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The Stingy News Weekly: 02/20/2019


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The dirty little secret of value funds
"The mystery is deepest in the case of value funds. Many shelves of academic research have demonstrated that one of the more dependable ways to beat the market, at least on paper, is to buy cheap stocks and shun expensive ones." [$]
[Value Investing]

Why most active managers fail
"To put it simply, the cheapest stocks are disproportionately small in terms of size and volume. This means that an active manager looking to choose, say, the best 40 of these stocks would be unable to manage more than $200M or so. Even a more passive, quasi-indexed, approach owning the 200 cheapest stocks could only handle about $1B."
[Value Investing]

Time varying factor premiums
"For value investors, the above findings are good news, as the relatively poor performance of value stocks in the U.S. over the past decade has led to a widening of the book-to-market spread between value and growth stocks, restoring it to about the same level it was when Eugene Fama and Kenneth French published their famous study"
[Value Investing]

Charlie Munger's AGM
"Charlie Munger addresses shareholders at Daily Journal annual meeting" [video]
[Munger]

The Next Millionaire Next Door
"Sarah Stanley Fallaw says seventy-five percent of millionaires paid less than $1000 for their most expensive suit. Fifty percent of millionaires paid less than $300 for their most expensive watch. Three-quarters of American millionaires paid less than $300 for their most expensive pair of shoes. She also found that 65 percent of American millionaires live in homes that are currently worth less than a million dollars."
[Books]

The worst case
"Then I came to realize that just getting market returns is no walk in the park."
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BDDA
Enbridge (ENB)DBBA
ARC Resources (ARX)BADA
Power Corp of Canada (POW)AAAA
BCE Inc. (BCE)CECA
TransCanada (TRP)BDEA
Emera (EMA)BCBA
CIBC (CM)ABCA
Pembina Pipeline (PPL)CDDA
TELUS (T)CDCA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Teck Resources (TECK.B)AABE
Magna (MG)ACAC
Husky Energy (HSE)AAAC
Manulife (MFC)AABB
CIBC (CM)ABCA
Power Corp of Canada (POW)AAAA
National Bank (NA)ACCB
Bank of Nova Scotia (BNS)ABCA
Sun Life Financial (SLF)ABBB
Bank of Montreal (BMO)ABCB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Crescent Point (CPG)FAAE
Teck Resources (TECK.B)AABE
First Quantum (FM)CACE
Cenovus Energy (CVE)FAAD
Husky Energy (HSE)AAAC
Power Corp of Canada (POW)AAAA
Goldcorp (G)FADE
ARC Resources (ARX)BADA
Kinross Gold (K)FABF
EnCana (ECA)FABE
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
ARC Resources (ARX)YY
CIBC (CM)YY
Husky Energy (HSE)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Bank of Nova Scotia (BNS)Y
Cenovus Energy (CVE)Y
Crescent Point (CPG)Y
Emera (EMA)Y
EnCana (ECA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Goldcorp (G)Y
Inter Pipeline (IPL)Y
Kinross Gold (K)Y
Magna (MG)Y
Manulife (MFC)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Sun Life Financial (SLF)Y
TELUS (T)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
IBM (IBM)BDBA
Verizon (VZ)BCBA
Exxon Mobil (XOM)CBAA
Chevron (CVX)BAAA
Coca-Cola (KO)EEEA
Pfizer (PFE)CBEA
JP Morgan Chase (JPM)AADB
Procter & Gamble (PG)DCDB
Cisco (CSCO)CCDB
Merck (MRK)EDEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AACE
Intel (INTC)ABCC
JP Morgan Chase (JPM)AADB
Walgreens (WBA)ABAC
American Express (AXP)ACCE
Caterpillar (CAT)ADBC
Travelers (TRV)BAAC
Apple (AAPL)BDCD
IBM (IBM)BDBA
Verizon (VZ)BCBA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AACE
DowDuPont (DWDP)EABB
Travelers (TRV)BAAC
Chevron (CVX)BAAA
JP Morgan Chase (JPM)AADB
Exxon Mobil (XOM)CBAA
Walgreens (WBA)ABAC
United Technologies (UTX)CBBD
Intel (INTC)ABCC
Walt Disney (DIS)BBCE
Notes | More Info...


US Stock SummaryYieldP/EP/B
JP Morgan Chase (JPM)YYY
Chevron (CVX)YY
Exxon Mobil (XOM)YY
Goldman Sachs (GS)YY
IBM (IBM)YY
Intel (INTC)YY
Travelers (TRV)YY
Verizon (VZ)YY
Walgreens (WBA)YY
American Express (AXP)Y
Apple (AAPL)Y
Caterpillar (CAT)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
DowDuPont (DWDP)Y
Merck (MRK)Y
Pfizer (PFE)Y
Procter & Gamble (PG)Y
United Technologies (UTX)Y
Walt Disney (DIS)Y
Notes...



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