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The Stingy News Weekly: 03/07/2021


New from Norm

Graphing Dividends
"I've written many articles highlighting the big returns generated by Canadian dividend stocks. They usually include only one or two graphs due to space limitations. But I've given the extra graphs a home here for the enjoyment of dividend aficionados." [pdf]


Stingy Links

The long run is lying to you
"To state the obvious, when strategies get more expensive, all-else-equal they do better while that richening is occurring. Yet to assume these changes are the expectation going forward, as simply examining past returns does, strikes us as folly. I examine the returns on various markets, market differentials, and most importantly, the value factor, using a regression framework that accounts for these valuation changes."
[Markets]

Good versus bad value stocks
"In this short research note, we will contrast Value & High Quality versus Value & Low Quality across stock markets."
[Value Investing]

Groundhog day and overnight returns
"my (admittedly basic) view is that the release of overnight news (such as take-outs, mergers, and earnings reports) is the primary driver of the 'overnight return puzzle' and that the fact that there is negative autocorrelation to intraday returns (which effectively 'gives back' a third of the overnight return) is probably driven by a mix of investor overreaction, market structure, and perhaps a little investor heterogeneity."
[Markets]

Shill bidding
"We find that a price premium of between 16% and 44% can be achieved by shill bidding. Importantly, shill bidding is quite easy to implement and neither the market maker nor bidders showed any indication that they noticed. We conclude that market makers should make a careful re-evaluation of the risks of shill bidding, since only they are in a position to take meaningful action to prevent it from occurring."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Brookfield Property Partners (BPY.UN)FABA
Enbridge (ENB)EBBA
Pembina Pipeline (PPL)CADA
BCE Inc. (BCE)CDCA
Power Corp of Canada (POW)AAAA
TC Energy (TRP)ACDA
Shaw (SJR.B)BCCA
Emera (EMA)BBCA
CIBC (CM)ABBA
TELUS (T)DDBA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Kinross Gold (K)ABCD
Canadian Apartment REIT (CAR.UN)AAEC
Barrick Gold (ABX)ABDD
Power Corp of Canada (POW)AAAA
Kirkland Lake Gold (KL)ACED
TC Energy (TRP)ACDA
TD Bank (TD)ACDB
Bank of Montreal (BMO)ABBB
CIBC (CM)ABBA
Alimentation Couche-Tard (ATD.B)BDAE
Notes | More Info...


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


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
Brookfield Property Partners (BPY.UN)YY
CIBC (CM)YY
Canadian Apartment REIT (CAR.UN)YY
Pembina Pipeline (PPL)YY
TC Energy (TRP)YY
Alimentation Couche-Tard (ATD.B)Y
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Barrick Gold (ABX)Y
Cenovus Energy (CVE)Y
Emera (EMA)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Kirkland Lake Gold (KL)Y
Manulife (MFC)Y
SNC-Lavalin (SNC)Y
Shaw (SJR.B)Y
Suncor Energy (SU)Y
TD Bank (TD)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
IBM (IBM)BCAA
Chevron (CVX)FABA
Verizon (VZ)ABAA
Walgreens (WBA)ABAA
Merck (MRK)CDCA
Coca-Cola (KO)DDEB
3M (MMM)BDCB
Cisco (CSCO)BCCB
(AMGN)BEDB
Johnson & Johnson (JNJ)DCDB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Walgreens (WBA)ABAA
Intel (INTC)ABCC
Verizon (VZ)ABAA
Goldman Sachs (GS)AABD
Travelers (TRV)AAAD
JP Morgan Chase (JPM)BADC
(AMGN)BEDB
Cisco (CSCO)BCCB
3M (MMM)BDCB
IBM (IBM)BCAA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Travelers (TRV)AAAD
Goldman Sachs (GS)AABD
DuPont (DD)CABD
Chevron (CVX)FABA
JP Morgan Chase (JPM)BADC
Walgreens (WBA)ABAA
Intel (INTC)ABCC
Verizon (VZ)ABAA
Walt Disney (DIS)EBDF
Wal-Mart (WMT)CBAD
Notes | More Info...


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



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2021
  09: 05 12 19
  08: 02 08 15 22 29
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2020
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2019
  12: 03 11 16 27
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  08: 12 19 31
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  04: 03 13 16 21
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2018
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2017
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2016
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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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