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The Stingy News Weekly: 06/12/2022


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The worst years for balanced indexing
"Since bonds are having such a rough go at it during a correction in the stock market, this year is currently on par with 60/40 returns in 2008 and 1930. Not the kind of company you want to keep."
[Markets]

Does turnover still matter?
"For professional fund managers, transaction costs have come down significantly as well and risk management tools have become more sophisticated and which may have reduced the relationship between portfolio turnover and fund returns."
[Funds]

A normal housing market
"While the Fed is slowly raising the Fed Funds Rate, mortgage rates didn't want to wait around for Jerome Powell. Rates went from 3% in January to more than 5% by April. And the move higher was basically uninterrupted. The only period in history that comes even close to matching the speed and magnitude of this move was in the early 1980s."
[Real Estate]

The 6% mortgage
"Current 30-year mortgage rates are around 5.85%. Mortgage rates are probably close to the peak for this cycle (depending on inflation) but might rise to the low 6% range. Mortgage payments - for buying the same home - are up over 50% year-over-year."
[Real Estate]

A bloody waste
"Hemochromatosis is a disorder in which extra iron builds up in the body. A potential treatment is phlebotomy so patients with hemochromatosis want to donate blood and donate regularly. The American Red Cross, however, does not permit people with hemochromatosis to donate blood. Why not? The blood is safe and effective. The blood of these patients doesn't have much, if any, extra iron (the iron builds up in the body not so much in the blood per se). The 'problem' is that people with hemochromatosis benefit themselves by giving blood and for this reason their blood is considered tainted by the American Red Cross." [Not the case in Canada where they're happy to take 500ml with extra iron]
[Health]

Commonness of divorce in America
"Out of people who married at least once, the percentage of people who were married more than once or divorced approaches 50 percent as you get to age 60. But mortality appears to take precedence after that."
[World]


S&P/TSX60 Value Screens

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


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


Low Price/Book Value StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)AAB
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
Bank of Nova Scotia (BNS)BAA
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
Bank of Nova Scotia (BNS)YY
Canadian Apt REIT (CAR.UN)YY
SNC-Lavalin (SNC)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
TC Energy (TRP)Y
Teck Resources (TECK.B)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Microsoft (MSFT)EEA
Walgreens (WBA)AAA
IBM (IBM)CDA
Verizon (VZ)BBA
Intel (INTC)AAA
Dow (DOW)ABB
3M (MMM)BCB
Cisco Systems (CSCO)BCB
Procter & Gamble (PG)DDB
Chevron (CVX)CBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)AAA
Intel (INTC)AAA
Dow (DOW)ABB
JPMorgan Chase (JPM)AAC
Verizon (VZ)BBA
Travelers (TRV)BAD
3M (MMM)BCB
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)AAC
Intel (INTC)AAA
Travelers (TRV)BAD
Walt Disney (DIS)EBF
Chevron (CVX)CBB
Dow (DOW)ABB
Verizon (VZ)BBA
salesforce.com (CRM)EBF
Notes | More Info...


US Stock SummaryP/EP/BYield
Dow (DOW)YYY
Intel (INTC)YYY
Verizon (VZ)YYY
Walgreens (WBA)YYY
3M (MMM)YY
Chevron (CVX)YY
Cisco Systems (CSCO)YY
Goldman (GS)YY
JPMorgan Chase (JPM)YY
Travelers (TRV)YY
American Express (AXP)Y
IBM (IBM)Y
Microsoft (MSFT)Y
Procter & Gamble (PG)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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