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The Stingy News Weekly: 06/05/2022


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Bedtime for Bonzo
"The clock is ticking on the Fed's delay game. They have waited and waited, as inflation has destroyed the standard of living of millions of Americans they promised to protect. And while moderating year-over-year inflation data may show statistical progress, it does nothing to reverse the inflation that has occurred or compensate those that have been harmed. Further, while the rate of year-over-year inflation may continue to decline as it did in April's CPI report, we believe inflation will remain well above the Fed's target and well above what the average family can withstand without significantly altering their spending and voting decisions."
[Markets]

Risk when credit spreads rise
"Every equity drawdown of -30% or more has occurred within six months of high-yield spreads crossing the 10-year median of 430bps. As Ben Bernanke highlights, credit markets amplify and propagate shocks to the real economy. Within this framework, deteriorating credit market conditions - such as increases in insolvency and rising real debt burdens - feed back into the economy, which in turn worsen credit conditions."
[Markets]

Short-term momentum
"Their main contribution was that they documented that short-term reversal was fully explained by stocks in the lowest deciles of turnover. The fact that the largest, most liquid stocks actually exhibited short-term momentum with economically and statistically significant premiums is an important new finding, allowing long-only investors to exploit the short-term momentum of stocks with very low transaction costs."
[Momentum]

Concealing volatility
"Don't listen to investment sales pitches which tell you to avoid the volatility of the public equity and debt markets, when they are taking the exact same risks in the private market, and they cannot or will not measure the risks for you, no matter how thick or thin the 'disclosure' document is."
[Funds]

Rallies to the bottom
"I thought it would be useful to exam how the U.S. stock market has bottomed historically and the false rallies that have occurred along the way."
[Markets]

Buy high sell never
"I always remember Bob when I'm putting money to work in the market, as I am today. It's never fun to watch an investment go down shortly after making it. Regret is a powerful emotion. But if you invest in a diversified stock portfolio and hold on for a decade or longer, just as Bob did, you should fare just fine."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)CCA
Manulife Financial (MFC)AAA
Power (POW)AAA
BCE (BCE)DDA
TC Energy (TRP)ECA
Bank of Nova Scotia (BNS)BAA
Pembina Pipeline (PPL)DCA
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
SNC-Lavalin (SNC)AAE
Manulife Financial (MFC)AAA
Bank of Montreal (BMO)AAB
Power (POW)AAA
Thomson Reuters (TRI)AED
Sun Life (SLF)AAA
Canadian Tire (CTC.A)ABC
CIBC (CM)AAA
National Bank (NA)ABB
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)AAC
Manulife Financial (MFC)AAA
Kinross Gold (K)DAC
Power (POW)AAA
Teck Resources (TECK.B)BAD
Sun Life (SLF)AAA
SNC-Lavalin (SNC)AAE
CIBC (CM)AAA
Bank of Montreal (BMO)AAB
Barrick Gold (ABX)CAC
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
CIBC (CM)YYY
Manulife Financial (MFC)YYY
Power (POW)YYY
Sun Life (SLF)YYY
Bank of Montreal (BMO)YY
Canadian Apt REIT (CAR.UN)YY
SNC-Lavalin (SNC)YY
Algonquin Power (AQN)Y
BCE (BCE)Y
Bank of Nova Scotia (BNS)Y
Barrick Gold (ABX)Y
Canadian Tire (CTC.A)Y
Enbridge (ENB)Y
Kinross Gold (K)Y
National Bank (NA)Y
Pembina Pipeline (PPL)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
Verizon (VZ)BBA
IBM (IBM)CDA
Walgreens (WBA)AAA
Dow (DOW)ABA
3M (MMM)BCA
Intel (INTC)AAB
Cisco Systems (CSCO)BCB
Chevron (CVX)BBB
Amgen (AMGN)DEB
JPMorgan Chase (JPM)AAB
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
Merck (MRK)BCC
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
Amgen (AMGN)Y
IBM (IBM)Y
Merck (MRK)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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

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Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...