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The Stingy News Weekly (12/11/2018)


"A government big enough to give you everything you want is strong enough to take everything you have."
- Thomas Jefferson


Stingy News Flash

You might have heard that MoneySense was recently purchased by mortgage broker Ratehub Inc. I hope the magazine prospers under the new owner and the experience proves to be a good one for everyone involved.

While I've decided to discontinue my work for the magazine, I expect to continue on elsewhere. For instance, I expect that Canadian Business will soon publish an updated version of the Top 200 and Top 500. Stay Tuned.



New from StingyInvestor

Zombie stocks on the TSX
"The accompanying chart presents the picture. It highlights the returns of the S&P/TSX Composite Index, which generated compound annual returns of 6.8 per cent from the end of 1996 to the end of November, 2018. The second line shows the trajectory of what I.ll call the zombie portfolio, which contains stocks with negative EBITDAs. It lost an average of 4.4 per cent annually over the same period. Each dollar invested in the zombie portfolio decayed to just 38 cents whereas each dollar invested in the index grew to $4.26." [$]


Stingy Links

Humans love a narrative
"What that means is that if you can eliminate companies with really bad balance sheets or really poor quality businesses, or that are trading at crazy expensive multiples, then you can gain a lot versus the broad market as opposed to simply buying the absolute best balance sheets or the companies with the highest returns on capital."
[:Value Investing]

Wrong, random, or worse
"Every year, the prognosticators come out of hiding. You have to wonder why they bother, given their record."
[Markets]

The economy killed millennials
"When researchers compared the spending habits of Millennials with those of young people from past years, such as the Baby Boomers and Gen Xers, they concluded that 'Millennials do not appear to have preferences for consumption that differ significantly from those of earlier generations.' They also found that 'Millennials are less well off than members of earlier generations when they were young, with lower earnings, fewer assets, and less wealth.' Millennials aren't doing in the economy. It's the economy that's doing in Millennials."
[Economics]

Risk and reward in public sector pensions
"This paper questions whether Canada's public sector pension plans have discovered a formula that makes them a model for the world to emulate. The exceptional feature of Canada's public sector DB plans is not 'world-beating' investment strategies or good governance. It is the ability to enrich public employees by shifting large, undisclosed investment risks to taxpayers without fair compensation. By our estimate, this provides an unacknowledged $22 billion annual subsidy to Canada's public sector DB plans and, ultimately, to the members of these plans. This large public subsidy, not the virtues of the Canadian Pension Model, explains the plans. success. Without it, public sector DB plans would be no more viable than private sector DB plans."
[Retirement]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)FAAA
Inter Pipeline (IPL)BDBA
ARC Resources (ARX)DAAA
Enbridge (ENB)EBCA
Power Corp of Canada (POW)AAAA
BCE Inc. (BCE)CDBA
Emera (EMA)ECBA
Pembina Pipeline (PPL)CDDA
TransCanada (TRP)BDCA
CIBC (CM)ACAA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Teck Resources (TECK.B)AAAE
Metro (MRU)ADED
Magna (MG)ABBC
Husky Energy (HSE)AAAC
Power Corp of Canada (POW)AAAA
CIBC (CM)ACAA
National Bank (NA)ACFB
Bank of Nova Scotia (BNS)ACEB
Cdn Natural Resources (CNQ)ABBB
Royal Bank (RY)ACCB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Crescent Point (CPG)FAAA
Goldcorp (G)EACE
Cenovus Energy (CVE)FABD
First Quantum (FM)EAAE
Teck Resources (TECK.B)AAAE
Kinross Gold (K)CAAF
Power Corp of Canada (POW)AAAA
ARC Resources (ARX)DAAA
Husky Energy (HSE)AAAC
EnCana (ECA)FAAE
Notes | More Info...


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


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
IBM (IBM)CDAA
Exxon Mobil (XOM)BBAA
Verizon (VZ)ACCA
Chevron (CVX)BABA
Coca-Cola (KO)EEEA
Procter & Gamble (PG)CCDA
JP Morgan Chase (JPM)AADB
Pfizer (PFE)ACDB
Merck (MRK)EDEB
Cisco (CSCO)EDDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Verizon (VZ)ACCA
Pfizer (PFE)ACDB
JP Morgan Chase (JPM)AADB
Goldman Sachs (GS)AABD
Walt Disney (DIS)ABCE
Travelers (TRV)AAAC
Exxon Mobil (XOM)BBAA
Apple (AAPL)BDCE
Intel (INTC)BBCC
Chevron (CVX)BABA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AABD
DowDuPont (DWDP)EABC
Travelers (TRV)AAAC
Chevron (CVX)BABA
JP Morgan Chase (JPM)AADB
Exxon Mobil (XOM)BBAA
United Technologies (UTX)CBBC
Walgreens (WBA)BBAD
Intel (INTC)BBCC
Walt Disney (DIS)ABCE
Notes | More Info...


US Stock SummaryYieldP/EP/B
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
JP Morgan Chase (JPM)YYY
Goldman Sachs (GS)YY
Intel (INTC)YY
Pfizer (PFE)YY
Travelers (TRV)YY
Verizon (VZ)YY
Walt Disney (DIS)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
Walgreens (WBA)Y
Notes...



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The Rothery Report

2018
  12: 03 11
  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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Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...