (EMA)EBBA
BCE Inc. (BCE)BDCA
Power Corp of Canada (POW)AAAA
Pembina Pipeline (PPL)CCDA
Crescent Point (CPG)FABA
TransCanada (TRP)BDEA
Shaw (SJR.B)EDDA
ARC Resources (ARX)DBDA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Metro (MRU)ACAD
Teck Resources (TECK.B)AABE
Magna (MG)ACAC
Power Corp of Canada (POW)AAAA
Kinross Gold (K)AABF
Bank of Nova Scotia (BNS)ABCA
CIBC (CM)ACCB
National Bank (NA)ACCB
Sun Life Financial (SLF)ABBB
Royal Bank (RY)ADDB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Crescent Point (CPG)FABA
Goldcorp (G)DADE
Kinross Gold (K)AABF
Cenovus Energy (CVE)FAAD
Teck Resources (TECK.B)AABE
First Quantum (FM)EACE
Power Corp of Canada (POW)AAAA
Cameco (CCO)FADB
Manulife (MFC)DABB
Husky Energy (HSE)BABC
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
Crescent Point (CPG)YY
Kinross Gold (K)YY
Teck Resources (TECK.B)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Bank of Nova Scotia (BNS)Y
CIBC (CM)Y
Cameco (CCO)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Goldcorp (G)Y
Husky Energy (HSE)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Manulife (MFC)Y
Metro (MRU)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)Y
Shaw (SJR.B)Y
Sun Life Financial (SLF)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)ACBA
IBM (IBM)CDBA
Exxon Mobil (XOM)ABAA
General Electric (GE)FBAA
Chevron (CVX)BAAA
Coca-Cola (KO)EEEA
Procter & Gamble (PG)CCCB
Pfizer (PFE)ABEB
Merck (MRK)EDDB
Cisco (CSCO)ECDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Verizon (VZ)ACBA
Pfizer (PFE)ABEB
Walt Disney (DIS)ACCD
JP Morgan Chase (JPM)AADD
Exxon Mobil (XOM)ABAA
Intel (INTC)BBCC
Travelers (TRV)BAAC
Chevron (CVX)BAAA
Goldman Sachs (GS)BACE
Apple (AAPL)BDDE
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)BACE
Chevron (CVX)BAAA
Travelers (TRV)BAAC
DowDuPont (DWDP)EABC
JP Morgan Chase (JPM)AADD
Exxon Mobil (XOM)ABAA
General Electric (GE)FBAA
Intel (INTC)BBCC
United Technologies (UTX)BBBD
Pfizer (PFE)ABEB
Notes | More Info...


US Stock SummaryYieldP/EP/B
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
Pfizer (PFE)YYY
General Electric (GE)YY
Goldman Sachs (GS)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
Apple (AAPL)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
DowDuPont (DWDP)Y
IBM (IBM)Y
Merck (MRK)Y
Procter & Gamble (PG)Y
United Technologies (UTX)Y
Walt Disney (DIS)Y
Notes...



Stingy News Weekly
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The Rothery Report

2018
  11: 01 05 12
  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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