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The Stingy News Weekly: 06/26/2019


New from Norm

The Frugal Dividend portfolio
"Mixing a gin and tonic yields a satisfying summer drink. Combining investment ingredients can provide sunny returns. In that spirit, I'd like to introduce the Frugal Dividend portfolio. It adds a value investing twist to the Stable Dividend portfolio. The idea is to seek out low-volatility dividend stocks that trade at reasonable prices because the combination has worked well over the past 25 years." [$]


Stingy Links

Tattersall on Canadian buybacks
"A similar situation has developed in the United States in spite of huge buybacks in that market. The S&P Buyback Index has outpaced the broad S&P 500 Index by more than five percentage points a year over the past 10 years, but all of this occurred during the first five years. For the year to date and the latest one and five years, it has marginally trailed the 500 index."
[Markets]

On the value factor
"Given that the performance of the Value factor is similar across stock markets and asset classes, indicates one common driver that is likely related to market structure. Our research suggests that it is mainly risk sentiment that is driving the performance of the Value factor, although that framework requires further validation."
[Value Investing]

Tobias Carlisle talks to Dan Rasmussen
"Verdad's Founder and Portfolio Manager Dan Rasmussen talks about his replication of private equity investing in the public markets using undervalued, levered, small-cap stocks." [audio]
[Value Investing]

O'Shaughnessy talks to Livermore
"This week I have a very special guest years in the making. Like another favorite episode, with anonymous guest Modest Proposal, this conversation is with one of the stars of the financial twitter universe who writes anonymously and goes by the pseudonym Jesse Livermore." [audio]
[Markets]

When the body attacks the mind
"The idea that madness might have a discrete, biological cause - that it isn't just in your head - stretches back at least to the late 19th century, when Europe's asylums were full of delusional and demented patients suffering from neurosyphilis, a late-stage complication of the venereal disease."
[Health]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BCDA
Enbridge (ENB)DBCA
Power Corp of Canada (POW)BAAA
CIBC (CM)ABCA
BCE Inc. (BCE)CDCA
Pembina Pipeline (PPL)DCDA
Bank of Nova Scotia (BNS)BBCA
Brookfield Infrastructure (BIP.UN)EFCA
TELUS (T)CDCA
TransCanada (TRP)CDEA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Teck Resources (TECK.B)AABE
Magna (MG)ABAC
EnCana (ECA)AABD
Thomson Reuters (TRI)ADEC
Husky Energy (HSE)AAAB
Manulife (MFC)AABB
CIBC (CM)ABCA
Nutrien (NTR)ABBC
National Bank (NA)ACCB
Bombardier (BBD.B)AFAF
Notes | More Info...


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


Canadian Stock SummaryYieldP/EP/B
CIBC (CM)YY
EnCana (ECA)YY
Husky Energy (HSE)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
Bombardier (BBD.B)Y
Brookfield Infrastructure (BIP.UN)Y
Cameco (CCO)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Imperial Oil (IMO)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
National Bank (NA)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
IBM (IBM)BDBA
Exxon Mobil (XOM)CBAA
DowDuPont (DWDP)AAAA
Verizon (VZ)BCBA
Chevron (CVX)CABA
Walgreens (WBA)ABAA
3M (MMM)CECB
Pfizer (PFE)DCDB
Coca-Cola (KO)EEEB
Caterpillar (CAT)ACBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
DowDuPont (DWDP)AAAA
Goldman Sachs (GS)AACD
Walgreens (WBA)ABAA
Intel (INTC)ABCB
JP Morgan Chase (JPM)AADB
Caterpillar (CAT)ACBB
IBM (IBM)BDBA
Verizon (VZ)BCBA
Travelers (TRV)BAAD
Walt Disney (DIS)BBDE
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
DowDuPont (DWDP)AAAA
Goldman Sachs (GS)AACD
JP Morgan Chase (JPM)AADB
Chevron (CVX)CABA
Travelers (TRV)BAAD
Exxon Mobil (XOM)CBAA
Walgreens (WBA)ABAA
United Technologies (UTX)CBBD
Walt Disney (DIS)BBDE
Intel (INTC)ABCB
Notes | More Info...


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



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