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The Stingy News Weekly: 04/03/2022


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Predictable price pressure
"The market moves higher when dividends are paid. Market returns are 4x higher when dividend-payments are the highest. The results hold internationally as well. Some specific stats: market returns are 13bps higher on the top 5 dividend-payment days and 5bps higher on the top 50 dividend-paying days. The largest price pressure effects are in the first quarter of the year, when the probability of an asset manager reinvesting is highest. In contrast, the effect is muted in the fourth quarter, when the probability of reinvestment is lowest (managers are using cash to pay off investors)."
[Markets]

Talk about hot
"I was presented with an all-cash offer of $125,000 over the asking price. All contingencies and inspections would be waived."
[Real Estate]

Financially independent and renting
"I am often struck by people's obsession with owning a home. We owned a home for 15 years, and it was a wonderful experience for that time in our lives. But owning a home should not be universally equivalent with financial success. Here are seven reasons renting can be much better than owning."
[Real Estate]

Bill Miller's biggest loss
"Miller lost $300 million on Enron. It was roughly an 89% loss and the most money he had ever lost in a single position (at that point in his career). It also turned out to be the quickest. It only took 60 days."
[Markets]

Deep roots
"Innovation in particular is hard to envision if you think of it happening all at once. When you think of it as tiny increments, where current innovations have roots planted decades ago, it's more believable - and the range of possible outcomes of what we might be achievable explodes."
[World]

Drivers of deep value
"As expected, deleveraging and multiple expansion tend to contribute positively to returns in deep value, while earnings growth tends to be a negative contributor over a one-year hold."
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)CCA
Pembina Pipeline (PPL)FCA
Power (POW)AAA
BCE (BCE)CDA
TC Energy (TRP)ECA
Bank of Nova Scotia (BNS)AAA
Algonquin Power (AQN)BBA
CIBC (CM)AAA
Emera (EMA)DBA
Manulife Financial (MFC)AAA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Kinross Gold (K)AAC
Canadian Apt REIT (CAR.UN)AAC
Manulife Financial (MFC)AAA
Thomson Reuters (TRI)ADC
Power (POW)AAA
National Bank (NA)ABB
Canadian Tire (CTC.A)ACB
CIBC (CM)AAA
Magna International (MG)AAC
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
Power (POW)AAA
Teck Resources (TECK.B)DAE
CIBC (CM)AAA
Magna International (MG)AAC
Sun Life (SLF)AAB
Suncor Energy (SU)DAA
Notes | More Info...


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


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
IBM (IBM)CCA
Verizon (VZ)ABA
Dow (DOW)ABA
Walgreens (WBA)AAA
3M (MMM)BCA
Chevron (CVX)CBB
Merck (MRK)BCB
Amgen (AMGN)CEB
Intel (INTC)BAB
JPMorgan Chase (JPM)AAB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)AAA
Dow (DOW)ABA
JPMorgan Chase (JPM)AAB
Verizon (VZ)ABA
Intel (INTC)BAB
Travelers (TRV)BAD
3M (MMM)BCA
Merck (MRK)BCB
Caterpillar (CAT)BDD
Notes | More Info...


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


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



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2022
  08: 01 07 14
  07: 03 10 17 24
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2021
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  10: 03 07 17 24 30
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2020
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  10: 03 11 18 24
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2019
  12: 03 11 16 27
  11: 03 08 16 22 27
  10: 04 11 18 22
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  08: 12 19 31
  07: 07 26 31
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  05: 01 08 15 20 27
  04: 03 13 16 21
  03: 04 12 18 25
  02: 05 13 20 25
  01: 01 08 16 22 28
2018
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  11: 01 05 12 19 26
  10: 09 15 22
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2017
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2016
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2015
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  08: 17 23 30
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2014
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2013
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2012
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2011
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  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
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