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The Stingy News Weekly: 11/22/2019


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The investment factor
"In the case of small caps, in the U.S., while there was similar performance for the bottom three quartiles (annualized compound returns of 14.3 percent to 16.5 percent), the annualized compound return for the top quartile is substantially lower (7.2 percent). And the difference in average monthly returns between the bottom and top quartiles is 50 basis points and is reliably different from zero. The results for developed ex-U.S. and emerging markets are similar. In all three regions, there is a reliably positive investment premium that is driven primarily by the significant underperformance of small-cap firms with high asset growth."
[Markets]

John Malone interview
"CNBC's David Faber sits down with Liberty Media Chairman John Malone to discuss the streaming wars and the media landscape." [video]
[Media]

Junkyard billionaire
"The business of selling damaged autos has never been better for Copart founder Willis Johnson, a gold-chain wearing Oklahoma native who's turned drivers' misfortunes into a $1.9 billion fortune"
[Management]

Why polio is still around
"There's an old saying among global health experts: 'The last mile is the toughest.' Sometimes they mean it literally: Reaching people in the most remote areas is the hardest part of providing health care. Sometimes they mean it more figuratively: When you're trying to eradicate a disease, the last few cases are the toughest ones to get rid of. Sometimes it's a bit of both."
[Health]

Dr. George's paper
"The purpose of this paper is to examine whether earnings quality contributes to the book-to- market's predictive power in the cross section of stock returns. Earnings quality is embedded in the value-growth effect given that retained earnings is a key part of the book value of equity. Earnings quality reflects the effects of managerial discretion on reported earnings, which has been shown to be associated with both risk and behavioral biases in asset pricing. Our results affirm the existence of a value premium and show that the value premium is more pronounced within poor earnings quality stocks. Moreover, we find that poor earnings quality contributes to the value premium mainly through the pricing of growth stocks. Our results suggest that the quality of reported earnings has an incremental role in shaping expected returns of value versus growth stocks."
[Value Investing]

Dividend downturns
"There is a lot to like about dividend-paying stocks. Dividends generally follow earnings, and are cold hard evidence of earnings. existence. In Canada, this infatuation with dividend-payers is compounded by our love of bank and utility stocks, and favourable tax treatment of dividends paid by Canadian companies. Many Canadians view dividend-paying stocks as an investment cure-all - e.g., replacements for low-yielding bonds, and protection from a bear market or rising interest rates. And while they can sometimes deliver, history shows that the expected protection is far from certain."
[Dividends]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)AAAC
Nutrien (NTR)AABB
Teck Resources (TECK.B)AABE
Imperial Oil (IMO)AABC
Magna (MG)ABAC
CIBC (CM)ABCA
Manulife (MFC)AAAB
Bank of Montreal (BMO)ABBB
Thomson Reuters (TRI)AEEC
Cdn Natural Resources (CNQ)ABCB
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
Imperial Oil (IMO)AABC
Cameco (CCO)EADE
Power Corp of Canada (POW)BAAA
SNC-Lavalin (SNC)FAAE
Manulife (MFC)AAAB
Kinross Gold (K)DABF
Notes | More Info...


Canadian Stock SummaryYieldP/EP/B
CIBC (CM)YY
EnCana (ECA)YY
Imperial Oil (IMO)YY
Manulife (MFC)YY
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Montreal (BMO)Y
Bank of Nova Scotia (BNS)Y
Cameco (CCO)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Emera (EMA)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)CAAA
IBM (IBM)BDBA
Verizon (VZ)BCBA
Chevron (CVX)BABA
Pfizer (PFE)ABDA
3M (MMM)CECA
Cisco (CSCO)BDDB
Coca-Cola (KO)EEEB
Walgreens (WBA)ABAB
Caterpillar (CAT)ADBB
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AACC
DuPont (DD)EAAD
Travelers (TRV)BAAC
Chevron (CVX)BABA
Exxon Mobil (XOM)CAAA
JP Morgan Chase (JPM)ABDC
Walgreens (WBA)ABAB
Walt Disney (DIS)CBDE
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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