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The Stingy News Weekly: 07/26/2019


Stingy Links

Opposite of conventional wisdom
"One-month U.S. Treasury bills, often put in the risk-free bucket, went 68 years with a negative real return. Sure stocks can kill you fast, but bonds can kill you slowly."
[Markets]

Tobias Carlisle talks to Tim Melvin
"Before writing full time, Tim was vice president at Ferris Baker Watts, a boutique investment firm, where he specialized in deep value investing. He has also worked as a stockbroker, advisor and portfolio manager." [video]
[Value Investing]

Value investing and concentration
"Given that Value beat Growth over this time sample, what one finds is that on average, the more concentrated the portfolio (on average), the higher the CAGR over this time period (especially when keeping the holding period the same). Additionally, over the full-time period, while there is deviation amongst the Value metrics, they are generally similar in CAGR performance."
[Value Investing]

Long live value
"Value has underperformed since the beginning of 2007. Another prolonged period of underperformance for Book-to-Price and Earnings-to-Price happened between 1926 and 1941."
[Value Investing]

Fire and fraud
"The May 11 fire at Enloe State Bank set off a chain of events unlike anything the town.s 2,000 residents had ever seen. Before the month ended, the Texas Department of Banking had closed the bank, citing 'insider abuse and fraud by former officers.'"
[Crime]

Home kidney dialysis
"CVS Health Corp. is beginning human trials of a new home dialysis machine that could shake up the $35 billion market for end-stage kidney care and create a new business for the drugstore chain."
[Health]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)CDDA
Enbridge (ENB)DBBA
Power Corp of Canada (POW)BAAA
CIBC (CM)ABCA
BCE Inc. (BCE)CDCA
Pembina Pipeline (PPL)DCDA
Bank of Nova Scotia (BNS)ABCA
Husky Energy (HSE)AAAA
TELUS (T)CDCA
TC Energy (TRP)CDEA
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Teck Resources (TECK.B)AABE
EnCana (ECA)AAAD
Magna (MG)ABAC
Husky Energy (HSE)AAAA
Nutrien (NTR)ABBC
Manulife (MFC)AABB
Thomson Reuters (TRI)AEEC
CIBC (CM)ABCA
Bombardier (BBD.B)AFAF
Bank of Nova Scotia (BNS)ABCA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Husky Energy (HSE)AAAA
EnCana (ECA)AAAD
Teck Resources (TECK.B)AABE
First Quantum (FM)BABE
Power Corp of Canada (POW)BAAA
Cenovus Energy (CVE)FAAD
Cameco (CCO)EACE
SNC-Lavalin (SNC)FAAC
Manulife (MFC)AABB
Kinross Gold (K)FACF
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
Husky Energy (HSE)YYY
Bank of Nova Scotia (BNS)YY
CIBC (CM)YY
EnCana (ECA)YY
Manulife (MFC)YY
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bombardier (BBD.B)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
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
SNC-Lavalin (SNC)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)BBAA
IBM (IBM)BDBA
Verizon (VZ)ACBA
DuPont (DD)CAAA
Chevron (CVX)BABA
Pfizer (PFE)DCDA
Walgreens (WBA)ABAB
3M (MMM)CECB
JP Morgan Chase (JPM)AADB
Caterpillar (CAT)ADBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AACD
Walgreens (WBA)ABAB
Intel (INTC)ABCC
JP Morgan Chase (JPM)AADB
Caterpillar (CAT)ADBB
Verizon (VZ)ACBA
Travelers (TRV)BAAD
IBM (IBM)BDBA
American Express (AXP)BCCE
Walt Disney (DIS)BBDE
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
DuPont (DD)CAAA
Goldman Sachs (GS)AACD
Chevron (CVX)BABA
Travelers (TRV)BAAD
JP Morgan Chase (JPM)AADB
Exxon Mobil (XOM)BBAA
Walgreens (WBA)ABAB
United Technologies (UTX)DBBD
Walt Disney (DIS)BBDE
Intel (INTC)ABCC
Notes | More Info...


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



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2019
  09: 06 11 17
  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
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  03: 06 13 20 27
  02: 07 14 21 28
  01: 03 10 17 24 31
2015
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  11: 01 08 15 22 29
  10: 04 10 18 25
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  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
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  02: 07 14 21
  01: 04 12 18 25 31
2014
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  11: 02 08 16 23 30
  10: 04 11 19 26
  09: 06 14 19 28
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  06: 08 15 20 29
  05: 04 11 18 25 30
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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
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  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
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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
  03: 07 14 21 28
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  01: 03 10 17 24 31

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