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The Stingy News Weekly: 05/28/2023


Stingy Links

Investment junk food
"Easy and instant access to information is often framed as a major advantage to present day investors compared to their predecessors, but if anything we suffer from a profound information disadvantage. The benefit of improved knowledge is easily overwhelmed by the behavioural challenge of dealing with an incessant torrent of noise. Much of what investors consume is little more than investment junk food, tempting us into decisions that feel good in the moment but come with a material long-term cost."
[Behaviour]

Trend following in equities
"Japan can be used as a case study as it is ahead of the rest of the world in terms of a declining population. Economic growth has been anemic and its stock market features a long bear market between 1989 and 2010. The results from this analysis do not highlight that long-short trend following was effective when applied to the Nikkei 225, although long-only trend following generated attractive risk-adjusted returns."
[Markets]

The time to buy stocks
"Sixty-one percent of U.S. adults say they have money invested in the stock market, the highest percentage Gallup has measured since 2008. Stock ownership fell during the Great Recession and stayed depressed for more than a decade, including lows of 52% in 2013 and 2016."
[Markets]

Extend and pretend
"Most of those are mortgages with amortizations 35 years or longer, as reported by the banks. The share of the Canadian mortgage portfolio with amortizations 35 years or longer was 25% at CIBC, RBC, and TD, respectively."
[Real Estate]

Timing
"Difficult as it might be sometimes, investors' best bet is to choose an asset allocation - and then to stick with it."
[Markets]


S&P/TSX60 Value Screens

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


Low Price/Earnings StocksP/EP/BYield
Nutrien (NTR)AAB
Tourmaline Oil (TOU)ABD
Imperial Oil (IMO)ACC
Suncor Energy (SU)ABA
Manulife Financial (MFC)AAA
Cenovus Energy (CVE)ABD
Canadian Natural (CNQ)ACB
Pembina Pipeline (PPL)ACA
Canadian Tire (CTC.A)ACB
Teck Resources (TECK.B)AAD
Notes | More Info...


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


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


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BYield
Verizon (VZ)AAA
Walgreens (WBA)FAA
3M (MMM)ABA
Dow (DOW)BBA
IBM (IBM)ECA
Amgen (AMGN)BEB
Chevron (CVX)ABB
Cisco Systems (CSCO)CCB
Johnson & Johnson (JNJ)EDB
Coca-Cola (KO)DDB
Notes | More Info...


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


Low Price/Book Value StocksP/EP/BYield
Goldman (GS)AAC
Walgreens (WBA)FAA
Intel (INTC)FAD
JPMorgan Chase (JPM)AAC
Verizon (VZ)AAA
Walt Disney (DIS)EBF
Travelers (TRV)BBD
Dow (DOW)BBA
Chevron (CVX)ABB
3M (MMM)ABA
Notes | More Info...


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



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2021
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2019
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2018
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2017
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2015
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2014
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2013
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2010
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