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The Stingy News Weekly (07/23/2018)


"In my whole life, I have known no wise people (over a broad subject matter area) who didn't read all the time - none, zero. You'd be amazed at how much Warren reads - at how much I read. My children laugh at me. They think I'm a book with a couple of legs sticking out."
- Charlie Munger


Stingy Links

Share buybacks: a global perspective
"For example, in the United States, the S&P 500 Buyback Index has pummeled the overall market, averaging annual returns of 13.98% since January of 1994, versus 9.05% for the S&P 500 over the same period"
[Value Investing]

Deconstructing the low vol anomaly
"Research has provided persistent and pervasive evidence that the low-volatility anomaly, at least in stocks, is well explained by other common factors, specifically the value factors of D/P and E/P, the profitability and investments factors, and the term factor. This makes the low-volatility factor redundant for portfolios that already have exposures to these factors."
[Value Investing]

O'Shaughnessy letter
"Is Value ever going to work again? Since 2010, the Russell 1000 Growth index has outperformed the Russell 1000 Value index by roughly 70%, leaving many investors wondering if Value's historical edge will persist, or whether, instead, the future will be more random."
[Value Investing]

Lessons from Jim O'Shaughnessy
"We are, by our very nature, story-loving animals, and we create stories to create narratives that help us make sense of what is going on around us in the world, and many times, those stories are wrong. And so, from our perspective, trying to make a successful forecast, short-term forecast, is a virtual impossibility, because, in the short term, there's quite a bit of noise in the marketplace. And people mistake noise for signal, and they have a narrative about it, and it's very believable, but unfortunately, often wrong. So we don't make forecasts in terms of what the market's going to do over short periods of time because quite frankly, we don't know. And if others were honest, they would have to admit that they don't know, either. However, we do make forecasts based on very long-term time in the market."
[Value Investing]

Long live value
"We discuss how difficult the market has become for active investors, thematic investment opportunities, and the potential sources of market mispricings." [audio]
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BDEA
Enbridge (ENB)EBBA
BCE Inc. (BCE)CECA
Emera (EMA)EBBA
Power Corp of Canada (POW)AAAA
Pembina Pipeline (PPL)DCDA
TransCanada (TRP)BDEA
CIBC (CM)ABCA
Shaw (SJR.B)EDDA
TELUS (T)CDCA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Metro (MRU)ADAD
Cenovus Energy (CVE)AAAD
Teck Resources (TECK.B)AABE
Power Corp of Canada (POW)AAAA
Magna (MG)ACAC
CIBC (CM)ABCA
Kinross Gold (K)AABF
Bank of Nova Scotia (BNS)ABCA
National Bank (NA)ACCB
Royal Bank (RY)ADDB
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Crescent Point (CPG)FABB
Goldcorp (G)CADE
Cenovus Energy (CVE)AAAD
Teck Resources (TECK.B)AABE
Power Corp of Canada (POW)AAAA
Kinross Gold (K)AABF
First Quantum (FM)FADE
Cameco (CCO)FADC
Husky Energy (HSE)DABD
Manulife (MFC)DAAB
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Power Corp of Canada (POW)YYY
CIBC (CM)YY
Cenovus Energy (CVE)YY
Kinross Gold (K)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Nova Scotia (BNS)Y
Cameco (CCO)Y
Crescent Point (CPG)Y
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Goldcorp (G)Y
Husky Energy (HSE)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Manulife (MFC)Y
Metro (MRU)Y
National Bank (NA)Y
Pembina Pipeline (PPL)Y
Royal Bank (RY)Y
Shaw (SJR.B)Y
TELUS (T)Y
TransCanada (TRP)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Verizon (VZ)ACAA
IBM (IBM)CDBA
Exxon Mobil (XOM)BBAA
Pfizer (PFE)ABDA
Procter & Gamble (PG)BCCA
General Electric (GE)FBAA
Chevron (CVX)CABB
Coca-Cola (KO)EDEB
Cisco (CSCO)FCDB
Merck (MRK)ECEB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Verizon (VZ)ACAA
Pfizer (PFE)ABDA
Walt Disney (DIS)ACCD
JP Morgan Chase (JPM)AADD
Travelers (TRV)AAAC
Exxon Mobil (XOM)BBAA
Apple (AAPL)BDDE
Procter & Gamble (PG)BCCA
Goldman Sachs (GS)BACE
UnitedHealth (UNH)BDAE
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)BACE
Travelers (TRV)AAAC
DowDuPont (DWDP)EABC
Chevron (CVX)CABB
JP Morgan Chase (JPM)AADD
Exxon Mobil (XOM)BBAA
General Electric (GE)FBAA
Pfizer (PFE)ABDA
United Technologies (UTX)CBBD
Wal-Mart (WMT)DBAC
Notes | More Info...


US Stock SummaryYieldP/EP/B
Exxon Mobil (XOM)YYY
Pfizer (PFE)YYY
Chevron (CVX)YY
General Electric (GE)YY
Goldman Sachs (GS)YY
JP Morgan Chase (JPM)YY
Procter & Gamble (PG)YY
Travelers (TRV)YY
Verizon (VZ)YY
Apple (AAPL)Y
Cisco (CSCO)Y
Coca-Cola (KO)Y
DowDuPont (DWDP)Y
IBM (IBM)Y
Merck (MRK)Y
United Technologies (UTX)Y
UnitedHealth (UNH)Y
Wal-Mart (WMT)Y
Walt Disney (DIS)Y
Notes...



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2019
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2018
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2015
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2014
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2013
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2012
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2010
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