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The Stingy News Weekly: 01/17/2020


New from Norm

An inevitable market downturn
"There were 138 separate downturns in the S&P 500's inflation-adjusted record, based on Prof. Shiller's data. About 36 per cent of them lasted for one month and 67 per cent of them lasted for three months or less before the market moved up to new highs." [$]


Stingy Links

Age-invariant asset allocation
"In the present environment, the stock market is poised to deliver 2.52%/year over the next ten years. You can do better with an investment-grade portfolio of bonds."
[Retirement]

Value's death exaggerated
"Over the last 12 years, the relative valuation of value and growth moved from the 21st percentile to the 97th percentile. This revaluation explains most of value's underperformance. Today, the relative valuation level is close to the most attractive valuation level in history at the peak of the tech bubble in 2000."
[Value Investing]

VAH: Akre
"S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion" [video]
[Value Investing]

O'Shaughnessy Q4 2019 letter
"our updated in-house 10-year point estimate for the U.S. market's nominal total return fell during the year, and now sits at ~1.5% annualized, which would mean a ~16% total return over the next decade."
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BCDA
Enbridge (ENB)CBCA
CIBC (CM)AABA
BCE Inc. (BCE)CDDA
Pembina Pipeline (PPL)CCDA
Bank of Nova Scotia (BNS)ABCA
Power Corp of Canada (POW)BAAA
TELUS (T)CDCA
Shaw (SJR.B)CCDA
TC Energy (TRP)CDEA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)AAAC
Nutrien (NTR)AABB
Teck Resources (TECK.B)AABE
CIBC (CM)AABA
Imperial Oil (IMO)AABC
Magna (MG)ABAC
Bank of Nova Scotia (BNS)ABCA
Manulife (MFC)AAAB
National Bank (NA)ACCB
Thomson Reuters (TRI)AEEC
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)AABE
EnCana (ECA)AAAC
First Quantum (FM)DABE
Cenovus Energy (CVE)DAAC
Cameco (CCO)EADE
Imperial Oil (IMO)AABC
Power Corp of Canada (POW)BAAA
Nutrien (NTR)AABB
Kinross Gold (K)EABF
Manulife (MFC)AAAB
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
EnCana (ECA)YY
Imperial Oil (IMO)YY
Manulife (MFC)YY
Nutrien (NTR)YY
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Cameco (CCO)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Shaw (SJR.B)Y
TC Energy (TRP)Y
TELUS (T)Y
Thomson Reuters (TRI)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Exxon Mobil (XOM)CAAA
IBM (IBM)BDBA
Verizon (VZ)BCBA
Chevron (CVX)BABA
Pfizer (PFE)ABDA
Walgreens (WBA)ABAA
3M (MMM)CECB
Cisco (CSCO)BDDB
Coca-Cola (KO)DEEB
Caterpillar (CAT)ADBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AACD
JP Morgan Chase (JPM)ABDB
Walgreens (WBA)ABAA
Intel (INTC)ACCD
Caterpillar (CAT)ADBB
Pfizer (PFE)ABDA
Verizon (VZ)BCBA
Travelers (TRV)BAAC
American Express (AXP)BCCE
IBM (IBM)BDBA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
DuPont (DD)EAAD
Goldman Sachs (GS)AACD
Chevron (CVX)BABA
Travelers (TRV)BAAC
Exxon Mobil (XOM)CAAA
JP Morgan Chase (JPM)ABDB
Walgreens (WBA)ABAA
Walt Disney (DIS)CBCE
United Technologies (UTX)DBBD
Pfizer (PFE)ABDA
Notes | More Info...


US Stock SummaryYieldP/EP/B
Pfizer (PFE)YYY
Walgreens (WBA)YYY
Caterpillar (CAT)YY
Chevron (CVX)YY
Exxon Mobil (XOM)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
3M (MMM)Y
American Express (AXP)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
DuPont (DD)Y
Intel (INTC)Y
United Technologies (UTX)Y
Walt Disney (DIS)Y
Notes...



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2020
  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
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  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
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  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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2016
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  10: 02 09 16 23 29
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2015
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  08: 17 23 30
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  02: 07 14 21
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2014
  12: 06 14 21 28
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  10: 04 11 19 26
  09: 06 14 19 28
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2013
  12: 02 09 16 30
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  10: 06 14 20 27
  09: 09 16 23 30
  08: 04 10 25
  07: 07 15 21 28
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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
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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
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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
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