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The Stingy News Weekly: 03/31/2024


Stingy Links

Shining moment
"Where will gold go from here? It's hard to know. Gold doesn't pay any income. As Warren Buffett likes to say, it 'just sits there.' In fact, gold costs money to hold, because it requires storage space and security."
[Markets]

The B-Team
"we do not believe the current market and profit cycles are perpetual. Like past cycles, we expect many of the trends inflating profits and asset prices will revert and be proven unsustainable. In basketball terms, this game (cycle) isn't over. We plan to keep shooting, finish the game, and are prepared for the final shot. Instead of giving up, we believe valuations matter more today than ever."
[Markets]

Rent or buy
"Putting the non-monetary issues aside, the most eye-opening thing I learned from this analysis was that you cannot know with certainty whether buying or renting is the right choice until far into the future. Why? Because of future inflation"
[Real Estate]

Economic momentum
"Strong empirical evidence demonstrates that momentum (both cross-sectional and time-series) provides information on the cross-section of returns of many risk assets and has generated alpha relative to existing asset pricing models. Brooks, Feilbogen, Ooi, and Akant's study adds to that body of research by providing tests of pervasiveness and robustness, increasing our confidence that the findings of momentum in asset prices are not a result of data mining."
[Markets]

90% is much better than nothing
"Noise is not only a fact of life for financial data, it is present in economic data, health data even data about Reddit comments. As the great Fischer Black said in his prescient article on data noise, published almost 40 years ago: 'I think almost all markets are efficient almost all of the time. 'Almost all' means at least 90%.'"
[Markets]

The trading game
"Gary's book is a powerful tale of the industry and the people who work with Gary. And these people are driven, it seems, only by greed and characterised by a complete lack of ethics. These people are empty corporate automatons. And if the reader recognises himself in parts of this story, the question Gary asks implicitly is: What are you going to do about it?"
[Books]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BYield
Suncor Energy (SU)ABB
Brookfield Asset Management (BAM)ACB
Tourmaline Oil (TOU)ABD
Emera (EMA)AAA
Imperial Oil (IMO)ACC
Power (POW)AAA
Bank of Nova Scotia (BNS)AAA
National Bank (NA)ACB
First Quantum (FM)AAD
Nutrien (NTR)AAB


Low Price/Book Value StocksP/EP/BYield
First Quantum (FM)AAD
Canadian Apt REIT (CAR.UN)FAC
Algonquin Power (AQN)FAA
Nutrien (NTR)AAB
Power (POW)AAA
Teck Resources (TECK.B)BAE
Bank of Nova Scotia (BNS)AAA
Emera (EMA)AAA
Kinross Gold (K)CAD
Barrick Gold (ABX)DAC


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
Emera (EMA)YYY
Power (POW)YYY
Algonquin Power (AQN)YY
First Quantum (FM)YY
Nutrien (NTR)YY
BCE (BCE)Y
Barrick Gold (ABX)Y
Brookfield Asset Management (BAM)Y
CIBC (CM)Y
Canadian Apt REIT (CAR.UN)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
National Bank (NA)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
Verizon (VZ)BA
3M (MMM)FA
Dow (DOW)EA
Walmart (WMT)AA
Chevron (CVX)AA
IBM (IBM)CB
Cisco Systems (CSCO)AB
Coca-Cola (KO)CB
Amgen (AMGN)CB
Johnson & Johnson (JNJ)AB


Low Price/Earnings StocksP/EYield
Walmart (WMT)AA
Johnson & Johnson (JNJ)AB
JPMorgan Chase (JPM)AD
Chevron (CVX)AA
Cisco Systems (CSCO)AB
Verizon (VZ)BA
Travelers (TRV)BD
Caterpillar (CAT)BD
Goldman (GS)BC
American Express (AXP)BE


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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2024
  03: 07 14
  03: 03 10 17 24 31
  02: 03 09 17 25
  01: 07 14 21 28
2023
  12: 03 09 16 24 30
  11: 05 12 19 26
  10: 01 07 15 22 29
  09: 04 10 17 24
  08: 07 13 20 27
  07: 02 09 16 23 29
  06: 04 11 16 25
  05: 07 14 21 28
  04: 02 09 16 23 30
  03: 05 12 19 25
  02: 05 12 19 26
  01: 01 08 15 22 29
2022
  12: 04 11 18 25
  11: 06 13 20 27
  10: 02 09 16 23 30
  09: 04 11 18 25
  08: 01 07 14 20 28
  07: 03 10 17 24
  06: 05 12 17 26
  05: 01 08 15 23 29
  04: 03 10 17
  03: 06 13 20 27
  02: 04 13 20 27
  01: 02 09 16 23 30
2021
  12: 05 12 19 25
  11: 06 14 21 28
  10: 03 07 17 24 30
  09: 05 12 19 24
  08: 02 08 15 22 29
  07: 04 11 19 25
  06: 06 13 20 27
  05: 02 09 16 23 30
  04: 04 11 18 25
  03: 07 14 21 28
  02: 07 14 21 28
  01: 03 10 17 24 30
2020
  12: 06 13 20 25
  11: 01 08 22 27
  10: 03 11 18 24
  09: 06 11 19 26
  08: 01 09 16 22 30
  07: 04 12 18 26
  06: 06 12 20 27
  05: 03 09 16 23 31
  04: 04 12 17 24
  03: 08 15 22 28
  02: 01 07 15 22 28
  01: 03 10 17 24
2019
  12: 03 11 16 27
  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
  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
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  03: 05 12 19 26
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  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
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  01: 03 10 17 24 31
2015
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  10: 04 10 18 25
  09: 05 13 20 27
  08: 17 23 30
  07: 05 12 19 26 31
  06: 06 14 21 28
  05: 03 09 17 23 31
  04: 04 12 19 26
  03: 01 07 15 22 28
  02: 07 14 21
  01: 04 12 18 25 31
2014
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  10: 04 11 19 26
  09: 06 14 19 28
  08: 10 16 24 29
  07: 05 12 19 25
  06: 08 15 20 29
  05: 04 11 18 25 30
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  02: 01 09 16 23
  01: 05 12 18 26
2013
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  10: 06 14 20 27
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  08: 04 10 25
  07: 07 15 21 28
  06: 03 09 16 23 30
  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
  12: 02 09 16 23 30
  11: 04 11 18 25
  10: 07 14 21 28
  09: 02 09 16 23 30
  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
  12: 04 11 18 25
  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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