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The Stingy News Weekly: 01/10/2021


New from Norm

The value recovery
"The economic turmoil of the past year caused many companies to pause their share repurchase programs to conserve cash. But those with the ability, and guts, to continue buying their shares in hard times deserve a second look from investors because such firms have generally fared well over the long term." [$]


Stingy Links

Waiting for the last dance
"The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble. Featuring extreme overvaluation, explosive price increases, frenzied issuance, and hysterically speculative investor behavior, I believe this event will be recorded as one of the great bubbles of financial history, right along with the South Sea bubble, 1929, and 2000."
[Markets]

Dividends power the wealth effect
"if politicians sought to exploit the wealth effect the data would suggest that they encourage firms to increase their dividend distributions as much as possible."
[Dividends]

Rookie CEOs outperform
"In a study of 855 S&P 500 CEOs appointed over a 20-year period, the researchers found that those with experience in the role consistently underperformed their novice counterparts over the medium to long term. First-timers led their companies to higher market-adjusted total shareholder returns, with less volatility in the stock price. Among CEOs who headed two successive companies, 70% performed better the first time - and for more than 60%, their second companies failed to keep pace with the overall stock market."
[Management]

Children can't live here anymore
"The consistent policy of the US since the 1930s is to make life harder for successive generations. The unique and unusual growth post-WWII hid that, but declining growth is laying that bare now. Social Security was a very sweet deal then for old folks that has become a very sour deal now for young folks. Defined benefits plans are a thing of the past, replaced by modest encouragements to personal savings using defined contribution plans. And now we see the same in monetary policy, where suppressed interest rates relatively favor those who are older. And, increased indebtedness slows future GDP growth."
[World]

Capital gains planning to save tax
"There's a difference between good tax planning, and tax evasion. Claiming your parrot as a dependant won't work, unfortunately. The good news? There are some legitimate planning ideas you might want to consider in the short term. Today, I want to talk about capital gains."
[Taxes]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FABA
Enbridge (ENB)DBBA
Pembina Pipeline (PPL)CADA
BCE Inc. (BCE)CDCA
TC Energy (TRP)ACDA
Power Corp of Canada (POW)AAAA
Bank of Nova Scotia (BNS)ABCA
CIBC (CM)BBBA
Shaw (SJR.B)BCCA
Cdn Natural Resources (CNQ)FACA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)ACDF
Canadian Apartment REIT (CAR.UN)AAEC
Power Corp of Canada (POW)AAAA
TC Energy (TRP)ACDA
Manulife (MFC)AAAB
National Bank (NA)ACCB
Bank of Nova Scotia (BNS)ABCA
Bank of Montreal (BMO)ABBB
Barrick Gold (ABX)ACDD
CIBC (CM)BBBA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Cenovus Energy (CVE)FAAF
Brookfield Property Partners (BPY.UN)FABA
Teck Resources (TECK.B)FABE
Imperial Oil (IMO)FAAC
Manulife (MFC)AAAB
Suncor Energy (SU)FABC
Canadian Apartment REIT (CAR.UN)AAEC
Power Corp of Canada (POW)AAAA
Pembina Pipeline (PPL)CADA
SNC-Lavalin (SNC)FAAE
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
Bank of Nova Scotia (BNS)YY
Brookfield Property Partners (BPY.UN)YY
CIBC (CM)YY
Canadian Apartment REIT (CAR.UN)YY
Manulife (MFC)YY
Pembina Pipeline (PPL)YY
TC Energy (TRP)YY
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Barrick Gold (ABX)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
National Bank (NA)Y
SNC-Lavalin (SNC)Y
Shaw (SJR.B)Y
Suncor Energy (SU)Y
Teck Resources (TECK.B)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Chevron (CVX)EAAA
IBM (IBM)ACAA
Verizon (VZ)ABBA
Walgreens (WBA)ABAA
3M (MMM)BDCA
Coca-Cola (KO)CDEB
Cisco (CSCO)BCCB
Merck (MRK)BDDB
(AMGN)BEDB
JP Morgan Chase (JPM)BACB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Walgreens (WBA)ABAA
Intel (INTC)ABBC
Verizon (VZ)ABBA
IBM (IBM)ACAA
Travelers (TRV)AAAC
Goldman Sachs (GS)BABD
JP Morgan Chase (JPM)BACB
Cisco (CSCO)BCCB
Merck (MRK)BDDB
(AMGN)BEDB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Travelers (TRV)AAAC
Goldman Sachs (GS)BABD
Chevron (CVX)EAAA
DuPont (DD)CACD
JP Morgan Chase (JPM)BACB
Walgreens (WBA)ABAA
Intel (INTC)ABBC
Verizon (VZ)ABBA
Walt Disney (DIS)EBDF
American Express (AXP)DBCE
Notes | More Info...


US Stock SummaryYieldP/EP/B
JP Morgan Chase (JPM)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
Chevron (CVX)YY
Cisco (CSCO)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
Merck (MRK)YY
Travelers (TRV)YY
3M (MMM)Y
American Express (AXP)Y
Coca-Cola (KO)Y
DuPont (DD)Y
Walt Disney (DIS)Y
Notes...



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2021
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2020
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2019
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2018
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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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2010
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