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The Stingy News Weekly: 02/04/2022


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When short-sellers attack
"short-sellers are biased. They issue fare more negative target prices than can be justified by fundamentals. This isn't surprising. Short-sellers make money if a share drops, so they systematically overstate the negatives and understate the positives. As a rule of thumb, it seems a good idea to divide the target return of a short seller by ten and you get the true reaction of the share price in the first week or so after the short-seller attacks."
[Markets]

Use it or lose it
"My contention: It's a mistake to let the fire go out when we retire. Transitioning from a mentally challenging job to a sedentary lifestyle, where you spend a lot of time sitting around watching TV or on social media, is going to cost you."
[Retirement]

Employment recession close to an end
"The current employment recession was by far the worst recession since WWII in percentage terms. However, the current employment recession, 23 months after the onset, is now significantly better than the worst of the "Great Recession"."
[Economy]

The size of the value premium
"While there are no crystal balls, there doesn't seem to be any strong evidence supporting the belief that the value premium is dead. And there may not even be any evidence that it was either smaller than Fama and French had originally found or that it is now smaller than it was originally found. The poor performance has been due to changes in what John Bogle called the speculative return (the change in relative valuations)."
[Value Investing]

What explains momentum?
"There is as yet no consensus on why equity markets permit momentum. Our analysis uses out-of-sample international data to consider a 'horse race' across momentum rationales based on overconfidence, slow diffusion of information, limited attention, anchoring bias, and real options. Our central finding in cross-sectional analyses is that the frog-in-the-pan (FIP) hypothesis, which posits that due to limited attention, investors underreact to information that arrives gradually rather than in concentrated doses, consistently wins. Also, internationally, momentum is stronger in less volatile markets and in up-markets. Information flows more gradually during these market states, implying additional support for FIP."
[Momentum Investing]

Retire with more money than you need
"If we really want to help our kids or the causes that are important to us, however, leaving it all in our will may not be the best way to do it."
[Thrift]

Bubble stock meltdown
"This breakdown is significant, especially for growth stocks. Remember, growth stocks trend, and value stocks mean revert. The psychology is simple. People hear about a hot stock that's gone up 3x, they buy some, it goes up 2x, they buy more: the whole attraction of buying a hot growth stock is the historic return trajectory. Value stocks are the opposite: you do well buying them when they're down, as our Crisis Investing piece showed. And so, once the trend gets broken, once the magic of the rising stock prices disappears, it's a long way down until valuation becomes the justification for buying."
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)CCA
Pembina Pipeline (PPL)FBA
TC Energy (TRP)ECA
BCE (BCE)CDA
Algonquin Power (AQN)BBA
Power (POW)AAA
Suncor Energy (SU)CAA
Emera (EMA)DBA
Bank of Nova Scotia (BNS)ABA
TELUS (T)DDA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Kinross Gold (K)AAC
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Thomson Reuters (TRI)ADD
Power (POW)AAA
Canadian Tire (CTC.A)ACC
Kirkland Lake Gold (KL)ABC
National Bank (NA)ACB
CIBC (CM)ABA
Sun Life (SLF)AAB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Canopy Growth (WEED)FAE
Canadian Apt REIT (CAR.UN)AAC
Manulife Financial (MFC)AAA
Kinross Gold (K)AAC
Teck Resources (TECK.B)DAE
Power (POW)AAA
Barrick Gold (ABX)BAC
Suncor Energy (SU)CAA
Fortis (FTS)CAB
Cenovus Energy (CVE)EAD
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Power (POW)YYY
Canadian Apt REIT (CAR.UN)YY
Kinross Gold (K)YY
Manulife Financial (MFC)YY
Suncor Energy (SU)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
Bank of Nova Scotia (BNS)Y
Barrick Gold (ABX)Y
CIBC (CM)Y
Canadian Tire (CTC.A)Y
Canopy Growth (WEED)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Fortis (FTS)Y
Kirkland Lake Gold (KL)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Sun Life (SLF)Y
TC Energy (TRP)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)BBA
IBM (IBM)CDA
Dow (DOW)ABA
Chevron (CVX)BAA
Walgreens (WBA)AAA
3M (MMM)BCB
Merck (MRK)DCB
Amgen (AMGN)CEB
Intel (INTC)ABB
Coca-Cola (KO)DDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)AAA
Dow (DOW)ABA
Intel (INTC)ABB
JPMorgan Chase (JPM)AAC
Verizon (VZ)BBA
Travelers (TRV)BAD
3M (MMM)BCB
Chevron (CVX)BAA
Caterpillar (CAT)BDC
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Goldman (GS)AAC
Travelers (TRV)BAD
Walgreens (WBA)AAA
JPMorgan Chase (JPM)AAC
Chevron (CVX)BAA
Intel (INTC)ABB
Dow (DOW)ABA
Verizon (VZ)BBA
Walt Disney (DIS)EBF
salesforce.com (CRM)EBF
Notes | More Info...


US Stock SummaryP/EP/BYield
Chevron (CVX)YYY
Dow (DOW)YYY
Intel (INTC)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Goldman (GS)YY
JPMorgan Chase (JPM)YY
Travelers (TRV)YY
Amgen (AMGN)Y
Caterpillar (CAT)Y
Coca-Cola (KO)Y
IBM (IBM)Y
Merck (MRK)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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2022
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2021
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2020
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2019
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2018
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2017
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2015
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2014
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2013
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2012
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2010
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