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The Stingy News Weekly: 04/30/2023


Stingy Links

AI is a waste of time
"AI will waste a billion hours before it saves a billion hours. Before it kills us all, it will kill a lot of time."
[Tech]

Solo vs. teams
"In other words, while the average single-manager hedge fund has better performance, individual funds can be at the very top or at the very bottom, depending on the decisions of the fund manager. Team-managed funds are in the murky middle, neither particularly good nor particularly bad."
[Funds]

Swedish Fish
"Overall, we think that the low valuations in Europe relative to the US warrant a consideration of overweighting Europe in a global asset allocation today. And one doesn't have to enjoy eating fermented herring or ice swimming to be attracted to the historical discounts on offer in countries like Sweden."
[Value Investing]

Expectations affect share repurchases
"It finds that firms repurchase significantly more shares when they expect higher future earnings relative to market expectations, which is consistent with the undervaluation hypothesis. This finding holds regardless of the level of underlying valuations. The results do not appear to be driven by managerial misvaluation or bias. Rather, my findings suggest that firms utilize insider information to time the market with respect to share repurchase decisions."
[Markets]

Booms and busts in value
"Campbell, Giglio, and Polk also showed that while the classic value strategy bets on the convergence of valuation ratios across and within industries, the intra-industry component of such a bet typically contributes much more to value.s average outperformance. Thus, investors building value-oriented portfolios might want to consider funds that are industry neutral."
[Value Investing]


S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BYield
TC Energy (TRP)ECA
Enbridge (ENB)DCA
Bank of Nova Scotia (BNS)AAA
CIBC (CM)BAA
BCE (BCE)CDA
Pembina Pipeline (PPL)ACA
Power (POW)BAA
Manulife Financial (MFC)AAA
Algonquin Power (AQN)FAA
Suncor Energy (SU)ABA
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Tourmaline Oil (TOU)ABD
Nutrien (NTR)AAC
Imperial Oil (IMO)ABC
Suncor Energy (SU)ABA
Cenovus Energy (CVE)ABD
Manulife Financial (MFC)AAA
Bank of Montreal (BMO)AAB
Canadian Natural (CNQ)ACB
Pembina Pipeline (PPL)ACA
Bank of Nova Scotia (BNS)AAA
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Canadian Apt REIT (CAR.UN)EAC
Manulife Financial (MFC)AAA
Power (POW)BAA
Kinross Gold (K)FAC
Algonquin Power (AQN)FAA
CIBC (CM)BAA
Bank of Nova Scotia (BNS)AAA
Teck Resources (TECK.B)BAE
Bank of Montreal (BMO)AAB
Brookfield (BN)DAD
Notes | More Info...


Canadian Stock SummaryP/EP/BYield
Bank of Nova Scotia (BNS)YYY
Manulife Financial (MFC)YYY
Algonquin Power (AQN)YY
Bank of Montreal (BMO)YY
CIBC (CM)YY
Pembina Pipeline (PPL)YY
Power (POW)YY
Suncor Energy (SU)YY
BCE (BCE)Y
Brookfield (BN)Y
Canadian Apt REIT (CAR.UN)Y
Canadian Natural (CNQ)Y
Cenovus Energy (CVE)Y
Enbridge (ENB)Y
Imperial Oil (IMO)Y
Kinross Gold (K)Y
Nutrien (NTR)Y
TC Energy (TRP)Y
Teck Resources (TECK.B)Y
Tourmaline Oil (TOU)Y
Notes...


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)AAA
3M (MMM)ACA
Walgreens (WBA)FAA
IBM (IBM)ECA
Dow (DOW)BBA
Chevron (CVX)ABB
Amgen (AMGN)CEB
Cisco Systems (CSCO)CCB
Goldman (GS)AAB
JPMorgan Chase (JPM)AAB
Notes | More Info...


Low Price/Earnings StocksP/EP/BYield
Verizon (VZ)AAA
Chevron (CVX)ABB
JPMorgan Chase (JPM)AAB
3M (MMM)ACA
Goldman (GS)AAB
Dow (DOW)BBA
Travelers (TRV)BBD
Intel (INTC)BAD
Caterpillar (CAT)BDD
American Express (AXP)BCE
Notes | More Info...


Low Price/Book Value StocksP/EP/BYield
Goldman (GS)AAB
Intel (INTC)BAD
Walgreens (WBA)FAA
JPMorgan Chase (JPM)AAB
Verizon (VZ)AAA
Travelers (TRV)BBD
Dow (DOW)BBA
Walt Disney (DIS)EBF
Chevron (CVX)ABB
salesforce.com (CRM)EBF
Notes | More Info...


US Stock SummaryP/EP/BYield
Chevron (CVX)YYY
Dow (DOW)YYY
Goldman (GS)YYY
JPMorgan Chase (JPM)YYY
Verizon (VZ)YYY
3M (MMM)YY
Intel (INTC)YY
Travelers (TRV)YY
Walgreens (WBA)YY
American Express (AXP)Y
Amgen (AMGN)Y
Caterpillar (CAT)Y
Cisco Systems (CSCO)Y
IBM (IBM)Y
Walt Disney (DIS)Y
salesforce.com (CRM)Y
Notes...



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