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The Stingy News Weekly: 05/23/2022


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Good news for large-cap value
"Just as economic theory would predict, over the period 1927-2021, the Fama-French U.S. large-value research index returned an annualized 12.0% versus an annualized return of 14.5% for the Fama-French U.S. small-value index (an outperformance of 2.5% percentage points per annum). Economic theory would also predict, as Vogel demonstrated, that the advantage shrinks if one uses equal weighting for large stocks - it yields a higher average monthly return than value weighting them, resulting in a smaller return spread against the small-cap value portfolio. The reason is simple: Equally weighting large value stocks creates a portfolio with more weight to smaller stocks within the large cap universe."
[Value Investing]

Crisis investing in Europe
"Just like in the US, European small value stocks outperformed the market consistently and significantly after crises."
[Value Investing]

Trying too hard
"A truth that applies to almost every field is that it's possible to try too hard, and when doing so you can get worse results than those who knew less, cared less, and put in less effort than you did."
[Behaviour]

The worst years in the market
"Here's the good news - the longer-term returns after the worst years ever are pretty good. The average 3 year forward return is +35%. The average 5 year forward returns is a gain of almost 80%."
[Markets]

Hedging with gold
"If for whatever reason, things become extremely difficult, I may be running more risk than I thought in my funds. So gold is a nice insurance policy. The 5%-7% weighting would partially offset the hit we would take on equities."
[Gold]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)CCA
Manulife Financial (MFC)AAA
Power (POW)AAA
BCE (BCE)DDA
Pembina Pipeline (PPL)DCA
Bank of Nova Scotia (BNS)AAA
TC Energy (TRP)ECA
CIBC (CM)AAA
Algonquin Power (AQN)EBA
Sun Life (SLF)AAA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)AAC
Manulife Financial (MFC)AAA
SNC-Lavalin (SNC)AAE
Power (POW)AAA
Thomson Reuters (TRI)AED
Canadian Tire (CTC.A)ABB
Sun Life (SLF)AAA
CIBC (CM)AAA
National Bank (NA)ABB
Teck Resources (TECK.B)AAD
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Manulife Financial (MFC)AAA
Canadian Apt REIT (CAR.UN)AAC
Kinross Gold (K)DAC
Power (POW)AAA
Teck Resources (TECK.B)AAD
Sun Life (SLF)AAA
CIBC (CM)AAA
Bank of Nova Scotia (BNS)AAA
SNC-Lavalin (SNC)AAE
Saputo (SAP)EAC
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
CIBC (CM)YYY
Manulife Financial (MFC)YYY
Power (POW)YYY
Sun Life (SLF)YYY
Bank of Nova Scotia (BNS)YY
Canadian Apt REIT (CAR.UN)YY
SNC-Lavalin (SNC)YY
Teck Resources (TECK.B)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
Kinross Gold (K)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Saputo (SAP)Y
TC Energy (TRP)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)BBA
IBM (IBM)CDA
Walgreens (WBA)AAA
3M (MMM)BCA
Dow (DOW)ABA
Cisco Systems (CSCO)BCB
Intel (INTC)AAB
JPMorgan Chase (JPM)AAB
Chevron (CVX)BBB
Amgen (AMGN)DEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Walgreens (WBA)AAA
Goldman (GS)AAC
Intel (INTC)AAB
Dow (DOW)ABA
JPMorgan Chase (JPM)AAB
Verizon (VZ)BBA
Travelers (TRV)BAD
3M (MMM)BCA
Cisco Systems (CSCO)BCB
American Express (AXP)BCE
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)AAB
Walt Disney (DIS)EBF
Chevron (CVX)BBB
Verizon (VZ)BBA
Dow (DOW)ABA
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
Cisco Systems (CSCO)YY
Goldman (GS)YY
Travelers (TRV)YY
American Express (AXP)Y
Amgen (AMGN)Y
IBM (IBM)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



Stingy News Weekly
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2022
  08: 01 07 14
  07: 03 10 17 24
  06: 05 12 17 26
  05: 01 08 15 23 29
  04: 03 10 17
  03: 06 13 20 27
  02: 04 13 20 27
  01: 02 09 16 23 30
2021
  12: 05 12 19 25
  11: 06 14 21 28
  10: 03 07 17 24 30
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  08: 02 08 15 22 29
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2020
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  11: 01 08 22 27
  10: 03 11 18 24
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  06: 06 12 20 27
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  03: 08 15 22 28
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  01: 03 10 17 24
2019
  12: 03 11 16 27
  11: 03 08 16 22 27
  10: 04 11 18 22
  09: 06 11 17 25
  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
  12: 03 11 17 26
  11: 01 05 12 19 26
  10: 09 15 22
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  08: 07 13 22 28
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2017
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2016
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2015
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  08: 17 23 30
  07: 05 12 19 26 31
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2014
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  05: 04 11 18 25 30
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2013
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  10: 06 14 20 27
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  08: 04 10 25
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2012
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  01: 01 08 15 22 29
2011
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  10: 02 09 16 23 30
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  07: 03 10 17 24
  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
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  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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