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The Stingy News Weekly: 12/16/2019


Stingy News Flash

The Top 200 and Top Dividend Stocks features have been updated and are now available to Rothery Report subscribers.


Stingy Links

A pension storm
"By combining the expected returns from equities and bonds based on historical data, we can create a return matrix for a traditional 60/40 portfolio. Our model anticipates an annualized return of 3.1% for the next 10 years. That is well below the 7.25% assumed rate of return and is awful news for US public pension funds."
[Markets]

The presumed end of value
"after almost all investors have left the Value segment and even fundmanagers have softened their strategies with Growth criteria, there are inter-esting opportunities in the Value segment. Even though it is impossible to predict when the cycle will rotate and Value will make a comeback, it can be concluded that a more contrarian trade than Value is currently hard to find; and in recent decades Value has rarely been as attractively valued as today." [pdf]
[Value Investing]

Improving deep value strategies
"Their findings are consistent with prior research. For example, the use of multiple value metrics, composite scores, and negative screens is now common among many quantitative fund providers."
[Value Investing]

Profits always matter
"The message is clear: profitable companies outperform unprofitable ones over the long term - by nearly 450 percentage points since 1999"
[Markets]

Online dating and the economy
"How online dating is reshaping the entire economy" [audio]
[Markets]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)BCDA
Enbridge (ENB)CBCA
CIBC (CM)ABBA
Pembina Pipeline (PPL)BCDA
BCE Inc. (BCE)CDDA
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)AAAD
Nutrien (NTR)AABB
Teck Resources (TECK.B)AABE
Imperial Oil (IMO)AABC
CIBC (CM)ABBA
Magna (MG)ABAC
Manulife (MFC)AAAB
Bank of Montreal (BMO)ABBB
Thomson Reuters (TRI)AEEC
Bank of Nova Scotia (BNS)ABCA
Notes | More Info...


Low Price/Book Value StocksP/EP/BP/SYield
Teck Resources (TECK.B)AABE
EnCana (ECA)AAAD
First Quantum (FM)DACE
Cenovus Energy (CVE)DAAC
Cameco (CCO)EADE
Imperial Oil (IMO)AABC
Manulife (MFC)AAAB
Kinross Gold (K)DABF
Power Corp of Canada (POW)BAAA
SNC-Lavalin (SNC)FAAE
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
Power Corp of Canada (POW)YY
Teck Resources (TECK.B)YY
BCE Inc. (BCE)Y
Bank of Montreal (BMO)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
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
3M (MMM)CECA
Walgreens (WBA)ABAB
Cisco (CSCO)BDCB
Coca-Cola (KO)EEEB
Caterpillar (CAT)ADBB
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BP/SYield
Goldman Sachs (GS)AACD
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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