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The Stingy News Weekly: 02/17/2024


Stingy Links

Why not 100% equities
"The paper comes to the rather startling game-changing conclusion that long-term investors should be 100% in equities, not in a more diversified portfolio. We have been down this road before with this idea refuted with alacrity and panache at least as far back as the mid-1990s."
[Asness]

Yield is not return
"Over the history of our internal bond dataset, returns for bonds rated single B have been 3% behind their yields, and returns for bonds rated CCC have been 7% behind their yields. We suspect that the average result for highly levered private credit deals will fall within that range."
[Bonds]

How many factors do you need?
"Putting all this together, we end up with the knowledge that the factor zoo can be reduced to some 10 to 20 factors and that among the most important factors to consider are value, momentum, quality, and growth."
[Markets]

The persistence of growth
"An implicit assumption in most forecasts is that growth is persistent. While analysts underwrite high growth for companies that have grown quickly and slow growth for companies that have grown slowly in the past, a large body of evidence demonstrates that reversion to the mean of both positive and negative abnormal earnings growth is the norm."
[Markets]

Fire meets ice
"While I think our current concept of retirement could do with some tweaking, I wouldn't want to discourage folks from saving aggressively for their later years. At the same time, I think it’s instructive to think about a different model of retirement, one where we continue to earn at least some income well into our 70s and perhaps beyond."
[Retirement]

Fear of heights
"In other words, we'd all prefer to invest when the market's cheap, but investors were still better off putting money into the market at all-time highs than not at all. The lesson: Investors who wait on the sidelines in the hope of earning better returns may miss out on receiving any returns."
[Indexing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
Enbridge (ENB)DCA
BCE (BCE)CDA
TC Energy (TRP)FCA
Algonquin Power (AQN)FAA
Bank of Nova Scotia (BNS)AAA
TELUS (T)ECA
Emera (EMA)ABA
Pembina Pipeline (PPL)CCA
CIBC (CM)BAA
Power (POW)AAA


Low Price/Earnings StocksP/EP/BYield
Suncor Energy (SU)ABB
Brookfield Asset Management (BAM)ACB
Tourmaline Oil (TOU)ABD
Agnico Eagle (AEM)AAC
Imperial Oil (IMO)ACC
First Quantum (FM)AAD
Bank of Nova Scotia (BNS)AAA
National Bank (NA)ACB
Cenovus Energy (CVE)ABC
Emera (EMA)ABA


Low Price/Book Value StocksP/EP/BYield
Brookfield Infra (BIP.UN)EAA
First Quantum (FM)AAD
Algonquin Power (AQN)FAA
Canadian Apt REIT (CAR.UN)FAC
Nutrien (NTR)BAB
Teck Resources (TECK.B)BAD
Kinross Gold (K)DAC
Barrick Gold (ABX)EAC
Bank of Nova Scotia (BNS)AAA
Power (POW)AAA


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
Algonquin Power (AQN)YY
Emera (EMA)YY
First Quantum (FM)YY
Power (POW)YY
Agnico Eagle (AEM)Y
BCE (BCE)Y
Barrick Gold (ABX)Y
Brookfield Asset Management (BAM)Y
Brookfield Infra (BIP.UN)Y
CIBC (CM)Y
Canadian Apt REIT (CAR.UN)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
National Bank (NA)Y
Nutrien (NTR)Y
Pembina Pipeline (PPL)Y
Suncor Energy (SU)Y
TC Energy (TRP)Y
TELUS (T)Y
Teck Resources (TECK.B)Y
Tourmaline Oil (TOU)Y


DOW 30 Value Screens

High Dividend Yield StocksP/EYield
Walgreens (WBA)FA
Verizon (VZ)AA
3M (MMM)AA
Dow (DOW)CA
IBM (IBM)EA
Chevron (CVX)AB
Goldman (GS)AB
Amgen (AMGN)BB
Coca-Cola (KO)CB
Johnson & Johnson (JNJ)EB


Low Price/Earnings StocksP/EYield
Verizon (VZ)AA
JPMorgan Chase (JPM)AC
Chevron (CVX)AB
3M (MMM)AA
Goldman (GS)AB
American Express (AXP)BD
Travelers (TRV)BC
Amgen (AMGN)BB
Cisco Systems (CSCO)BC
Home Depot (HD)BC


US Stock SummaryP/EYield
Amgen (AMGN)YY
Chevron (CVX)YY
Goldman (GS)YY
Verizon (VZ)YY
3M (MMM)Y
American Express (AXP)Y
Caterpillar (CAT)Y
Cisco Systems (CSCO)Y
Coca-Cola (KO)Y
Dow (DOW)Y
Home Depot (HD)Y
IBM (IBM)Y
JPMorgan Chase (JPM)Y
Johnson & Johnson (JNJ)Y
Travelers (TRV)Y
Walgreens (WBA)Y



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2021
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2019
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2018
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