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The Stingy News Weekly: 12/11/2019


Stingy News Flash

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


New from Norm

The flip side of tax-loss selling
"While it makes sense to sell losers before the end of the year, the rush to do so tends to put further pressure on the shares of firms that have already declined a great deal. Selling for tax rather than fundamental reasons piques the interest of bargain hunters who often view the last few weeks of the year as the stock market's equivalent of a Boxing Day sale." [$]


Dividend investing under the microscope
"Today I'm going to put Canadian dividend stocks under the microscope to see how they measured up in past bullish and bearish periods." [$]


Graphing Dividends
"I've written many articles highlighting the big returns generated by Canadian dividend stocks. They usually include only one or two graphs due to space limitations. But I've given the extra graphs a home here for the enjoyment of dividend aficionados." [pdf]


Stingy Links

How retailers hide the costs of delivery
"The main reason small businesses can't keep up with the behemoths is economies of scale. Thanks to their huge infrastructure, mega-retailers simply pay less per package for shipping. Scale also helps when it comes to an ever more popular companion to free shipping: free returns. They're another salve for the pain of paying, but processing returns requires manpower and eats into profits. Big clothing retailers can recoup some of the costs by off-loading returns and stale inventory to discount stores such as Marshalls, but small businesses don't have that option."
[Markets]

Forget the shorts
"The results show that a hedged long position will have a better Sharpe ratio than the classic long/short factor portfolio. The short portfolios are positive, and in some cases, better than the long portfolios; however, the short combination of factors are inferior."
[Markets]

The Factor Archives: Momentum
"The chart clearly demonstrates that stocks with high momentum outperform the universe, offering an excess return of 4.3% annually. On a risk - adjusted basis, these stocks also outperform, with a Sharpe Ratio 1.5x higher than the All Stocks Universe (0.58 vs. 0.35). Finally, they are also consistent, outperforming in 91% of the 648 rolling.three-year periods."
[Momentum Investing]

Cryptocurrency: A Tool for Speculation
"Bitcoin and other crypto or digital currencies are likely to have a future. And blockchain technology seems destined to change some industries - e.g., the way we handle legal documents. But investment assets require fundamental characteristics upon which to base some value assessment and, in turn, return expectations. In the absence of such characteristics, buying Bitcoin and other cryptocurrencies either for attractive returns or portfolio diversification is speculating - not investing."
[Hallett]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Inter Pipeline (IPL)CCDA
Enbridge (ENB)CCCA
CIBC (CM)ABBA
Power Corp of Canada (POW)BAAA
Pembina Pipeline (PPL)BCDA
BCE Inc. (BCE)CDDA
Bank of Nova Scotia (BNS)ABCA
TELUS (T)CDCA
Emera (EMA)CCCA
Shaw (SJR.B)CCDA
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
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)AAAC
First Quantum (FM)DACE
Cenovus Energy (CVE)DAAC
Cameco (CCO)EADE
Imperial Oil (IMO)AABC
Power Corp of Canada (POW)BAAA
SNC-Lavalin (SNC)FAAE
Manulife (MFC)AAAB
Nutrien (NTR)AABB
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
Nutrien (NTR)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
Emera (EMA)Y
Enbridge (ENB)Y
First Quantum (FM)Y
Inter Pipeline (IPL)Y
Magna (MG)Y
Pembina Pipeline (PPL)Y
SNC-Lavalin (SNC)Y
Shaw (SJR.B)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
Chevron (CVX)BABA
Verizon (VZ)BCBA
Pfizer (PFE)ABDA
3M (MMM)CECA
Cisco (CSCO)BDCB
Walgreens (WBA)ABAB
Coca-Cola (KO)EEEB
Caterpillar (CAT)ADBB
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Goldman Sachs (GS)AACD
JP Morgan Chase (JPM)ABDC
Intel (INTC)ACCD
Walgreens (WBA)ABAB
Pfizer (PFE)ABDA
Caterpillar (CAT)ADBB
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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2019
  12: 03 11
  11: 03 08 16 22 27
  10: 04 11 18 22
  09: 06 11 17 25
  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
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  08: 07 16 20 28
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  06: 04 11 18 26
  05: 07 14 21 28
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  03: 05 12 19 26
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2016
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  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
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  02: 07 14 21 28
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2015
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  08: 17 23 30
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  02: 07 14 21
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2014
  12: 06 14 21 28
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2013
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  08: 04 10 25
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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
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  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
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  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
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